The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Jun Tanabe - JPMorgan Chase & Co, Research Division - Analyst
: JPMorgan, my name is Tanabe. I have detailed questions. In terms of the balance of the handset sales, so sales of goods. If you look at that, the
profit has decreased. And I understand that it is not directly linked with each other, but I want to know how the movement looks like. And from
June, Docomo has unbundled plan. Is there any changes due to their new plan? So from July to September, how would that change?
Question: Jun Tanabe - JPMorgan Chase & Co, Research Division - Analyst
: If you could, if you could talk about the year-on-year figures for the Y!mobile. So we do have some margin. So it is impacting negatively in the
revenue. So is it possible to get the quantitative figures?
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AUGUST 05, 2019 / NTS, 9434.T - Q1 2020 SoftBank Corp Earnings Call
Question: Jun Tanabe - JPMorgan Chase & Co, Research Division - Analyst
: Moving on to the second question. Enterprise segment solution, I would like to make a confirmation on what you have said. So how much is that
contributing to the profitability? My understanding is that you are in the phase of increasing the top line. So in terms of the profitability, it's not
contributing so much. But is my understanding correct?
Question: Jun Tanabe - JPMorgan Chase & Co, Research Division - Analyst
:
Question: Shinji Moriyuki - SBI Securities Co., Ltd., Research Division - Analyst
: From SBI Securities, my name is Moriyuki. The transition within the group in terms of the brand. So transition or upgrade from Y!mobile to SoftBank
was increasing, but maybe that was one time factor. But how is the movement now?
Question: Shinji Moriyuki - SBI Securities Co., Ltd., Research Division - Analyst
: But compared with competitors, competitors have new price plans. But after the introduction of new price plans, was there any impact to Y!mobile
or SoftBank? Or there are any different movements?
Question: Shinji Moriyuki - SBI Securities Co., Ltd., Research Division - Analyst
: The next question is with regards to cost reduction. And without increasing the costs, you have been able to conduct new initiatives. I think that's
what I have heard in the presentation. So how far will you go? So how far have you gone at this point?
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AUGUST 05, 2019 / NTS, 9434.T - Q1 2020 SoftBank Corp Earnings Call
Question: Shinji Moriyuki - SBI Securities Co., Ltd., Research Division - Analyst
: So there is a high possibility that we will see reduction in the cost from these initiatives?
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