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    Tetsuro Tsusaka

    Senior Analyst specializing in telecommunications at Morgan Stanley

    Tetsuro Tsusaka is a Senior Analyst specializing in telecommunications at Morgan Stanley MUFG Securities Co., Ltd., where he focuses on leading Japanese companies such as SoftBank, Rakuten, and NTT. He is recognized for his in-depth sector analysis and consistent coverage of top telecommunications firms, earning respect among institutional investors. With a tenure at Morgan Stanley extending through multiple years, Tsusaka's prior professional background and industry credentials are less publicly documented, though his established analyst roles indicate expertise and likely FINRA registration. His research and investment perspectives play a key role in shaping market understanding of Japan’s telecom sector.

    Tetsuro Tsusaka's questions to KDDI (KDDIY) leadership

    Tetsuro Tsusaka's questions to KDDI (KDDIY) leadership • Q4 2025

    Question

    Tetsuro Tsusaka of Morgan Stanley posed a strategic question on KDDI's long-term growth philosophy, contrasting the consumer model of bundling services with the enterprise model of solving problems with technology. He questioned the sustainability of the former and the strategic fit of the Lawson acquisition from an investor's viewpoint, asking for management's perspective on the optimal path to growth.

    Answer

    Executive Hiromichi Matsuda countered the 'bundling' characterization, arguing KDDI is creating new, distinct communication values by better delivering 5G's technological benefits to customers. He affirmed the importance of the enterprise ICT solutions business. Regarding Lawson, Mr. Matsuda explained the synergy extends beyond retail; it involves using KDDI's technology to solve Lawson's operational challenges and leveraging its physical footprint for distributed processing and network infrastructure, creating a broader strategic value.

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