Rakuten wesentlich besser als Rocket

Diese 45,2 Mrd. Yen  Betriebsergebnis ohne Mobilfunkgeschäft in Q2/22 sind ca. 180 Mr. Yen por Jahr bzw. ca. 1,3 Milliarden Dollar pro Jahr.

Bei einem Multiple von sehr konservativen 20 würde sich dann ein Wert von 26 Milliarden ergeben - und bei ca 1,55 Milliarden umlaufenden Aktien ein Wert pro Aktie von ca. 16,8.

Da werden wr zunächst mittelfristig landen - ehe auch Gewinne aus dem Mobile-Bereich die Kurse weiter treiben werden.  

MY COST IS 40 PERCENT CHEAPER THAN ANY COMPETITOR IN JAPAN. I HAVE AN ADVANTAGE THAT IS VIRTUALLY IMPOSSIBLE FOR ANYBODY IN JAPAN TO COMPETE AGAINST

I know my cost today is 40 percent cheaper in running my network than any competitor in Japan. I have an advantage that is virtually impossible for anybody in Japan to compete against today around network cost structure. So that gives me a leg up on what we could do, what business models we could experiment with, and the actions that we will take. You will see us very decisive in our approach, because we don’t want just to be another carrier in Japan. We want to be leading mobile operators in this country.

https://www.theverge.com/23297756/...e-ceo-oran-cloud-network-decoder  

durchaus vorstellen.  

CEO Amin sticks to his guns about being able to win a price war with 30% less opex and 40% less capex than trad networks

Projections now seem to be 12 million users, which is quite an adjustment from the target Rakuten group’s founder and CEO, Hiroshi Mikitani, had talked about previously. No timeline was given for the revised target.

Amin also said localised marketing was paying off too with an uplift of 24.4% in Shizuoka and 23.9% in Toyama and Ishikawa. Other enticements include eSIM can be activated within minutes for those with a dual-SIM and same-day activation for online applications to become a subscriber.

Revenues were boosted by the drop in roaming costs on KDDI’s network as Rakuten switches customers onto its own, rapidly expanding infrastructure. At the end of June, Rakuten Mobile reached 97.6% coverage of Japan’s population with its 4G network.

In 2023 Rakuten Mobile plans to expand its 4G population coverage area to more than 99% with more than 60,000 4G base stations enabling that reach as well as densifying the network to improve its quality.

Rakuten Mobile’s CEO, Tareq Amin, is still insisting that undercutting competitors is a long-term strategy because of the cost structure of the network – see below. These figures have been much debated – and doubted – across the telecoms industry, but Amin is sticking to his guns and says they will be proved right as capex nosedives next year, as the infrastructure nears completion.

Projections now seem to be 12 million users, which is quite an adjustment from the target Rakuten group’s founder and CEO, Hiroshi Mikitani, had talked about previously. No timeline was given for the revised target.

Amin also said localised marketing was paying off too with an uplift of 24.4% in Shizuoka and 23.9% in Toyama and Ishikawa. Other enticements include eSIM can be activated within minutes for those with a dual-SIM and same-day activation for online applications to become a subscriber.

Revenues were boosted by the drop in roaming costs on KDDI’s network as Rakuten switches customers onto its own, rapidly expanding infrastructure. At the end of June, Rakuten Mobile reached 97.6% coverage of Japan’s population with its 4G network.

In 2023 Rakuten Mobile plans to expand its 4G population coverage area to more than 99% with more than 60,000 4G base stations enabling that reach as well as densifying the network to improve its quality.

Rakuten Mobile’s CEO, Tareq Amin, is still insisting that undercutting competitors is a long-term strategy because of the cost structure of the network – see below. These figures have been much debated – and doubted – across the telecoms industry, but Amin is sticking to his guns and says they will be proved right as capex nosedives next year, as the infrastructure nears completion.

https://www.mobileeurope.co.uk/...ues-rise-64-5-but-subscribers-fall/  

Great potential to increase the subscriptions of Rakuten Mobile through the Rakuten Ecosystem

Meanwhile, the penetration rate of Rakuten Mobile among Rakuten Ecosystem users rose to 11.9% in about two years. Raising this to 30% is “not unrealistic” (Mr. Mikitani), and aims to further increase the penetration rate. In addition, the Rakuten Mobile contract also makes the user loyal, and he reiterated that Rakuten Mobile is contributing to the expansion of the Rakuten ecosystem.

https://oorainbowoo.tokyo/...cellations-are-0-yen-users-keitai-watch/



 

Rakuten’s vision for telecom: make it (significantly!) cheaper, make it better, make it automated

Yet the mission and driving principles behind the Rakuten Mobile & Symphony story remain unchanged. And for all our industry’s obsession with new technology, Amin returned repeatedly to the simplicity of Rakuten’s vision for telecom: make it (significantly!) cheaper, make it better, make it automated.

