Rakuten wesentlich besser als Rocket

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15.11.14 10:58
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64136 Postings, 7468 Tage LibudaRakuten wesentlich besser als Rocket

- und daher habe ich mir nach dem Einstieg bei Alibaba, die inzwischem mehr als 20% gut gemacht haben, auch einige Rakutens gekauft.

Look Out Amazon, Here Comes...Rakuten?
Japanese e-commerce firm Rakuten announced on Tuesday it is acquiring Ebates for $1 billion.

The acquisition, which Rakuten hinted at last week, is part of the Japanese company’s push to grow its base beyond its domestic market and hopefully, become a global player. Having made some $1.2 billion acquisitions to date along these lines, this is Rakuten’s most ambitious move to date.

However, investors are dubious that the company can absorb yet another foreign acquisition, much less one the size of Ebates, despite Rakuten’s strong cash position.
Then there is the ever-present Amazon, which dominates the e-commerce market in the U.S. Few believe it will falter in the face of Chinese giant Alibaba, much less a Rakuten-Ebates combo.

Rakuten Goes Forth

Not surprisingly, Rakuten says it is undaunted. For starters, it has assembled a very interesting mix of acquisitions. There is messaging app Viber, which it purchased for $900 million in February, the Canadian ebook offering Kobo, Spanish video service Wuaki.tv, Viki, a digital content platform and Buy.com.
Now it has picked up Ebates.

http://www.forbes.com/sites/erikamorphy/2014/09/...ere-comes-rakuten/  
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13098 Postings ausgeblendet.

03.06.25 08:06

64136 Postings, 7468 Tage LibudaRakuten Bank and Coke ON Wallet

Rakuten Bank unterstützt das Aufladen von "Coke ON Wallet"-Bankkontos

2025/06/02

https://www.rakuten-bank.co.jp/press/2025/250602.html

 

03.06.25 23:12

64136 Postings, 7468 Tage LibudaGreater Affiliate Transparency and Creator Growth

Rakuten Advertising Launches Industry-First Solutions for Greater Affiliate Transparency and Creator Growth

Publishers and brands alike will receive greater visibility into publisher value, elevated brand safety, stronger connections with creators, and AI-driven custom reporting

NEW YORK, May 29, 2025 /PRNewswire/ -- Rakuten Advertising, the leading global affiliate marketing network, revealed several new solutions helping advertisers and publishers navigate affiliate marketing industry challenges and demands. Announced at Rakuten Optimism 2025, these new solutions provide publishers with enhanced data transparency, help advertisers remain brand-safe and compliant, and bridge the gap between creator and affiliate marketing. These new solutions include:

https://finance.yahoo.com/news/...nches-industry-first-130000355.html
 

03.06.25 23:27

64136 Postings, 7468 Tage LibudaReal Open RAN Licensing Program

Real Open RAN Licensing Program Panel Discussion

April 02, 2025

Watch this MWC 2025 Barcelona panel discussion on Rakuten’s Real Open RAN Licensing Program, an open community subscription model that is set to allow third party access to Rakuten Symphony’s innovative Open RAN code base. In this session:

Roy Chua, Founder & Principal, AvidThink (moderator)
Sharad Sriwastawa, co-CEO, Rakuten Mobile & President, Rakuten Symphony
Mohit Joshi, CEO & Managing Director, Tech Mahindra
Masum Mir, Senior Vice President & General Manager, Cisco
Glenn Laxdal, President & CEO, Airspan

https://www.youtube.com/watch?v=YwDAmPrfgik

 

04.06.25 06:00

64136 Postings, 7468 Tage LibudaAI Avatar into Auto Insurance Estimation Service

Rakuten General Insurance launches AI Avatar into Auto Insurance Estimation Service

June 04.06.2025

Rakuten General Insurance has introduced an industry-first AI Avatar (beta version) into its "Drive Assist" personal auto insurance estimation simulation. The AI Avatar's interactive experience aims to reduce user hesitation towards online insurance enrollment. Rakuten General Insurance is actively utilizing AI in other areas as well, and new internet sales from January to March 2025 have increased significantly, up 34% compared to the same period last year.

https://www.youtube.com/watch?v=nEp1vzeQ65o
 

04.06.25 10:53

64136 Postings, 7468 Tage LibudaRakuten Cardman Bonds

Rakuten Card plant die Ausgabe von Unternehmensanleihen für Privatpersonen

Rakuten Card Co., Ltd. freut sich bekannt zu geben, dass es plant, die 10. Serie der unbesicherten Anleihen von Rakuten Card Co., Ltd. (mit einer speziellen Klausel für den gleichen Rang unter den Unternehmensanleihen) wie folgt auszugeben, hauptsächlich an Privatanleger.

