Rakuten wesentlich besser als Rocket
Denn diese Telecoms, deren Kreditwürdigkeit sinkt, sind von den Menge eine sehr große Masse von Kundschaft von S&P.
Rakuten muss demnach sein Tafelsilber verscherbeln, um die Schulden begleichen zu können. Anders als Libuda es darstellt, soll erst 03/24 der break-even erreicht sein. Anleger vertrauen dem Businessmodell nicht mehr. Die Subskriptionszahlen für Mobile sollen erst Ende des Jahrzehnts auf 10 Mio gestiegen sein. Der Wettbewerb hat heute 85 Mio.
Nein das klingt Alles gar nicht gut - und der Kurs spiegelt genau das wieder.
Keine Überraschung:
Erneut ein verlorenes Jahr für Rakuten Aktionäre, nach all den Verlustjahren zuvor in Zeiten der Börsen Hausse.
Ein Investment sollte eben nie einer Marotte verschrieben sein, die Einsicht, einen Fehler begangen zu haben, hätte den Anleger vor Verlusten geschützt. Das Ausblenden der Realität aber führt dann zu solchen verfahrenen Situationen.
Rakuten Performance
https://www.ariva.de/rakuten-aktie/chart
Thread Performance seit Gründung 2016 !
- 67,67 %
Das muss man erstmal schaffen...
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Wertpapier: Rakuten Group Inc |
Angehängte Grafik:
screenshot_2022-12-22_at_10-43-....png (verkleinert auf 45%)
screenshot_2022-12-22_at_10-43-....png (verkleinert auf 45%)
Die Diskussion wäre dann, mit welchem Multiple diese 1,5 Milliarden in 2024 zu bewerten sind. Und zu den 1,5 Milliarden kommen ja dann auch die Gewinne von Rakuten Mobile hinzu, zu denen auch die Tocher Rakuten Symphony ihren Beitrag leisen wird.
"Aufgrund anhaltender strategischer Investitionen in das zukünftige Wachstum des Segments Mobile, einschließlich der Installation von Netzwerk-Basisstationen, verzeichnete die Rakuten Gruppe im dritten Quartal des GJ2022 einen Non-GAAP-Betriebsverlust von 78,6 Milliarden Yen. Ohne das Mobilfunk- und Investmentgeschäft lag das Non-GAAP-Betriebsergebnis bei 47,2 Mrd. Yen, ein Plus von 7,8 % im Vergleich zum Vorjahr. Bei Rakuten Mobile stieg der durchschnittliche Umsatz pro Nutzer (ARPU) im Einklang mit der Einführung des neuen Rakuten UN-LIMIT VII Tarifs. Kostensenkungen, die durch die Umstellung von Roaming in Partnernetzgebieten auf das Netz von Rakuten erzielt wurden, haben auch zu einer allmählichen Verringerung der Verluste im Mobilfunksegment geführt, die im ersten Quartal des Geschäftsjahres 2022 ihren Höhepunkt erreichten. Für die Zukunft wird ein weiterer Rückgang der Verluste prognostiziert."
https://www.onlinemarktplatz.de/216614/...r-rakuten-gruppe-q3-fy2022/
Yusuke Okumara from Okasan Security: He asked after the way, how in 2023 the suppoded single month profit will be reached.
Hiroashi Takasawa: Rakuten Mobile is now in phase 2 with a very different cost structure against phase 2, were the growth of the base stations must be forced. He added that Rakuten Mobile had now a quite good cost structure. And he added second, that the costs can be internalized trough the activites of Rakuten Symphony.
Source: Own transcipt of the last earnings call
https://global.rakuten.com/corp/investors/
Rakuten Symphony wird zu einem immer wichtigeren Teil des Telekommunikationsgeschäfts von Rakuten. Sein CEO, Tareq Amin, sagte kürzlich, dass die Rakuten Symphony-Plattform 14 Kunden hat und 315 Millionen US-Dollar Umsatz und 3,1 Milliarden US-Dollar an Bestellungen generiert.
