Rakuten wesentlich besser als Rocket

- und daher habe ich mir nach dem Einstieg bei Alibaba, die inzwischem mehr als 20% gut gemacht haben, auch einige Rakutens gekauft.

Look Out Amazon, Here Comes...Rakuten?
Japanese e-commerce firm Rakuten announced on Tuesday it is acquiring Ebates for $1 billion.

The acquisition, which Rakuten hinted at last week, is part of the Japanese company?s push to grow its base beyond its domestic market and hopefully, become a global player. Having made some $1.2 billion acquisitions to date along these lines, this is Rakuten?s most ambitious move to date.

However, investors are dubious that the company can absorb yet another foreign acquisition, much less one the size of Ebates, despite Rakuten?s strong cash position.
Then there is the ever-present Amazon, which dominates the e-commerce market in the U.S. Few believe it will falter in the face of Chinese giant Alibaba, much less a Rakuten-Ebates combo.

Rakuten Goes Forth

Not surprisingly, Rakuten says it is undaunted. For starters, it has assembled a very interesting mix of acquisitions. There is messaging app Viber, which it purchased for $900 million in February, the Canadian ebook offering Kobo, Spanish video service Wuaki.tv, Viki, a digital content platform and Buy.com.
Now it has picked up Ebates.

http://www.forbes.com/sites/erikamorphy/2014/09/...ere-comes-rakuten/  

Korean Business on the Rise! Rakuten Ichiba Hosts Korea Conference

April 15, 2025

Did you know that, thanks to the recent popularity of Korean products in Japan, many Korean businesses are opening stores on Rakuten Ichiba in Japan? In fact, the transaction value of Korean cosmetics on Rakuten Ichiba has grown approximately ninefold in the last six years, making Rakuten Ichiba an important platform for Korean businesses expanding into the region. At the Rakuten Ichiba Korea Conference 2025 held in Seoul, Rakuten shared strategies and deepened collaboration with Korean merchants.

https://www.youtube.com/watch?v=3joEUsOcB5w
 

Introducing Rakuten AI ? Our Powerful AI Agent

August 04, 2025

Introducing Rakuten AI ? a powerful AI agent designed to enhance your personal and professional life

Built on Rakuten?s vast and unique data foundation ? spanning 70+ businesses and services worldwide

Rakuten AI offers unparalleled capabilities:
Creative Content Generation: From stunning images to polished writing for any context.
Intelligent Translation: Break down language barriers effortlessly.
Advanced Research: Gain deep, comprehensive insights with ease.

Rakuten AI is the embodiment of Omotenashi, or ultimate service ? it learns and adapts to your unique needs, ensuring every result and recommendation feels tailor-made. Discover how true personalized AI can transform your daily life.

https://www.youtube.com/watch?v=BF7pvcmmhzY
 

More than just a mobile company, Rakuten is an innovation pioneer

?Rakuten isn?t just a mobile company, and we?re not just an e-commerce company. We?re an innovation company with a long history of ?seeing around corners,? using technology to build a better future for our customers and a more profitable business,? Cai declared.

He highlighted Rakuten?s pioneering spirit, recalling how the company challenged dominant business models of the time when it launched Rakuten Ichiba in 1997 ? an online marketplace connecting merchants with customers across Japan. He also emphasized Rakuten?s bold decision in 2010 to enact ?Englishnization,? making English its official internal language and fostering a global mindset.

This entrepreneurial legacy has propelled offerings like Rakuten Card to the top spot as Japan?s #1 credit card, complemented by a comprehensive suite of Fintech services like Rakuten Pay and Rakuten Bank.

More recently, the company disrupted the telecom industry with Rakuten Mobile, built on innovative, industry-disruptive technology and driven by a mission to democratize telecom. ?Today, with AI-nization, our initiative to infuse trustworthy, useful AI into everything we do, we think AI has the potential to benefit all of society than any revolution before it,? Cai asserted.

