Rakuten wesentlich besser als Rocket
1-13-2023
The global Open RAN system market size is projected to grow from USD 1.1 billion in 2022 to USD 15.6 billion by 2027, at a Compound Annual Growth Rate (CAGR) of 70.5% during the forecast period. Rising Open RAN demand from mobile operators is driving the growth of the Open RAN market.
Greenfield segment is expected to have higher growth rate during the forecast period
Greenfield refers to a low-capacity network. For greenfield 4G or 5G deployments, the OpenRAN solution is suitable as it leads to faster deployment. Operators find it easy with greenfield networks to scale their new networks as the software-enabled network makes it easy for operators with simplified expansions.
Asia Pacific is projected to grow at the fastest growth rate during the forecast period
Pacific constitutes thriving economies, such as Singapore, Japan, China, India, and Australia, which are expected to register high growth rates in the Open RAN market.
https://www.openpr.com/news/2882358/...hare-trends-opportunities-2027
January is the opportunity to maintain the market share you acquired during Black Friday and Cyber Days and prepare your re-engagement strategy for spring.
Rakuten shoppers are loyalty shoppers. We have a 70% retention rate, the highest we’ve seen in 5 years. January is the sharpest part of our retention curve where we see one-third of our shoppers come back to make a purchase.
Pro-tip: Stay top of mind with all Rakuten shoppers in preparation for spring shopping. They’ll be looking for new products and you’ll be looking to drive that newness at full price.
Pro-tip: Invest in targeted cash back strategies to drive 2nd and 3rd purchases and solidify holiday shoppers as loyalists.
Cash Back as a lever to drive full price
Last year was a challenging time for margins. Retail was forced to lean into heavy discounting strategies to help move inventory that was late, out of date, and misaligned with business and customer wants. 2023 is the year of brand reset. For retail, this means driving more sales and a return to profitability. Cash Back is a proven lever to drive full price and sales at a time when you aren’t discounting. As your partner, we can craft the right plan to meet near and long-term goals from mass reach to targeted and personalized initiatives.
Your playbook
Use January as a primer for spring newness. Take advantage of this comparatively quieter time period to maintain market share by continuing to invest in tactics that support strategic initiatives and margin health.
Evaluate your marketing mix. Work with partners like Rakuten who can drive profitability efficiently.
Replace discounting with Cash Back. Use Rakuten as a lever to drive full price and fuel promotional plans onsite and thru Rakuten. Work with your Rakuten rep to plan your dynamic cash back strategy for impact and efficiency.
Are you ready? Contact your Rakuten representative today.
https://business.rakuten.com/blog/insights/...n-to-health-for-retail/
The eBooks we can't wait to get our hands on next year.
https://www.kobo.com/us/en/list/...ead-to-2023/87BBvokdxcEqhQjZqUnjjw
Japanese e-commerce giant Rakuten Inc. is planning to issue JPY250 billion (USD1.87 billion) in bonds – the single largest one-off issuance in its history – as it looks to contend with the rising costs associated with launching its new mobile business, Rakuten Mobile. The Nikkei reports that the two-year bonds (maturing 10 February 2025) carry a coupon rate in the range of 2%-4% and are expected to receive an A-rating from the Japan Credit Rating Agency on 27 January when Rakuten will also finalise the terms of the issuance. The paper notes that the application period is from 30 January to 9 February, with a payment deadline of 10 February, and that Rakuten has dubbed the issuance ‘Rakuten Mobile Bonds’, as the funds raised will be used for working capital in its mobile phone business, according to the company.
https://www.reddit.com/r/RakutenUndervalued/..._rakuten_mobile_bonds/
January 14, 2023 9:32 pm CST
https://www.moneysmylife.com/...-50-back-with-daily-harvest-purchase/
The Soonicorns - soon to be Unicorns - are the handful of highly valued startups which have successfully grown out of their nascency to attract valuations of over a few hundred millions. Watch out for these companies in the coming years as they take on the journey to becoming the elite Unicorns.
https://tracxn.com/d/soonicorn-awards/...n-united-states-fintech-2020
The value of a company with a net-income of $ 2 billion is by a P/E of 16 = $ 32 billion = by near 1.6 billion shares = $20/share - about the 4-fold of today.
