Rakuten wesentlich besser als Rocket

The 20 analysts offering 12-month price forecasts for LYFT Inc have a median target of 76.50, with a high estimate of 97.00 and a low estimate of 35

https://money.cnn.com/quote/forecast/forecast.html?symb=LYFT
 

Azimo secures Dutch operations Licence

European digital money transfer company Azimo has announced it has secured a licence from the Dutch Central Bank to operate its services in the Netherlands.

The approval follows the recent opening of Azimo’s office in Amsterdam, which will help the company to grow its share of the market for cross-border payments from Europe (which is valued at €1tn/£860bn).

The licence also guarantees that Azimo will continue to benefit from so-called ‘passporting’ rights to operate across Europe, even in the event of Brexit.

Azimo’s headquarters will remain in London, and its engineering and operations in Kraków in Poland. The company enables payments from Europe to more than 200 countries and territories in more than 80 currencies.

https://www.dtcdaily.com/2019/04/harrys-new-boots-partnership/
 

über Crypto halte ich schlicht und einfach für Unfug, da das m.E. im Rahmen der Aktivitäten von Rakuten ein Nonevent ist.

https://www.aktiencheck.de/exklusiv/...rnaround_Aktienanalyse-9943244

Die Unterbewertung beruht in meiner Sicht der Dinge auf den Erfolgen im E-Commerce und den Fintech-Aktivitäten in Japan, dem innovativen Mobile-Ansatz, dem Ecosystem, den Aussichten von Viber und anderen internationalen Aktivitäten und den Beteiligungen an Unternehmen wie Lyft, Cabify, Pinterest, noch Careem, Go-Jek, Carousell, Acorns, Azimo, Currencycloud, Upstart und andere.  

May 29, 2019

Radcom has won a telecom deal from Rakuten Mobile to provide Network Intelligence solution for supporting Rakuten Mobile’s mobile network launch in October.

The world’s first fully virtualized and cloud-native mobile network will be adopting 5G systems architecture from launch.

Rakuten Mobile selected Radcom Network Intelligence because of its ability to monitor the entire end-to-end network, including the world’s first fully virtualized radio access network (RAN).
Radcom Network Intelligence will be tightly integrated across Rakuten Mobile’s distributed, telco cloud to assure the highest service quality is delivered to customers for voice, video, VoLTE, data, and IoT services from the mobile edge up to the network core.

Rakuten Mobile, the fourth telecom operator in Japan, will be deploying Radcom Network Intelligence as multiple Virtual Network Functions (VNFs) that are cloud efficient, enabling customer experience agility for its mobile network, Yaron Ravakie, chief executive officer of Radcom, said.

https://telecomlead.com/telecom-equipment/...rom-rakuten-mobile-90619
 

Launch date
January 2015

Employees
1,729 people

Growth stage
late growth

Ownership
angel, venture capital, accelerator

Firm valuation
€600m - €900m(Dealroom.co estimates Apr 2019)

https://app.dealroom.co/companies/glovo


On-demand delivery app Glovo raises a $170M Series D round to bolster global growth
May 7, 2019

Since the company’s creation in January 2015 by CEO Oscar Pierre and Co-founder Sacha Michaud, Glovo’s growth has been powered by venture capital. Launching in a new city every four days on average last year, Glovo now employs over 1,000 people and isquickly becoming the fastest growing delivery player in Latin America and EMEA.

As Glovo expands across the world, it is committed to taking its technological capacity and systems to the next level. In addition to the appointment of VP of Engineering, Mustafa Sezgin late last year, Glovo aims to hire 300 new tech engineers reporting to the ex Uber and SoundCloud Engineering Leader.

https://seayaventures.com/...series-d-round-to-bolster-global-growth/


The lead investors in the Series C are Rakuten Capital, Seaya Ventures and Cathay Innovation, which had also invested in its Series B.

Commenting on the Series C, Oskar Mielczarek de la Miel, a managing partner at Rakuten Capital, told us: “Delivery is becoming increasingly global in reach. At Rakuten Capital, we are very excited about outstanding companies like Glovo, which continue to strike a mark by operating with utmost efficiency and filling an obvious gap in demand in Southern Europe, LatAm and beyond.

https://techcrunch.com/2018/07/18/...its-on-demand-delivery-business/


Barcelona’s Glovo scores €30 million from Rakuten and others to boost its on-demand local delivery services

By Robin Wauters, September 28th, 2017.

 

Launch date
February 2012

Employees
334 people

Growth stage
late growth

Ownership
venture capital

Firm valuation
$860m(Dealroom.co estimates Jan 2019)

https://app.dealroom.co/companies/acorns
 

Development of Net Operating Cash Flow of Lyft is excellent:

Fiscal year is January-December. All values USD Thousands. 2018 2017 2016

Net Income before Extraordinaries (911,335.0) (688,301.0) (682,794.0)

Net Operating Cash Flow (280,673.0) (393,526.0) (487,163.0)

https://quotes.wsj.com/LYFT/financials/annual/cash-flow
 

too.

