Rakuten wesentlich besser als Rocket
https://money.cnn.com/quote/forecast/forecast.html?symb=LYFT
Azimo secures Dutch operations Licence
European digital money transfer company Azimo has announced it has secured a licence from the Dutch Central Bank to operate its services in the Netherlands.
The approval follows the recent opening of Azimo’s office in Amsterdam, which will help the company to grow its share of the market for cross-border payments from Europe (which is valued at €1tn/£860bn).
The licence also guarantees that Azimo will continue to benefit from so-called ‘passporting’ rights to operate across Europe, even in the event of Brexit.
Azimo’s headquarters will remain in London, and its engineering and operations in Kraków in Poland. The company enables payments from Europe to more than 200 countries and territories in more than 80 currencies.
https://www.dtcdaily.com/2019/04/harrys-new-boots-partnership/
https://www.aktiencheck.de/exklusiv/...rnaround_Aktienanalyse-9943244
Die Unterbewertung beruht in meiner Sicht der Dinge auf den Erfolgen im E-Commerce und den Fintech-Aktivitäten in Japan, dem innovativen Mobile-Ansatz, dem Ecosystem, den Aussichten von Viber und anderen internationalen Aktivitäten und den Beteiligungen an Unternehmen wie Lyft, Cabify, Pinterest, noch Careem, Go-Jek, Carousell, Acorns, Azimo, Currencycloud, Upstart und andere.
May 29, 2019
Radcom has won a telecom deal from Rakuten Mobile to provide Network Intelligence solution for supporting Rakuten Mobile’s mobile network launch in October.
The world’s first fully virtualized and cloud-native mobile network will be adopting 5G systems architecture from launch.
Rakuten Mobile selected Radcom Network Intelligence because of its ability to monitor the entire end-to-end network, including the world’s first fully virtualized radio access network (RAN).
Radcom Network Intelligence will be tightly integrated across Rakuten Mobile’s distributed, telco cloud to assure the highest service quality is delivered to customers for voice, video, VoLTE, data, and IoT services from the mobile edge up to the network core.
Rakuten Mobile, the fourth telecom operator in Japan, will be deploying Radcom Network Intelligence as multiple Virtual Network Functions (VNFs) that are cloud efficient, enabling customer experience agility for its mobile network, Yaron Ravakie, chief executive officer of Radcom, said.
https://telecomlead.com/telecom-equipment/...rom-rakuten-mobile-90619
Launch date
January 2015
Employees
1,729 people
Growth stage
late growth
Ownership
angel, venture capital, accelerator
Firm valuation
€600m - €900m(Dealroom.co estimates Apr 2019)
https://app.dealroom.co/companies/glovo
On-demand delivery app Glovo raises a $170M Series D round to bolster global growth
May 7, 2019
Since the company’s creation in January 2015 by CEO Oscar Pierre and Co-founder Sacha Michaud, Glovo’s growth has been powered by venture capital. Launching in a new city every four days on average last year, Glovo now employs over 1,000 people and isquickly becoming the fastest growing delivery player in Latin America and EMEA.
As Glovo expands across the world, it is committed to taking its technological capacity and systems to the next level. In addition to the appointment of VP of Engineering, Mustafa Sezgin late last year, Glovo aims to hire 300 new tech engineers reporting to the ex Uber and SoundCloud Engineering Leader.
https://seayaventures.com/...series-d-round-to-bolster-global-growth/
The lead investors in the Series C are Rakuten Capital, Seaya Ventures and Cathay Innovation, which had also invested in its Series B.
Commenting on the Series C, Oskar Mielczarek de la Miel, a managing partner at Rakuten Capital, told us: “Delivery is becoming increasingly global in reach. At Rakuten Capital, we are very excited about outstanding companies like Glovo, which continue to strike a mark by operating with utmost efficiency and filling an obvious gap in demand in Southern Europe, LatAm and beyond.
https://techcrunch.com/2018/07/18/...its-on-demand-delivery-business/
Barcelona’s Glovo scores €30 million from Rakuten and others to boost its on-demand local delivery services
By Robin Wauters, September 28th, 2017.