"I can't understand, why criminals inside of Yahoo blocking the following important message - the SEC should take a look at this criminals and put them in prison
Net-income of Rakuten in 2024 will be $ 2 billion after my estimates, when Mobile had reached the break-even.
The value of a company with a net-income of $ 2 billion is by a P/E of 16 = $ 32 billion = by near 1.6 billion shares = $20/share - about the 4-fold of today."
https://www.reddit.com/r/RakutenUndervalued/...inals_inside_of_yahoo/
https://www.telecomtv.com/content/5g/...ial-results-highlights-45921/
January 13, 2023
s the telco cloud insecure? That’s what recent headlines suggest – blaring warnings about more devices, more attack surfaces and a lack of data security standards. This barrage of bad publicity could make even the most seasoned telecom veteran think twice about adopting this technology and being beset with these data security problems.
“When designed properly, the truth is 5G isn’t any easier to hack than other cloud-supported workloads.”
-John Carse, CISO, Rakuten Mobile and Rakuten Symphony
John Carse is not a telecom veteran, and so he has a different take on these challenges. He is the Chief Information Security Officer (CISO) of Rakuten Symphony and Rakuten Mobile. It is his first job in telecom after working in CISO roles for leading e-commerce, finance and healthcare organizations as well as military and defense agencies.
In a recent article published in Inform, the magazine for TM Forum, Carse says he sees no telecom cloud security challenge that hasn’t been faced and solved by other industries. In fact, he says, “When designed properly, the truth is 5G isn’t any easier to hack than other cloud-supported workloads.”
This requires that companies look differently at risk and how their networks are designed. In the article, Carse points to the way the Rakuten Mobile network was built with an emphasis on machine-to-machine security, zero-trust initiatives for devices being added to the network and creating nano segmentation policies.
He wants his fellow CISOs to think differently about telecom cloud security – learning from other industries and aligning risk and business objectives. With this information, the CISO can make practical design choices that balance security, business need and technology/operational costs.
To that end, the article lists several resources that are available to expand on the topic. These include “Securing Modern Telecom Networks: How To Begin Your Journey.” This on-demand virtual event brought together members of the hacking and mobile operator communities to discuss cloud-native and Open RAN network security at scale. Also available is the Rakuten Symphony “Definitive Guide to Telco Cloud Security," a five-step approach for securing modern telco cloud networks.
The negative dialogue around telco cloud security is biasing the discussion and not exposing the truth of the real security situation with the telco cloud. Through the TM Forum article and these other resources Carse hopes to create an industry conversation amongst those who have solved these challenges and can share experiences and knowledge to help the industry better manage risk.
https://symphony.rakuten.com/blog/...think-about-telco-cloud-security
Should you place a single order of JPY 8,000 or more at one store during the campaign period.
https://www.tensojapan.com/en/html/rakuten/230115/
RADCOM Adds New Customer, Hits An Inflection Point
Jan. 09, 2023 12:56 PM ET
Summary
RADCOM Ltd. announced a new customer win with an undisclosed operator in North America for its RADCOM ACE solution to deliver real-time insights into the client’s network performance.
RADCOM is selling its assurance solutions to “early adopters” in North America, Europe, Asia, and Latin America. As standalone 5G implementations increase, we see the start of a domino effect.
RADCOM achieved its thirteenth consecutive quarter of year-over-year revenue growth and forecasted double-digit growth for 2023. New wins like the just-announced North American operator may only accelerate RADCOM’s trajectory.
Rakuten Symphony partnership could represent the key to reach more Tier 2 and Tier 3 carriers and should further accelerate RADCOM's growth. We speculate this new win may be Rakuten-related.
