Rakuten wesentlich besser als Rocket

These businesses are high-growth disruptive businesses that require a lot of creativity, innovation and entrepreneurial leadership. We see the growth target for this category of business as more than 70%. Viber, Viki, Rakuma, Rakuten Mobile, Rakuten Smart Pay and Rakuten ID Payment belong to this category.

When we bought Viber in February 2014, they had 305 million unique IDs and, by December 2015, they are tracking at more than 711 million. Our Vision 2020 sees this trajectory taking Viber to over 2 billion unique IDs and a very active user base by 2020.

https://rakuten.today/mickeysvoice/vision2020.html
 

?Die Gewinnsteigerungen führen nämlich dazu, dass das KGV erheblich fällt, sobald wir ein klein wenig in die Zukunft blicken: Zieht man den für 2019 erwarteten Jahresgewinn heran, liegt das KGV bei nur noch 71. Und mit den Analystenerwartungen für 2020 ergibt sich ein KGV von 50, was zwar immer noch hoch, aber niemals übertrieben anmutet ? schon gar nicht für so ein wunderbares Unternehmen wie Amazon!?

https://www.fool.de/2019/05/07/...amazon-aktie-mittlerweile-bewertet/  

Würde man den in 3747 angeführten Gewinn von 2,7 Milliarden US-Dollar von Rakuten in 2020 mit einem KGV von 50 bewerten, läge die Marktkapitalisierung bei 135 Milliarden US-Dollar -  und der Kurs der Rakuten-Aktie  bei den 3750 angeführten 1,435 Milliarden Aktien bei sage und schreibe 94 US-Dollar - also fast 9-mal so hoch wie heute.
 

OF OMNICHANNEL MEASUREMENT

As an independent subsidiary of Rakuten, Rakuten Intelligence is fundamentally changing the precision with which online services and e-commerce companies are measured, giving our clients the critical insights they need to quickly act on industry shifts and consumer buying preferences.

In partnership with NPD and Nielsen, the world?s most respected measurement firms, Rakuten Intelligence?s data measurements are normalized across retailers and structured into an industry-wide taxonomy and catalog. All of this happens with speed and accuracy, and is reported daily. Our panel is recruited through a diverse portfolio of sources, including the popular Rakuten Slice app which enables shoppers to organize, track, and save money on their online purchases; and the Unroll.Me service which reduces inbox clutter.

https://www.rakutenintelligence.com/company/about
 

millions of fans worldwide

2. JULY 2019. ? AUTHOR: EXIT

After the three previous sticker packs that placed EXIT among the five most popular world brands on Viber, over 1 billion users of this globally popular communication app will be able to download the 27 new stickers for free! The previous sticker pack was downloaded by 3.5 million users from more than 174 countries in the world, placing them among the most downloaded and shared on Viber.

By downloading its free Viber Sticker Pack, EXIT Festival is leading its ?Tribe? into its first Viber Community, a ?supergroup? by and for the festival?s engaged and passionate fans! Enjoying a resounding success and popularity, the recently launched Exit Viber Community is currently largest in the Balkans and one of the largest in the world ? with over 630 thousand members receiving and exchanging the most important information and updates, roster of performers and events ? and sharing the love and appreciation for their favorite festival!

https://www.exitfest.org/en/...munity-for-millions-of-fans-worldwide/
 

brand awareness

The number of Viber users has greatly evolved in the past years. According to Statista, Viber currently has over 1 billion registered users, resulting in a tremendous global and wide reach. This respectable figure underlines the popularity of OTT messaging channels which have an immense impact on customers mobile experience as both customer behavior and expectation have not only changed but grown.

Viber, one of the leading OTT channels, is extremely popular,  especially in the regions Eastern Europe, South East Asia, Africa, and the Middle East. Viber states that over 50 percent of its users are Millennials, 26 percent are between 18-24 years, and 49 percent between 25-35 years of age, whilst 46 percent are female and 54 percent male.

https://dimoco.eu/blog/...ssaging-now-offers-viber-business-messages/
 

more on Pre IPO Swap
May 5, 2019

(New York, NY) -- With Lyft, Uber, Pinterest and others going live, we're now looking further down the line to companies that are still some time away.  Today we've added Cabify and Go Jek both non-US offerings in a similar space.  But when we say 'similar' it means exactly that - they are both in the same industry as Lyft and Uber but clearly different models and they are exclusively outside the US market.

Go-Jek was founded by Nadiem Makarim, a native Indonesian, who holds degrees from Brown University and Harvard Business School.  He worked at McKinsey and Co. consulting for three years before starting Go-Jek from a tiny call centre with only 20 ojek drivers, who later became recruiters.