Launch date
February 2012
Employees
334 people
Growth stage
late growth
Ownership
venture capital
Firm valuation
$860m(Dealroom.co estimates Jan 2019)
https://app.dealroom.co/companies/acorns
Fiscal year is January-December. All values USD Thousands. 2018 2017 2016
Net Income before Extraordinaries (911,335.0) (688,301.0) (682,794.0)
Net Operating Cash Flow (280,673.0) (393,526.0) (487,163.0)
https://quotes.wsj.com/LYFT/financials/annual/cash-flow
"Uber deutet Ende des Preiskriegs mit Lyft an
Strategiewechsel nach dem Börsengang: Die Fahrdienste Uber und Lyft wollen sich nicht mehr in Preisschlachten unterbieten.
San FranciscoBei Uber könnten die Zeiten der supergünstigen Fahrten mit dem Ridesharing-Dienst könnten bald vorbei sein. Im Analystengespräch nach der Vorlage der Zahlen zum ersten Quartal 2019 – die ersten Quartalszahlen seit dem verpatzten Börsengang – deutete Vorstandschef Dara Khosrowshahi eine Abschwächung des Preiskampfes der großen Anbieter Uber und Lyft an: „Wir sehen derzeit eine Fokussierung des Wettbewerbs auf Marke und Produkte statt auf finanzielle Anreize.“
https://www.handelsblatt.com/unternehmen/...-gmnb7PbqQ3FB2IcdzHaq-ap4
Ryan Vlastelica
31. Mai 2019, 17:46 MESZ
JPMorgan analyst Doug Anmuth has an overweight rating and $86 price target on the ride-sharing operator; that target represents upside of nearly 57% from Lyft’s Thursday close.
The bullish view comes after JPMorgan met with Lyft’s management team, which was “very confident” about an easing competitive environment for ride sharing in the U.S., as well as on “high-growth, high-margin revenue opportunities in Lyft Business,” he wrote.
https://www.bloomberg.com/news/articles/...morgan-forecasts-50-upside
"The bullish view comes after JPMorgan met with Lyft’s management team, which was “very confident” about an easing competitive environment for ride sharing in the U.S., as well as on “high-growth, high-margin revenue opportunities in Lyft Business,” he wrote."
Launch date
December 2013
Employees
47 people
Growth stage
early growth
Ownership
angel, venture capital
Firm valuation
$100m - $150m (Dealroom.co estimates May 2019)
https://app.dealroom.co/companies/algorithmia
Lyft ist deutlich kleiner als die Konkurrenz Uber, doch der Fahrdienstvermittler hat mit seinen ersten Quartalszahlen Anleger und Analysten positiv überrascht. Mit 776 Millionen US-Dollar verdoppelte das Startup seinen Umsatz im Vergleich zum Vorjahr. Trotzdem ist das US-Unternehmen, das bisher nur in Nordamerika operiert, noch weit davon entfernt, Gewinn zu machen. Doch die verbuchten Verluste lassen sich mit dem Börsengang erklären und blieben zudem unter den Erwartungen der Analysten.
https://www.gruenderszene.de/business/...ogle-gm-samsung?interstitial
By Mark Newman, Chief Analyst, TM ForumMay, 2019
Japanese Internet company Rakuten says that it can build a 5G network for just a third of what it would cost using the approach taken by a traditional LTE operator. The claims made by CTO Tareq Amin at this week’s Digital Transformation World conference in Nice, France, suggest that the company will take a highly disruptive approach when it launches its LTE service in October.
The comments come just two months after Rakuten told another set of conference delegates at MWC in Barcelona that its total cost of ownership was 45% below other leading telecoms operators around the world.
Amin said this week that Rakuten would be passing on its substantial cost savings to customers.
https://inform.tmforum.org/insights/2019/05/...assive-cost-advantage/
Behind Rakuten’s potential upending of network engineering and operations
The mobile communications industry is just becoming familiar with Japanese mobile and internet company, Rakuten, and its claims to be building the world’s first end-to-end cloud native architecture at significantly lower cost than traditional mobile networks. The company is manifesting all the radical change that experts say needs to be made in telecom in order to be agile, innovative, and competitive in the digital age: virtualization, mobile edge computing, closed-loop automation, microservices, continuous innovation/continuous development and delivery (CI/CD) and more. When the company official launches its LTE service in October, the industry will begin to assess the merits of the strategy and determine how quickly they must follow. For now, here is how Rakuten described what it means to be fully cloud native at TM Forum’s Digital Transformation World event in May.
https://inform.tmforum.org/...-of-network-engineering-and-operations/
Wenn das mit der Etablierung auch nur ansatzweise hinhaut, halte ich den Wert höher als die momentane Marktkapitalisierung von Rakuten.
