Key Facts
• On November 4, 2025, NTT Docomo announced its Q2 consolidated financial results.
• Operating revenue increased by 1.3% YoY to ¥3.0327 trillion, while operating profit fell 14.2% to ¥474.7 billion.
• Consumer communication revenue dropped 2.6% to ¥1.6064 trillion, while Smart Life revenue grew 5.9% to ¥624.9 billion.
• Docomo plans to triple its base station construction in H2 2025 to improve network quality.
• By 2026, Docomo aims to surpass competitors in network quality.
• The new Docomo MAX plan has reached 1.5 million contracts, with a target of 3 million by FY2025.
• Average revenue per user (ARPU) increased by ¥30 YoY to ¥3,960.
• Docomo MAX now includes entertainment content like NBA Docomo, DAZN for Docomo, Lemino, and d Anime Store.
• d NEOBANK launched in October 2025, integrating financial services like deposits, payments, and investments.
• Docomo aims to become the top online bank, competing with major players like Rakuten Bank.
Summary
NTT Docomo reported mixed Q2 2025 results, with revenue rising 1.3% YoY to ¥3.0327 trillion but operating profit dropping 14.2% to ¥474.7 billion. Increased competition and higher promotional and network improvement costs impacted profits. The company plans to enhance its network by tripling base station construction in H2 2025 and aims to lead in network quality by 2026. The Docomo MAX plan, featuring entertainment content, has seen 1.5 million contracts, with a goal of 3 million by FY2025. ARPU rose to ¥3,960, driven by the adoption of large data plans. In October 2025, Docomo launched d NEOBANK, integrating financial services and targeting the top spot in online banking. The company is focused on strengthening its customer base and achieving positive growth in mobile number portability (MNP).
