Rakuten wesentlich besser als Rocket
Japan Credit Rating Agency, Ltd. (JCR) announces the following credit rating.
Rakuten Group, Inc. (security code: 4755) Bonds: A-
(1) Consolidated non-GAAP operating income for the fiscal year ended December 2024 (FY2024) was 7 billion yen (a loss of 153 billion yen in the previous fiscal year), marking the first income in five fiscal years since FY2019. The profitability of the mobile business is improving, with Rakuten Mobile, Inc. (“Rakuten Mobile”)’s non-consolidated EBITDA turning to be positive in a single month. For FY2025, the Company plans to increase consolidated non-GAAP operating income and achieve a full-year positive non-consolidated EBITDA for Rakuten Mobile.
(2) As of July 7, 2025, Rakuten Mobile’s number of contract lines reached 9 million (8.85 million excluding BCP contract lines). As shown by this fact, the KPIs of the mobile business have been steady. As competition with rivals for contract acquisition intensifies, JCR will continue to closely watch whether this direction is maintained. There has been no change to the financial strategy from previous policies. The funds for the redemption of the corporate bonds maturing in FY2025 have already been in place, and JCR believes that there are no particular concerns on the financial side. The proceeds from the bond issue will be used for 5G-related investment (Bonds no. 23 and 24) and CP redemption funds, etc. (Bonds no. 25).
Akihisa Motonishi, Naoki Muramatsu
https://www.jcr.co.jp/download/...15e8f699596c10bef1434/25d0506_f.pdf
In conclusion, the Open RAN market is poised for substantial growth, driven by its ability to offer flexible, scalable, and cost-effective network solutions, particularly in the context of 5G deployments and the broader shift towards open and interoperable architectures.
https://www.google.com/...lysis+-+growth+trends+%26+forecast+(2026+-+
May 13, 2025
Open RAN promised to revolutionise the radio access network marketplace, with its open interface specifications enabling a more diverse supplier ecosystem which, in turn, would lead to more choice, greater innovation and lower costs for telcos. However, Open RAN has diverged from its original concept into what it is today. How has the technology changed and how have the views of telcos changed? This panel discusses the state of Open RAN in 2025 and its future potential, the lessons from trials and early deployments, and its effect on the wider RAN marketplace.
Featuring:
Robert Curran, Consulting Analyst, Appledore Research
Sarat Puthenpura, Chief Architect, Open Radio Access Network, Open Networking Foundation (ONF) and Aether, Linux Foundation
Javed Khan, Sr. Director, 5G RAN Product Management, Rakuten Symphony
Warren Bayek, Vice President, Technology Office, Wind River
https://www.youtube.com/watch?v=eUaLxaN-zZo
With the Rakuten Card, cardholders will receive an extra four percent Cash Back on top of what they already earn while shopping on Rakuten's platform of more than 3,500 stores, in-person, or online, up to the first $7,000 of credit card spending each calendar year.
https://finance.yahoo.com/news/...ap-13-consumer-press-104200058.html
Trotz eines kurzfristigen Kursrückgangs bleiben die Analystenerwartungen für Rakuten im Jahr 2025 insgesamt positiv: Der Analystenkonsens liegt im Bereich "Aufstocken" beziehungsweise "Kaufen", das durchschnittliche Kursziel bewegt sich stabil über dem aktuellen Kurs und zeigt damit Aufwärtspotenzial.
Wichtige Details:
Das durchschnittliche Kursziel für die Aktie liegt derzeit zwischen 950 und 1.020 JPY, was etwa 10–22% über dem letzten Kursniveau (ca. 910 JPY) liegt.
Die Analystenempfehlungen verteilen sich auf etwa 40–53% "Kaufen" und 47–60% "Halten"; ein Verkauf wird kaum empfohlen.
Umsatz und EBITDA sollen laut Schätzungen 2025 weiter wachsen: Für 2025 erwarten Analysten einen Umsatzanstieg auf rund 2,48 Billionen JPY und eine EBITDA-Marge von über 16%, deutlich über dem Vorjahreswert.
https://www.perplexity.ai/search/...-fur-rakut-pWeyJSYCR5a1KYn.9ot4FQ