Cai then addressed the challenges facing the telecom industry, noting the stark contrast between the rapid growth and investment in the AI world and the relatively slow growth in telecom. ?The telco industry, compared to ?AI world? where investment is pouring in and innovation is fast, is slowing,? Cai emphasized. He pointed out a recent PwC report that projected global revenue to grow only 2.9% over the next three years, with similarly modest growth in industry investment. ?This isn?t sustainable,? Cai declared. ?We need to find an accelerant for growth ? and I believe that accelerant will be AI.?

Cai emphasized that the key to unlocking growth lies in embracing a ?digital-first, ecosystem-first? mindset, shifting away from legacy approaches. ?Being a great connector is no longer enough,? he stated. He highlighted the importance of going beyond basic connectivity and creating value-added services. ?Platforms that we use heavily on our phones have become indispensable parts of our daily lives.? He added that Rakuten aims to make its mobile apps a central touchpoint and a gateway to the broader Rakuten Ecosystem.

He connected Rakuten?s vision to the Japanese concept of Omotenashi, emphasizing the company?s commitment to providing exceptional service at a reasonable cost. ?This spirit of great service for a reasonable cost drives Rakuten?s entry into the Mobile space, where we aim to deliver unparalleled value and reduce costs for households,? he said.

https://rakuten.today/blog/...em-offerings-unlock-telecom-growth.html

 

Quartalsschätzungen Umsatzerlöse in Mio. zu Rakuten

letztes Quartal
zum 30.6.2025 aktuelles Quartal
zum 30.9.2025 nächstes Quartal
zum 31.12.2025 aktuelles Geschäftsjahr
zum 31.12.2026 nächstes Geschäftsjahr

Anzahl Analysten 9 9 9 13 13
Mittlere Schätzung 559.501 JPY 585.435 JPY 661.508 JPY 2.400.196 JPY 2.570.268 JPY
   Vorjahr§537.284 JPY 566.713 JPY 661.612 JPY 2.279.233 JPY 2.400.196 JPY
Veröffentlichung am 08.08.2025 06.11.2025 17.02.2026 17.02.2026

https://www.finanzen.net/schaetzungen/rakuten
 

Historie Gewinn/Aktie zu Rakuten

Quartal zum 30.9.2025
Quartal zum 30.6.2025
Quartal zum 31.3.2025
Quartal zum31.12.2024
Quartal zum 30.9.2024

Mittlere Schätzung 8,000 JPY 5,200 JPY - - -
Tatsächlicher Wert - - -34,080 JPY -5,610 JPY -34,600 JPY

https://www.finanzen.net/schaetzungen/rakuten
 

August is hot for both new and existing Rakuten Mobile subscribers

https://www.youtube.com/watch?v=N8UoUhUj880
 

Price Comparison
Rakuten SAIKYO Plan is very competitively priced compared to other carriers? unlimited plans. Specifically, while other carriers? unlimited plans are over 7,000 yen per month, Rakuten Mobile offers it for less than half the price at 3,278 yen (tax included).

Cost Performance Evaluation
Rakuten Mobile?s ?Rakuten SAIKYO Plan? is not only affordable but also offers comprehensive services. In addition to unlimited data usage, the ability to make domestic calls for free using the Rakuten Link app is a significant advantage that other carriers do not provide. Furthermore, you can enjoy point rewards and benefits within the Rakuten ecosystem, such as Rakuten Travel and Rakuten Ichiba, making the overall cost performance exceptionally high.

Conclusion
Rakuten SAIKYO Plan has a significant advantage over other carriers? unlimited plans with its competitive pricing and rich service content. It is an attractive option, especially for users who use a lot of data or make frequent calls. We hope this article helps you choose the best plan for you while keeping an eye on Rakuten Mobile?s future developments.

https://mobile-contract-guide.com/en/...-other-carriers-comparison-en
 

Rakuten Bank: So schnitt der Konzern im vergangenen Quartal ab

07.08.25 06:35 Uhr

Rakuten Bank, veröffentlichte am 06.08.2025 auf der all-dreimonatlichen Finanzkonferenz die Zahlen zum am 30.06.2025 abgelaufenen Jahresviertel.
Der Gewinn je Aktie lag bei 96,48 JPY. Im Vorjahresquartal hatte das Unternehmen einen Gewinn von 62,59 JPY je Aktie vermeldet.

