Rakuten wesentlich besser als Rocket

Investment-Bereich (Includes Logistics-related investments, Mobile, Payment, NBA broadcasting rights, Rakuten Rewards (Ebates) rebranding costs, etc=), wo der Verlust von  8.2 Billionen Yen auf 27.7 Billionen Yen stieg, vor allem durch die Mobile-Ausgaben, denen vor dem Start noch zu wenig Erlöse gegenüberstehen, und die Logistik-Aufrüstung.

Latest IR Materials
Download
Earnings release, presentation material and supplement
https://global.rakuten.com/corp/investors/


Q2/18 Q2/19 YoY

Future Growth Investments Revenue 61.6 72.2 +17.2% Operating Income -8.2 -27.7 -19.4

 

insgesamt der Gewinn auf einem Niveau von gigantischen 111,9 Billionen Yen.

Q2/18 Q2/19 YoY

Consolidated Revenue 512.2 586.6 +14.5% Non-GAAP Operating Income 90.2 121.1 +34.2% IFRS Operating Income 89.7 111.9 +24.8%

Download
Earnings release, presentation material and supplement
https://global.rakuten.com/corp/investors/
 

= 79,2 minus 26,1 = 53,1, bleiben von den 111,9 Billionen Yen Gewinn noch 58,8 Billionen übrig.

H1/18 includes Lyft valuation gain: JPY 26.1 bn
H1/19 includes Lyft valuation gain: JPY 79.2 bn

Download Earnings release, presentation material and supplement https://global.rakuten.com/corp/investors/

 

Download
presentation material
https://global.rakuten.com/corp/investors/
für das 1. Halbjahr von 2019

Non-Financial Businesses
Operating Cash F low (Excl. Tax)
101,0 Billionen Yen
 

2018 Global Gross Transaction Volume = + 18,4% YoY

Q2/2019 Global Gross Transaction Volume = + 25,0% YoY

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

Published at 01:46 am August 9th, 2019

This was Viber’s major update for the people of Bangladesh which ensured easier accessibility and usability by everyone with a smartphone in the country, a press release said on Thursday

To cater to the growing number of users in Bangladesh, popular messaging application “Viber” has rolled out its new user interface (UI) in Bangla language for the local market.  

This was Viber’s major update for the people of Bangladesh which ensured easier accessibility and usability by everyone with a smartphone in the country, a press release said on Thursday.

“Being one of the fastest-growing chat applications in Bangladesh right now, Viber has been enjoying increasing popularity. Hence, in addition to English, we decided to localize the user interface in Bangla so that it will be easier for most people in Bangladesh to navigate the app and communicate with others comfortably.

https://www.dhakatribune.com/business/2019/08/09/...aunches-in-bangla
 

The Impossible became Possible – an E2E fully Virtualized, Cloud Native Network in 18 months

Not just a 4th Entrant = Low Cost Disruptor – But Create New Value

         -§Low Cost

         -§High Bandwitch

         -§Hig Speed

         -§Low Latency

         -§Multiple Connection


Multiple Edge Computing (MEC)

         -§Processed by MEC-server near user

         -§Provides high speed latency service


Download
presentation material
https://global.rakuten.com/corp/investors/

 

March 2019: Rebranding from Rakuten Aspyrian to Rakuten Medical

April 2019: Received Sakigage Designation for potential product innovativeness and effectivness

August 2019: Additional investment to expand R&D and build commercial function: to become an integrated biotech company

Download
presentation material
https://global.rakuten.com/corp/investors/  

https://finance.yahoo.com/news/...ript-4755-t-earnings-173412431.html  

Strong Brand Awarness of „Rakuten“ – No. 1 Web Brand in Japan

1st = Rakuten (Ichiba E-Commerce)

7st = Rakuten Card (19 ranks up)

8st = Rakuen Travel (1 rank up)

15st = Rakuten Bank (18 ranks up)

Download
presentation material
https://global.rakuten.com/corp/investors/
 

And we will take a 3-step approach. First, we would make the assurance about absolute stability in the first step that will take place in October as a small launch. And then although we are 100% confident, we want to see the result. And then online large-scale campaign would be introduced. And then there will be a major campaign and launch in the third step. Because the worst case scenario that would be the down or failure of network. And therefore -- that's why we decided to take 3-step approaches. I expected such a question to come out. And with this, I'd like to conclude today's meeting.

