Rakuten 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/  

The new access programme launches as Open RAN is now projected to account for 20-30% of worldwide RAN revenues by 2028, and as Europe’s Open RAN revenue share is set to nearly double by 2028. Developing and deploying energy efficient Open RAN solutions will be key to supporting the global mobile telecoms sector to achieve its environmental objectives, cutting its carbon footprint whilst meeting growing demand from customers and commercial partners.

https://uktin.net/whats-happening/news/...h-energy-efficient-open-ran
 

 

Inside Track with Ryan Son, President, Internet Services BU

August 23.08.2024

In the first edition of Rakuten Symphony’s employee live webinar series, ‘The Inside Track’, moderated by comms director James Dartnell, Ryan Son, President of the Internet Services Business Unit, shared his insights on what sets the IS BU apart from its competitors and how he ensures all of the division’s employees are supported to deliver meaningful work.

https://www.youtube.com/watch?v=b6vMXfI2C-8
 

In an industry often distracted by (if not obsessed with) technology, Rakuten’s update was a reminder that the real priority is achieving significant reduction in the cost of operations, without compromising on quality or security – in particular as operators look to 5G for new revenue potential.
While new basic principles and technical innovations are necessary, organizational change is perhaps the greater part of the challenge to operators, more so even than re-training network engineers in scripting and ML.

The speed and scale of Rakuten’s progress should not be underestimated. The challenges it faces – speed and agility, innovation, security, differentiation, scale, resilience – are not unique to Japan, nor to greenfield operators. They are shared by all operators. As Rakuten moves into a new phase of its mobile mission, the wider benefits of its approach, beyond rapid buildout, will become even more apparent.

Rakuten continues to offer the industry a window into what that alternative mode of operations looks like, as well as the journey to get there. We look forward to this Symphony’s imminent second movement.

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

Rakuten Surges as Morgan Stanley MUFG, Citi Raise Price Targets

By Aya Wagatsuma

August 27, 2024 at 10:52PM EDT

The stock advanced as much as 9.8%, the most in two weeks, as MS-MUFG analysts including Tetsuro Tsusaka wrote that a fair value of ¥1,500 could be plausible from its mobile business contribution.
“Competitiveness is recovering with network quality improving, prices looking more appealing versus competitors and synergies from the Rakuten ecosystem,” he wrote. The firm raised its price target to ¥1,300 from ¥1,100.

https://www.bnnbloomberg.ca/business/2024/08/28/...ise-price-targets/
 

Viber: Launches the Delete Without Trace feature for its premium users

20 August 2024

Rakuten Viber announces Delete without Trace, a long-awaited feature that allows premium Viber Plus users to discreetly undo their messages - regardless of whether the recipients have already read them. The release comes in response to high demand from users, for whom this feature emerged as the top priority from a list of other potential services, according to a poll conducted in six key markets.

Since January this year, Rakuten Viber has seen a 170% increase in Viber Plus subscribers. Exclusive features and content are available in 100 countries, to millions of Viber users.

https://primetel.com.cy/...t-trace-feature-for-its-premium-users-6266
 

The stock advanced as much as 9.8%, the most in two weeks, as MS-MUFG analysts including Tetsuro Tsusaka wrote that a fair value of ¥1,500 could be plausible from its mobile business contribution.  

 

https://payment.rakuten.co.jp/news/2024082900/
 

Rakuten Is A Buy After Above-Expectations Q2 Performance (Rating Upgrade)

Aug. 14, 2024 9:43 AM ET

https://seekingalpha.com/article/...ons-q2-performance-rating-upgrade
 

In an industry often distracted by  technology, Rakuten’s update was a reminder that the real priority is achieving significant reduction in the cost of operations, without compromising on quality or security – in particular as operators look to 5G for new revenue potential.  

The global O-RAN (Open Radio Access Network) Market is estimated to be worth USD 911.53 Million in 2023 and is projected to reach a value of USD 46,185.96 Million by 2030, growing at a CAGR of 75.2% during the forecast period 2024-2030.

The cost reductions and enhanced network resilience is fueling the growth of the Global O-RAN (Open Radio Access Network) Market.