And I am sure, that both will merge with Lyft one day.  

An die Stelle des Preiskampfes, der den Teilnehmern Schaden zufügt, wenn dadurch der andere nicht verdrängt werden kann (was zudem die Kartellbehörden eventuell nicht zulassen würden) erleben wir Wettbewerb über Marketing:

"Uber deutet Ende des Preiskriegs mit Lyft an

Strategiewechsel nach dem Börsengang: Die Fahrdienste Uber und Lyft wollen sich nicht mehr in Preisschlachten unterbieten.

San FranciscoBei Uber könnten die Zeiten der supergünstigen Fahrten mit dem Ridesharing-Dienst könnten bald vorbei sein. Im Analystengespräch nach der Vorlage der Zahlen zum ersten Quartal 2019 – die ersten Quartalszahlen seit dem verpatzten Börsengang – deutete Vorstandschef Dara Khosrowshahi eine Abschwächung des Preiskampfes der großen Anbieter Uber und Lyft an: „Wir sehen derzeit eine Fokussierung des Wettbewerbs auf Marke und Produkte statt auf finanzielle Anreize.“

https://www.handelsblatt.com/unternehmen/...-gmnb7PbqQ3FB2IcdzHaq-ap4
 

Ryan Vlastelica
31. Mai 2019, 17:46 MESZ

JPMorgan analyst Doug Anmuth has an overweight rating and $86 price target on the ride-sharing operator; that target represents upside of nearly 57% from Lyft’s Thursday close.

The bullish view comes after JPMorgan met with Lyft’s management team, which was “very confident” about an easing competitive environment for ride sharing in the U.S., as well as on “high-growth, high-margin revenue opportunities in Lyft Business,” he wrote.

https://www.bloomberg.com/news/articles/...morgan-forecasts-50-upside
 

letzten Posting:

"The bullish view comes after JPMorgan met with Lyft’s management team, which was “very confident” about an easing competitive environment for ride sharing in the U.S., as well as on “high-growth, high-margin revenue opportunities in Lyft Business,” he wrote."  

Algorithmia company information about Algorithmia

Launch date
December 2013

Employees
47 people

Growth stage
early growth

Ownership
angel, venture capital

Firm valuation
$100m - $150m (Dealroom.co estimates May 2019)

https://app.dealroom.co/companies/algorithmia
 

brauchen, bis sich derartige Sichtweisen am Markt etablieren:

Lyft ist deutlich kleiner als die Konkurrenz Uber, doch der Fahrdienstvermittler hat mit seinen ersten Quartalszahlen Anleger und Analysten positiv überrascht. Mit 776 Millionen US-Dollar verdoppelte das Startup seinen Umsatz im Vergleich zum Vorjahr. Trotzdem ist das US-Unternehmen, das bisher nur in Nordamerika operiert, noch weit davon entfernt, Gewinn zu machen. Doch die verbuchten Verluste lassen sich mit dem Börsengang erklären und blieben zudem unter den Erwartungen der Analysten.

https://www.gruenderszene.de/business/...ogle-gm-samsung?interstitial
 

Rakuten’s 5G-ready network will give it a massive cost advantage

By Mark Newman, Chief Analyst, TM ForumMay, 2019

Japanese Internet company Rakuten says that it can build a 5G network for just a third of what it would cost using the approach taken by a traditional LTE operator. The claims made by CTO Tareq Amin at this week’s Digital Transformation World conference in Nice, France, suggest that the company will take a highly disruptive approach when it launches its LTE service in October.

The comments come just two months after Rakuten told another set of conference delegates at MWC in Barcelona that its total cost of ownership was 45% below other leading telecoms operators around the world.

Amin said this week that Rakuten would be passing on its substantial cost savings to customers.

https://inform.tmforum.org/insights/2019/05/...assive-cost-advantage/
 

Behind Rakuten’s potential upending of network engineering and operations

The mobile communications industry is just becoming familiar with Japanese mobile and internet company, Rakuten, and its claims to be building the world’s first end-to-end cloud native architecture at significantly lower cost than traditional mobile networks. The company is manifesting all the radical change that experts say needs to be made in telecom in order to be agile, innovative, and competitive in the digital age: virtualization, mobile edge computing, closed-loop automation, microservices, continuous innovation/continuous development and delivery (CI/CD) and more. When the company official launches its LTE service in October, the industry will begin to assess the merits of the strategy and determine how quickly they must follow. For now, here is how Rakuten described what it means to be fully cloud native at TM Forum’s Digital Transformation World event in May.

https://inform.tmforum.org/...-of-network-engineering-and-operations/
 

der Bewertung des Mobile-Bereiches von Rakuten.

