Rakuten wesentlich besser als Rocket

Orange signs global roaming agreement with Rakuten Mobile

The new company is claimed to the world's first end-to-end, cloud-native mobile operator and began trialling its network in major Japanese cities earlier this month.

Orange’s wholesale arm, International Carriers will provide LTE roaming and professional services to Rakuten Mobile, Japan’s newest, fourth mobile network operator.

Orange is to provide Rakuten Mobile’s subscribers with international data roaming services around the world.

The French operator group has mobile operations in 27 countries and will use a roaming solution to connect Rakuten directly with carriers in others countries via IPX network connection.

The agreement also includes support from Orange professional services.

https://www.mobileeurope.co.uk/press-wire/...ment-with-rakuten-mobile
 

was bumpy, because after 4 days after the customer have received SIM cards about 80% was connected without problems. The message of a „bumpy start“ is only a product of Nikkei Asian Review, which have big connection to the three competitors of Rakuten Mobile.

„Bumpy start
Earlier this month, Rakuten Mobile launched a trial of its service. During the trial period, the service is available to only 5,000 people in Tokyo (Photo by Aleksandar Pasaric from Pexels), Osaka, Nagoya and Kobe. It will remain free of charge until the end of March 2020.

According to Nikkei Asian Review, last week the Japanese e-commerce company, Rakuten, which is the parent company of the new mobile operator, has had complaints from almost 20% of the 4,500 customers taking part in the soft launch who have received SIM cards but cannot connect to the network.

Rakuten Mobile said many of the connection failures are because customers are out of range, although some phones cannot connect to the network from indoor locations although they are within the coverage area.

The company said it plans to have 3,432 base stations installed by March: a government-run website shows about 1,700 in place now.“

https://www.mobileeurope.co.uk/press-wire/...ment-with-rakuten-mobile  

The ride-hailing company reported third-quarter net losses of $463.5 million, which amounts to $1.57 a share, versus losses of $249.2 million, or $11.58 a share, in the year-ago quarter.

Lyft's LYFT, +0.27%   third-quarter losses includes $246.1 million of stock-based compensation and $86.6 million related to changes in insurance-related liabilities. Adjusted for those items, among other things, Lyft reported net losses of $121.6 million.

Revenue rose to $955.6 million from $585 million in the year-ago period.

Analysts surveyed by FactSet had estimated losses of $1.66 a share on revenue of $915 million. For the fourth quarter, analysts model losses of $1.66 a share on sales of $943 million.

Lyft says it expects full-year revenues of $3.57 billion to $3.58 billion; it expects fourth-quarter revenues of $975 million to $985 million.

https://www.marketwatch.com/story/...-30?siteid=yhoof2&yptr=yahoo

 

da ist überhaupt nichts O.K.
Und es ist unklar ob dieses Unternehmen jemals etwas anderes als rote Zahlen abliefern wird, deine ach so beliebten KGV Berechnungen finden hier naturgemäß überhaupt nicht statt,das sagt alles.

Es bleibt dabei was bislang galt:  Private Investors - Hands Off !  

https://finance.yahoo.com/news/...record-third-quarter-200505623.html  

F5 Partners with Rakuten Mobile to Support New Cloud-Native Mobile Network, 5G-Ready Service Rollout

Nachrichtenquelle: Business Wire (engl.) | 30.10.2019, 02:00 Networks

(NASDAQ: FFIV) today announced that it has partnered with Rakuten Mobile, Inc., the mobile network subsidiary of Rakuten Group, to support the company’s October launch of the world’s first fully virtualized, cloud-native mobile network and its future deployment of 5G. The carrier will leverage F5’s network functions virtualization (NFV) capabilities to optimize its new mobile network and accelerate its path to 5G services in 2020. Through this partnership, Rakuten Mobile, Inc. is collaborating with F5 to scale and evolve their cloud-native network design architecture to increase scalability and flexibility without sacrificing control. F5 has provided a full-suite N6/SGi-LAN solution consisting of virtualized CGNAT, SGi Firewall, DNS Transparent Cache, and IP Traffic Optimization Functions to deliver enhanced Mobile Broadband (eMBB) services. F5’s NFV capabilities and offerings enabled Rakuten Mobile, Inc. to:

Simplify and optimize service orchestration

Ensure application availability, performance, and security

Have unmatched freedom and agility in deployment of services

Enable a higher throughput, low-latency network and allow predictable scaling for services

https://www.wallstreet-online.de/nachricht/...g-ready-service-rollout  

Lyft has partnered with several companies as it battles larger rival Uber Technologies Inc (UBER.N) for a bigger share of the ride-hailing market.