Beim Umsatz wurden 57,32 Milliarden JPY gegenüber 40,65 Milliarden JPY im Vorjahreszeitraum ausgewiesen.

https://www.finanzen.net/nachricht/aktien/...enen-quartal-ab-14700840
 

Revenue increased across all segments: Internet Services, FinTech, and Mobile, resulting in revenue reaching a record high for Q2 of JPY 596.4 bn (+11.0% YoY).

In addition to revenue growth, a significant profit improvement at Rakuten Mobile led to Non-GAAP OI of JPY 20.1 bn (+JPY 31.9 bn YoY), achieving its first Q2 profit since 2019. IFRS OI also improved significantly to JPY 8.8 bn (+JPY 27.2 bn YoY), achieving its first Q2 profit since 2020.  EBITDA was JPY 103.2 bn (+54.5% YoY).

Despite increasing uncertainty in the macro environment, we will continue to maintain our initial business and financial strategies. While closely monitoring the macroeconomic environment, we see no need at this time to change our fiscal 2025 business targets and mid-term financial targets.

https://global.rakuten.com/corp/investors/
 

um vor dem  ersten Handel in Tokio am Montag zu kaufen.

Die Handelszeiten von Lang & Schwarz sind montags bis freitags von 7:30 Uhr bis 23:00 Uhr, samstags von 10:00 Uhr bis 13:00 Uhr und sonntags von 17:00 Uhr bis 19:00 Uhr.

https://www.google.com/...ient=gws-wiz&sei=QDCXaLHCKsa5i-gP7Jv7eA

Ich habe das heute einmal mit 300 Stück probiert und das ging problemlos über die Bühne.
 

Rakuten Group Q2 FY2025 Financial Results Highlights

August 8, 2025

Rakuten Group achieves first consolidated Q2 Non-GAAP operating income since 2019 and record-high Q2 EBITDA of over 100 billion yen
Rakuten Mobile as an individual business achieves quarterly EBITDA profitability of 5.6 billion yen
Overall Performance

The Rakuten Group recorded year-on-year (YoY) revenue growth in all three segments in Q2 FY2025: Internet Services, FinTech and Mobile. Consolidated revenue reached 596.4 billion yen, a record high for the second quarter, up 11.0% YoY. Strong performance in Rakuten Ichiba, Rakuten Travel, Rakuten Card, Rakuten Bank, Rakuten Mobile, Rakuten Symphony and other core businesses significantly contributed to revenue growth.

In addition to revenue growth in all segments, the Rakuten Group achieved its first Q2 Non-GAAP operating income since 2019, recording 20.1 billion yen, an improvement of 31.9 billion yen YoY, boosted by major improvements in Rakuten Mobile?s revenue. IFRS operating income also significantly improved to 8.8 billion yen, up 27.2 billion yen YoY, marking the first Q2 quarterly profit since 2020. Consolidated EBITDA*1, an indicator the Rakuten Group uses to assess the ability to generate cash flow, also reached the highest ever for a second quarter with an increase of 54.5% YoY to 103.2 billion yen.

Rakuten Group has already secured funding for all its bonds maturing*2 in 2025, including the replacement of hybrid bonds. The Group has a variety of funding options for interest-bearing debt maturing*2 in 2026 and beyond. Rakuten Group issued domestic bonds in July and August 2025, reaffirming its access to the domestic bond market and expanding its future fund-raising base.
Internet Services Segment

In Q2 FY2025 the Internet Services segment achieved revenue of 324.5 billion yen, up 6.8% YoY. Non-GAAP operating income was 14.1 billion yen, a 10.5% decrease YoY, as a result of valuation losses recorded on some securities held in the Minority Investment business. Non-GAAP operating income, excluding the Minority Investment business, was 19.1 billion yen, up 8.0% YoY, indicating healthy revenue growth.