     Marke§Rakuten Card Co., Ltd. 10. Serie unbesicherter Anleihen (mit einer speziellen Klausel für die gleiche Rangfolge nur zwischen Unternehmensanleihen)
(Spitzname: Rakuten Cardman Bonds)
Gesamtbetrag der Unternehmensanleihen (geplant) 80,0 Mrd. Yen
Höhe der Anleihen 100.000 Yen
Zahlungsbetrag§100 Yen pro 100 Yen an Anleihen
Zinssatz (vorläufige Bedingungen*) 1,550%~2,150%
pro Jahr *Der Zinssatz wird am Donnerstag, den 12. Juni 2025, festgelegt
Bewerbungszeitraum (vorläufig) Vom Freitag, 13. Juni 2025 bis zum Donnerstag, 26. Juni 2025
Fälligkeit der Zahlung (geplant) Freitag, 27. Juni 2025
Rücknahmefrist (geplant) Freitag, 26. Juni 2026

https://www.rakuten-card.co.jp/corporate/press_release/20250603/
 

04.06.25 13:27

64136 Postings, 7468 Tage LibudaModernizing Edge Storage

Challenge Accepted – Modernizing Edge Storage For GDCE

May 08, 2025

Are you looking for a better way to manage storage at the edge? Brooke Frischemeier, Head of Product Management at Rakuten Cloud, explores how Rakuten Cloud-Native Storage (CNS) is transforming edge computing. Learn how our solution solves the challenges of edge deployments by providing a flexible, scalable, and secure storage solution that enables you to process data closer to the source, reduce costs, and improve resilience.

https://www.youtube.com/watch?v=FaNTbAoAuSs
 

05.06.25 10:36

64136 Postings, 7468 Tage LibudaRakuten Advertising and Cleo

Rakuten Advertising has been a great help in establishing our Affiliate program, the service level we've received from their team has been far greater than previous partners.
Sam Vinden
Head of Growth Marketing at Cleo

Cleo, a UK-based FinTech app, established market dominance in the UK but wanted to expand their global reach, starting with the financially savvy US market. Being a financial product, the Cleo team wanted to ensure that they could find a network that could host their entire program under one roof while maintaining the utmost level of compliance and partner excellence necessary for their products.
Rakuten Advertising, the leading affiliate network for the largest names in finance, helped Cleo find the right partners and grow their program while protecting their brand, keeping partners compliant, and outperforming their unique goals.

https://rakutenadvertising.com/resources/case-study-cleo/
 

05.06.25 14:42

64136 Postings, 7468 Tage LibudaRakuten Symphony and MobiFone (Vietnam)

Rakuten Symphony and MobiFone to Deploy Open RAN in Vietnam

Collaboration with Rakuten Symphony will position MobiFone as one of Southeast Asia’s first Open RAN mobile network operators.

Hanoi & Tokyo, June 05, 2025 – Rakuten Symphony and MobiFone Corporation, a leading mobile network operator in Vietnam, announced today the signing of a Memorandum of Understanding (MoU) to collaborate on a pilot project to jointly deploy 4G and 5G Open RAN mobile network in Vietnam.

The MoU will position MobiFone, Vietnam's first mobile telecommunications network, as one of the first mobile operators in Southeast Asia to deploy Open RAN, showcase the technology as a viable and efficient solutions for mobile network expansion, and provide technical validation to support commercial operations of an Open RAN technology in Vietnam.

Sharad Sriwastawa, President, Rakuten Symphony said, “Rakuten Symphony is pleased to support MobiFone in deploying one of Southeast Asia’s first commercial Open RAN mobile networks. The Rakuten team is looking forward to sharing our success in Japan with Vietnam by showcasing the transformational benefits of Open RAN, including deployment flexibility, enhanced network performance and security, and improved customer experience with new and innovative mobile services.”

Mr Vinh Tuan Bao, Deputy General Director, MobiFone said, “Our vision for 2030 is to become Vietnam’s leading technology corporation, taking the lead in building the nation’s digital infrastructure. On this journey, 5G is positioned as a key foundational pillar, playing an essential role not only as a technological breakthrough but also as a transformative platform that redefines societal operations and production methods. MobiFone has identified Open RAN as a strategic pathway to gradually establish technological autonomy in next-generation mobile networks. We firmly believe that with Rakuten Symphony’s proven expertise and MobiFone’s unwavering commitment, this collaboration will extend far beyond a mere proof of concept. It will pave the way for deeper, more comprehensive partnerships in the near future.”