The company has partnered with Delta Airlines Inc (DAL.N), Airbnb and Slack Technologies Inc (WORK.N) among others, according to Lyft’s website.

https://nonperele.com/...evenue-estimates-as-it-attracts-more-riders/
 

Fiscal 2018
        Q3§Fiscal 2019
        Q3year-over-year§
change

Active Riders (in thousands) 17,391 22,314 28%

Revenue per Active Rider $33.63 $42.82 27%

Revenue (in millions) $585.0 $955.6 63%

https://investor.lyft.com/news-releases/...cord-third-quarter-results
 

More than $3.5 billion cash

September 30, 2019
    Assets§
Current assets
Cash and cash equivalents $ 543,871
Short-term investments 2,572,568
Prepaid expenses and other current assets 426,384
Total current assets 3,542,823

https://investor.lyft.com/news-releases/...cord-third-quarter-results
 

Rakuten Mobile aus,  denn sonst hätte er sich nicht so "aus dem Fenster gewagt".

Rakuten Mobile, Inc.’s 5G-ready network leverages an innovative, software-driven architecture entirely on the cloud, which ensures stability, scalability, and agility, as well as effectively manages costs, and brings secure and high-performance connectivity to consumers. This virtualized architecture is set to disrupt the telecom industry landscape not only in Japan but also the rest of the world.

Earlier this year, F5 announced several new solutions and enhancements designed to allow service providers to launch 5G services. These offerings enable service providers to maximize the investments in their current 4G networks, while optimizing their infrastructures with the scale to securely deploy emerging 5G.

“After years of preparing for 5G, we’re seeing progress as service providers like Rakuten begin to implement the infrastructure to make its promise a reality,” Yuichi Gonda, Regional VP at F5 Networks Japan, added. “With F5’s proven carrier-grade solutions, service providers like Rakuten Mobile can optimize their networks, monetize new 5G solutions and applications, and ensure world-class security of their network and subscribers.”

“Our vision is to build a network that innovates at the speed of software and scales at the speed of cloud, and—with a culture founded in technical and operational innovation—we are uniquely positioned to achieve that,” said Tareq Amin, Rakuten Mobile’s Chief Technology Officer. “

https://www.f5.com/company/news/press-releases/...w-cloud-native-mobi  

LYFT Inc (NASDAQ: LYFT) reported a significant third-quarter sales beat Wednesday that was driven by 28% growth in active riders and 27% growth in revenue per active rider. Contribution margins improved by 500 basis points, and earnings before interest, tax, depreciation and amortization were better than anticipated.

“This strong performance is driving the potential for cash flow profitability sooner than expected, which it should achieve by 2021,” Tigress Financial analyst Ivan Feinseth wrote after the print.

Goldman Sachs Upgrade
The report inspired Goldman Sachs analyst Heath Terry to upgrade Lyft to Buy.
“Lyft continues to gain share and is beginning to show the operational efficiencies that we’ve previously noted are critical to the ride-hailing industry maturing beyond its hyper-competitive, venture-funded phase,” Terry said in a Thursday note.
Nevertheless, Golman Sachs cut its price target from $71 to $58 to reflect multiple contraction.

https://finance.yahoo.com/news/...raise-162842525.html?.tsrc=fin-srch
Less  

This important number was overlook from near all: Net cash used in operating activities was only negative with 59,511 million in the first nine month of 2019 - an extreme positive number.

Nine Months Ended September 30,
2019 2018

Net cash used in operating activities (59,511 ) (147,580 )

https://investor.lyft.com/news-releases/...cord-third-quarter-results  

The Barcelona-founded startup has just opened a third Glover Center in Egypt, allowing it to continue its rapid expansion by opening up more space for recruitment, which in turn increases its most valuable of assets (Glovo’s delivery drivers, aka the Glovers), which in turn will increase its network of services – and it all adds up to a better experience and a generally better life for the Egyptian customer.

„Since we started our operations in Egypt, we’ve been able to reach more than 1 million customers through our application,” Alier continues. “As for the next quarter, Glovo is planning to invest heavily in growth activities and expand significantly to reach two new zones inside Cairo and two new cities outside Cairo next quarter, after a long study for high demand areas.”
“Our sales and customer base increased by 35%, and 8-10% on average every month, respectively. During this period, we have been able to collaborate with many distinctive partners to reach 1000+ partners working in the food and non-food sectors locally and internationally. Through this fruitful cooperation, we have succeeded in increasing sales and additional revenue for all partners by 25- 50%.”

Throw in the fact that Glovo has, to date, provided some 5,000 job opportunities in its short but impactful 18 month stint in Egypt and its projection to hit 6,000 more by the end of 2020 and you have the kind of scenario that is so rare today – everyone’s a winner.

https://cairoscene.com/LifeStyle/...ice-is-Changing-the-Game-in-Egypt
 

strategy of Rakuten for South East Asia

Singapore-based startup ShopBack gears up for Vietnamese market
By Thu Huong Le
Oct 21

Vietnam will be the eighth market in Asia-Pacific for ShopBack, the Singapore-based startup that offers cashback rewards, as it taps into the country’s fast-growing consumer market.