Domestic e-commerce gross merchandise sales (GMS) in the second quarter reached 1.49 trillion yen, up 4.7% YoY. Growth was driven by an expansion in GMS from EC shopping platforms including Rakuten Ichiba and the Rakuten Rebates point reward service, driven by growing user numbers, as well as the strong performance of Rakuten Travel. In addition, Non-GAAP operating income reached 23.1 billion yen, a 7.5% increase YoY, with significant contribution from core businesses including Rakuten Ichiba and Rakuten Travel as well as improved profitability due to revised rates in the  logistics business.

The Rakuten International business unit achieved revenue of USD 481 million, up 1.9% YoY. Non-GAAP operating income was USD 10.2 million, up 52.1% YoY. Rakuten Rewards maintained steady performance despite a reduction in marketing spending by U.S. companies. Strong communications and ad revenue at Rakuten Viber, as well as increased revenue from Rakuten Viki, contributed to increased revenue and profit.

FinTech Segment

The FinTech segment delivered both revenue and profit growth in Q2 FY2025, with revenue of 232.7 billion yen, up 14.8% YoY, and Non-GAAP operating income of 43.4 billion yen, up 12.2% YoY.

Rakuten Card?s shopping gross transaction value (GTV) continued to expand, reaching 6.5 trillion yen, up 10.2% YoY, driven by its expanding membership base and increased spending per customer. This greatly contributed to segment revenue growth. While profits declined due to an increase in interest expenses and other costs, Rakuten Card aims to leverage increased revenue and overall cost control to achieve a full-year profit level comparable to the previous year.

At Rakuten Payment, increased GTV in line with the Rakuten Pay app?s expanding customer base contributed to ongoing revenue and profit growth. Non-GAAP operating income for the quarter was 1.8 billion yen, up 57.2% YoY, as effective cost control contributed to a significant expansion in operating profit. For the first time, the Rakuten Pay app achieved first place in customer satisfaction for the QR code payment industry for three consecutive years.

Rakuten Securities? total number of general securities accounts exceeded 12.56 million as of the end of June 2025, up 10.9% YoY, driven by ongoing customer base expansion. Rakuten Securities achieved record-high quarterly revenue of 35.6 billion yen, up 7.9% YoY, due to a diversified revenue structure. The business will continue general cost control measures as profit declined due to increased transaction-related costs and financial expenses.

Rakuten Bank leveraged Group synergies to grow the number of customer accounts (non-consolidated) to 17.07 million as of the end of June 2025, an increase of 7.5% YoY, as the customer base continues to steadily expand. With even more customers using Rakuten Bank as their primary bank account, the total balance of deposits (non-consolidated) steadily increased to 11.7 trillion yen as of the end of June 2025, up 7.1% YoY. The increase in managed assets and the Bank of Japan?s policy interest rate hike led to greatly increased interest revenue, driving substantial revenue and profit growth that resulted in record highs for quarterly ordinary revenue and ordinary income.
Mobile Segment

In Q2 FY2025 the Mobile segment recorded revenue of 112.1 billion yen, up 18.1% YoY. Driven by increasing Rakuten Mobile subscribers, rising net ARPU9 and a boost in Rakuten Symphony?s revenue from software deliveries to major customers, the segment recorded Non-GAAP operating losses* of 37.0 billion yen, an improvement of 16.9 billion yen YoY.

Rakuten Mobile as an individual business recorded revenue of 90.6 billion yen, up 33.5% YoY, while Non-GAAP operating losses were 38.9 billion yen, an improvement of 13.9 billion yen YoY. EBITDA reached 5.6 billion yen, up 19.1 billion yen YoY, due to an increase in the number of subscriptions and improved ARPU. Steady progress is being made towards achieving full-year EBITDA profitability in 2025.

