Y!Mobile = eMobile + Willcom (13th edition)

Market research and analysis of Japanese telecom ventures eAccess, eMobile and Willcom merged into Y!mobile

Version 13 of May 27, 2014
pdf file, approx. 80 pages, 21 Figures, 13 Photographs, 9 tables, 2 Mbyte

Lead author: Gerhard Fasol, works since 1984 with Japan’s telecommunications industries.

Y!mobile – Buy and download report:

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Summary- eAccess, eMobile, Y!Mobile report:

eAccess is a great success story among Japanese venture startups. eAccess was founded by the legendary serial entrepreneur Dr Sachio Semmoto in 1999 as an ADSL broadband fixed line access provider. Later he founded eMobile as a subsidiary of eAccess, brought eAccess to IPO on the Tokyo Stock Exchange. Growth of the mobile subsidiary eMobile exceeded expectations.
While Masayoshi Son was negotiating the SPRINT acquisition in the United States during 2012, he suddenly heard that KDDI was in negotiations to acquire eAccess. Masayoshi Son moved faster than KDDI, and closed the deal to acquire eAccess faster then his competitor. Today eAccess is part of the SoftBank Group, but via a complex shareholding structure (explained in this report in detail), eAccess retains a certain amount of independence from the SoftBank Group.
Plans are to merge Willcom with eAccess, and plans are discussed for Yahoo! KK (Yahoo-Japan) to create a virtual mobile operator Y!Mobile in cooperation with eAccess.
Read this report to understand the growth of some of the most successful Japanese venture startups, from foundation to acquisition by the SoftBank Group.

Preview – eAccess, eMobile, Y!Mobile report:

Table of Contents – eAccess, eMobile, Y!Mobile report:

  • Executive Summary, Agenda (List of Contents)
  • eAccess today
    • eAccess overview, key data
    • eMobile overview, key data
    • acquisition by Softbank, agreement on Oct 1, 2012, enterprise value, total transaction value
    • shareholding structure between transaction close and Jan 17, 2013, and after Jan 17, 2013
    • financials (graphics since 2008): revenues, operating income, net income, operating margin, net margin, mobile ARPU (graphics since 2010)
  • Japan’s telecom landscape, as battleground for eMobile and eAccess
    • graphical overview of Japan’s telecom landscape as of May 12, 2014
    • comparing the target market landscapes for eMobile and eAccess
    • subscription growth in Japan’s mobile market, annual growth, monthly growth, including seasonal spikes
  • eMobile – venture startup phase
    • founder – serial entrepreneur Dr Sachio Semmoto
    • initial company structure for eMobile
    • initial shareholding structure of emobile
  • eMobile – technical and commercial details
    • service roll-out phase
    • financials, equity, loans, leasing finance structure
    • share holdings and equity structure of eMobile, loans and leasing structure
    • subscription numbers and subscription growth and market shares, net annual growth
    • “EM charge”, eMobile prepay services, number of users over time
  • eMobile – Strategy and positioning
    • value proposition to different user segments, how eMobile attracts customers
    • competitive analysis for wireless data services in the startup phase
    • the main competitors in the startup phase
    • MVNO business, virtual operator business
  • eMobile – spectrum license and base stations
    • spectrum allocation and base station deployment in the 1.8 GHz region
    • eMobile base stations and network
    • base station and network manufacturers vendors by geographical region
    • how many base station does eMobile have deployed? graphical data since start of network, and comparison to competitors
    • how many base station does eMobile install per month? graphical data since start of network
    • how many boosters does eMobile have installed? graphics since start of network and comparison to competitors
    • how many low power repeaters does eMobile have installed? graphics since start of network and comparison to competitors
  • eMobile – LTE
    • evolution of radio technology and download data rates since start of operations: March 31, 2007
  • eMobile – handsets and terminals
    • terminal strategy at start of operations
  • eAccess – ADSL broad band fixnet access
    • overview of Japan’s broadband markets
    • graphics of Japan’s subscription numbers for FTTH, DSL, CATV since 2002
    • DSL subscription numbers for the main market participants since 2006
    • DSL market shares for the main market participants since 2006
    • AOL
  • Summary

Buy and download – eAccess, eMobile, Y!Mobile report:

[BUY single personal use license: US$ 475]
[BUY Corporate license: US$ 2375]
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FAX orders
[Name your price:] in case none of our prices for single copy or subscription licenses fits your needs, please let us know your needs so that we can try to work out a pricing solution together: Contact us by mail

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