"Wir glauben, dass wir in den nächsten fünf Quartalen alles tun werden, um das Umsatzziel von Rakuten Symphony zu erreichen, die Marke von 1 Milliarde US-Dollar zu überschreiten."
https://finance.sina.com.cn/tech/roll/2022-11-22/...smrp7116344.shtml
DECEMBER 21, 2022 by RNN
https://www.reddit.com/r/RakutenUndervalued/...next_steps_for_mobile/
Und Unwahrheiten vonseiten der Unternehmensseite würde die SEC nicht tolerieren, gegen unternehmensfremde u.U. von wem auch immer bezahlte Leugner hat sie kaum Handhabe.
https://www.reddit.com/r/RakutenUndervalued/...bout_the_prospects_of/
2022/12/22
Rakuten Card, Inc. (im Folgenden als "das Unternehmen" bezeichnet) gibt bekannt, dass seine Kreditkarte "Rakuten Card" in der Umfrage "2022 JCSI (Japan Customer Satisfaction Index(*1)", die vom Service Industry Productivity Council des Japan Productivity Headquarters angekündigt wurde, 14 Jahre in Folge seit Beginn der Umfrage den ersten Platz bei der Kundenzufriedenheit in der Kreditkartenbranche belegt hat. Zum Zeitpunkt der Ankündigung haben vier Unternehmen, darunter unser Unternehmen, 14 Jahre in Folge den ersten Platz belegt.
Diese Umfrage ist eine der größten Umfragen zur Kundenzufriedenheit in Japan mit dem Ziel, die "Kundenzufriedenheit", die für die Messung der Produktivität in der Dienstleistungsbranche wichtig ist, zu quantifizieren und zu visualisieren und als Informationen zu verwenden, die zum Wachstum von Unternehmen und Branchen beitragen. "Rakuten Card" belegte nicht nur den ersten Platz in der "Kundenzufriedenheit", sondern auch in den drei Punkten "wahrgenommener Wert" und "Loyalität" in der Kreditkartenbranche.
Seit der Ausgabe der Rakuten Card im Juli 2005 arbeiten wir aktiv daran, die Cross-Use in jedem Service der Rakuten-Gruppe zu fördern und bargeldlose Zahlungen innerhalb und außerhalb der Rakuten-Gruppe zu popularisieren. Infolgedessen wurde es von vielen Kunden genutzt, und die Anzahl der ausgegebenen Karten betrug 27,51 Millionen (Stand September 2022), und das jährliche Krediteinkaufstransaktionsvolumen im Geschäftsjahr 2021 überstieg 14 Billionen Yen. Als einer der Top-Dienstleister in der japanischen Kreditkartenbranche wächst das Unternehmen weiterhin ohne Stillstand.
In Zukunft werden wir unsere Kreditkartendienste und -funktionen weiter ausbauen, um Finanzdienstleistungen komfortabler, benutzerfreundlicher und zugänglicher zu machen, mit dem Ziel, die Kundenzufriedenheit weiter zu verbessern.
Die JCSI-Umfrage (Japanese Customer Satisfaction Japan Index) ist eine der größten Kundenzufriedenheitsumfragen in Japan, die der Dienstleistungsbranche offen steht. Wir führen Umfragen mit dem Ziel durch, die für die Messung der Produktivität in der Dienstleistungsbranche wichtige "Kundenzufriedenheit" zu quantifizieren, zu visualisieren und als Information für das Wachstum von Unternehmen und Branchen zu nutzen. Die Umfrage richtet sich viermal jährlich an rund 400 Unternehmen aus mehr als 30 Branchen und Geschäftskategorien, und die Ergebnisse der Umfrage unter Top-Unternehmen werden veröffentlicht, um die Produktivität der gesamten Dienstleistungsbranche durch das Benchmarking exzellenter Unternehmen zu steigern.
Japanischer Kundenzufriedenheitsindex: Japanischer Kundenzufriedenheitsindex
Bewertet basierend auf den sechs Indikatoren von JCSI
Kundenerwartungen: Zeigen Sie bei der Nutzung des Dienstes den Eindruck, die Erwartungen und Erwartungen des Unternehmens oder der Marke, die der Benutzer im Voraus hat.
Wahrnehmungsqualität: Gibt die Bewertung der Qualität an, die bei der tatsächlichen Nutzung des Dienstes empfunden wird.