In Q2 FY2025, the total number of Rakuten Mobile subscriptions reached 8.97 million, a net increase of 390,000 from the previous quarter. As of July 31, 2025, the number of subscriptions was 9.08 million. The boost in new subscriptions was the result of an increase in acquisitions compared to the previous quarter and a decrease in the churn rate due to the end of the spring sales season and the impact of price revisions by some carriers. Net ARPU, a key indicator for Rakuten Mobile?s operating income and EBITDA profitability, was 2,474 yen, an increase of 114 yen YoY. Data ARPU continues to be a major growth driver for both B2C and B2B customers.

https://global.rakuten.com/corp/news/press/2025/0808_01.html
 

Rakuten Symphony revenue increased in Q2/2025 53.8 per cent to JPY18.1 billion. In the quarter it closed contracts with six companies, including AT&T.

https://www.mobileworldlive.com/operators/...-profit-boosts-capacity/


 

Ono, Yomiuri Shimbun: My second question is about the net loss. Is my understanding correct that the main reason, as in Q1, is the valuation loss due to the strong yen on perpetual subordinated bonds? Please confirm that point.

Hirose, CFO: At the operating income level, the cumulative six-month loss for this fiscal year is 6.6 billion yen, an improvement of 45 billion yen from the same period last year. On the other hand, financial income and expenses worsened  by 66.6 billion yen, which, as you pointed out, is the gain or loss on derivatives heding realated to perpetual bonds. Under IFRS perpetual bonds are treated as equity, so unrealized gains and losses do not impact the P/L, but onlythe derivative hedges are reflected.  

Kaufauftrag aufgeben und "Schwarz & Lang" als Handelsplatz angeben, dürfte er heute zwischen 17.00 Uhr und 19.00 Uhr zur  Ausführung kommen.

https://www.ls-tc.de/de/aktie/rakuten-aktie  

The progress of Rakuten Mobile

In the second quarter of 2025, Rakuten Mobile?s standalone EBITDA improved by 19.1 billion yen year-on-year, reaching 5.6 billion yen. Compared to the previous quarter, when we achieved our first quarterly profit, we were able to further expand the profit. We are making steady progress toward achieving full-year EBITDA profitability in 2025.

As for the number of subscribers, we surpassed 9 million subscribers on July 7th, and as of July 31st, we reached 9.08 million subscribers. Toward breaking the major milestone of 10 million, we aim to further accelerate the pace of net additions in the second half of the year.
https://global.rakuten.com/corp/investors/

 

Finally, regarding the International Business Unit, revenue increased by 1.9% YoY to [USD]481 million, and non-GAAP operating income saw a significant increase of 52.1% YoY to USD10.2 million.

Within this, Rakuten Rewards has been affected by the trend of US companies reducing their marketing expenses. However, both revenue and profit have remained flat while implementing cost controls. Rakuten Viber is showing strong growth in both communication and advertising revenue as the market expands. In addition, Rakuten Viki has achieved increases in both revenue and profit, driven by the expansion of subscriptions and the enhancement of its content lineup.

Q2-2025-earnings-call-transcript
 

Rakuten Mobile significantly improved its earnings performance in the second quarter of the year, its numbers indicating that it is well on track for full-year EBITDA profitability.

August 8, 2025

A strong Q2 from the mobile operator was instrumental in driving group-level operating income for Rakuten for the first time in six years, the Japanese firm announced, showing the importance of that nascent MNO business as part of the bigger picture.

Rakuten Mobile reported EBITDA of 5.6 billion yen (US$38 million), which represents an increase of JPY19.1 billion from a negative position in the same quarter last year. Arguably more importantly, while it's not a huge sum of money for a telecoms operator, it's also a significant uplift on the JPY102 million (around US$700,000) that Rakuten Mobile posted in Q1, its first ever quarter of EBITDA profitability.