That vision underpins both Rakuten Mobile and Rakuten Symphony, in their respective markets. The commonality makes sense of the dual CEO role, enabling a fast, recursive loop of experience and innovation between the two organizations, unmediated by the layers of account management and bureaucracy that often exist in a traditional supplier/vendor relationship. If transparency on the results achieved and lessons learned continues, then the industry as a whole should ultimately benefit. (For example, Amin plans to share the security architecture that Rakuten Mobile has created, aiming to put to rest theoretical concerns about the security of open RAN-based networks in light of actual operational experience.)

https://appledoreresearch.com/2022/08/11/...obile-symphony-q2-update/
 

https://www.cinemacafe.net/vod/rakuten-mobile-review/  

https://www.ambitionbox.com/reviews/rakuten-reviews  

Internet Services segment strong in compare with competitors

Revenue for the Internet Services segment was 260.0 billion yen, up 9.8% YoY, in Q2 FY2022, while Non-GAAP operating income was 21.5 billion yen, up 32.7% YoY.
Domestic e-commerce gross merchandise sales (GMS) exceeded 1.3 trillion yen, up 12.3% YoY. In particular, Rakuten Ichiba monthly GMS in June 2022 increased by 72.5% compared to pre-pandemic January 2020, and by 80.0% for Rakuten Seiyu Netsuper. Rakuten Travel’s gross transaction value (GTV) increased by 14.0% compared to pre-pandemic Q2 FY2019, outperforming the market and boosted by a recovery in domestic travel demand. This also contributed significantly to revenue growth.

In overseas businesses, due to marketing measures and recovery in consumer behavior, revenue for U.S.A.-based cashback service Rakuten Rewards was 23.1 billion yen (up 18.2% YoY) in Q2 FY2022, with revenue growing steadily. Additionally, the customer bases for Rakuten’s content businesses grew significantly over the previous year*4. In particular, Rakuten TV’s total registered users increased to 58.6 million (up 63.9% YoY), Rakuten Viki’s total registered users increased to 59.6 million (up 32.6% YoY) and Rakuten Viber’s total registered users increased to 1.38 billion (up 7.2% YoY).

https://global.rakuten.com/corp/news/press/2022/0810_02.html
 

Rakuten is an important owner and an important client of ASTS

https://finance.yahoo.com/quote/ASTS?p=ASTS
 

CannazALL(TM) Joins Rakuten the World's Largest Affiliate Marketing Platform

DENVER, CO / ACCESSWIRE / August 9, 2022 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazAL is pleased to announce it has joined Rakuten which is the world's largest Affiliate Marketing company and platform. By …

DENVER, CO / ACCESSWIRE / August 9, 2022 / Ubiquitech Software Corp. (OTC PINK:UBQU), through its operating subsidiary CannazAL is pleased to announce it has joined Rakuten which is the world's largest Affiliate Marketing company and platform. By joining Rakuten, the Company expects to dramatically expand its Affiliate marketing revenue streams on sales of hemp derived CannazALL CBD products.

CannazAL currently implements its own in-house Affiliate program, plus its Affiliate program on ShareASale, and in adding Rakuten the Company now has access to more Affiliate publishers and a larger reach in the market.

https://www.wallstreet-online.de/nachricht/...iate-marketing-platform  

Wie Affiliate-Marketing den Weg in eine Zukunft ohne Cookies ebnen kann

Stefan Bernauer, 8. August 2022

Kontext ist das A und O

Ein häufiger Kritikpunkt der Advertiser an den vorgeschlagenen cookielosen Tracking-Techniken ist die Unfähigkeit, die Zielgruppe auf individueller Ebene anzusprechen. Auch für dieses Problem haben die Publisher Lösungen. Affiliate-Links sind nicht auf Cookies angewiesen, um die richtige Zielgruppe zu erreichen. Stattdessen können Publisher das organische Verständnis ihrer Zielgruppe nutzen, um Marken und Produkte zu bewerben, die zu ihren Followern passen. Publisher kennen nicht nur ihr Publikum, sondern auch ihre Inhalte. Mit Affiliate bieten Publisher den Advertisern die Möglichkeit, Nutzer kontextbezogen anzusprechen.

Mit Affiliate-Marketing haben Publisher bereits eine Lösung für ein cookieloses Adtech-Ökosystem. Es bietet kontextrelevante, äußerst zielgerichtete und ansprechende Werbeerlebnisse, ohne dass ein cookieloser Workaround erforderlich ist.