A positive snowball effect may self-generate over the next few years. We believe that the company has gained positive momentum and finally reached its inflection point.
https://seekingalpha.com/article/...customer-hits-an-inflection-point
It is a pure third-party online marketplace founded on the idea that online shopping should be both entertaining and highly personalized. Close to 50,000 businesses, including manufacturers, brands, retailers and resellers sell on Rakuten. Merchants can create their own landing page within the marketplace which takes visitors straight to their shop on the marketplace. They have greater flexibility in the way that they design their page layout, making a more unique buying experience compared to a product-centric site like other major marketplaces.
https://www.channeladvisor.com/about/partners/rakuten/
Scoop: Rakuten billionaire lines up $70M for photoimmunotherapy
January 9, 2023 Mary Canady News Comments Offon Scoop: Rakuten billionaire lines up $70M for photoimmunotherapy
https://sdbn.org/san-diego-biotech-news/2023/01/...hotoimmunotherapy/
Top 10 Media & Internet manufacturing companies in Japan by revenue for January 2023
https://www.zoominfo.com/top-lists/...media-industry-in-JP-by-revenue
JANUARY 17, 2023
Rakuten Group and Seeds Market have opened Kulture Market Supported by Rakuten in Laforet Harajuku department store in Tokyo in response to the recent popularity of Korean beauty products among the younger generation in Japan. The O2O (Online-to-offline) Rakuten Ichiba store showcases a range of such products and trends sold online for customers to sample, compare, and purchase in person.
https://global.rakuten.com/corp/innovation/rnn/2022/2212_006/
January 05, 2023
John Carse, CISO at Rakuten Mobile, speaks to Gabriel Brown, Senior Principal Analyst at Heavy Reading at OpenRAN North America 2022.
https://www.youtube.com/watch?v=6KY87TH6Aww
Rakuten is a large conglomerate of e-commerce, financial, telecom, and consumer service dominating the Japanese online economy. The telecom segment has been a major cash drain and spooked investors out. This has led investors to ignore the strong growth and business quality and left the company widely undervalued. The mobile business is moving closer to profitability, which should change the narrative (and valuation multiples) around Rakuten.
Because it is little known outside of Japan, Rakuten can appear to investors as a Tier 2 e-commerce company limited in business and geographical scope. The real situation is quite the opposite. The company is an entire ecosystem encompassing e-commerce, e-banking, online payment, credit cards, insurance, online ads, travel, mobile network, and even energy, food, healthcare, and entertainment.
https://www.reddit.com/r/RakutenUndervalued/...s_is_moving_closer_to/
A question to 372 people: Which service did you switch to when you switched from DoCoMo to a cheap SIM?
JANUARY 18, 2023 REHOW
Docomo to ahamo 95 / 25.54%
DoCoMo to Rakuten Mobile 78 / 20.97%
From docomo to Ymobile 35/9.41%
LINEMO from DOCOMO 31/8.33%
From DoCoMo to UQ Mobile 30/8.33%
DoCoMo to OCN Mobile ONE 20 / 5.38%
mineo from docomo 14 / 3.76%
Docomo to IIJmio 8 / 2.15%
DoCoMo to BIGLOBE Mobile 7 cases / 1.88 yen
Docomo to Nippon Telecommunications SIM 6 / 1.61%
DoCoMo to JCOM Mobile 5 / 1.34%
Docomo to nuro mobile 5 / 1.34%
Docomo to LINE Mobile 4 / 1.08%
DoCoMo to povo 4 / 1.08%
DoCoMo to Aeon Mobile 4 / 1.08%
DoCoMo to QT Mobile 3 / 0.81%
Docomo to DMM Mobile 2 / 0.54%
DoCoMo to TONE Mobile 2 / 0.54%
Docomo to y.u mobile 2/0.54%
LIBMO from DOCOMO 1 / 0.27%
LinksMate from Docomo 1 / 0.27%
Other: 14 / 3.76%
n=372
The result was that ahamo, a cheap SIM operated by DoCoMo, was the most common at 25%.
The top five are Rakuten Mobile, Ymobile, LINEMO, and UQ Mobile.
https://re-how.net/2023/01/...ed-from-docomo-results-of-needs-survey/
My advice to naked shortsellers: Go panic first!
https://www.reddit.com/r/RakutenUndervalued/...akuten_will_come_soon/