Wahrgenommener Wert: Kontrastiert die Qualität und den Preis des erhaltenen Dienstes, um das Gefühl der Zufriedenheit und des Kosten-Leistungs-Verhältnisses des Benutzers zu zeigen.
Kundenzufriedenheit: Gibt den Grad der Zufriedenheit an, der nach der Nutzung des Dienstes empfunden wird.
Empfehlung: Gibt an, ob Sie Personen positiv über die Inhalte des von Ihnen verwendeten Dienstes informieren möchten.
Loyalität: Gibt die Bereitschaft an, den Dienst wiederzuverwenden, z. B. ob Sie ihn in Zukunft oder häufiger verwenden möchten.
https://www.rakuten-card.co.jp/corporate/press_release/20221222/
December 15, 2022
Digitalization in Japanese banking took a big leap during the pandemic. As customers had no choice but to go virtual for their banking needs, digital solutions were crucial. With its strategic goal of helping to solve social issues digitally, Rakuten Bank stands out from the pack.
In January 2022, the first online bank in Japan had more than 12 million accounts. Because of its digital set-up, Rakuten can cap costs and offer preferential deposit interest of up to 0.1%, 100 times higher than the megabanks. In a country with ultra-low or zero interest rates, this helped Rakuten to attract customers and deposits.
Its deposits exceeded ¥6 trillion ($44 billion) in June 2021, then added another ¥1.5 trillion in just six months to surpass ¥7.5 trillion in December 2021.
In the year to the end of March 2022, the Japanese firm continued its unique legacy of providing reverse mortgages. Despite a fast-ageing society, only a limited number of banks offer reverse mortgages, a product that gives much more by way of desired liquidity to retired people.
https://www.asiamoney.com/article/...ital-solutions-2022-rakuten-bank
December 22, 2022
In RNN's Coffee Talk, we sit down with industry experts and leaders to deep dive into a Rakuten-related topic. Under Rakuten's theme for 2022 "Tech & Green," we spoke with Tareq Amin, CEO of Rakuten Mobile and Rakuten Symphony. In part 1 of this two-part interview, Tareq shares his views on how Rakuten Mobile compares to competitors domestically and globally, why he thinks Japan quality and Rakuten quality will give us the edge, and his vision for 5G and beyond.
https://www.youtube.com/watch?v=6SEnq7cPrnA
“The major build of our network is done,” he said, noting base station construction and opex will fall significantly.
Rakuten Mobile targets adding 10,000 in the current quarter to bring the total to 60,000 sites, providing 99 per cent population coverage.
Amin insisted Rakuten Mobile is not satisfied to remain the fourth-ranked player in Japan, saying it is “on the way to becoming number one” with a focus on lowering costs through automation.
The optimism stems from a link found between wide network coverage and customer acquisition, with more new users joining in areas where Rakuten Mobile has 100 per cent reach.
Amin said its bottom-line will also benefit from a reduction in roaming costs, noting 95 per cent of traffic runs on its own infrastructure.
ARPU increased to JPY2,588 with the transition to new pricing plans, Amin said. The figure includes an undefined ecosystem contribution.
Data usage rose 35 per cent.
Rakuten Symphony had bookings from 14 customers valued at $3.1 billion.
https://www.reddit.com/r/RakutenUndervalued/...ident_costs_will_fall/
December 22, 2022
Rakuten Viki, the globally popular streaming platform dedicated to K-drama and entertainment, has seen its usership growing, and in the hope of further raising its profile it launched a fun marketing campaign in partnership with digital production company Wong Fu Productions. We examine the motives behind the partnership and the success of the campaign, which was comprised of four short online videos featuring a host of influential online talents. Plus, we also share a few clips of this hilarious content!
https://www.youtube.com/watch?v=JW1SvYfZOeg
Luxembourg, December 21, 2022 – 2022 marks Rakuten’s 25th anniversary – and the entire group has been celebrating a quarter of a century of innovation and tremendous growth across e-commerce, fintech, mobile, digital content, sports and many other industries.
Continuing its path of connecting the many dots in the region, Rakuten Europe joined the celebration with many milestones – ranging from major partnerships and the expansion of its mobile technology footprint to the launch of cashback services in Germany, Spain and the U.K.
In line with its mission to empower people, businesses and society as a whole, Rakuten also shared insightful details on the next generation’s consumer behavior, took significant steps to fight counterfeits and supported many good causes along the way.