Affiliate-Marketing kann den Weg ebnen

Affiliate-Marketing ist gut aufgestellt, um von dieser Entwicklung zu profitieren, während Google und der Rest der Tech-Welt eine gemeinsame Lösung für eine Zukunft ohne Cookies ausarbeiten. Publisher sollten Affiliate-Marketing als sicheren Hafen betrachten – aktuell die beste verfügbare Strategie, um für ihren Wert entlohnt zu werden.

Je früher Advertiser verstehen, dass die Macht der Publisher bestehen bleibt, desto eher können sie ihre Strategien zukunftssicher gestalten. Advertiser sollten in Affiliate investieren, solange cookielose Techniken in der Schwebe sind. Indem sie mit Publishern zusammenarbeiten und sie für Conversions belohnen, werden Advertiser engere Beziehungen zu Publishern aufbauen. Advertiser, die Affiliate nutzen, um jetzt starke Beziehungen zu Publishern aufzubauen, werden langfristig davon profitieren.

https://www.adzine.de/2022/08/...ine-zukunft-ohne-cookies-ebnen-kann/  

1&1 said that the first customers will be able to start using internet services provided by its new 5G network in the summer

German carrier 1&1 recently completed the first live test in its new 5G network, the telco said in a statement.

“We are building a fully virtualized Open RAN network without dependencies on dominant manufacturers from China, with over 500 edge data centers, gigabit antennas and fiber optic infrastructure. In July we started the first user test under real conditions and the results met our predictions and in some cases even exceeded them,” the company said.

1&1 also confirmed that the first customers will be able to start using internet services provided by the carrier’s new 5G network in the summer.

Since the acquisition of its 5G license, the company has been selecting tech partners for the construction of its network. 1&1 had selected Japanese company Rakuten Group to design, build and operate a fully virtualized mobile network based O-RAN technology. The telco has also signed a long-term tower rental agreement with Vantage Towers AG.

In August 2021, 1&1 and Rakuten Group announced a long-term partnership to build the former’s mobile network in Germany. Through this deal, Rakuten became the general contractor for the 1&1 mobile network.

Specifically, Rakuten will take over the build of the active network equipment and will also be responsible for the overall performance of the 1&1 mobile network. The German telco will have access to the Rakuten Communications Platform (RCP) stack of access, core, cloud and operations solutions as well as to its partner network.

https://www.rcrwireless.com/20220817/5g/...first-live-test-5g-network  

2022 Report the Global Open RAN Market - Profiling Telefonica, Vodafone, Dish Networks, Rakuten Mobile, Microsoft and Meta - ResearchAndMarkets.com

August 17, 2022 07:42 AM Eastern Daylight Time

https://www.businesswire.com/news/home/...ta---ResearchAndMarkets.com  

Insights on the E-Commerce Global Market to 2027 - Featuring Rakuten, Shopify, Wayfair and Amazon Among Others

Dublin, Aug. 16, 2022 (GLOBE NEWSWIRE) -- The "Global E-Commerce Market: Analysis By Product Categories, By Model Type (Business to Business and Business to Consumers, By Region Size and Trends with Impact of COVID-19 and Forecast up to 2027" report has been added to ResearchAndMarkets.com's offering.

The global e-commerce market in 2021 was valued at US$14.30 trillion, and is likely to reach US$52.06 trillion by 2027. In the past few years, the sale via e-commerce platforms has been increasingly very rapidly. E-commerce has evolved dramatically throughout the years.

https://www.globenewswire.com/news-release/2022/...-Among-Others.html  

HIRING FOR 73 POSITIONS

Cabify is a Spanish ridesharing company. It provides vehicles for hire via its smartphone mobile app.

https://startup.jobs/@cabify  

Traditionally telecom infrastructure is a consolidated sector given the excessive barrier to entry and the sheer international scale essential to become profitable. In some ways Open RAN is pushing again on the established order in that regard however, on the similar time, there are early indicators of one other consolidation wave (e.g. Rakuten’s acquisition of Altiostar and Robin.io, and the agency’s bundling of the Rakuten Cell method–{hardware}, software program and integration–into the Rakuten Symphony product. This speaks to how operators are accustomed to procuring community applied sciences.

Disruptive Evaluation Founder Dean Bubley likened this to a prix fixe menu fairly than full mixing and matching. This could doubtlessly embrace pre-integrated reference designs and pre-integrated part combos. A vendor may supply an operator a “menu of three DUs, three CUs, no matter,” he mentioned. “You may think about that possibly a Rakuten Symphony…it could possibly be an IBM, it could possibly be NEC, there’s a bunch of firms which may find yourself wanting as not purveyors of fully-integrated RANs, however with kind of reasonable ranges of combine and match with like 80% of the work finished.”

