Tuesday, November 8, 2011

KDDI steals just under 70,000 subscribers From Docomo in October following iPhone introduction

[Updated with more information from the Nikkei article.]

In September, only 8,700 phone numbers were ported (MNP) to AU from other Japanese carriers. That number grew significantly in October, mainly at the expense of Docomo, who lost 74,000 customers via MNP last month - nearly the exact number AU gained through MNP.

Because of the Nikkei's stupid paywall and broken registration system, I can't read the rest of the article. So I am not 100% sure if these numbers reflect net change, taking into account both incoming and outgoing customers.

Thanks to a little birdy, I confirmed that these are net MNP numbers. The number of customers moving to Softbank decreased in October, but when adding in new contracts, Softbank added the largest number of customers last month.

Docomo is always on the losing end of MNP and likely saw this coming.

Last month they announced a similarly structured Xi (LTE) voice plan as AU and SBM, plus slightly reduced fees for FOMA (3G) data and tethering, the later of which is the main obstacle for using any unlocked handset with Docomo.

Given Docomo's push towards LTE and away from unlimited data plans, I don't expect to see any more changes to the FOMA pricing.


1 comment:

  1. I was one of them... I ate a huge cancellation fee from Docomo, but the monthly pricing for the minimalist iPhone 4S 16G plan on AU is so much cheaper than what I had with Docomo that the difference will be made up over a few months.