Open RAN architecture and technology offer significant cost reductions in deploying and managing mobile networks. This is achieved by promoting competition among vendors and streamlining network management. Expensive proprietary hardware becomes unnecessary as operators can now source components from multiple vendors. This diverse ecosystem not only leads to cost savings but also boosts network resilience. By incorporating equipment from various suppliers, operators can avoid relying solely on one vendor, which helps protect their networks from potential vulnerabilities or service disruptions. Therefore, this factor propels the demand for Open RAN.

https://virtuemarketresearch.com/report/o-ran-market
 

 

 

Self-funding for the financing needs of Rakuten Mobile

Rakuten Mobile noted its profitability has been improving in accord with a steady increase of its subscriber base and capex reduction. The Rakuten Group’s finance strategy aims to establish self-funding for the financing needs of Rakuten Mobile through internal cash flows within the Group by the end of this year, it added.

https://www.rcrwireless.com/20240812/...through-leasing-mobile-assets
 

Quellen in japanischer Sprache kann man sich problemlos ins Deutsche übersetzen lassen bzw. werden bei entsprechender Einstellung sogar automatisch ins Deutsche übersetzt.

Warum also ein Verstoß gegen die Nutzungsbedingungen von ariva vorliegt, ist für mich ein Rätsel. Bzw. ein Nutzungsverstoß liegt, was immer der Moderator schreibt, nicht vor.  

https://www.precedenceresearch.com/open-ran-market
 

Idea of the Week: Rakuten Group, a Rare Opportunity to Capture 9% Return (New on Bond Express)
Rakuten's operations and credit profile improved to varying degrees last year, and the bond's risk-return profile was attractive enough for investors interested in Japanese corporate bonds

by  Dwight Luo
Published on 04 Mar 2024

https://www.bondsupermart.com/bsm/article-detail/...press-RCMS_289040
 

Rakuten Ichiba's e-commerce retail sales share Japan 2017-2022

Published by C. Diep, Aug 30, 2024

In 2022, Rakuten Marketplace occupied a 23.3 percent of Japan's e-commerce market, making it the leading e-commerce brand. Over the last six years, the figures have steadily increased.

2017: 16.9%
2018: 17.6%
2019: 19.3%
2020: 20.5%
2021: 22.5%
2022: 23.3%

Rakuten Marketplace, commonly known as Rakuten Ichiba in Japan, is operated by the technology conglomerate Rakuten, Inc. Apart from the core marketplace platform, the company also operates the C2C platform Rakuma.

https://www.statista.com/statistics/1488531/...ce-market-share-japan/

 

As of September 2024, the Open Radio Access Network (Open RAN) market is projected to be worth approximately $2.8 billion1. The market is expected to grow significantly, reaching around $20.9 billion by 2030. This growth is driven by the increasing adoption of Open RAN technologies in both public and private networks, with a notable focus on brownfield deployments1.

Source: Copilot of Bing  

https://www.rakuten-sec.co.jp/web/info/info20240823-01.html
 

https://www.shopstyle.com/brands/women

 

By Luu Quy   July 17, 2024 | 02:00 am PT

Last year it was used by 13% of internet users aged 16 to 64 in Vietnam and 12th most popular among social media platforms, with Facebook, Zalo, TikTok, and Messenger claiming the top spots.

Raykov said while Viber is far from reaching the level of popularity enjoyed by local app Zalo, it could still take advantage of the gap in demand that other companies have not prioritized.

People use other apps for general conversation, but look to Viber when they need high security and protection, he said.

"We aim to reach professionals who trust that our technology can protect the most important contents."

Viber is also working to partner with banks in Vietnam to add a feature that allows users to inform each other about a successful bank transfer.
The company also hopes to reach customers in the public sector and major businesses, Raykov added.

https://e.vnexpress.net/news/business/companies/...-race-4771091.html
 

Rakuten Mobile is improving monetization by operating as a platform, not as an MNO.

https://symphony.rakuten.com/dtw-2024
 

Race to expand corporate economic blocs heats up in Japan

Mar 25, 2024

Competition is escalating among corporate groups in Japan as they strive to expand their spheres of influence by enticing customers with a variety of services, often bolstered by reward points, primarily geared toward shopping purposes.

Mobile phone service providers such as NTT Docomo are following the lead of internet-related conglomerate Rakuten Group, while megabanks are also entering the market, driven by the prospect of rising interest rates in Japan.

The field of competition has expanded to include securities companies, which have been leveraging the increasing interest in investment among retail investors following the expansion of the tax-exempt investment program known as NISA in January.

According to a survey conducted last year by Tokyo-based research company MMD Labo, 70.2% of respondents indicated that they utilized services while considering the "economic spheres" of corporate groups.

Regarding the most frequently used reward points, Rakuten Point ranked first, with 35.0%, followed by NTT Docomo's d Point, with 14.0%.

https://www.japantimes.co.jp/business/2024/03/25/...t-reward-service/