Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

For NTT DoCoMo, It's Evolve... Or Else

Going on 23 years old, calling NTT DoCoMo (NYSE:DCM) a dinosaur is a probably a bit harsh, but the reality is that that mobile services market in Japan has changed a lot and this incumbent leader hasn't done the best job of changing with the times. It has become increasingly difficult to compete on the basis of network/service quality and OS manufacturers have disintermediated a lot of value-added services. The yield isn't bad here, but a shift in regulation may not deliver the hoped-for upside and this could be a sluggish player for some time to come.

Can New Billing Plans Spur New Growth?

NTT DoCoMo impressed no one with flat fourth quarter sales and fiscal 2014 revenue...

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