Engadget Logo Encajet Japanese version of Rakuten Mobile Corporation 5 million wishes "I want you to disclose it by the number of actual contractors" (Junya Ishino)

Rakuten Mobile has announced that it has exceeded 5 million contractors.It is important to note that this number is included in the MVNO Rakuten Mobile, which has finished the new application.If you focus on Rakuten Mobile as an MNO that operates equipment such as base stations yourself, the numbers will be smaller than this.Since MNO and MVNO have a completely different revenue structure, they are contractors who can not be able to put together.

So, how did the number of MNO subscribers expand?Rakuten Mobile occasionally publishes the "cumulative contract applicant", but this number is only a reference value.This is because the cancellation is included, so one of the users who MNP to another company has already been overlooked on Rakuten Mobile has already been counted.Even though you have applied, one person who canceled, "After all," will be counted, so the more you continue the business, the more you will deviate from the actual situation.

The evidence was that the financial results briefing held on August 11 questioned the cumulative contract applicant and the opening of the contractor as of the end of March (although I was thrown).According to the materials used by the company's CEO Hiroshi Mikitani during the presentation, the number of contractors as of the end of March is 2.89 million.On the other hand, when the president and CEO Yoshihisa Yamada explained their performance, the cumulative contract applicant as of March was disclosed at 3.51 million.

If you deduct, the difference is 620,000.Last year, the inventory of Rakuten Mini was exhausted, and the delivery was delayed, but these troubles have been reduced recently.Nevertheless, at the moment, such "no special factors" (Mr. Yamada) have always gained more than 600,000 differences."There is a one -year free campaign until the beginning of April, and there is an application for the last (rush)."You can see that it is no longer a value that represents the actual situation.

At the same financial results briefing session, Rakuten Mobile announced that the total number of applicants in June was 4.42 million, but in light of the opening with the number of actual contractors, it is not possible to receive it according to the face value.It is the actual situation.However, in fact, the number of freshwater contractors is open to another place.This is because the Ministry of Internal Affairs and Communications is calling for reporting the actual number of the contractor from each carrier in accordance with the rules of telecommunications business reports.The numbers reported here are published every quarter, and the latest numbers are at the end of March.

The Ministry of Internal Affairs and Communications reports the numbers of MNO and MVNOs properly, so if you calculate the difference based on this data, you can see the true ability of Rakuten Mobile.Looking at the Ministry of Internal Affairs and Communications's "Disposal of Quarter Data on Telecommunications Services and Share", as of the end of March, Rakuten Mobile's MNO was 1 among the total number of contractors..It accounts for 5%share.The total of all carriers, including MVNO, has a contract of 195.12 million.1 here.If you spend 5%, it will be about 2.92 million, and it will be almost equal to 2.89 million in Mikitani's material.There is a difference of about 30,000.

On the other hand, Rakuten Mobile as an MVNO as of March was 11..I have a 4%share.This is a share of the so -called cheap smartphone, a cheap SIM, a SIM card type.The whole is 15.68 million contracts, so you can see that Rakuten Mobile's MVNO still has about 1.78 million contracts.Although the new contract has been completed, the transition of users seems to be gradually progressing.As of March, the total number of contracts between MNOs and MVNOs will be about 4.7 million.

Here, we will return to the 5 million contract at the beginning, but if you subtract this 5 million contracts to 4.7 million contracts, the number of users who have been net in about 5 months is about 5 months.The net increase in less than 5 months is 300,000, and over 60,000 contracts have increased in one month.MVNO's Rakuten Mobile has ended a new contract, so most net increase of 300,000 has been added to Rakuten Mobile as MNO.As a result, Rakuten Mobile's MNO has at least 3.22 million contractors as of August 23rd.

However, this does not include the contractor who has migrated from MVNO to MNO.The transition from MVNO to MNO is ± 0 when viewed overall, but it will increase the number of MNO subscribers.It is speculated because the numbers of the transition are not strictly known, but MVNO's Rakuten Mobile lost around 2%every quarter, so around 100,000 contracts leaked in one month.doing.If all of them move to Rakuten Mobile's MNO, about 3.7 million contracts, about half of them have escaped to other companies, is about 3.45 million contracts.

Rakuten Mobile announced the total number of applicants as of June to 4.22 million, so even if MNO is about 3.5 million contracts, the difference from the actual contract has further expanded.Since the number of applicants for July and August has not yet been announced, I think that the difference will be very high at the next announcement.In this case, the number of the cumulative contract applicants is no longer meaningful, but the number of cancellers and the cancellation rate can be understood.At the beginning of the service, I was able to understand a certain amount of momentum as a number that indicates momentum, but now it has been more than a year, but it can be said that the role of KPI has not played.

The 3450-3.7 million contracts are a good number that has been achieved in just over one year, and can be said to be the result of the Rakuten Mobile price plan and ecosystem.On the other hand, considering that we are professing to aim for the number one, the scale is still small.For example, SoftBank has revealed that it has already exceeded 7 million contracts with sub brand Y -Mobile.DOCOMO's AHAMO exceeded 1.8 million as of August.KDDI's POVO is about 1 million, and the number of contractors per month is higher than Rakuten Mobile.

Existing businesses have a large mother because they are existing businesses, and they can earn users only by changing plans and brands, so they cannot be compared.On the other hand, it is also true that if you want to compete with these careers from directly, you need to accelerate the momentum.

However, at the moment, if you increase your acquisition more than expected, there is a problem that the roaming cost to KDDI will be a problem, so it may be a place to wait for the area.In that sense, the delay in expanding areas due to semiconductor deficiency can be said to be a pain for Rakuten Mobile.Apart from that, we want you to disclose the scale of the contractor, not the number of contractors for the cumulative contract.In any case, if you report to the Ministry of Internal Affairs and Communications, I think that the numerical value will not be misleading.