DoCoMo
DoCoMo

DoCoMo: Flat-Rate Data to Boost ARPU?

After the May 7 release of NTT DoCoMo’s full-year FY 2003 financial results, Tokyo analysts, financial consultants, and investment gurus have been churning out a steady stream of opinion and forecasts. After reporting stunning net profits of Y650 bn (about US$5.71 bn), at least some analysts predict the company is on track to return to the Y1-trillion operating profit level in FY 2004, ending 31 March 2005 (have any outside Japan achieved similar?). Among the more interesting gems: 2G average revenue per user (ARPU) was Y7,470 (Y5,570 voice, Y1,900 data; data was 25% of total) in 4Q2004, while 3G ARPU was Y10,360 (Y6,960 voice, Y3,400; data was 33% of total) for the same period. Clearly, 3G rocks! But that’s not all — read on for the predictions on how new, flat-rate data pricing will affect profits in FY2004.

DoCoMo Launching New 506i Models

DoCoMo announced today the release of D506i and F506i, two new handsets in the 2G i-mode compatible mova 506i series, that will be marketed beginning May 19, 2004. The D506i [.jpg image] features a voice-activated camera shutter and multifunctional side button to activate the camera for stills/video or the voice recorder, even while the handset is closed. The F506i [.jpg image] includes a 2.04 mega-pixels autofocus CCD camera with a sweep-type fingerprint sensor. You can also get a sneak peek at the new 506i series models in our video coverage from the recent launch event.

Technology Enabling Mobile Media Delivery

New technology and business plans are making 3G networks profitable for NTT DoCoMo and other Japanese carriers, as well as for content providers. Powerful terminals, workable billing and rich content all contribute to fast growth. Japanese mobile users can receive media content — news and information in the form of text, images and video — delivered direct to their phones, and they access media while mobile in large numbers. In Part 1 of a story published today on the JMR site, WWJ editor Daniel Scuka delves into the technologies making media content delivery via mobile a reality, including Web, Java, TV, and FM radio. Log on for a review of the highlights. “Japan’s Success in Mobile Media Has Wanna-Be Messages for West”.

DoCoMo Set to Shift Focus

NTT, the majority shareholder of DoCoMo, is set to announce the appointment of Masao Nakamura as the new president of Japan’s largest mobile operator in a move that is expected to increase the influence of its parent company and shift the mobile group’s focus to the domestic market. Until recently, DoCoMo had been widely expected to pick Shiro Tsuda, also a senior executive vice-president, to replace Keiji Tachikawa, the group’s president for the past six years.

UPDATE: It’s official Masao Nakamura is set to become President and CEO.

SKY Perfect, DoCoMo Field Test 3G FOMA

Digital Satellite TV provider SKY Perfect Communications and NTT DoCoMo announced that the two companies have agreed to jointly field test mobile video-clip streaming services and program-related information services by integrating the 3G FOMA and SKY PerfecTV! networks. The test is scheduled from June 15, 2004 to November 30, 2004 in Japan.

3G, DoCoMo, FOMA Milestones in Japan

April is emerging to be a milestone month in Japan’s 3G rollout. According to the most recent Telecom Carriers Association figures. Milestone One: Japan added a million new 3G subscribers in April. Milestone Two: April’s surge also simultaneously brought the total number of 3G users here to over 17.7 million. So what you say? Well, this also meant that for the first time Japan’s 3G user base passed 20% of Japan’s 82 million mobile subscriber base, or 21.6% to be precise, as of April 30! Milestone Three: DoCoMo added an incredible 530,500 FOMA subscribers. Not only was this up 483% on the same month a year ago, it was the FIRST TIME ever that DoCoMo beat KDDI au in net 3G adds!!