NTT DoCoMo Stories July 22, 2014
With Fortune having now filled in the blanks in its analyst roundup, above are the final numbers Wall Street expects Apple to announce at around 1.30pm PT/4.30pm ET this afternoon.
With all 34 analysts having revealed their predictions, the consensus view is for year-on-year revenue to have grown by 8.5 percent, with earnings up 18.1 percent … expand full story
NTT DoCoMo Stories July 21, 2014
Fortune ran its usual poll of more than two dozen analysts, with the consensus view echoing earlier predictions that Apple will beat its revenue guidance of $36-38B by reporting $38.4B for its fiscal Q3 (calendar Q2). Gross margin is also expected to exceed Apple’s guidance of 37-38 percent, at 38.1 percent. This follows forecasts that iPhone sales would climb 15 percent year-on-year, while iPad sales will be flat.
Business Insider reports that Wall Street is once again expecting significant growth from AAPL.
46 Apple analysts rate the stock a buy, 13 call it a hold, and only 4 thinks it’s a sell. Citigroup, which was bearish on the stock, changed its analyst coverage and rated the stock a new “buy.” JMP securities upgraded the stock to outperform Monday morning. Other analysts have raised their price target …
NTT DoCoMo Stories May 27, 2014
An Apple press release published today announced the impending availability of the iPad on Japan’s NTT DoCoMo carrier. According to the release, both the iPad Air and iPad mini will be available on the largest Japanese carrier on June 10th. The carrier has supported the iPhone since late 2013.
Both tablets will work with the DoCoMo LTE network. The company’s iPad LTE plans are already listed on its website, though you won’t actually be able to buy the device just yet. Both models will be available for pre-purchase on June 2nd, the same day Apple will be kicking off its Worldwide Developers Conference.
NTT DoCoMo Stories May 14, 2014
iPhone market share in Japan climbs from a quarter to more than a third of all phones sold
Apple’s deal with Japan’s largest carrier, DoCoMo, saw the iPhone’s market share in the country climb from 25.5 percent last year to 36.6 percent in the year ending March of this year, reports Bloomberg. This full-year figure underestimates the current position, as it reflects only six months of sales through DoCoMo.
Japanese companies Sharp and Sony took second and third places, with 13 and 12.3 percent respectively, while Samsung was in sixth place at just 5.7 percent.
Apple’s market share in Japan hit almost 70 percent when the iPhone 5S and 5C were made available on DoCoMo, as pent up demand was first unleashed. Since then it settled back to just under 50 percent last quarter, and we’re likely to see a similar number in the full-year figures in six months time.
NTT DoCoMo Stories November 27, 2013
iPhone 5s and 5c take lions share of Japan smartphone sales in October
Kantar World Panel is reporting that Apple took 76% of total smartphone sales in Japan during October. This means Apple outsold other manufacturers by about 3:1 in the country.
[tweet https://twitter.com/KWP_ComTech/status/405288467141115904]
The strong sales performance is likely due to the addition of DoCoMo to the iPhone carrier lineup in Japan. Until this year, DoCoMo has resisted accepting the iPhone. However, with the iPhone 5s and 5c, customers could buy Apple’s flagship devices from the carrier at launch. DoCoMo is Japan’s largest carrier, with over 60 million subscribers. According to Kantar, the iPhone accounted for 61% of DoCoMo’s total smartphone sales during October.
NTT DoCoMo Stories November 11, 2013
Photo: japantimes.co.jp
Apple’s share of the smartphone market in Japan has hit 37 percent, greater than the 36 percent share in the USA, reports the WSJ.
Sales got another boost in late September when NTT DoCoMo Inc., Japan’s largest wireless carrier, began offering the iPhone for the first time to its 61.8 million customers. Even before that, the iPhone was Japan’s best-selling smartphone, with a 37% market share in the six months ended Sept. 30, according to Tokyo’s MM Research Institute. That’s comparable to the iPhone’s 36% share in the U.S. in the third quarter, according to Kantar Worldpanel ComTech … expand full story
NTT DoCoMo Stories October 8, 2013
Japan’s DoCoMo feeling the pain as iPhone 5s buyers flock to competitors
Japan’s DoCoMo, a carrier which was late to adopt the iPhone, lost more than 66,000 subscribers last month through a combination of having limited stocks of the iPhone 5s, and competitor carriers offering better deals. CNET alerted us to the number in a Nikkei report yesterday.
The iPhone has been reshaping Japan’s telecommunications market — one of the largest in the world — as it gains in popularity. DoCoMo’s problem is that it was late to the Apple phone game: the 5S and 5C are its first phone products from Apple.
Both Softbank and KDDI are offering incentives for upgrades to the 5s, and likely have better availability due to their long-established relationships with Apple. With DoCoMo also on board, the iPhone is expected to become the market leader in Japan.
NTT DoCoMo Stories September 12, 2013
Photo: mashable.com
Apple is expected to become the market leader in Japan, with the iPhone 5s and 5c forecast to make up 40 percent of all new contracts on Japan’s DoCoMo carrier, reports Nikkei (via CNET).