Some of Rakuten’s key achievements across the EMEA region in 2022 include:
Rakuten Europe enhances consumer experience:
Rakuten celebrates the launch of an all-new cashback program in the U.K., Spain and Germany, bringing Rakuten Group services and hundreds of brands to members in a more relevant, dynamic and rewarding way. Read More.
Rakuten Europe becomes a new partner of Japan Expo in Paris, presenting a new, exclusive service and offering Japan Expo visitors an authentic experience that dives into Japanese culture. Read More.
Rakuten Europe introduces its cashless payment system “Rakuten Pay” to the French Market for the first time at Japan Expo, one of Rakuten‘s strategic partners. Read More.
Rakuten Symphony transforms mobile network operations in Europe:
Rakuten Symphony expands its operations across the U.K., France and Germany to strengthen the company’s local presence and its ability to serve customers in the region. Read More.
Rakuten Symphony launches Symworld, a platform to help telecom operators scale at the speed of cloud. Read More.
Rakuten Symphony challenges the traditional industry approach to “what’s new” at MWC 2022, the largest gathering of the mobile networking industry worldwide. Read More.
Rakuten brings people together at major sports events
Rakuten has long valued the unique and impactful role sports play in society, and the ATP Mallorca Championships in 2022 were yet another successful example of empowering people and communities through innovation and connecting fans and players across the globe. Read More.
One of the only major tennis events to be played in teams, the Davis Cup is an important presence on the men’s tennis calendar. Rakuten brought back the Davis Cup Fan World Cup Presented by Rakuten in 2022, this year focusing on a theme of resilience and optimism**.** Read More.
As the partnership draws to a close after an unforgettable five years, Rakuten is expressing its gratitude to the Club and the fans by saying “Arigato” — thank you! Read More.
Rakuten takes empowerment seriously
Rakuten Group has made another important stride toward further strengthening its commitment to privacy and data protection globally. In May, the U.K.’s Data Protection Authority granted their approval to the definitive text of Rakuten’s U.K. Binding Corporate Rules. Read More.
One of the original signers of the European Commission’s path-breaking Memorandum of Understanding on the sale of counterfeit goods, Rakuten France, takes the fight against fake products to the next level. Read More.
In collaboration with Rakuten Insight Global, Rakuten Europe holds an online survey for Gen Z in France, Germany, Spain, Japan, the U.K., and the U.S. to find out about this generation’s consumer preferences and trends. Read More.
About Rakuten
Rakuten Group, Inc. (TSE: 4755) is a global leader in internet services that empower individuals, communities, businesses and society. Founded in Tokyo in 1997 as an online marketplace, Rakuten has expanded to offer services in e-commerce, fintech, digital content and communications to approximately 1.6 billion members around the world. The Rakuten Group has over 31,000 employees, and operations in 30 countries and regions. For more information visit https://global.rakuten.com/corp/.
In Europe, Rakuten has been active for more than a decade and is constantly growing its footprint. The network of business units consists of more than 14 services, available in almost every European country. With Rakuten Europe’s head office in Luxembourg and offices in London, Dublin, Paris, Berlin, Barcelona and other major European cities, Rakuten Europe is more than just a company, it’s a vision of a true Ecosystem.
https://corp.rakuten.eu/pressrelease/rakuten-europe-2022/
By Rakuten Advertising | October 18, 2022
Twenty-five years ago, Rakuten Advertising were the pioneers leading the way in a new landscape of digital advertising. We broke new ground with affiliate. We outperformed in programmatic and influencer marketing. And we did it globally.
Today, we’re proud to share that our team’s dedication and strategic expertise were recognised at the Global Performance Marketing Awards (GPMAs). Our entries wooed the judges, resulting in Rakuten Advertising taking home a staggering seven awards – the most awards won all evening.
Here is what the judges had to say:
Winner: Best Innovation – Powerful testing and insights empower 140% KPI growth for Tory Birch & Rakuten Advertising
“This is one of the most innovative entries I’ve seen. The robust and iterative testing across channels really impressed me, as well as the level of detail, planning, and innovative thinking.”