Cabify was founded in May 2011 by Juan de Antonio, a Spanish entrepreneur, telecommunications engineer, and graduate of Stanford University.  De Antonio was motivated to create a transportation network company after receiving negative market feedback (high upfront costs) when trying to introduce electric vehicles in European cities.

https://preiposwap.com/cabify-go-jek-and-more-on-pre-ipo-swap/
 

beteiligt: an Cabify und GoJek.  

hat auch eine Beteiligung an diesem Unternehmen erworben.

Sercomm and Altiostar Drive Small Cell and Open vRAN Innovation
Published: May 21, 2019 3:00 a.m. ET

Qualcomm® FSMTM Small Cell Platform with vRAN Software Deployed Live in Rakuten Network Field User Trial

TAIPEI, Taiwan, May 21, 2019 (Canada NewsWire via COMTEX) -- Sercomm (twse:5388), a leading manufacturer and supplier of telecom equipment, and Altiostar, the pioneer in open virtualized RAN (open vRAN) technology, today jointly announced the deployment of the world's first virtualized small cells which combine the benefits of Sercomm's optimized hardware design with Altiostar's vRAN (virtualized radio access network) and utilize the power efficient and feature rich Qualcomm FSM Small Cell Platform. The virtualized small cell has been deployed in the tests of Rakuten's fully virtualized, end-to-end cloud-native network in suburban Tokyo, initially launched in February 2019.

https://www.marketwatch.com/press-release/...320200?mod=mw_quote_news
 

June 25, 2019 09:00 AM Eastern Daylight Time

SAN MATEO, Calif.--(BUSINESS WIRE)--Curbside, the Silicon Valley startup that takes the friction out of the mobile order-ahead experience for thousands of stores and restaurants, today unveiled it is now Rakuten Ready, taking on a new name one year after it became part of the Rakuten, Inc.

Rakuten Ready is a location-centric mobile commerce platform that connects stores and restaurants with mobile customers. The solution makes ordering ahead and picking up merchandise or food easy and efficient. Founded in 2013 as Curbside by former Apple experts in location services, the company works with leading retailers such as Kroger, CVS and Nordstrom, and leading restaurant chains such as Pizza Hut, Chick-Fil-A and Chipotle to scale their order ahead programs. The company is enabling the rapid growth of store pickup and fulfillment programs globally. A public SDK for ARRIVE, its predictive arrival technology already downloaded onto millions of consumer smartphones, enables global app developers to take their customer experiences to new levels.

https://www.businesswire.com/news/home/...8/en/Curbside-Rakuten-Ready

 

 

 

?In the case of Lyft, Inc. (NASDAQ:LYFT), I see folks on social media calling it an ugly stepbrother of Uber Technologies, Inc. (NASDAQ:UBER) and I soak up the hate and smile: that?s exactly the type of bearish sentiment that makes me want to raise my price target on LYFT stock. But I?m not one to invest based on feelings, so let?s dive into Lyft Inc. stock and see what?s really going on under the hood.?

https://finance.yahoo.com/news/...fit-gig-economy-ride-105154189.html
 

Take Audiobooks on the Road with Libby and Apple CarPlay

Readers can now listen to audiobooks from the public library by connecting their iPhone to CarPlay-enabled vehicles

CLEVELAND ? July 16, 2019 ? Traveling in the car during summer vacations or rush hour can be tedious, but now drivers can enjoy listening to audiobooks more easily and safely than ever ? and for free. Libby, the award-winning one-tap reading app available from 90 percent of public libraries in North America, is now compatible with Apple® CarPlay. This feature allows iPhone® users with a valid library card to quickly access and control audiobooks through their vehicle?s dashboard display and listen through the sound system. The Libby app, which is also compatible with Android Auto?, was created by Rakuten OverDrive, the leading digital reading platform for libraries and schools worldwide.

https://company.overdrive.com/2019/07/16/...-libby-and-apple-carplay/
 

Ridesharing Is Not an Either/Or Market

To be honest, I?m getting a bit weary of hearing people constantly pitting LYFT stock and Uber stock against each other. It?s entirely possible for both companies to succeed in the long run ? and it?s equally possible for investors to take a stake in both of them.

In fact, it could be said that Uber and Lyft are on the same team in some respects. In the wake of the California Supreme Court?s ruling that both companies?  drivers should be classified as employees,  Khosrowshahi, Uber?s CEO, Lyft CEO Green, and Lyft President John Zimmer got together to defend their independent-contractor business model in The San Francisco Chronicle.

