{"id":3452,"date":"2025-02-16T19:36:13","date_gmt":"2025-02-16T10:36:13","guid":{"rendered":"https:\/\/wtpmj.com\/?p=3452"},"modified":"2025-02-16T19:36:13","modified_gmt":"2025-02-16T10:36:13","slug":"%e6%a5%bd%e5%a4%a9%e3%83%a2%e3%83%90%e3%82%a4%e3%83%ab%e3%81%ae%e9%bb%92%e5%ad%97%e5%8c%96%e3%81%a8%e3%82%b0%e3%83%ab%e3%83%bc%e3%83%97%e6%a0%aa%e4%be%a1%e3%81%b8%e3%81%ae%e5%bd%b1%e9%9f%bf%e5%88%86","status":"publish","type":"post","link":"https:\/\/wtpmj.com\/?p=3452","title":{"rendered":"\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u306e\u9ed2\u5b57\u5316\u3068\u30b0\u30eb\u30fc\u30d7\u682a\u4fa1\u3078\u306e\u5f71\u97ff\u5206\u6790"},"content":{"rendered":"<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/downloaded_image_1739702164.jpg\"><\/p>\n<h1>\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u306e\u9ed2\u5b57\u5316\u898b\u901a\u3057\u3068\u30b0\u30eb\u30fc\u30d7\u682a\u4fa1\u3078\u306e\u5f71\u97ff\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u5206\u6790<\/h1>\n<p>\u697d\u5929\u30b0\u30eb\u30fc\u30d7\u306e\u4e2d\u6838\u4e8b\u696d\u306e\u4e00\u3064\u3067\u3042\u308b\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u306e\u9ed2\u5b57\u5316\u52d5\u5411\u306f\u3001\u901a\u4fe1\u696d\u754c\u306e\u307f\u306a\u3089\u305a\u91d1\u878d\u5e02\u5834\u304b\u3089\u3082\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u30022024\u5e74\u5ea6\u6c7a\u7b97\u30675\u671f\u3076\u308a\u306e\u901a\u671f\u9ed2\u5b57\u3092\u9054\u6210\u3057\u305f\u540c\u793e\u306e\u73fe\u72b6\u3092\u591a\u89d2\u7684\u306b\u5206\u6790\u3057\u3001\u4eca\u5f8c\u306e\u898b\u901a\u3057\u3092\u5c55\u671b\u3059\u308b\u3002<\/p>\n<h2>\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u306e\u53ce\u76ca\u69cb\u9020\u3068\u73fe\u72b6\u5206\u6790<\/h2>\n<h3>\u901a\u4fe1\u4e8b\u696d\u306e\u53ce\u76ca\u57fa\u76e4\u78ba\u7acb<\/h3>\n<p>2024\u5e7412\u6708\u6642\u70b9\u3067EBITDA\u30d9\u30fc\u30b9\u306e\u5358\u6708\u9ed2\u5b5723\u5104\u5186\u3092\u9054\u6210[<a href=\"https:\/\/news.mynavi.jp\/article\/20250215-3129624\/\">1<\/a>][<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1663109.html\">3<\/a>][<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u3002\u3053\u308c\u306fMNO\uff08\u79fb\u52d5\u4f53\u901a\u4fe1\u4e8b\u696d\u8005\uff09\u53c2\u5165\u5f8c\u521d\u306e\u9ed2\u5b57\u5316\u30a4\u30d9\u30f3\u30c8\u3067\u3042\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd41,199\u5104\u5186\u306e\u6539\u5584[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u3068\u3044\u3046\u6025\u6fc0\u306a\u56de\u5fa9\u3092\u793a\u3057\u3066\u3044\u308b\u3002\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306fARPU\uff081\u5951\u7d04\u3042\u305f\u308a\u5e73\u5747\u53ce\u76ca\uff09\u304c2,856\u5186\u307e\u3067\u4e0a\u6607[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u3057\u305f\u70b9\u3067\u3001\u524d\u5e74\u5ea6\u6bd455\u5186\u5897[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u3068\u3044\u3046\u6f38\u9032\u7684\u6539\u5584\u304c\u6301\u7d9a\u53ef\u80fd\u306a\u53ce\u76ca\u57fa\u76e4\u306e\u5f62\u6210\u3092\u6697\u793a\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u901a\u4fe1\u54c1\u8cea\u5411\u4e0a\u306b\u4f34\u3046\u30c7\u30fc\u30bf\u4f7f\u7528\u91cf\u306e\u5897\u52a0\uff081\u65e5\u5e73\u57471GB[<a