Monday, July 23, 2007

KDDI Reaches 635,000 FTTH Subscribers

The number of subscribers to KDDI's Hikari-one FTTH service increased from 592 thousand to 635 thousand in the second calendar quarter of 2007, an increase of 43 thousand subscribers. KDDI acquired about 400 thousand FTTH subscribers from the Tokyo Electric Power Company (TEPCO) in the first quarter of 2007. KDDI forecasts that it will have 900 thousand FTTH subscribers at the end of March 2008.

KDDI stated that its ARPU for a voice/data/IPTV bundle was $38/month during the quarter while the ARPU for a voice/data bundle was $28/month. Thus, the ARPU for adding the TV service to the bundle is $10 per month.

KDDI has experienced a moderate rate of growth of its FTTH service. It will have to accelerate its growth rate a bit to reach its 900 thousand goal for the fiscal year.

KDDI does not disclose its number of IPTV subscribers. My estimate is that about 15 percent of its FTTH subscribers take IPTV services, which means that it has about 90 thousand IPTV subscribers today.

No comments: