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/  

How Button Doubled Affiliate Revenue for Uber

https://www.usebutton.com/post/...t%2520new%2520user%2520acquisition.

PSG, Felicis, Rakuten Capital, and Capital One Ventures are 4 of 10 investors who have invested in Button.

https://pitchbook.com/profiles/company/63693-37#faqs
 

Rakuten Mart has started offering delivery services for placement in Residences with auto-lock.

July 14, 2025

Rakuten Mart Inc. has launched its delivery service for auto-lock-equipped apartment complexes today in its warehouse-style online supermarket "Rakuten Mart."

With the increasing demand for diverse and flexible methods of receiving goods at online supermarkets, "Rakuten Mart" has been working to enhance user convenience by providing various options, including scheduled pick-up from the same day, early morning deliveries available from 6 AM, and delivery services for detached residences. This new addition allows for deliveries to auto-lock-equipped apartment complexes, further improving convenience.

In this initiative, collaboration with the delivery service "Smart Delivery" provided by RAINAFU Co., Ltd. will allow for deliveries to approximately 9,000 apartment complexes where this service has been implemented. By specifying delivery when shopping on "Rakuten Mart," users can safely receive their goods in a secure container at designated locations, including in front of their door. Additionally, just as with the previous delivery services, products will be delivered in three temperature ranges: room temperature, refrigerated, and frozen, using special materials to ensure quality.

https://www.moomoo.com/news/post/55365190/..._ticket=1752829425710556
 

Performance Marketing Is Stalling. Here?s Why Affiliate and Creator Commerce Is The Next Big Channel

Performance marketers are facing a harsh truth in 2025: the more they spend on social media, the less they get back. According to a recent Taboola and Qualtrics report, nearly 75% of performance marketers are experiencing diminishing returns from social ads. Despite social media ad spend projections soaring to $273 billion by 2026, the return on investment is flatlining. So what?s really going on?

The Plateau Problem: When More Spend Doesn?t Mean More Conversions

Audience saturation. Rising ad costs. Creative fatigue. These are the culprits eating away at performance marketing budgets. The report found that for most affected marketers, more than 30% of their ad spend is underperforming. That?s not a rounding error, that?s a crisis. And the response from most marketers? Double down on budgets and hope for the best.

But in an environment where audiences are tuning out and costs are creeping up, marketers can?t just outspend the problem. They need to outsmart it.

Enter Creator and Affiliate Commerce

Affiliate and creator marketing aren?t new. But the way they?re being used is. These channels are emerging as high-intent, performance-driven alternatives to traditional social ads?and they?re proving to be remarkably effective when executed with the right infrastructure.

Unlike standard ads that chase attention, affiliate and creator channels intercept users when they?re already in a shopping mindset. From YouTube reviews to TikTok hauls to blog posts linking to in-app checkout, these touchpoints are closer to the point of conversion than ever before. And the best part? They?re measurable.

https://www.usebutton.com/post/...capture%2520measurable%2520results.
 

https://www.bvdw.org/news-und-publikationen/...m-affiliate-marketing/

 

Why AST SpaceMobile Stock Skyrocketed Last Week

Key Points

AST SpaceMobile stock saw big gains this week after the company announced $550 million in new funding had been secured.

The company will use the cash to purchase wireless spectrum licenses that will extend more than 80 years.

AST has seen massive valuation gains this year, but its business looks poised to accelerate rapidly.

https://finance.yahoo.com/news/...le-stock-skyrocketed-084634725.html
 

Rakuten Securities Launches Free Provision of AI-Analyzed Investment Information on Domestic and U.S. Stocks - Analysis results using AI technology, such as overall valuation of individual stocks, target stock price, and financial evaluation, can be used for investment

July 18

https://www.rakuten-sec.co.jp/web/company/newsrelease/fy2025.html


 

Rakuten Mobile: Honest Thoughts After 5-Year-Usage in Tokyo

2025/5/8

I've been using Rakuten Mobile since before it was even commercialized, so it's been about 5 years now. I live in Tokyo, and I've been using it as my main phone line and as my home WiFi (via tethering).

Today, as a regular user, I'm going to honestly share my thoughts on the coverage and overall experience!

I hope this helps anyone who's considering it!

https://note.com/cute_tulip8155/n/n550bb6e60f3c
 

How Rakuten Link AI Can Revolutionize Your Everyday Life: What is Rakuten Link? The Complete Guide to Its Features and How to Utilize AI

aris
2025/1/30

Rakuten Link AI is an innovative and convenient AI service in chat format, provided for Rakuten Mobile subscribers. With this service, you can easily rely on AI to assist with everyday questions and contract checks, helping you streamline your daily life. In this article, I will introduce the attractive features and usage of Rakuten Link AI.

https://note.com/aris0522/n/nba4007a80972?magazine_key=m398901e27212
 

New Rakuten American Express Card, Powered by Imprint, Offers an Extra Four Percent Cash Back on Rakuten Purchases

Tue, July 22, 2025

Rakuten, the leading Cash Back shopping platform, today announced the launch of the Rakuten American Express Card in the U.S., exclusively for Rakuten members. The Rakuten Card, powered by Imprint, turns shopping into an even more rewarding experience, offering cardholders industry-leading Cash Back rewards with no annual fee, along with unique offers, experiences, and protections from the American Express network.

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. Separately, cardholders will also earn an extra five percent Cash Back on top of the five percent members earn when dining at more than 22,000 Rakuten partner restaurants, totaling 10 percent Cash Back on Rakuten Dining.

In addition, the Rakuten Card offers Cash Back on purchases cardholders make everywhere else outside of Rakuten's platform. This includes two percent Cash Back on groceries and restaurants, and one percent Cash Back on all other purchases.

https://finance.yahoo.com/news/...express-card-powered-123000795.html
 

Credit card startup Imprint beats big banks for Rakuten co-brand deal

Published Tue, Jul 22 2025

Key Points

Imprint, the 5-year-old credit card startup, beat out banks in a competitive bidding process for a new co-branded card from online shopping platform Rakuten, CNBC has learned.

The deal, to be announced later Tuesday, is the most recent sign that Imprint is gaining traction in the co-branded credit card industry.

The New York-based startup also just raised $70 million in additional capital, boosting its valuation by 50% to $900 million less than a year from its previous round, according to Imprint CEO Daragh Murphy.

https://www.cnbc.com/2025/07/22/...-card-startup-imprint-rakuten.html

 

Rakuten Fashion Week TOKYO 2026SS

MON. 09/01? SAT. 09/06/2025

https://rakutenfashionweektokyo.com/en/
 

Rakuten Offers Heat Stroke Insurance Through Pay App

July 17, 2025

Rakuten Payment Co., Ltd. and Rakuten Small Amount and Short Term Insurance Co., Ltd. are pleased to announce that they will begin offering ?Heat Stroke Insurance? on the Rakuten Pay cashless payment service app from Thursday July 17, 2025.

In recent years, we have been hit by record-breaking summer temperatures, increasing the risk of heatstroke. In some cases, emergency transport and medical treatment are required, and heatstroke is becoming an increasingly serious social issue. In light of this situation, Rakuten Payment and Rakuten Short-Term Credit will begin offering ?Heatstroke Insurance,? which can be easily signed up for through the Rakuten Pay app and helps people prepare for heatstroke.

https://itbusinesstoday.com/fintech/...oke-insurance-through-pay-app/
 

Rakuten Kobo is replacing Mozilla Pocket with Instapaper

Kobo has announced that it will replace Mozilla Pocket with Instapaper on its  e-readers by the end of summer 2025.

Published on 21 July 2025

Rakuten Kobo has had a partnership with Pocket, the read-it-later service, before Mozilla acquired it. Pocket gave users the ability to send articles to their e-readers and read them, like they would read e-books. A couple of months ago, Mozilla announced that Pocket was shutting down in June, and it is would no longer available on Kobo devices. However, there is some good news: Kobo has just announced that it will be replacing Pocket with Instapaper.

https://goodereader.com/blog/kobo-ereader-news/...520acquired%2520it.
 

https://www.linkedin.com/pulse/...ter-impact-geoff-hollingworth-fq9ae
 

July 23, 2025

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
 

The Open Radio Access Network (Open RAN) market is experiencing rapid growth, with a projected market size of USD 20.9 billion by 2030. This growth is driven by a compound annual growth rate (CAGR) of 39.4% from 2024 to 2030. Key factors fueling this expansion include the increasing demand for network flexibility and scalability, the need for cost-effective 5G infrastructure, and the push for open standards and multi-vendor environments.

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+-+  

https://www.rakuten-card.co.jp/corporate/info/history/rakutencard20th/
 

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
 

New Rakuten American Express Card, Powered by Imprint, Offers an Extra Four Percent Cash Back on Rakuten Purchases

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
 

Analystenerwartungen für Rakuten steigen trotz kurzfristigem Kursrückgang

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



 

Rakuten Mobile?s virtualized technology Rakuten Mobile built one of the world?s first fully virtualized, cloud-native mobile networks using Open RAN architecture. In conventional networks, the infrastructure is typically built by deploying dedicated hardware and integrated software. Rakuten Mobile, on the other hand, introduced virtualization technology, replacing hardware functions with software throughout the entire network. This enables network automation and significantly reduces operating costs. Moreover, when updates to the network are needed (e.g., 4G to 5G) ? which is a challenge with conventional mobile network infrastructure ? Rakuten Mobile can simply update the network software with no need for costly hardware changes, thereby reducing capital investment.

The mobile carrier industry is a capital-intensive sector that requires large-scale capital investment. However, once the break-even point is surpassed, it generates stable cash flow over the long term. As Japan?s newest and most modern mobile network, Rakuten Mobile has incorporated fully virtualized technology into its network, which is a fundamentally different approach from legacy operators. This enables automation and remote control across many parts of the network, significantly reducing operating expenses and future capital investment costs, giving us a long-term cost advantage.

https://global.rakuten.com/corp/investors/documents/annual.html
 

Expanding our global business is another important element in expanding the Rakuten
Ecosystem. Unfortunately, with the population of Japan declining year by year,
developing markets globally is extremely important for achieving long-term and
sustainable growth. Rakuten?s global strategy can be broadly divided into two
categories. One is development centered on our Group services that form the
Rakuten Ecosystem. The other is centered on our global platform, Rakuten
Symphony. For the former, we aim to link services such as Rakuten Rewards,
Rakuten Viber, Rakuten Kobo and Rakuten Viki. In 2024, we expanded our customer
base for each service, generating approximately 14 billion yen in profit from
these four services. As a next step, we would like to develop Rakuten?s
membership business overseas and promote and expand cross-use. This can be
achieved by focusing on points or cashback programs, as well as by providing
excellent UX through AI specialized for the Rakuten Ecosystem as mentioned
above.

For the latter, we are promoting the spread of Open RAN solutions, which support the
cost advantage of Rakuten Mobile. Rakuten is the first company in the world
to commercialize end to-end, fully virtualized, cloud-native mobile network
technology. In the conventional telecom industry, it was common to purchase and
implement packaged solutions from specific vendors. Open RAN is a technology
that opens up these specifications and enables the interconnection of equipment
from different vendors. As a leading company in the industry, we will promote
this while developing Symphony as a platform operator that provides a range of
solutions that make up the network. We?re aiming to provide not only Open RAN
solutions, but also the high-tech cloud technology that makes it work. In
addition, we can offer Rakuten Ecosystem features, such as membership systems
and point programs to support consumer services development, to third parties.

https://global.rakuten.com/corp/investors/documents/annual.html


 

The Rakuten International business unit heightens Rakuten?s global presence through its diverse portfolio of services, including cashback rewards, digital content, and communication apps. Its key services include:

Rakuten Rewards: A leading shopping platform offering cashback deals and rewards to consumers in the U.S., Canada and U.K. Rakuten Rewards helps its members save on their everyday purchases from thousands of retailers and services in apparel, health and beauty, dining, grocery, travel, and electronics, among many other categories.

Rakuten Viber: This popular super app connects 1.57 billion people with free and secure messaging, high-quality voice calls, video calls, and more. With users in over 190 countries and regions and rapidly expanding business-to business and payments offerings, Viber makes marketing easier for brands to attract their audience.

Rakuten Kobo: Catering to book lovers worldwide, Rakuten Kobo suits all reading preferences with its suite of award-winning e-readers and a bookstore offering more than six million eBooks and audiobooks.

Rakuten Viki: A leading platform for Asian entertainment and culture where millions of people discover and consume primetime shows and movies subtitled in more than 200 languages by our community of avid fans.

Driven by Rakuten Kobo and Rakuten Viber, Rakuten International realized strong revenue growth in 2024. The successful implementation of cost-cutting and profitability improvement initiatives through its services resulted in a full-year operating profit.

https://global.rakuten.com/corp/investors/documents/annual.html  

Rakuten Viber launches Viber Ads Manager to help agencies, advertisers in PHL run campaigns directly

July 19, 2025

Popular messaging platform Rakuten Viber has launched Viber Ads Manager, a self-service advertising platform that enables small and medium agencies and advertisers in the Philippines to independently run ad campaigns in target markets with a pay-as-you-go model.

Powered by global ad tech provider Adslot, Viber Ads Manager now gives direct access to Viber?s ad inventory and extensive global user base. Smaller advertisers can choose from preset advertising packages tailored to their goals and budgets, target audiences with ease to maximize visibility and performance, and engage users through captivating mobile ad formats.

Viber Ads Manager is now available in the Philippines, and small and medium agencies and advertisers can now join the platform to run their own ad campaigns.

Thousands of global and regional brands already advertise on Viber via the Viber for Business suite tailored for enterprises. Viber Ads Manager complements the app?s existing self-serve accounts which help smaller businesses optimize communication with customers.

?Viber Ads Manager is the next step in Viber?s super app strategy, part of which is to create an ecosystem of solutions for businesses of all sizes,? said Cristina Constandache, Chief Revenue Officer at Rakuten Viber. ?We?re excited to launch it in a number of our key markets after successful testing, giving smaller advertisers a simple way to run targeted campaigns on their own terms.?

https://businessmirror.com.ph/2025/07/19/...l-run-campaigns-directly/
 

Rakuten Group Co., Ltd. 25th Unsecured Corporate Bonds (New Bonds)

It was sold out due to popular demand.

Official name: Rakuten Group Co., Ltd. 25th Unsecured Corporate Bonds (with special provisions for the same ranking limited to bonds)


https://www.rakuten-sec.co.jp/web/bond/jbond/...468cd16e48d26581769c3