href=\"https:\/\/www.techno-edge.net\/article\/2024\/11\/18\/3836.html\">5<\/a>]\uff09\u304c\u57fa\u672c\u53ce\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u308b\u4e00\u65b9\u3001\u300c\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u6700\u5f37\u611f\u8b1d\u796d\u300d\u306a\u3069\u306e\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u6226\u7565\u304c\u5e83\u544a\u53ce\u5165\u62e1\u5927[<a href=\"https:\/\/news.mynavi.jp\/article\/20250215-3129624\/\">1<\/a>][<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1663109.html\">3<\/a>]\u306b\u5bc4\u4e0e\u3002\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u9023\u52d5\u52b9\u679c\u306b\u3088\u308b\u53ce\u76ca\u30a2\u30c3\u30d7\u30ea\u30d5\u30c8\uff08762\u5186[<a href=\"https:\/\/www.techno-edge.net\/article\/2024\/11\/18\/3836.html\">5<\/a>]\uff09\u304cARPU\u69cb\u6210\u6bd426.6%\u3092\u5360\u3081\u308b\u306a\u3069\u3001\u30b0\u30eb\u30fc\u30d7\u30b7\u30ca\u30b8\u30fc\u306e\u52b9\u679c\u304c\u9855\u5728\u5316\u3057\u3066\u3044\u308b\u3002<\/p>\n<h3>\u5951\u7d04\u8005\u57fa\u76e4\u306e\u62e1\u5927\u72b6\u6cc1<\/h3>\n<p>2024\u5e74\u672b\u6642\u70b9\u306e\u7dcf\u5951\u7d04\u56de\u7dda\u6570\u306f830\u4e07\u56de\u7dda[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u306b\u5230\u9054\u3002\u3053\u306e\u6570\u5024\u306f\u4e09\u6728\u8c37\u6d69\u53f2\u4f1a\u9577\u517c\u793e\u9577\u304c\u63b2\u3052\u305f\u9ed2\u5b57\u5316\u76ee\u6a19\uff08800\u4e07\uff5e1,000\u4e07\u56de\u7dda[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1632926.html\">8<\/a>][<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]\uff09\u306e\u4e0b\u9650\u3092\u7a81\u7834\u3057\u305f\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306fMNO\u89e3\u7d04\u7387\u304c1.38%[<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1663109.html\">3<\/a>][<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u307e\u3067\u6539\u5584\u3057\u305f\u70b9\u3067\u3001\u5f93\u6765\u8ab2\u984c\u3068\u3055\u308c\u3066\u3044\u305f\u9867\u5ba2\u6d41\u51fa\u554f\u984c\u306e\u6291\u5236\u306b\u6210\u529f\u3057\u3066\u3044\u308b\u3002<\/p>\n<h2>\u9ed2\u5b57\u5316\u9054\u6210\u306b\u5411\u3051\u305f\u6761\u4ef6\u5206\u6790<\/h2>\n<h3>\u5fc5\u9808\u9054\u6210\u6307\u6a19\u306e\u691c\u8a3c<\/h3>\n<p>1. <strong>\u5951\u7d04\u8005\u65701,000\u4e07\u56de\u7dda<\/strong>: \u73fe\u72b6830\u4e07\u56de\u7dda[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u304b\u3089\u5e74\u9593170\u4e07\u56de\u7dda\u306e\u7d14\u5897\u304c\u5fc5\u8981\u30022024\u5e74\u306e\u5951\u7d04\u8005\u5897\u52a0\u30da\u30fc\u30b9\uff08177\u4e07\u56de\u7dda\/\u5e74[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\uff09\u3092\u7dad\u6301\u53ef\u80fd\u3068\u5224\u65ad\u3002<\/p>\n<p>2. <strong>ARPU3,000\u5186<\/strong>: \u73fe\u72b62,856\u5186[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u306b\u5bfe\u3057\u3001144\u5186\u306e\u4e0a\u6607\u4f59\u5730\u3002\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u9023\u52d5\u53ce\u76ca\u306e\u62e1\u5927\uff08\u73fe\u72b6762\u5186[<a href=\"https:\/\/www.techno-edge.net\/article\/2024\/11\/18\/3836.html\">5<\/a>]\uff09\u3068\u57fa\u672c\u901a\u4fe1\u6599\u91d1\u306e\u898b\u76f4\u3057\u3067\u9054\u6210\u53ef\u80fd\u3002<\/p>\n<p>3. <strong>\u8a2d\u5099\u6295\u8cc7\u52b9\u7387\u5316<\/strong>: \u30bb\u30fc\u30eb\u30fb\u30a2\u30f3\u30c9\u30fb\u30ea\u30fc\u30b9\u30d0\u30c3\u30af\u6226\u7565\u30671,700\u5104\u5186[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1639219.html\">9<\/a>]\u306e\u8cc7\u91d1\u8abf\u9054\u306b\u6210\u529f\u3002\u57fa\u5730\u5c40\u4eee\u60f3\u5316\u6280\u8853\u306b\u3088\u308b\u30b3\u30b9\u30c8\u524a\u6e1b\u52b9\u679c[<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]\u304c\u6301\u7d9a\u3002<\/p>\n<h3>\u7af6\u5408\u74b0\u5883\u306e\u5206\u6790<\/h3>\n<p>KDDI\u3068\u306e\u65b0\u30ed\u30fc\u30df\u30f3\u30b0\u5951\u7d04[<a href=\"https:\/\/diamond.jp\/articles\/-\/350605\">4<\/a>][<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]\u304c\u901a\u4fe1\u54c1\u8cea\u5411\u4e0a\u306b\u5bc4\u4e0e\u3057\u3001NTT\u30c9\u30b3\u30e2\u30fb\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u3068\u306e\u5dee\u5225\u5316\u3092\u5b9f\u73fe\u3002700MHz\u5e2f\u30d7\u30e9\u30c1\u30ca\u30d0\u30f3\u30c9\u306e\u53d6\u5f97[<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]\u306b\u3088\u308a\u30012026\u5e74\u307e\u3067\u306b\u5168\u56fd\u30ab\u30d0\u30fc\u738795%\u3092\u76ee\u6307\u3059\u3002Opensignal\u8abf\u67fb[<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]\u3067\u901a\u4fe1\u54c1\u8cea\u8a55\u4fa1\u304c\u4ed6\u793e\u306b\u8feb\u308b\u6c34\u6e96\u307e\u3067\u5411\u4e0a\u3057\u3001\u4fa1\u683c\u7af6\u4e89\u529b\uff08\u6700\u5f37\u30d7\u30e9\u30f3\uff09\u3068\u54c1\u8cea\u306e\u4e21\u7acb\u304c\u53ef\u80fd\u3068\u306a\u3063\u305f\u3002<\/p>\n<h2>\u8ca1\u52d9\u6539\u5584\u306e\u30e1\u30ab\u30cb\u30ba\u30e0<\/h2>\n<h3>\u53ce\u652f\u69cb\u9020\u306e\u8ee2\u63db\u70b9<\/h3>\n<p>\u30e2\u30d0\u30a4\u30eb\u90e8\u9580\u306eNon-GAAP\u55b6\u696d\u640d\u5931\u304c\u524d\u5e74\u6bd41,056\u5104\u5186\u6539\u5584\u306e2,089\u5104\u5186[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u3002EBITDA\u6539\u5584\u5e45\u306f\u524d\u5e74\u6bd41,199\u5104\u5186[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>]\u306b\u9054\u3057\u3001\u56fa\u5b9a\u8cbb\u524a\u6e1b\u3068\u5909\u52d5\u8cbb\u52b9\u7387\u5316\u306e\u76f8\u4e57\u52b9\u679c\u304c\u9855\u8457\u3002\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u524d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff08PMCF\uff09\u304c\u7b2c4\u56db\u534a\u671f\u3067110\u5104\u5186\u9ed2\u5b57[<a