Oliver Matthew: .... question on Mobile. I've been using the service reception is very good in Tokyo, thank you. But I'd like to check what you mean about the ad revenue. I don't really see ads. So I'd like -- could you explain more about how it works or how you think it will work? That's the first question.
Hiroshi Mikitani: Oliver, you use iPhone right?
Oliver Matthew: No, I'm actually using the Xiaomi RedMi. Sorry.
Hiroshi Mikitani: No. So now we introduced the rich communication service called Link. So people who call on Link, who message on Link it is SMS and also the free voice. And then in exchange we have two things. We can utilize their data. And also we will be able to display the ads. And we are really personalizing ads on - based on our CNDA database code. We have a consumer database for everybody and there Rakuten each display ads are connected. Number one.
And we are sending so much traffic to our ecosystem. And if you calculate that so if you calculate the gross revenue we are making from our ecosystem it is already ¥2,769 which is we are not counting as our ARPU. So maybe we can make this like affiliate model a little bit and because we are sending -- creating a lot of the value through the other services.
So basically ad is - and also we periodically send an e-mail to Rakuten Mobile users. In the future probably we will integrate the Rakuten Pay SDK into Rakuten Link app. So Rakuten Link app will become super app for Rakuten ecosystem. There are so many display opportunities because 40 million people a day will come to our website. And we also can include the Link. And I should say, I assume the line ARPU which most of the money is coming from ads and maybe some will understand it's about ¥300 per sub I think. So I think it's kind of a reasonable to say we can probably get close to what noise making using our data and the engagement level.
Oliver Matthew: Okay. So I get it. I haven't been using the Link app.
Hiroshi Mikitani: Please, please, please use it.
Source: Last Conference Call |