"Steady progress is being made towards achieving full-year EBITDA profitability in 2025," Rakuten said in its results announcement. And it's hard to argue with that.

The growth came on the back of an increase in the number of subscriptions and improved average revenue per user (ARPU), Rakuten said.

The operator has already trumpeted its customer growth for the quarter, having reached the 9 million subs milestone in early July.

But in the interests of comparison, it reported 8.97 million total subscriptions at the end of Q2, including MNO, MVNO and MVNE customers, a net increase of 390,000 over three months. As of the end of July, the total was up to 9.08 million.

Customer growth was driven by increased acquisitions and lower churn as a result of the end of the spring sales season and the impact of price changes by some operators, Rakuten said.

Net ARPU, a key indicator for its operating income and EBITDA profitability, came in at JPY2,474 ($16.7), an increase of JPY114 year-on-year.

https://www.telecoms.com/operator-ecosystem/...a-is-into-the-billions
 

Rakuten Bank wins "Country's Best Digital Bank" at the Euromoney Awards for Excellence 2025 for the eighth consecutive year

August 8, 2025

Rakuten Bank is pleased to announce that it will be awarded to the best internet bank in Japan at the "Euromoney Awards for Excellence 2025 (formerly known as the Asiamoney Best Bank Awards for Japan)" sponsored by Euromoney magazine. Country's Best Digital Bank" for the eighth consecutive year.

The "Euromoney Awards for Excellence" is an award launched in 1992 by Euromoney magazine, a British financial magazine founded in 1969. The awards are given to banks that have performed well in the past year in each market around the world, and select the best banks in each country in categories such as digital banking and investment banking. The winners of the awards were determined by a team of senior journalists chaired by Euromoney magazine's editors who conducted in-depth research on each bank and market, as well as online interviews conducted by senior editors with senior banking industry executives in each country.

Rakuten Bank was awarded the "Country's Best Digital Bank" in the banking industry in Japan in the following points:

Expanding the customer base by actively promoting cashless payments using the Rakuten ecosystem
Procedures such as account opening are online, and new services are quickly released through in-house development of the system.

Strong security and financial inclusion initiatives, and BaaS to bring in new customers

Rakuten Bank will continue to provide attractive products and services to customers.

https://www.rakuten-bank.co.jp/press/2025/250808.html
 

By Subha Shrinivasan
Senior Vice President, Global Services Division Rakuten Symphony

August 5, 2025

At Rakuten Symphony, we are at the forefront of redefining how software for telecom networks are tested, validated, and deployed. In an industry where innovation is constant and the tolerance for failure is zero, traditional QA processes no longer meet the speed or scale required by next-generation networks.

The emergence of AI-powered Digital Twin Labs represents a fundamental shift in how we assure quality?replacing manual pipelines with intelligent, predictive systems that mirror the complexity of live environments and learn continuously from real-world data.

As telecom moves toward disaggregated networks and on-demand services, QA must become a strategic enabler. Rakuten Symphony?s AI-led QA labs not only assure quality?they accelerate innovation. With our digital twin approach, networks become self-aware, test environments self-heal, and quality becomes a constant, not a checkpoint.

https://symphony.rakuten.com/blog/...qa-with-ai-and-digital-twin-labs
 

Redefining performance in the cloud-native era: lessons from Rakuten Mobile

August 12, 2025 by Sylwia Kechiche

As 5G matures and network virtualization becomes the new standard, our understanding of network performance must evolve. On July 23rd, I had the pleasure of hosting a fireside chat with Mahmoud Elsakhawy, General Manager of End-to-End Performance & Capacity at Rakuten Mobile, one of the world?s most ambitious and disruptive operators.

Over 30 minutes, we discussed how to measure user experience in a meaningful way, reflecting on how to stay relevant in a world shaped by real user behavior.