The 40 percent figure is believed to be the quota that Apple and DoCoMo agreed on, the report said […] This development marks a tectonic shift in DoCoMo’s strategy and the Japanese phone market in general. Domestic phone suppliers like Sharp and Fujitsu are expected to suffer as a result … expand full story
NTT DoCoMo Stories September 10, 2013
Apple brings iPhone 5s & 5c to Japan’s NTT DOCOMO, consolidates models with more LTE bands
As rumored leading up to today’s event, Apple announced today that it has struck a deal with NTT DOCOMO to bring its new iPhone lineup to Japan’s largest carrier when the device launches in multiple countries later this month. On September 20th the iPhone will launch on the carrier for the first time and Apple will also launch a single model of the iPhone 5c and iPhone 5s in Japan for KDDI and Softbank. Thanks to an increase to 13 LTE bands with the new iPhone 5s and 5c— which Apple says is more than any other smartphone– it will also be able to consolidate various models of iPhones for multiple carriers in other countries.
More LTE bands means that Apple will now be offering a single iPhone 5s and 5c model for AT&T and Verizon in the US (Sprint will still get its own model), while customers in the UK will be able to use a single iPhone model for EE, Vodafone, and Three’s upcoming LTE network. Apple will also have an TD-LTE compatible version of the new iPhones, but rumors of a deal with the world’s largest telecom, China Mobile, have not yet been confirmed.
Apple does plan to launch the new iPhones in China on September 20th alongside launches in the US, Australia, Canada, Germany, France, Singapore, UK, and Japan.
NTT DoCoMo Stories September 6, 2013
Analysts predicting record iPhone launch, China & Japan deals adding up to 38M extra sales
Analysts are predicting the the launch of the iPhone 5S and 5C will set new records for Apple with the company selling up to 13M handsets in the first nine days following the predicted availability date of 20th September. That’s close to double the 7M phones sold in the first nine days of the iPhone 5 launch.
The prediction is made by Pacific Crest analyst Andy Hargreaves, cited by AllThingsD:
For Hargreaves, that means fourth-quarter iPhone sales of 31 million iPhones. Of those, he figures 10 million will be the new models. That’s a big number considering the limited number of selling days left in the quarter, but Hargreaves feels it could go higher still — to 13 million, with some “extremely efficient supply chain management” …
NTT DoCoMo Stories August 26, 2013
iPhone 5S Champagne
Bloomberg is reporting that shares of NTT DoCoMo are rising on rumors that Japan’s largest carrier will get the iPhone this year. The company’s rivals, KDDI and Softbank (who just bought Sprint) both currently carry the iPhone and saw their share price drop in morning trading.
[DoCoMo]Chief Financial Officer Kazuto Tsubouchi said there are compelling reasons for Apple and his company to reach an agreement, according to an interview published in SankeiBiz. For Apple, it doesn’t make business sense not to allow Japan’s largest wireless carrier to sell the iPhone, while DoCoMo wants to be able to sell most popular handsets, Sankei said.
The original Sankei article is here (translated) with the relevant bit translated by 9to5Mac reader Kazuto Kusakari:
A new iPhone from Apple is expected in September. The Japanese market are paying close attention to whether NTT docomo will be selling the new model or not. Having sold two other models as their main phones in the past summer season, the company is ready, as the vice-president Kazuto Tsubouchi has commented “the only problem is WHEN we are going to sell it.”…
Tsubouchi adds, “Nothing has changed. It will be difficult (to sell the iPhone on September 10th). But for Apple, it is not economically reasonable to not sell the iPhone on Japan’s largest carrier. As for NTT docomo, we must sell phone the customers desire. It’s a matter of terms.
Apple is also working on China’s largest carrier, China Mobile, which also doesn’t currently carry the iPhone. If Apple can hook one or optimally both of these two monster carriers, it will be able to sell significantly more iPhones in Asia. expand full story
NTT DoCoMo Stories November 30, 2011
UPDATE [Thursday, December 1, 2011 at 8:50am ET]: Carrier NTT DoCoMo has issued an official statement addressing the Nikkei Business report, included at the end of the article.
According to the Japanese blog Macotakara, which relayed a Nikkei Business story, Apple is gearing up for a 2012 release of both 4G LTE iPhone and iPad on NTT DoCoMo, the predominant mobile phone operator in Japan. According to the machine-translated article:
NTT DOCOMO releases iPad for LTE in the summer of next year and releases iPhone for LTE by autumn.
The Fall 2011 timeframe for a 4G LTE iPhone 5 sounds right as it’s about a year since the October 14 debut of iPhone 4S. The carrier’s president Takashi Yamada and vice president Kiyoyuki Tsujimura allegedly met with Apple CEO Tim Cook mid-November to discuss the deal. They reportedly “agreed in principle” to sell both the next-generation iPhone and iPad. The executives apparently pinned down the rules of the game at the meeting, including order commitment.
Despite the rumor-mill insisting that Apple was readying a 4G LTE iPhone, the company’s management downplayed the fourth-generation Long Term Evolution radio technology because the current crop of 4G LTE chips are not fully optimized for low power consumption on mobile devices. Apple’s chief financial officer Peter Oppenheimer said on an April 2011 earnings call:
The first generation of LTE chipsets force a lot of design compromises with the handset, and some of those we are just not willing to make.
The Wall Street Journal reported mid-November that negotiations with carriers in Asia came to a standstill because Apple was requiring iPhone sellers to commit to too large a volume. Additionally, NTT DoCoMo wanted to control what software goes on users’ iPhones, a concession Apple was unwilling to make.