Regardless of how we might feel about collective bargaining and other work-related issues, it?s evident that Uber and Lyft can and will coexist in an expanding ride-share market in which both companies can easily  thrive in the coming years.  

auf der Brust steht, hat das enorme Werbewirkungen für die nicht unerheblichen Aktivitäten von Rakuten in Frankreich.

https://www.spiegel.de/sport/fussball/...ntschuldigung-a-1277355.html  

https://www.magnalister.com/de/...minister-magnalister-schnittstelle/  

https://www.youtube.com/channel/UCNzQInFFUTLpma9OnoCTqcw  

https://www.youtube.com/watch?v=zO4KcVo2aR0

Und weil die beiden Herren reden wie "Maschinengewehre" macht es m.E. Sinn die Funktion "Untertitel" mit dazu zu schalten.  

Upstart ? Full Automation and AI Determined Creditworthiness

One of the most high profile startup companies using AI to determine creditworthiness and streamline the loan process is Upstart. Two of its co-founders are former top Google employees. Dave Girouard was formerly the President of Google Enterprise and Anna M. Counselman led Gmail?s consumer operations.

A major goal of Upstart is to use modern data science to automate the loan process. They claim to have been able to rapidly increase the amount of loans they are able to fully automate and as as of September 2017 the have reached 40 percent automation. While other companies have also automated some of the data entry, processing of paperwork, and verifying basic information most loan applications are still reviewed by a human underwriter before they can be approved. A human who checks that the information is accurate or the loan makes sense.

Upstart is a hybrid lender, which makes some loans directly and facilities loans for other lenders. This year it also started offering its technology to other companies via software-as-a-service.

https://emerj.com/ai-sector-overviews/...ons-lending-loan-management/  

https://www.lainformacion.com/empresas/...ta-compra-efectivo/6506768/

hat Cabify Anfang 2018 ein Kaufangebot über knapp 2 Milliarden Euro abgelehnt. Ein wesentlicher Grund soll dabei die niedrige Barkomponente gewesen sein, während der überwiegende Teil in Aktien der übernehmenden Gesellschaft erfolgen sollte.

Nach Aussage des Verfassers hält Rakuten zum Zeitpunkt der Erstellung des Artikel etwas mehr als 40% der Anteile an Cabify, 2017 sollen es demnach schon einmal ca. 47% gewesen sein.  

800 Millionen Euro bzw. 900 Millionen US-Dollar.  

has been able to outexecute [Uber] and gain outsized share in a duopoly.

Tony Owusu
Jul 10, 2019 3:58 PM EDT

Lyft (LYFT)  was higher Wednesday as analysts at Jefferies released a bullish note on the ride-hailing service, reiterating a buy rating and $90 price target. Analysts Brent Thill and John Byun said they expected the stock would recover "as Lyft executes and misconceptions clear."

The company must "overcome concerns that growth will be capped as a #2 behind Uber." (UBER)  They noted that 2018 revenue, $2.2 billion, was six times the 2016 figure. And they see "plenty of headroom in [the] U.S. for a duopoly in a market that is less than 1% penetrated."

And Lyft must "disprove bears" who say the company will never be profitable. The analysts note that pretax profit margins and per-ride metrics are improving. They call Lyft "highly focused" and said it "has been able to outexecute [Uber] and gain outsized share in a duopoly."

https://www.thestreet.com/investing/stocks/...en=YAHOO&yptr=yahoo
 

new regulations

https://www.onlinemarketplaces.com/articles/...-of-its-new-regulation
 

With an established presence in Malaysia, Singapore, Indonesia, the Philippines, Thailand, Taiwan, and Australia, ShopBack has been working with leading e-commerce merchants since 2014, rewarding consumers with cashback whenever they make an online purchase.

In 2018, ShopBack saw 250% year-on-year growth in orders and sales. The company powered over 2.5M monthly transactions for more than 7M user¬s in 7 Asia Pacific countries, and delivered close to US$1B sales for over 2,000 merchant partners.

In the same year, ShopBack entered Australia, its first market outside Asia. It also opened research and development hubs in Vietnam and Taiwan, driving a threefold increase in its Engineering, Data and Product Management talent pool.

https://www.malaysiainternet.my/2019/04/...ev-growth-rakuten-capital/
 

JULY 17, 2019
Carrefour goes for fast home delivery with Glovo deal
                    §
PARIS (Reuters) - Carrefour (CARR.PA) has teamed up with Spanish start-up Glovo to provide a fast home delivery service as the French supermarket group looks to deal with growing competition from the likes of Amazon (AMZN.O) as well as domestic rivals.

Carrefour?s Glovo partnership will cover four countries - France, Spain, Italy and Argentina - and will start operating by early October at the latest. The service will aim to deliver 2,500 products to customers? homes within 30 minutes.

https://uk.reuters.com/article/us-carrefour-glovo-idUKKCN1UC0KS