Bubley additionally identified the hyperlink between Open RAN as a vector for programmability and automation and bigger operator cloud methods. “Is it public cloud, personal cloud, and for what components of the infrastructure…So to some extent, Open RAN would possibly get kind of pulled into that a lot larger dialogue concerning the cloud and virtualization technique. And you then’re on a kind of fully totally different trajectory there.”

https://theperfectech.com/servers-ric-testing-and-optionality/  

Telecoms Europe Tech & Strategy 2022: OSS – most significant piece of digitalization puzzle? Rakuten

By Annie Turner 12 August 2022

Session from Telecoms Europe: Technology and Strategy 2022 virtual event
By Rajesh Vaishampayan, Head of Global OSS, Rakuten Symphony

https://www.mobileeurope.co.uk/...e-of-digitalization-puzzle-rakuten/

 

Not Just for Telcos: Open RAN Opens 5G Networks to Devs, Enterprises

12 Jul 2022 3:00am, by Mary Branscombe

https://thenewstack.io/...-ran-opens-5g-networks-to-devs-enterprises/
 

This slight improvement was achieved as “more mobile network operator users became paying users” and roaming costs shrank as Rakuten Mobile’s network expanded, enabling its customers to connect to Rakuten’s own radio access network, and fewer customers needed to use roaming partner KDDI’s network.

So a corner has been turned, albeit a small corner on a very long journey.

But the improving trend will continue as Rakuten Mobile further builds out its 4G coverage – it had 47,556 operational base stations at the end of June covering 97.6% of the Japanese population with its 4G signal and aims to have more than 60,000 up and running by the end of next year to cover more than 99% of the country’s residents. This ongoing rollout is, of course, expensive, but 2021 was the zenith of the capital expenditure (capex) outlay: The operator’s capital expenditures, which have been enormous, are set to drop from this year (as the chart below shows), with the reduction between this year’s ¥300bn (US$2.26bn) and the planned 2023 total that comes in closer to ¥200bn (US$1.5bn) set to make a big difference to the operator’s financials.

https://www.telecomtv.com/content/...ut-the-road-ahead-is-long-45146/  

mmWave 5G Market size is expected to grow from USD 2.5 billion in 2022 to USD 4.9 billion by 2027, at a Compound Annual Growth Rate (CAGR) of 14.7%

CHICAGO, Aug. 17, 2022 /PRNewswire/ -- mmWave 5G Market size is expected to grow from USD 2.5 billion in 2022 to USD 4.9 billion by 2027, at a Compound Annual Growth Rate (CAGR) of 14.7% during the forecast period, according to a new report by MarketsandMarket. The enterprises are adopting mmwave 5G technology as it offers the capacity to deliver higher bandwidth as compared to other alternate technologies which is driving the demand mmwave 5G solutions.

The major vendors covered in the mmWave 5G Market include NXP Semiconductors (Netherlands), Airspan Networks (US), AT&T (US), Fastweb (Italy), SoftBank (Japan), Corning (US), Nokia (Finland), Mavenir (US), NTT DOCOMO (Japan), AMD (California), Huawei (China), Qualcomm (US), Ericsson (Sweden), Verizon Communications Inc. (US), Rakuten Mobile (Japan), Singtel (Singapore), Samsung (South Korea), Fujitsu (Japan), Renesas Electronics Corporation (Japan), Keysight Technologies (US), Movandi (US), JMA Wireless (US), Sivers Semiconductors (Sweden), ALCAN systems (Germany), Verana Networks (US), Pivotal Commware (US), and Pharrowtech (Belgium).

https://www.prnewswire.co.uk/news-releases/...kets-tm--848682733.html  

https://www.digitaltveurope.com/longread/...ic-dufour-ceo-rakuten-tv/  

https://financialhorse.com/carousells-journey-to-ipo-in-2022/  

https://www.rakuten-sonpo.co.jp/  

Rakuten Viber’s smartphone penetration levels in the Greek market is estimated to be at around 91 percent

In Greece alone, there are 4.5 million members on Channels on Viber today, Rakuten said at the time.

According to data, some of the biggest and the most lively examples were the Greek Government’s channel set around regular updates on the COVID-19 pandemic and the situation in the country. Other channels include those of national football teams, such as Olympiacos, PAOK, Panathinaikos, and the food inspiration channel from Greek celebrity chef Akis Petretzikis.

https://greekreporter.com/2022/08/17/viber-greek-stickers/