Rakuten wesentlich besser als Rocket

Rakuten Earnings: Stronger Fintech Outlook Amid Shrinking Mobile Losses; Lifting FVE to JPY 990

Kazunori Ito, Pujance Chan

Aug 12, 2024

We are raising our fair value estimate for Rakuten to JPY 990 from JPY 780, as we raise our fiscal-year 2024 and medium-term outlooks for the fintech segment, based on its robust top-line and profitability growth that has continuously exceeded our estimates in the past few quarters. Rakuten’s June-quarter revenue growth of 8.1% was higher than our expected 6.4%, mainly driven by the fintech business.

https://www.morningstar.com/stocks/XTKS/4755/quote

 

Strengthening Vietnam-Japan cooperation in ICT and semiconductor sectors

August 13, 2024 | 19:04

Vietnam and Japan are strengthening cooperation in ICT and semiconductors to tap into the two countries' potential, and to boost bilateral ties.

As part of the visit, the Vietnamese delegation also met with major mobile carriers NTT Docomo and Rakuten to discuss deploying 5G according to OpenRAN standards.

Japanese mobile carriers have basically deployed 5G OpenRAN, while Rakuten has mastered the entire cloud-based processing software system and now only purchases radar parts, thus significantly reducing investment costs.

https://vir.com.vn/...on-in-ict-and-semiconductor-sectors-113381.html
 

"2025 is already financed. There is no need to do further financing for that reason and domestic hybrid replacement."

Source: My notice from last Conference Call
 

August 2024 Open RAN Report (Dell'Oro Group)

The long-term position remains favorable and mostly unchanged.

The estimates for open RAN by 2028 are expected to account for >25 percent.

The forecast is more favorable outside of China, with Open RAN projected to comprise 30 to 40 percent of the revenues by 2028.

North America was the largest region in 2023 and is expected to lead the broader Open RAN movement throughout the forecast period.

After a slow start, Europe is projected to account for 15 to 20 percent of worldwide Open RAN revenues by 2028.

https://www.prnewswire.com/news-releases/...loro-group-302216635.html
 

https://seekingalpha.com/article/...-q2-2024-earnings-call-transcript  

Norbert Gehrke 2 days ago

https://medium.com/tokyo-fintech/...n-q2-fy2024-earnings-7a90c1b2dd0a
 

Rakuten Bank winner of "Euromoney Award for Excellence 2024"

https://www.rakuten-bank.co.jp/press/2024/240814.html
 

https://www.rakuten-bank.co.jp/press/2024/240814.html
 

https://rakutenadvertising.com/resource-category/case-studies/

 

June 24, 2024  

The drive for further efficiencies in the network continues and the focus now is firmly on the role that increased automation will play. Advancements in AI and ML are creating new opportunities for enhanced and deeper levels of network automation. But further developments are still needed, such as a unified approach to data collection and management along with improvements in energy efficiency. Meanwhile, adoption of disaggregation and open networking risks adding complexity. However, successful automation can lead to a more productive development environment, which will leverage cost savings into new digital service revenue generation.

Featuring:
Diego R Lopez, Senior Technology Expert, Telefónica
Anita Döhler, CEO, NGMN Alliance
Darrell Jordan-Smith, Chief Revenue Officer, Wind River
Faiq Khan, SVP & Global Head - OSS Sales, Rakuten Symphony
Sadayuki Abeta, Chief Open RAN Strategist, NTT DOCOMO and CTO, OREX SAI
Vishal Mathur, Global Head of Engagement, Telecom Infra Project (TIP)

Broadcast live: 6 June 2024

https://www.youtube.com/watch?v=GzJ7IX5ty4c
 

Rakuten Advertising Wins "Best Performance Marketing Solution" in 2024 MarTech Breakthrough Awards Program

NEW YORK, Aug. 15, 2024 /PRNewswire/ -- Rakuten Advertising, the leading global affiliate marketing network, today announced that it has won the "Best Performance Marketing Solution" award in the seventh annual MarTech Breakthrough Awards program conducted by MarTech Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies and products in the global marketing, sales and advertising technology industry.

https://finance.yahoo.com/news/...ins-best-performance-142500737.html
 

July 01, 2024

Talking to TelecomTV at the DTW24 event in Copenhagen, Vivek Chadha, SVP and global head of telco cloud at Rakuten Symphony, discusses the drivers behind the evolution of telcos to techcos and explains the importance of cloud native and AI in enabling a successful transformation.

https://www.youtube.com/watch?v=4fn3-1JU0gc
 

https://network.mobile.rakuten.co.jp/product/...uct_iphone_iphone_fee
 

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

Aug. 14, 2024 9:43 AM ET

My rating for Rakuten Groupshares is changed from a Hold to a Buy. The prospects for RKUNY's Fintech segment and Mobile segment have turned favorable, as evidenced by the company's above-expectations Q2 performance. This explains why I have turned bullish on Rakuten and upgraded my rating for this name to a Buy.

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