The pilot program will see Rakuten Symphony supplying Open RAN solution and engage with its ecosystem partners to support the project and provide necessary expertise throughout the pilot phase. MobiFone will ensure required cell and core sites are allocated to ensure that the sites are fully prepared to host Open RAN technology and that a mobile core is available to execute the pilot project.

https://symphony.rakuten.com/newsroom/...o-deploy-open-ran-in-vietnam
 

05.06.25 15:48

64136 Postings, 7468 Tage LibudaMobile's software-based model to matkets outside

Vietnam operator MobiFone lined up Rakuten Symphony to support its rollout of a nationwide 4G and 5G open RAN network, as the Japanese software vendor continues to expand its global footprint.
The pair, which signed an agreement to run a pilot project, noted in a joint release the deployment will make the operator one of the first in Southeast Asia to use open RAN.

As part of the deal, Rakuten Symphony will supply its open RAN kit and work with partners to support the installation throughout the pilot phase, the companies stated.

Vinh Tuan Bao, deputy general director at MobiFone, explained it identified open RAN as “a strategic pathway to gradually establish technological autonomy in next-generation mobile networks”. He added the collaboration will extend beyond a proof-of-concept, paving the way for “deeper, more comprehensive partnerships in the near future”.

Rakuten Symphony president Sharad Sriwastawa noted its team looks forward to sharing its “success in Japan with Vietnam by showcasing the transformational benefits of open RAN”, including increased deployment flexibility, network performance and security.

Last week, Zain Kuwait reached a deal to use Japan-based Rakuten Symphony’s open RAN and cloud platform to deliver standalone 5G service.

Rakuten Symphony was set up to export Rakuten Mobile’s software-based model to markets outside Japan.

https://www.mobileworldlive.com/5g/...en-symphony-for-open-ran-pilot/
 

05.06.25 18:00

64136 Postings, 7468 Tage LibudaGoldman Sachs and Nomura ignored good 2025 news

Goldman Sachs and Nomura ignored a lot of good 2025 news about Rakuten Symphony

Rakuten Symphony and MobiFone to Deploy Open RAN in Vietnam

Rakuten Symphony and Rakuten Mobile Deploy Intelligent AI-powered RIC Platform in Rakuten’s 4G and 5G Open RAN Network in Japan, Setting the Stage for Sustainable Mobile Connectivity

Rakuten Symphony, Zain Kuwait partner to deploy Cloud-Native Open RAN

Rakuten Symphony Adds Highly-Scalable, Kubernetes®-Ready Object Storage to Rakuten Cloud-Native Storage Platform

Rakuten Symphony and Nirmata Announce Successful Testing and Certification for Kyverno Policy Engine for Rakuten Cloud Solutions

Odine and Rakuten Symphony Enter into a Strategic Partnership to Drive Innovation in Network Transformation

Rakuten Symphony Announces Global Expansion of Storage Solution Through Availability on Google Cloud Marketplace

Rakuten Symphony Announces Isbel as Latin American Partner

Rakuten Symphony Announces Cisco, Airspan and Tech Mahindra as First Partners for Its Real Open RAN Licensing Program

Rakuten Symphony and Kyivstar Set to Start In-Country Testing of Open RAN in Ukraine

Telkom Kenya, Rakuten Symphony, Airspan partner for Open RAN testing and knowledge transfer

https://symphony.rakuten.com/news-events

 

05.06.25 21:00

64136 Postings, 7468 Tage LibudaRakuten owning 31 million shares of AST

AST SpaceMobile has seen a vibrant month with a price increase of 16% despite releasing a mixed Q1 2025 earnings report and announcing a significant $500 million equity offering. The company achieved sales growth, yet experienced a widening net loss. This financial maneuver likely indicates a strategic effort to stabilize and bolster operations as the stock rose. The broader market context, with the S&P 500 and Nasdaq witnessing continued gains, may have also supported this positive price movement. The backdrop of robust economic indicators, like improved trade talks, might have favorably influenced investor sentiment towards AST SpaceMobile.

https://finance.yahoo.com/news/...daqgs-asts-announces-174154184.html

 

05.06.25 22:59

64136 Postings, 7468 Tage LibudaGS and Nomura ignored EBITDA of $2.23 billion

79.9 billion yen in an quarter = 320 billion on a yearly base (= $2.23 billion)

