Japanese Telcos Virtual Investor Tour: Client call with NTT Head of Investor Relations

What? We will be hosting virtual meetings for NSR clients with the NTT's Head of Investor Relations on 16th September, Tuesday. Format will be conducted in a small group setting with a focus on Q&A.

Why? We came away from our meetings in May (LINK), still bullish and convinced of the increasingly favourable mobile dynamic as Docomo and KDDI have lifted prices. There is a chance for a more benign outcome if SB chooses to prioritise revenue over share gains. Beyond Mobile & Fixed, we also aim to unpack the trends in Enterprise and Financial Services – after all, the Japanese incumbents are one of the most diversified telcos around. As we head into the first half, we believe the calls could provide us a glimpse on potential guidance revisions guidance, now that Q1 results are released.

When? 16th Sep, Tues / 8:00pm ET, 5:00pm PT, 17th Sep, Wed / 1:00am UK time

If you are interested in joining us on the call, please register above or reach out to me directly on the email below, or your NSR Sales representative.