It?s not just about speed - and it never was

I opened the session with a simple but important question: Is speed still the most important KPI?
The answer, as Mahmoud eloquently put it, is no. While speed remains a critical element of performance, it's far from the whole story. Today's users expect more than fast downloads. They want reliability, responsiveness, and a seamless experience no matter where they are or what they?re doing. Whether streaming video, playing online games, or attending a virtual meeting, packet loss, jitter, and latency matter far more than headline speeds to ensure a good user experience.

As Mahmoud pointed out, ?3Mbps is enough for 720p video, which is sufficient for smartphones but if the network isn?t stable, the experience still suffers.? This emphasis on stability over headline speeds aligns with how today's users interact with their networks: constantly connected, application-driven, and highly sensitive to quality fluctuations.

https://www.opensignal.com/2025/08/...-lessons-from-rakuten-mobile/jp
 

Rakuten Mobile?s growth: experience at the core

Rakuten Mobile?s results speak for themselves. Since its full scale 2020 launch, Rakuten Mobile has reached several milestones. As of July 2025, the operator surpassed 9 million subscribers, signaling growing credibility and appeal in one of the world?s most mature mobile markets.

This growth has been enabled by visible improvements in network quality, which Mahmoud credits to relentless focus on performance innovation.

In previous analyses of Rakuten Mobile?s journey using Opensignal subscriber analytics data, we explored the sources of its customer base, examining where consumers are switching from. An equally compelling aspect of the operator?s  growth story is its inclusive retail strategy. The operator has invested in a multilingual retail staff presence, enabling meaningful engagement with Japan?s growing international population. These residents now account for 25% of all new subscriptions at Rakuten Mobile stores.

At the same time, Rakuten Mobile is gaining traction among younger generations, especially digital natives in their 20s and 30s as per the latest annual report. This is driven by several key factors:
Its app-based onboarding and account management, which appeals to users comfortable with digital self-service.

Affordable unlimited data plans, which offer a compelling alternative to more expensive tiered plans from legacy operators.

A strong brand presence within the Rakuten ecosystem, including integration with Rakuten Points and Rakuten Ichiba, incentivizing subscriptions through ecosystem loyalty rewards.

https://www.opensignal.com/2025/08/...-lessons-from-rakuten-mobile/jp
 

Japan Loyalty Programs Market Intelligence Report 2025-2029

Rakuten, Aeon, and 7-Eleven Lead Japan's Intensely Competitive $3.87 Billion Market

The loyalty market in Japan is expected to grow by 15.4% on annual basis to reach US$3.87 billion in 2025. In value terms, the loyalty market in the country has recorded a CAGR of 17.1% during 2020-2024. The loyalty market in the country will continue to grow over the forecast period and is expected to record a CAGR of 12.9% during 2025-2029. Loyalty market in this region is expected to increase from US$3.35 billion in 2024 to reach US$6.29 billion by 2029.

https://finance.yahoo.com/news/...-market-intelligence-080100157.html
 

auf diversen Kanälen.  

Stock Analyst Note

Rakuten Earnings: Mobile On Track to Full-Year EBITDA Breakeven; Shares Undervalued

Pujance Chan
Aug 11, 2025

Rakuten's June-quarter revenue grew by 11% from last year, and operating profit recovered to JPY 8.8 billion from last year's JPY 18 billion loss, mainly attributable to improvement in mobile losses.

https://www.morningstar.com/company-reports/...ven?listing=0P0000EGGL
 

Rakuten Group also achieved its first second quarter Non-GAAP operating income since 2019, recording 20.1 billion yen in profit, a marked improvement of 31.9 billion yen YoY.

?This marks the first time since 2019 that we?ve made an operating profit in the second quarter. This accomplishment is a direct result of revenue growth, stringent operational discipline and the advancement of efficiencies through data and AI,? noted Mikitani.

https://rakuten.today/blog/...n-gaap-operating-profit-since-2019.html