SoftBank mobile arm to be valued at about $63bn in IPO
https://www.ft.com/content/ae39d196-f467-11e8-ae55-df4bf40f9d0d
- Rakuten, a global leader in e-commerce, communications and fintech, becomes Global Innovation and Entertainment Partner and Global Presenting Partner for Davis Cup.
- The competition will be renamed the Davis Cup by Rakuten.
TOKYO and BARCELONA, June 4, 2019 - Rakuten, Inc. and Kosmos Tennis today announced that they have reached a multiyear agreement with the International Tennis Federation (ITF) for Rakuten to become the Global Innovation and Entertainment Partner and Global Presenting Partner for the Davis Cup in 2019 and 2020.
Under the terms of the agreement, the competition will be renamed the Davis Cup by Rakuten. The partnership agreement links the Davis Cup with Rakuten until 2020, with the option of a further two-year extension. Rakuten will have high visibility in the Finals and Qualifiers.
https://global.rakuten.com/corp/news/press/2019/...&category=corp
“Investors largely agree that Lyft (like Uber) faces a very large TAM -- total addressable market.”
The analyst sees four key paths to profitability, including eventual rationalization in competitive dynamics leading to fewer subsidies, long-term pricing power based on a compelling value proposition, and insurance and expense leverage due to scale.
Initiated Lyft at outperform, price target $72.
https://finance.yahoo.com/news/...-more-145022088.html?.tsrc=fin-srch
Thu Feb 14, 2019 - 02:00am UTC
This report on ride sharing market 2019, provides in depth analysis of ride sharing industry to grow with a healthy growth rate of more than 20% during 2019-2025.
https://www.reuters.com/brandfeatures/venture-capital/article?id=83120
„Die beiden Konkurrenten wissen voneinander, dass sie die Handlungsmöglichkeiten des jeweils anderen in ihre Kalkulation miteinbeziehen. Deshalb versuchen sie, die Angebotsmenge zu wählen, die die „beste Antwort“ auf die antizipierte Angebotsmenge des Konkurrenten darstellt. Die einzige Kombination von Angebotsmengen, bei denen beide jeweils die „beste Antwort“ auf die Angebotsmenge des Gegners sind, sind oben beschriebenen Mengen. Wählt einer der Anbieter die Cournot-Menge, so ist es für den Gegner, auch wenn ihm die Mengenentscheidung seines Gegners bekannt ist, optimal, ebenfalls die Cournot-Menge zu wählen. Wählte er mehr als die Cournot-Menge, würde er über den sinkenden Marktpreis mehr verlieren, als er über den steigenden Absatz gewinnen würde. Wählte er weniger, würde er über die gesunkene Absatzmenge mehr verlieren, als er über den dann höheren Marktpreis gewänne.“
https://de.wikipedia.org/wiki/Cournot-Oligopol
Wenn diese Kosten langsamer steigen als die Erlöse, erreicht man logischerweise den Break-Even, wenn die Break-Even-Menge innerhalb des erreichbaren Potenzials liegt, was nach meinen Schätzungen aufgrund der bisher geringen Marktdurchdringung absolut keine Problem sein dürfte.
Tokyo, June 5, 2019 – Rakuten Mobile, Inc., the mobile network subsidiary of Rakuten Group, and NEC Corporation, a leader in the integration of IT and network technologies, today announced that the two companies have formed a partnership to build the world’s first 5G open vRAN architecture in Japan. NEC has been selected to be the 5G network equipment provider for Rakuten Mobile’s new and innovative network.
Through the partnership, Rakuten and NEC will jointly develop a 3.7 GHz massive MIMO 5G antenna radio unit (RU), which will be manufactured by NEC at its facilities in Japan. NEC's RU are ideal for 5G conditions as they are compact, lightweight and consume a low level of power, which reduces installation and operation costs.
https://global.rakuten.com/corp/news/press/2019/...corp%20ec%20mobile