Rakuten wesentlich besser als Rocket
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
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
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
Norbert Gehrke 2 days ago
https://medium.com/tokyo-fintech/...n-q2-fy2024-earnings-7a90c1b2dd0a
https://www.rakuten-bank.co.jp/press/2024/240814.html
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
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
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
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: Scansoft