https://finance.yahoo.com/news/...ript-4755-t-earnings-173412431.html
 

In fact, I hear various comments, including those from abroad, the leading carriers, top management, others, they are only talking about Rakuten Mobile. So once this succeeds, then I'm sure this is going to be a revolution. So this is not just about virtualization of network business.

https://finance.yahoo.com/news/...ript-4755-t-earnings-173412431.html

 

Therefore, and in fact, this is what I anticipated from the beginning. We're not just mobile network operator or service provider because we created everything by ourselves, like Amazon created its own cloud, naming it AWS, just like that. With this, we are going to introduce that strategy globally.

I would say, right now, the major share of the revenue of Amazon comes from cloud. Just like that, that will be realized for Rakuten as well.

https://finance.yahoo.com/news/...ript-4755-t-earnings-173412431.html
 

Glovo steht, ist für Entscheidungen wie die folgende sehr wichtig:

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.

Carrefour, Europe’s largest retailer, is in the midst of a five-year plan to boost sales and profits.

https://www.reuters.com/article/...very-with-glovo-deal-idUSKCN1UC0KS


 

And so far, our service has been quite popular. That is why we consider that this is a number that we can achieve. And in fact, within Japan, compared to Amazon, we would say we are more advanced than -- I hear that is 5x or more compared to Amazon, that's Rakuten value. When we try to evaluate value, I would say, the market cap is too low, too undervalued. And therefore, when membership value is translated into a net present value. At present, it is JPY 5 trillion, that is 21.3% higher year-on-year, with mobile and other services introduced. We want to achieve JPY 10 trillion membership value, that's a target.

https://finance.yahoo.com/news/...ript-4755-t-earnings-173412431.html
 

Analyst Douglas Anmuth von der US-Bank JPMorgan sprach von einem beeindruckenden zweiten Quartal für Lyft. Das Unternehmen gehe nun den Pfad hin zur Profitabilität mit höherem Tempo. Der Experte hob sein Kursziel von 86 auf 90 US-Dollar an. Er traut dem Papier damit annähernd 50 Prozent Upside zu.

https://www.deraktionaer.de/artikel/aktien/...-prognose-20189656.html
 

worldwide, too:

Reliance-Microsoft cloud tie-up poses threat to Amazon, Google in India

MUMBAI/COLOMBO (Reuters) - India’s Reliance Industries Ltd (RELI.NS) on Monday announced a partnership with Microsoft’s (MSFT.O) Azure cloud platform, in a move that deepens the offerings of its Jio telecoms unit while posing a direct challenge to rival cloud services providers such as Amazon.com (AMZN.O) and Alphabet’s Google (GOOGL.O).

As part of the 10-year alliance, Jio will build data centers across India that will be hosted on Microsoft’s Azure cloud, Reliance Chairman Mukesh Ambani told shareholders at the company annual shareholders’ meeting.

Reliance’s foray into the cloud services market - essentially selling computer services such as website hosting and data storage - could intensify competition in an Indian market dominated by Amazon Web Services (AWS), say analysts.

Ambani disrupted India’s telecoms industry in late 2016 when he launched Jio with free voice and cut-price data plans, pushing some rivals out of business and forcing others to match tariffs and consolidate in a crowded sector that once comprised more than 10 carriers.

https://www.reuters.com/article/...azon-google-in-india-idUSKCN1V21DW
 

Expansion

Das Affiliate-Marketing entwickelt sich ständig weiter und wir von Rakuten Marketing nehmen mit Blick auf internationale Expansionsmöglichkeiten eine Spitzenreiterrolle ein. Die Begrüßung und Einführung unserer Führungsebene wurde von Anthony Capano, Rakuten Marketings Managing Director International gehalten und stand unter dem Titel „Die Zukunft des Performance Marketings: KI und Programmatik“. Es wurden vor allem die hohen Investitionen der Unternehmen in die Zusammenführung ihrer Verbraucherdaten erwähnt und dass wir uns nun an dem Wendepunkt befinden, an dem Marketer diese Daten aktivieren und sich verstärkt auf die Performance ihrer Marketing-Kampagnen konzentrieren.

Anthony analysierte die Trends, die das Affiliate-Marketing derzeit verändern, darunter Top-Themen wie das Machine Learning, die Automatisierung sowie unser neustes Produkt – Programmatik Affiliate Marketing. Es wurden wichtige Erkenntnisse über Möglichkeiten zur globalen Expansion diskutiert, deshalb war diese Keynote ein Muss für Publisher und Advertiser gleichermaßen.

https://blog.rakutenmarketing.com/de-de/...dealmaker-munich-verpasst/
 

Tino Böhler am 08. August 2019 um 10:40 Uhr

Der Uber-Konkurrent Lyft hat sich im zweiten Quartal dank eines kräftigen Kundenwachstums besser als erwartet geschlagen. Verglichen mit dem Vorjahreswert legte der Umsatz in den drei Monaten bis Ende Juni um 72 Prozent auf 876 Millionen Dollar zu.

https://www.automobil-produktion.de/hersteller/...szuwaechse-126.html
 

https://www.schroders.com/de/de/privatanleger/...e-fur-asien-bedeutet  

-known brands

The rebranding of Ebates to Rakuten is going smoothly and will continue through 2019, said Down Coulson.
“The goal of the campaign was to come out the other side with a brand that we’re proud of,” said Down Coulson. “We’ve successfully addressed our members and the rest of the U.S. to Rakuten. Now we’re well on the way to building Rakuten into one of North America’s best-known brands.”

https://rakuten.today/blog/ebates-becomes-rakuten.html
 

https://global.rakuten.com/corp/innovation/rnn/2019/0805/  

Amrest : RB 24/2019 Agreement with Glovoapp23, S.L.
08/13/2019 | 12:32pm EDT

AmRest Holdings, SE ('AmRest') announces the signing on August 13, 2019 of an agreement (the 'Agreement') with Glovoapp23, S.L. ('Glovo') for the transfer from AmRest to Glovo of 100% shares in the aggregator Restaurant Partner Polska Sp. z o.o. ('PizzaPortal'). Total sale price is EUR 30 million plus a EUR 5 million earn-out. In consideration AmRest will receive a combination of cash and new issued shares of Glovo. The transaction is subject to certain conditions precedent customary in M&A deals.

Glovo is one of Europe's leading platform for online ordering and delivery of food and other consumer goods. Currently Glovo has more than 5.5 million users and 16,000 associated partners. It is present in 202 cities across 26 countries in EEMEA, LATAM, and most recently, sub-Saharan Africa.
https://www.marketscreener.com/...medium=RSS&utm_content=20190813
 

Community on the Road to the 2019 Spartan World Championship

Powered By RakutenRakuten Viber, a calling and messaging app that connects one billion users across the globe, and Spartan, the world's largest obstacle course race (OCR) and endurance brand, have announced the creation of the "Spartan Viber Global Community" surrounding the 2019 Spartan World Championship Powered By Rakuten. The platform allows Spartan participants and fans from across the world to access exclusive content from top athletes and personalities in the sport. Rakuten Viber became the "Official Communications Platform" of Spartan when its parent company, Rakuten, entered into a multi-year "Powered By" partnership with the brand in 2018. "Spartan has a passionate community of more than six million people across the world, and the Rakuten Viber channel will allow them all to access valuable content to help them eat, train and think," said Spartan Founder and CEO Joe De Sena.

https://finance.yahoo.com/news/...-viber-create-global-173600203.html
 

9:01 AM ET Tue, 13 Aug 2019

Jihan Bowes-Little, co-founder and managing partner of Bracket Capital, spent 17 years as a portfolio manager for Goldman Sachs, Millennium and Bluecrest Capital. Now he is an investor in the most-talked-about companies, including Lyft, Coinbase, SpaceX, AirBnB, Juul, and Impossible Foods. He joins "Squawk Box" to discuss how he approaches investing and the markets.

https://www.cnbc.com/video/2019/08/13/...ent-strategy-squawk-box.html