Wenn das mit der Etablierung auch nur ansatzweise hinhaut, halte ich den Wert höher als die momentane Marktkapitalisierung von Rakuten.  

dass der Mobile-Bereich von Rakuten  relativ schnell einen Wert verkörpert, der ein Viertel der 63 Millarden Dollar  des IPO-Wertes des Softbank Mobile-Armes erreicht - und das wären ca. 16 Milliarden US-Dollar.  Und das läge schon über Marktkapitalisierung der gesamten Unternehmung Rakuten.

SoftBank mobile arm to be valued at about $63bn in IPO
https://www.ft.com/content/ae39d196-f467-11e8-ae55-df4bf40f9d0d
 

https://www.marketbeat.com/stocks/NASDAQ/LYFT/price-target/  

Rakuten to Become New Global Partner for Davis Cup

- Rakuten, a global leader in e-commerce, communications and fintech, becomes Global Innovation and Entertainment Partner and Global Presenting Partner for Davis Cup.

- The competition will be renamed the Davis Cup by Rakuten.

TOKYO and BARCELONA, June 4, 2019 - Rakuten, Inc. and Kosmos Tennis today announced that they have reached a multiyear agreement with the International Tennis Federation (ITF) for Rakuten to become the Global Innovation and Entertainment Partner and Global Presenting Partner for the Davis Cup in 2019 and 2020.

Under the terms of the agreement, the competition will be renamed the Davis Cup by Rakuten. The partnership agreement links the Davis Cup with Rakuten until 2020, with the option of a further two-year extension. Rakuten will have high visibility in the Finals and Qualifiers.

https://global.rakuten.com/corp/news/press/2019/...&category=corp
 

https://www.quora.com/Which-kdrama-app-is-better-Viki-or-Viu  

RBC, Mark Mahaney

“Investors largely agree that Lyft (like Uber) faces a very large TAM -- total addressable market.”

The analyst sees four key paths to profitability, including eventual rationalization in competitive dynamics leading to fewer subsidies, long-term pricing power based on a compelling value proposition, and insurance and expense leverage due to scale.

Initiated Lyft at outperform, price target $72.

https://finance.yahoo.com/news/...-more-145022088.html?.tsrc=fin-srch
 

kein Tam-Tam ist:

Thu Feb 14, 2019 - 02:00am UTC

This report on ride sharing market 2019, provides in depth analysis of ride sharing industry to grow with a healthy growth rate of more than 20% during 2019-2025.

https://www.reuters.com/brandfeatures/venture-capital/article?id=83120
 

keinesweg ruinös:

„Die beiden Konkurrenten wissen voneinander, dass sie die Handlungsmöglichkeiten des jeweils anderen in ihre Kalkulation miteinbeziehen. Deshalb versuchen sie, die Angebotsmenge zu wählen, die die „beste Antwort“ auf die antizipierte Angebotsmenge des Konkurrenten darstellt. Die einzige Kombination von Angebotsmengen, bei denen beide jeweils die „beste Antwort“ auf die Angebotsmenge des Gegners sind, sind oben beschriebenen Mengen. Wählt einer der Anbieter die Cournot-Menge, so ist es für den Gegner, auch wenn ihm die Mengenentscheidung seines Gegners bekannt ist, optimal, ebenfalls die Cournot-Menge zu wählen. Wählte er mehr als die Cournot-Menge, würde er über den sinkenden Marktpreis mehr verlieren, als er über den steigenden Absatz gewinnen würde. Wählte er weniger, würde er über die gesunkene Absatzmenge mehr verlieren, als er über den dann höheren Marktpreis gewänne.“

https://de.wikipedia.org/wiki/Cournot-Oligopol
 

"insurance and expense leverage due to scale"

Wenn diese Kosten langsamer steigen als die Erlöse, erreicht man logischerweise den Break-Even, wenn die Break-Even-Menge innerhalb des erreichbaren Potenzials liegt, was nach meinen Schätzungen aufgrund der bisher geringen Marktdurchdringung absolut keine Problem sein dürfte.
 

of 5G and jointly develop radio equipment for world's first highly secure cloud native 5G network.

Tokyo, June 5, 2019 – Rakuten Mobile, Inc., the mobile network subsidiary of Rakuten Group, and NEC Corporation, a leader in the integration of IT and network technologies, today announced that the two companies have formed a partnership to build the world’s first 5G open vRAN architecture in Japan. NEC has been selected to be the 5G network equipment provider for Rakuten Mobile’s new and innovative network.

Through the partnership, Rakuten and NEC will jointly develop a 3.7 GHz massive MIMO 5G antenna radio unit (RU), which will be manufactured by NEC at its facilities in Japan. NEC's RU are ideal for 5G conditions as they are compact, lightweight and consume a low level of power, which reduces installation and operation costs.

https://global.rakuten.com/corp/news/press/2019/...corp%20ec%20mobile