ist für mich nachvollziehbar und auf keinen Fall als negativ zu betrachten:
My name is Kono, and I'd like to explain about the EC. If I repeat for the current, the quarter, in Q1, ¥857.6 billion was the GMS, which was up by 11.4% year-on-year. Double-digit growth is still maintained.
Next, in terms of the revenue and operating income. Revenue, which came to ¥97.261 billion, which was up by 8.8% year-on-year. And in terms of the operating income, it was ¥16.4 billion, or the negative growth year-on-year, that is because of the investments that was required in the focal area. And there were two points, first, C2C business. And as to C2C business, we are seeing remarkable growth there, and therefore, at present, commission is free for users and that is reflected in here. Yet looking at the market, I'd like to make the decision on the right timing. And also about the Rakuten direct, this is the first-party business that we're making the increase in investment. But for other businesses, other segments, they are about the same level as last year, and therefore, we're currently making the quite disciplined investment, I would say.
https://seekingalpha.com/article/...s-earnings-call-transcript?page=3 |