Apple Key to SoftBank’s Record Quarter

SoftBank CEO Masayoshi Son:

The solid growth in average per-user revenue and subscribers are behind our stable profits. I believe this trend will continue for some time. The iPhone’s strength is standing out the more people come to use smartphones.

Darrell Etherington:

Sales of Apple hardware may be contributing quite a bit to Softbank’s bottom line, but it also helps by increasing the average revenue per user (ARPU) for Softbank customers. Data ARPU climbed to a record high ¥2,440 per subscriber per month on average, putting it first overall in the world among mobile operators when it comes to the ratio of data to traditional cellular services ARPU.

SoftBank has exclusive rights to sell Apple’s iPhone and iPad in Japan and it seems the Japanese like them. Kazuyo Sawa and Yoshinori Eki at Bloomberg pointed to the iPhone having captured 38% share of smartphones in Japan during Apple’s fiscal 2010, ending on September 25. On page 43 of SoftBank’s Q1 earnings presentation the total number of smartphone shipments in Japan last year was 7.05 million. That puts iPhone shipments at roughly 2.7 million in 2010. And the iPad has been the number one selling tablet in Japan each month since January 2011.

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