Winner: Best Partnership – Rakuten Advertising, Lowkey Discord: A tale of a tech giant & Discord
“A very cool and innovative publisher that was smart to partner with Microsoft to take its service to the next level. I love the creativity and originality displayed in this entry.”
Winner: Best Influencer Marketing Campaign: Saks, ShopStyle Collective, and Rakuten unlock influencers to build awareness and 2x sales
“Clear, astounding, and holistic objectives around influencer marketing with a full-funnel approach through Saks, Shopstyle and Rakuten with amazing results. Great use of high-reach and micro-influencers to target different audiences and expand the chances of reaching good results.”
Winner: Best Social Commerce Campaign – Rakuten Advertising, Student Beans & Weekday: Authentically engaging students with TikTok
“A great campaign that aligned with its true audience in an authentic manner. Great insights to understand the Gen Z market in terms of what they do and don’t like based on advertorials and influencers. Overall, an outstanding collaboration between network, brand, and publisher.
Winner: Best Loyalty Partnership – Rakuten Advertising, PerformID, AMEX: Loyalty meets loyal K-pop fans
“The discount psychology has shown a great understanding of the strategic use of affiliate partnerships and in-depth knowledge of the target audience and demographics. An outstanding and brilliant collaboration between five different parties, forming a strong super partnership: brands, banks, and boy bands!”
Winner: Best Affiliate & Partnership Strategy (APAC) – Rakuten Advertising, PerformID, AMEX: Superstars & Super Partnerships
“An incredible multifaceted partnership that led to success for all involved. The key standouts are the carefully orchestrated campaign timings, as well as the full buy-in from all parties. I especially love the creative and out-of-the-box thinking!”
Winner: Most Effective use of Programmatic Ad Buying – Rakuten Advertising & CampChef tapping the inner caveperson to drive sales and loyalty
“It’s refreshing to see this level of creativity in a programmatic campaign, and the fact that the highest ever average ROAS for new customer campaigns was achieved is something to be proud of.”
We’d like to extend a huge congratulations to our clients and publisher partners who supported us with these awards and all those who were winners on the night. Performance marketing, including the affiliate channel, has grown to become one of the most influential marketing strategies due to its flexibility, innovation and low-cost strategies. We’re proud to partner with the world’s leading brands and publishers and work with you to drive our industry forward.
https://blog.rakutenadvertising.com/en-uk/news/...rtising-wins-gpmas/
December 20, 202
Cabify has more than 42 million registered users and 1.2 million collaborating drivers and taxi drivers. The company spread, within a few months, to Latin America and is currently operational in Argentina, Chile, Colombia, Ecuador, Spain, Mexico, Peru, and Uruguay.
https://siliconcanals.com/crowdfunding/cabify-bags-40m/
DECEMBER 21, 2022
Announcement of Launch of Financial Instruments Intermediation Service with Rakuten Securities and Iyo Bank
As a result, Iyo Bank customers will be able to use the products and services provided by Rakuten Securities. With this partnership, Rakuten Securities will act as an intermediary for financial products with 10 regional financial institutions.
Since its founding in 1878 (Meiji 11), the Iyo Bank, as a comprehensive financial institution in its hometown, as of March 31, 2022, it has 151 stores nationwide and 1 store overseas, and is used by a wide range of people, mainly in Ehime Prefecture.
Through this partnership, customers using Iyo Bank will be able to open a general account with Rakuten Securities through the website of Iyo Bank, etc., and use the products and services provided by Rakuten Securities. In addition, for those who have accumulated “Rakuten Points” using various services of the Rakuten Group, “Point
Investment” service, which allows you to purchase investment trusts, domestic and US stocks, etc. with “Rakuten Points”, can be used not only for specific accounts, It can also be used for general NISA accounts and Tsumitate NISA accounts. In addition, it will be possible to use Rakuten Group’s online e-money “Rakuten Cash” to accumulate investment trusts, as well as robo-advisor services such as “Raku-Raku Investment” and “Raku Wrap”.