Consolidated EBITDA ( EBITDA is an indicator the Rakuten Group uses to assess the ability for business activities to generate cash flow. It is calculated by adding Non-GAAP operating income to depreciation costs, etc.) an indicator the Rakuten Group uses to assess the ability to generate cash flow, was profitable for the quarter, recording a surplus of 79.9 billion yen, a substantial increase of 51.4% YoY.

https://global.rakuten.com/corp/news/press/2025/0514_01.html
 

06.06.25 08:35

64136 Postings, 7468 Tage LibudaRakuten Cloud & Alita drive Indonesia's digital

Rakuten Cloud & Alita drive Indonesia's digital transformation

06:44:00 | 06 June 2025

https://www.indotelko.com/read/1749124476/...ormasi-digital-indonesia
 

06.06.25 13:58

64136 Postings, 7468 Tage LibudaDrive number of subscriptions above 9 million

This campaign will drive number of subscriptions above 9 million during June.

https://network.mobile.rakuten.co.jp/en/

 

06.06.25 16:01

64136 Postings, 7468 Tage LibudaAlita Praya Mitra collaboratw with Rakuten Cloud

Alita Praya Mitra in collaboration with Rakuten Cloud, the Indonesia loT Association (ASIOTI), and KORIKA, presents a strategic forum exploring how Edge Computing and Artificial Intelligence can support data sovereignty and accelerate Indonesia’s sustainable digital transformation.

https://www.instagram.com/reel/DKgGjojzKew/
 

06.06.25 22:34

64136 Postings, 7468 Tage LibudaRakuten owning 31 million shares of ASTS

After my estimates ASTS will  have extreme advantages from a potential shift in government funding away from SpaceX.  

07.06.25 11:43

64136 Postings, 7468 Tage LibudaUnlock Go-to-Market Secrets with Edge Computing

Unlock Go-to-Market Secrets with Edge Computing

June 03, 2025

Explore how edge computing provides infinite flexibility for businesses. In this session, moderated by Padmarajan Narayanan (Rakuten Cloud), Vinod Nair (Q Meridian Consulting) and Anirban Chakravartti (Rakuten Cloud) discuss strategies to optimize your go-to-market motion, leverage real-time data, and create long-term customer associations. Discover the power of test and target at the location level.

https://www.youtube.com/watch?v=McsM4QilTck
 

08.06.25 12:39

64136 Postings, 7468 Tage LibudaMobile is a significant driver for the future


So, if Rakuten was a profitable business in 2018, why bothering on doing Mobile? The answer is that mobile is a significant driver of engagement for Rakuten Ecosystem. During 2024, Mobile represented 19% of revenues yet accounted for 34% of revenues growth thanks to the increased engagement in both Internet Services and FinTech. As shown below, Rakuten Mobile subscribers show between +15% to +47% higher usage of Rakuten’s verticals and increase at a higher pace the total verticals adopted, with a Mobile subscriber using 3.17 verticals on average vs. 0.74 for a non-subscriber. Establishing the foundations of Rakuten Mobile might have been painful, but it significantly strengthened the position of Rakuten. Also, through Open RAN and operations using AI and automation, Rakuten affirms they can achieve 40% lower CAPEX and 30% lower OPEX. The mix of (a) the ecosystem advantage and (b) lower costs allows Rakuten to have a competitive advantage over other companies in the telecom sector. For example, here is what Mikitani said on the last call regarding the value offering of Rakuten Mobile for older people:

“Regarding older age groups, unfortunately, I will be turning 60 this year and entering that demographic myself. There are different perspectives on this. Some might say it’s great that we are capturing younger users. However, for those in their 60s, I suspect many are paying other carriers around 7,000 yen for only 3GB of data. We need to conduct a ground war to raise awareness among these individuals about how much they can save by switching to Rakuten Mobile.

Frankly speaking, I believe many of these people are overpaying. While this may be a revenue source for other carriers, we aim to operate fairly. We will communicate clearly that by switching to Rakuten Mobile, they can enjoy free calls, free SMS, 2GB of free data when traveling abroad, and unlimited usage for just 2,980 yen. We will work diligently to spread this message”.

https://carlosfsaavedra.substack.com/p/...ign=post&utm_medium=web


 

08.06.25 17:51

64136 Postings, 7468 Tage LibudaProgress by Rakuten Medical


Rakuten Medical's Anti-PD-L1 Antibody-IR700 Conjugate, RM-0256, Selected for AMED Funding

SAN DIEGO, June 4, 2025

AMED grant to support the clinical development of RM-0256 photoimmunotherapy for targeting malignant epithelial tumors

Targeting PD-L1, pre-clinical observations indicate RM-0256 harnesses a triple mechanism of action, with potential applications across a broad range of solid tumors, including melanoma, ocular melanoma, urologic, and breast cancers.