href=\"https:\/\/news.mynavi.jp\/article\/20250215-3129624\/\">1<\/a>]\u3068\u306a\u3063\u305f\u70b9\u3067\u3001\u4e8b\u696d\u306e\u81ea\u7acb\u6027\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3002<\/p>\n<h3>\u30b0\u30eb\u30fc\u30d7\u30ec\u30d9\u30eb\u3067\u306e\u8cc7\u91d1\u5faa\u74b0<\/h3>\n<p>2024\u5e74\u5ea6\u306b\u30bb\u30eb\u30d5\u30d5\u30a1\u30f3\u30c7\u30a3\u30f3\u30b0\u3092\u9054\u6210[<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">12<\/a>]\u3002\u30e2\u30d0\u30a4\u30eb\u4e8b\u696d\u306e\u8cc7\u91d1\u9700\u8981\uff08\u5e74\u9593\u7d043,000\u5104\u5186\uff09\u3092\u30b0\u30eb\u30fc\u30d7\u306eEBITDA\uff083,260\u5104\u5186[<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">12<\/a>]\uff09\u3068\u91d1\u878d\u4e8b\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3067\u5b8c\u5168\u8cc4\u3048\u308b\u4f53\u5236\u3092\u78ba\u7acb\u3002\u6709\u5229\u5b50\u8ca0\u50b5\u6b8b\u9ad8\u306e\u6291\u5236\uff082024\u5e74\u5ea6\u672b1.2\u5146\u5186[<a href=\"https:\/\/diamond.jp\/articles\/-\/350605\">4<\/a>]\uff09\u306b\u3088\u308a\u3001\u91d1\u5229\u8ca0\u62c5\u524a\u6e1b\uff08\u5e74\u73875%\u21923%[<a href=\"https:\/\/diamond.jp\/articles\/-\/350605\">4<\/a>]\uff09\u52b9\u679c\u304c\u4eca\u5f8c3\u5e74\u9593\u3067600\u5104\u5186\u306e\u5229\u76ca\u6539\u5584\u306b\u5bc4\u4e0e\u3059\u308b\u3002<\/p>\n<h2>\u60f3\u5b9a\u682a\u4fa1\u306e\u7b97\u51fa\u6839\u62e0<\/h2>\n<h3>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u306e\u69cb\u7bc9<\/h3>\n<p>1. <strong>DCF\u6cd5\u306b\u3088\u308b\u8a08\u7b97<\/strong>: 2025\u5e74\u5ea6EBITDA\u9ed2\u5b57\u5316\uff08\u4e88\u60f3363\u5104\u5186[<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1663109.html\">3<\/a>]\uff09\u3092\u30d9\u30fc\u30b9\u306b\u30015\u5e74\u9593\u306eFCF\uff08\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff09\u3092\u63a8\u5b9a\u3002WACC\uff08\u52a0\u91cd\u5e73\u5747\u8cc7\u672c\u30b3\u30b9\u30c8\uff098%\u3001\u6c38\u7d9a\u6210\u9577\u73871%\u3067\u7b97\u51fa\u3059\u308b\u3068\u3001\u7406\u8ad6\u682a\u4fa11,200\uff5e1,500\u5186[<a href=\"https:\/\/www.sbbit.jp\/article\/cont1\/150833\">13<\/a>]\u3002<\/p>\n<p>2. <strong>PER\u6bd4\u8f03\u6cd5<\/strong>: \u56fd\u5185\u901a\u4fe1\u4e8b\u696d\u8005\u5e73\u5747PER15\u500d\u3092\u9069\u7528\u30022025\u5e74\u5ea6\u4e88\u60f3EPS\uff081\u682a\u5f53\u305f\u308a\u5229\u76ca\uff0980\u5186[<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">12<\/a>]\u3092\u4e57\u3058\u308b\u30681,200\u5186\u3002\u6210\u9577\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u52a0\u5473\u30571,300\uff5e1,500\u5186\u304c\u9069\u6b63\u6c34\u6e96\u3002<\/p>\n<p>3. <strong>EV\/EBITDA\u500d\u7387<\/strong>: \u696d\u754c\u5e73\u57476\u500d\u3092\u9069\u7528\u30022025\u5e74\u5ea6EBITDA3,500\u5104\u5186\u4e88\u60f3[<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">12<\/a>]\u3068\u6642\u4fa1\u7dcf\u984d2.1\u5146\u5186\uff08\u73fe\u884c\u682a\u4fa11,000\u5186\u00d721\u5104\u682a\uff09\u3092\u6bd4\u8f03\u3059\u308b\u3068\u3001\u682a\u4fa11,500\u5186\u304c\u9069\u6b63\u5024\u3002<\/p>\n<h3>\u30ea\u30b9\u30af\u8981\u56e0\u306e\u8a55\u4fa1<\/h3>\n<p>1. <strong>\u898f\u5236\u30ea\u30b9\u30af<\/strong>: \u7dcf\u52d9\u7701\u306e\u6599\u91d1\u898f\u5236\u5f37\u5316\u3067ARPU10%\u4f4e\u4e0b\u4eee\u5b9a\u2192\u682a\u4fa115%\u4e0b\u65b9\u4fee\u6b63<\/p>\n<p>2. <strong>\u7af6\u5408\u6fc0\u5316<\/strong>: \u65b0\u898f\u53c2\u5165\u306b\u3088\u308b\u4fa1\u683c\u7af6\u4e89\u6fc0\u5316\u2192EBITDA\u30de\u30fc\u30b8\u30f33%\u5727\u7e2e\u2192\u682a\u4fa120%\u4e0b\u843d<\/p>\n<p>3. <strong>\u6280\u8853\u30ea\u30b9\u30af<\/strong>: \u4eee\u60f3\u5316\u6280\u8853\u306e\u666e\u53ca\u9045\u5ef6\u2192\u8a2d\u5099\u6295\u8cc710%\u5897\u52a0\u2192FCF15%\u6e1b\u5c11<\/p>\n<h2>\u4eca\u5f8c\u306e\u6226\u7565\u7684\u8ab2\u984c<\/h2>\n<h3>\u6301\u7d9a\u7684\u6210\u9577\u306e\u305f\u3081\u306e\u65bd\u7b56<\/h3>\n<p>1. <strong>\u5730\u65b9\u5e02\u5834\u958b\u62d3<\/strong>: 65\u6b73\u4ee5\u4e0a\u5411\u3051\u300c\u6700\u5f37\u30b7\u30cb\u30a2\u30d7\u30ed\u30b0\u30e9\u30e0\u300d[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1632926.html\">8<\/a>]\u306e\u5168\u56fd\u5c55\u958b<\/p>\n<p>2. <strong>B2B\u9818\u57df\u5f37\u5316<\/strong>: \u6cd5\u4eba\u5411\u3051BCP\u56de\u7dda[<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1632926.html\">8<\/a>]\u306e\u8ca9\u58f2\u62e1\u5927\uff08\u73fe\u72b611\u4e07\u56de\u7dda[<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]\uff09<\/p>\n<p>3. <strong>\u56fd\u969b\u5c55\u958b\u52a0\u901f<\/strong>: \u30c9\u30a4\u30c41\uff061\u3068\u306e\u9023\u643a[<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]\u3092\u901a\u3058\u305f\u6d77\u5916\u6280\u8853\u8f38\u51fa<\/p>\n<h3>\u6280\u8853\u958b\u767a\u30ed\u30fc\u30c9\u30de\u30c3\u30d7<\/h3>\n<p>1. <strong>Open RAN\u6df1\u5316<\/strong>: 2026\u5e74\u307e\u3067\u306b\u57fa\u5730\u5c40\u30b3\u30b9\u30c850%\u524a\u6e1b[<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>]<\/p>\n<p>2. <strong>AI\u6d3b\u7528\u63a8\u9032<\/strong>: \u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u306e\u81ea\u52d5\u5316\u738780%\u9054\u6210\uff08\u73fe\u72b640%[<a href=\"https:\/\/www.techno-edge.net\/article\/2024\/11\/18\/3836.html\">5<\/a>]\uff09<\/p>\n<p>3. <strong>6G\u5148\u884c\u6295\u8cc7<\/strong>: 2030\u5e74\u5546\u7528\u5316\u306b\u5411\u3051\u3001\u7814\u7a76\u958b\u767a\u8cbb\u5e74\u738720%\u5897[<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">12<\/a>]<\/p>\n<h2>\u7d50\u8ad6\uff1a\u697d\u5929\u30b0\u30eb\u30fc\u30d7\u306e\u65b0\u305f\u306a\u6210\u9577\u6bb5\u968e<\/h2>\n<p>\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u306eEBITDA\u901a\u671f\u9ed2\u5b57\u5316\u306f2025\u5e74\u5ea6\u4e2d\u306b\u9054\u6210\u53ef\u80fd\u3068\u5224\u65ad\u3055\u308c\u308b\u3002\u5951\u7d04\u8005\u65701,000\u4e07\u56de\u7dda\u7a81\u7834\u3068ARPU3,000\u5186\u5230\u9054\u304c\u30c8\u30ea\u30ac\u30fc\u3068\u306a\u308a\u3001\u30b0\u30eb\u30fc\u30d7\u5168\u4f53\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f3%\u304b\u30895%\u3078\u6539\u5584[<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">12<\/a>]\u3002\u60f3\u5b9a\u682a\u4fa1\u306f1,300\uff5e1,500\u5186\u7bc4\u56f2\u306b\u3042\u308a\u3001\u73fe\u884c\u6c34\u6e96\uff081,000\u5186\u524d\u5f8c\uff09\u304b\u308930\uff5e50%\u306e\u4e0a\u6607\u4f59\u5730\u3092\u6709\u3059\u308b\u3002<\/p>\n<p>\u4eca\u5f8c\u306e\u6ce8\u76ee\u70b9\u306f\u3001\u901a\u4fe1\u4e8b\u696d\u304b\u3089\u5f97\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3057\u305f\u91d1\u878d\u30fbEC\u4e8b\u696d\u306e\u53ce\u76ca\u5f37\u5316[<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1663109.html\">3<\/a>][<a href=\"https:\/\/www.techno-edge.net\/article\/2024\/11\/18\/3836.html\">5<\/a>]\u3002\u30e2\u30d0\u30a4\u30eb\u5951\u7d04\u8005\u304c\u975e\u5951\u7d04\u8005\u6bd4\u30672.45\u30b5\u30fc\u30d3\u30b9\u591a\u304f\u5229\u7528[<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1663109.html\">3<\/a>]\u3059\u308b\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u52b9\u679c\u304c\u3001\u30b0\u30eb\u30fc\u30d7\u5168\u4f53\u306e\u4f01\u696d\u4fa1\u5024\u3092\u66f4\u306b\u62bc\u3057\u4e0a\u3052\u308b\u539f\u52d5\u529b\u3068\u306a\u308b\u3002\u697d\u5929\u30b0\u30eb\u30fc\u30d7\u306f\u901a\u4fe1\u4e8b\u696d\u8005\u304b\u3089\u771f\u306e\u751f\u6d3b\u30a4\u30f3\u30d5\u30e9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3078\u3068\u5909\u8c8c\u3092\u9042\u3052\u3064\u3064\u3042\u308b\u3002<\/p>\n<p>[<a href=\"https:\/\/news.mynavi.jp\/article\/20250215-3129624\/\">1<\/a>][<a href=\"https:\/\/toyokeizai.net\/articles\/-\/654059\">2<\/a>][<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1663109.html\">3<\/a>][<a href=\"https:\/\/diamond.jp\/articles\/-\/350605\">4<\/a>][<a href=\"https:\/\/www.techno-edge.net\/article\/2024\/11\/18\/3836.html\">5<\/a>][<a href=\"https:\/\/diamond.jp\/articles\/-\/324985\">6<\/a>][<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1663059.html\">7<\/a>][<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1632926.html\">8<\/a>][<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/news\/1639219.html\">9<\/a>][<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2411\/14\/news152.html\">10<\/a>][<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2311\/09\/news190.html\">11<\/a>][<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">12<\/a>][<a href=\"https:\/\/www.sbbit.jp\/article\/cont1\/150833\">13<\/a>][<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2502\/14\/news194_2.html\">14<\/a>][<a href=\"https:\/\/xtech.nikkei.com\/atcl\/nxt\/column\/18\/03057\/011000002\/\">15<\/a>][<a href=\"https:\/\/news.yahoo.co.jp\/articles\/1631ddaffe4880029e80f47225943c28cd0f4acb\">16<\/a>][<a href=\"https:\/\/news.yahoo.co.jp\/expert\/articles\/be2bf2de50f870e69229f3e1c8584c537abb29c2\">17<\/a>][<a href=\"https:\/\/shikiho.toyokeizai.net\/news\/0\/695124\">18<\/a>][<a href=\"https:\/\/business.nikkei.com\/atcl\/gen\/19\/00550\/011600095\/\">19<\/a>][<a href=\"https:\/\/www.itmedia.co.jp\/mobile\/articles\/2405\/14\/news197.html\">20<\/a>][<a href=\"https:\/\/www.watch.impress.co.jp\/docs\/series\/ishino\/1584471.html\">21<\/a>][<a href=\"https:\/\/businessnetwork.jp\/article\/22136\/\">22<\/a>][<a href=\"https:\/\/corp.rakuten.co.jp\/news\/press\/2025\/0214_01.html\">23<\/a>][<a href=\"https:\/\/k-tai.watch.impress.co.jp\/docs\/news\/1639167.html\">24<\/a>][<a href=\"https:\/\/www.yomiuri.co.jp\/economy\/20240617-OYT1T50172\/\">25<\/a>][<a href=\"https:\/\/news.yahoo.co.jp\/articles\/1631ddaffe4880029e80f47225943c28cd0f4acb?page=2\">26<\/a>][<a href=\"https:\/\/business.nikkei.com\/atcl\/NBD\/19\/special\/01832\/\">27<\/a>][<a href=\"https:\/\/businessnetwork.jp\/article\/25867\/\">28<\/a>][<a href=\"https:\/\/business.nikkei.com\/atcl\/gen\/19\/00655\/111400012\/\">29<\/a>][<a href=\"https:\/\/www.youtube.com\/watch?v=lwKWlwPHZTc\">30<\/a>]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u306e\u9ed2\u5b57\u5316\u898b\u901a\u3057\u3068\u30b0\u30eb\u30fc\u30d7\u682a\u4fa1\u3078\u306e\u5f71\u97ff\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u5206\u6790 \u697d\u5929\u30b0\u30eb\u30fc\u30d7\u306e\u4e2d\u6838\u4e8b\u696d\u306e\u4e00\u3064\u3067\u3042\u308b\u697d\u5929\u30e2\u30d0\u30a4\u30eb\u306e\u9ed2\u5b57\u5316\u52d5\u5411\u306f\u3001\u901a\u4fe1\u696d\u754c\u306e\u307f\u306a\u3089\u305a\u91d1\u878d\u5e02\u5834\u304b\u3089\u3082\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u30022024\u5e74\u5ea6\u6c7a\u7b97\u30675\u671f\u3076\u308a\u306e\u901a\u671f\u9ed2\u5b57\u3092\u9054 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[546],"tags":[868,865,866,348,869,867,864,863],"class_list":["post-3452","post","type-post","status-publish","format-standard","hentry","category-546","tag-868","tag-865","tag-866","tag-348","tag-869","tag-867","tag-864","tag-863"],"_links":{"self":[{"href":"https:\/\/wtpmj.com\/index.php?rest_route=\/wp\/v2\/posts\/3452","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wtpmj.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wtpmj.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wtpmj.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wtpmj.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3452"}],"version-history":[{"count":0,"href":"https:\/\/wtpmj.com\/index.php?rest_route=\/wp\/v2\/posts\/3452\/revisions"}],"wp:attachment":[{"href":"https:\/\/wtpmj.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3452"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wtpmj.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3452"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wtpmj.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3452"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}