Brief TMT & Internet: NTT DoCoMo: Slow Take-Up for New Pricing Plans and more

In this briefing:

  1. NTT DoCoMo: Slow Take-Up for New Pricing Plans

1. NTT DoCoMo: Slow Take-Up for New Pricing Plans

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NTT Docomo Inc (9437 JP) says that initial take up for its new pricing plans has been slower than expectations, driven by the end of handset bundling and anticipation of Rakuten Mobile market entry later this year.  After a little more than a month, around 3mn subscribers had opted in, which is less than then 5mn that switched in the month following DoCoMo’s last major pricing change in 2014.  No early guidance changes are expected but this issue likely will attract a lot of attention at Q1 results later this month. 

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