Rakuten Medical, Inc., a global biotechnology company developing and commercializing Alluminox platform-based photoimmunotherapy, today announced that its third drug candidate, RM-0256, has been selected for funding by the Japan Agency for Medical Research and Development (AMED) under its Support Program for Orphan Drug prior to the Designation.

https://www.morningstar.com/news/pr-newswire/...cted-for-amed-funding
 

08.06.25 18:36

64136 Postings, 7468 Tage LibudaAI and Data-powered Solutions

Rakuten Ad & Marketing Day Spotlights AI and Data-powered Solutions

April 24, 2025

Rakuten Group held the first-ever "Rakuten Ad & Marketing Day 2025", a B2B event focusing on advertising and marketing strategies leveraging AI and data. Among the highlights, Daimaru Matsuzakaya Department Store shared how advertisements utilizing Rakuten's AI and data led to a significant increase in store visits and purchases at their renovated store. AI products and strategies developed by the advertising business were also featured.

https://www.youtube.com/watch?v=DlwJzjmPLn8
 

08.06.25 18:46

64136 Postings, 7468 Tage LibudaRakuten will be able to self-fund CAPEX in Future

Rakuten will be able to self-fund CAPEX moving forward

While Rakuten Mobile seems like the right business decision, a 62% dilution is critical. So, what should we expect regarding Rakuten Mobile capital needs and future funding? I believe Rakuten will be able to self-fund CAPEX moving forward. Here are the main reasons why:

        1.§While mobile network required between JPY 250-300bn during its early years, right now the foundation is already established and CAPEX demand is between JPY 150-200bn. Later in this article I will discuss more on Mobile CAPEX.
        2.§Rakuten Mobile achieved monthly EBITDA profitability in December 2024 and the objective for 2025 is that this segment is EBITDA profitable. In 2024, Rakuten Mobile generated an EBITDA loss of JPY -111bn (USD $0.77bn), so getting this back to the P&L is a huge tailwind.
        3.§On 2024 Rakuten was already able to self-finance investment. It is important to mention though that this included JPY 170bn (USD $1.17bn) from mobile sale & leaseback proceeds, which is a one-off.
        4.§Internet Services and FinTech had strong performance in 2024 and they should keep improving in 2025, being a further lever of cash generation.
        5.§Thanks to Rakuten’s financial impovement, the company is now having better debt terms. The spreads of existing USD bonds have reduced 200-400 bps and in December 2024 the company issued a 5.2% perpetual bond (USD), compared to a 6.0% senior bond issued in April of the same year.

https://carlosfsaavedra.substack.com/p/...ign=post&utm_medium=web
 

09.06.25 14:46

64136 Postings, 7468 Tage LibudaCloud-native telco pioneers

Rakuten Mobile, DT seen as cloud-native telco pioneers

Jun 6, 2025

TelecomTV recently conducted its second Cloud-Native Telco Market Perception Survey

We asked network operators which of their peers they regard as the cloud-native telco sector pioneers

Rakuten Mobile and Deutsche Telekom took the top spots, with Orange in third

https://www.telecomtv.com/content/cloud-native/...lco-pioneers-53172/
 

09.06.25 21:55

64136 Postings, 7468 Tage LibudaDas Teil geht ab wit Schmitt's Katz

09.06.25 22:49

64136 Postings, 7468 Tage LibudaNet Assets (Implied Value): JPY 3.59T=USD $24.8bn

Net Assets (Implied Value): JPY 3.59T (USD $24.8bn)

(+) Rakuten Internet Services: JPY 1.47T (USD $10.2bn)

(+) Rakuten FinTech: JPY 1.72T (USD $11.9bn)

(+) Rakuten Mobile: JPY 1.93T (USD $13.3bn)

(+) Rakuten Group Non-Consolidated Cash: JPY 750bn (USD $5.2bn)

(-) Rakuten Group Non-Consolidated Debt: JPY 1.73T (USD $12.0bn)

(-) Rakuten Mobile Loans and Lease Finance: JPY 342bn (USD $2.4bn)

(-) Rakuten Mobile Lease Obligations: JPY 207bn (USD $1.4bn)

(=) Net Assets (Implied Value): JPY 3.59T (USD $24.8bn)

Disclosure: After finishing the write up, I opened a position in Rakuten.
Thanks for reading Carlos F Saavedra Substack!

https://carlosfsaavedra.substack.com/p/...ign=post&utm_medium=web
 

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