“NTT Docomo Inc. (9437) added the most new subscribers among Japan’s three wireless carriers for the first time since December 2011 after starting sales of Apple Inc. (AAPL)’s iPhone,” Mariko Yasu and Takashi Amano report for Bloomberg. “The stock closed at a five-year high… Shares of Docomo rose 2 percent to close at 1,749 yen in Tokyo trading, the highest since January 2009.”
“Japan’s largest wireless carrier added 279,100 net users in December and has 62.2 million total users, according to data released by Tokyo-based Docomo today,” Yasu and Amano report. “That compares with an additional 222,600 subscribers for second-ranked KDDI Corp. (9433) and 224,300 new customers for SoftBank Corp. (9984).”
“Docomo started selling the iPhone 5s and 5c when the handsets were released in September, ending a holdout that saw smaller competitors win market share and lure customers with Apple’s device. The company had resisted the iPhone to focus on handsets from Sony Corp. (6758) and Samsung Electronics Co. (005930) and protect its online store dmarket from competition with iTunes,” Yasu and Amano report. “‘It’s the iPhone effect,’ Tomoaki Kawasaki, an analyst at Iwai Cosmo Holdings Inc. in Tokyo, said by phone. ‘All three major carriers offer the iPhone now so it will likely be a competition of connectivity, services and content offerings as they vie for subscribers.’ The main reason Docomo added more new users than other carriers is because it began offering the iPhone, said Hiroko Shimoyama, a company spokeswoman.”
Full article here.
MacDailyNews Take: Behold the power of Steve Jobs’ revolutionary iPhone!
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Apple strikes gold in Japan – November 11, 2013
DoCoMo subscribers flee as scarcity of Apple’s iPhone 5s hurts Japan’s biggest carrier – October 8, 2013
Significance of Apple’s iPhone deal with DoCoMo: 66% of carriers former customers left to buy an Apple iPhone – September 13, 2013
NTT DoCoMo and Apple team up to offer iPhone in Japan on Friday, September 20 – September 10, 2013
Japan’s DoCoMo paying heavily for not carrying Apple iPhone – July 5, 2013
Japan’s iPhone have-not Docomo loses record 40,800 subscribers in November as customers switch carriers for iPhone 5 – December 7, 2012
I suppose that I can now hypothesise that there will be an inward contraction of Apple incs. share price that will be the opposite and equal to the NTTDoCoMo’s share price increase! All based of course on our friendly neighbourhood anal yst who having just been to the toilet to massage his/her backsides, will be so full of shit that it will obscure the obvious correlation between sales and profit margins especially where the selling price embraces a reasonable profit margin that precludes the total sales figure as a percentage of market share.
And with that observation declared, may the anal ysing begin!
I forgo to to add that the anal ysts will of course ignore the direct correlation of NTTDoCoMo’s experience with that of China mobile, both of whom are the largest in their respective countries, both of whom experienced customer erosion as a result of holding out against the iPhone in favour of their own home grown app market place and both of whom combined have a larger customer base than many similar companies round the world combined.
Yes, Apple inc. is indeed a DCW!! 🙂
It’s claimed that Apple’s iPhone drives a lot of carriers to record numbers even as its own stock continues to fall. However, you can probably blame Tim Cook for leaving so much of Apple’s potential left unused. Apple should be pushing much more into the enterprise but chooses not to do so.
Most companies would have set up special divisions to sell products directly to businesses, but Apple doesn’t bother. Apple would rather have businesses come to them which seems a rather lazy approach to wooing big corporations to use Apple products. I think that most of Apple’s growth will have to come from businesses as Android has the consumer market totally saturated with low-cost devices.
@ Laughing_Boy48, A small amount of homework (research) could help you avoid embarrassment.
https://www.apple.com/r/store/government/
Click to access filing.pdf
Reality distortion field, kool aid, halo effect, iPhone effect.
Used to be a cult.
I call it the power to be your best.
Been around for a long long time.