Corporate Research
Corporate Research: Telecom Infrastructure — NTT, KDDI, and SoftBank
NTT traces back to the 1985 privatization of Japan's public telecom monopoly; KDDI's roots run through DDI, founded in 1984; SoftBank pivoted from software distribution into a carrier through M&A. Comparing all three companies' five-year financial results, mobile subscriber share, AI/data-center investment, and their divergent technology bets on "what comes after radio" — NTT's optical-network vision IOWN, KDDI's Starlink partnership, and SoftBank's HAPS.