Through partnerships with regional financial institutions, Rakuten Securities will continue to provide products and services that meet the needs of each region and customer, thereby supporting regional financial institutions in further strengthening their asset management and asset building services. We will continue to.
https://re-how.net/2022/12/...e-with-rakuten-securities-and-iyo-bank/
SNS Telecom & IT estimates that global spending on RIC platforms, xApps and rApps will reach $120 Million in 2023 as initial implementations move from field trials to production-grade deployments. With commercial maturity, the submarket is further expected to quintuple to nearly $600 Million by the end of 2025.
https://menafn.com/1105326989/...-Growth-Size-Share-Forecasts-To-2030
The global technology industry is massive and growing every day. The good news is that there is no shortage of innovation to address the breadth of business opportunities. The tradeoff is that with each new facet of innovation, organizations are left with sprawl and complexity. For example, in the early days of cloud, most companies ended up adopting multiple public, private, edge and even telecom clouds to power their business. This “multiple cloud” stage creates huge access to innovation within each cloud but inevitably creates silos and duplication of data. The siloed clouds look like walled gardens. In 2022, we started to see an industry shift to true “multicloud” architectures. These use the compute services of whatever clouds you embrace but also focus on turning important capabilities ”horizontal” across the multicloud environment. A good example of this is storage and data as a common service all your clouds can access. Multicloud edge capabilities are being launched, and cyber resiliency and cyber vault technologies are already horizontal capabilities across clouds. Even the focus on Zero Trust security is really all about making sure the security architecture of multicloud is a common horizontal service, not a collection of silos. One other interesting area is the digital transformation of our telecom networks. We expect even broader adoption of virtualization, software defined architectures, open systems and open interfaces with early adoption of concepts like Open RAN. While Dell is directly working in telecom to make this happen, indirectly every enterprise’s digital transformation should benefit from increased openness and faster innovation in our communication systems. In 2023, we expect accelerating innovation to focus on making the entire technology ecosystem work as a platform for your digital transformation. We also expect organizations to lean into technology that gives them flexibility and open access to innovation, and to partners who can coordinate the sprawl into an automated working system. And there’s good reason – no single solution, platform or provider will deliver on the full promise of technology. That means that the proverbial “walled gardens” of “closed” ecosystems will crumble.
Read more at: https://www.cxotoday.com/specials/top-tech-predictions-for-2023/
CHICAGO, Dec. 1, 2022 /PRNewswire/ -- The global 5G Services Market size is
expected to grow from USD 107.0 billion in 2022 to USD 331.1 billion by 2027,
at a Compound Annual Growth Rate (CAGR) of 25.3% during the forecast period,
according to report by MarketsandMarkets. Due to high availability of 5G
compatible devices and high investments of governments in 5G services, the 5G
ecosystem is expected to witness a faster growth rate than other connectivity
transformations. Other factors such as high number of applications being
developed requiring low latency in connection have resulted in high adoption
of 5G services in developing economies.
https://www.bloomberg.com/press-releases/...port-by-marketsandmarkets
Key and innovative vendors in 5G Services Market are AT&T (US), China Mobile
(China), SK Telecom (South Korea), Verizon (US), BT Group (UK), Deutsche
Telekom (Germany), T-Mobile (US), China Telecom (China), Orange S.A (France),
Vodafone (UK), China Unicom (China), Telstra (Australia), Telefonica (Spain),
KT (South Korea), Rogers (Canada), Bell Canada(Canada), Etisalat( UAE), STC
(KSA), LG U+( South Korea), NTT Docomo (Japan), KDDI (Japan), Telus (Canada),
Swisscom (Switzerland), DISH (US), Reliance Jio(India), Rakuten (Japan), MTN (
South Africa), Airtel (India), and Telenor Group (Norway)
https://www.bloomberg.com/press-releases/...port-by-marketsandmarkets
Asia Pacific (APAC) region to record the highest growing region in the 5G services market
The countries in APAC have high investments done by the governments in 5G
services. The high population of the countries in the region have also
resulted in higher number of subscribers for 5G, thereby resulting in a higher
Average Revenue Per User (ARPU) for 5G service providers. Countries such as
China, South Korea, Australia and Japan have high technological growth. The
presence of developed technological infrastructure is also one of the key
reasons for the adoption of 5G services across all industry verticals.
The network market in APAC is driven by the growing acceptance of cloud-based
solutions, emerging technologies such as the IoT, and big data analytics and
mobility.
https://www.reddit.com/r/RakutenUndervalued/...to_record_the_highest/