Founded in 2014, ShopBack currently operates in Singapore, Malaysia, the Philippines, Thailand, Taiwan, Australia, and Indonesia. ShopBack has raised USD 83 million, including a USD45 million investment round led by Rakuten and EV Growth back in April.

https://kr-asia.com/...tartup-shopback-gears-up-for-vietnamese-market
 

Adjusted EBITDA loss for the third quarter was $128.1 million compared with a loss of $263.2 million incurred a year ago.

Lyft exited the third quarter with unrestricted cash (cash and cash equivalents +short-term investments) of $3.11 billion.

https://www.nasdaq.com/articles/...n-expected-2019-view-up-2019-11-01  

October 31, 2019 Information Technology

Cloud-Native applications are built to work in Cloud computing environments without heavy abstraction layers or services. The potential for cloud platforms is promising, meanwhile the demand for it is growing exponentially. In a bid to meet such demands, telecom firms are actively commencing new collaborations and business strategies with other tech companies.

As per reports, Rakuten Mobile eyes on leveraging F5’s NFV (network functions virtualization) abilities to enhance its latest mobile network and further pave the way for 5G services in 2020. Reportedly, the partnership would help Rakuten Mobile evolve and scale design its architecture of the cloud-native network to increase flexibility and scalability without surrendering control.

Meanwhile, F5 has delivered a complete-suite N6/SGi-LAN solution comprising of SGi Firewall, virtualized CGNAT, IP Traffic Optimization Functions and DNS Transparent Cache to provide improved eMBB (enhanced Mobile Broadband) services.

Additionally, F5’s NFV capabilities and offerings enabled Rakuten Mobile, Inc. to optimize and simplify service orchestration, ensure application performance, security and availability, provide supreme agility and freedom in service deployment, allow low-latency network, higher throughput as well as enable predictable scaling.

http://technologymagazine.org/...f5-back-cloud-native-mobile-network/  

Starting with the vendors, this is a potential gold mine. If Rakuten is going to be competitive, it will have to get its network up-and-running very quickly. Aggressive network deployment and expansion to reduce the reliance on roaming requires some serious investment. The more success Rakuten can generate in the early days, the more quickly it will be able to mobilise investment to fuel further expansion.

https://telecoms.com/499572/...s-network-launch-to-work-out-the-bugs/
 

Gewinn von 104,38 dividiert

Rakuten: Die Aktie (in JPY)

2012
2013
2014
2015
2016
2017
2018

Ergebnis je Aktie (unverwässert, nach Steuern)
14,77
32,60
53,47
32,33
26,65
80,03
105,43

Ergebnis je Aktie (verwässert, nach Steuern)
14,74
32,41
53,15
32,09
26,44
79,28
104,38

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

The New Mobility is technology-driven, borne of new possibilities stemming from artificial intelligence, electrification, digitized data, and enhanced connectivity. However fast we may think it will happen, it will probably be upon us sooner than that. Everything about New Mobility makes it a solution that we needed yesterday – it tends to be cheaper, safer, cleaner, with far fewer greenhouse gas emissions with which to contend. While today many people are wary about buying electric cars, a huge swath of our children may not even consider owning a car at all. And their children will think nothing of climbing into a driverless ride-share or a train that goes 760 miles per hour. They’ll probably have their pizza delivered by robots. In fact, most of us will still be around to see many of those entrepreneurial dreams come true. Mobility is not just changing, it’s changing fundamentally how we get around and complete tasks – and at exponential speed. Elevated consumer expectations are also becoming as much a catalyst for change as technology. As in so many industries, service on demand is quickly becoming the norm in transportation. Travelers want fast, modern modes of transportation with transparent pricing, real-time updates, and reliable Wi-Fi whether they’re in the air or on the ground, or in the terminal, rail station, or car. They’re even willing to pay more for these conveniences. The current revolution in how we move ourselves and our things is indelibly tied to the explosion of connectivity – how we move ideas and data, how we do business, and how we stay in constant touch with family, friends, and the world around us. We use our mobile devices to shop, send texts, bank, listen to music, watch movies, get news, play games, and, oh yes, talk to each other. Today’s mobility is just as much about being able to get things done without moving an inch as it is about moving. And when we do move, we’re starting to refuse to go anywhere without those connections. That’s why we are making automakers turn our cars into just another mobile device. While mobility is progressing at a dizzying pace and expanding its share of global gross domestic product (GDP) in the process, society’s ability and preparedness.

https://www.oliverwymanforum.com/content/dam/...bility_Report_003.pdf
 

Besides disruptive technologies, New Mobility is also the product of innovative economic models for doing business, led by the sharing economy, a service-based system that discourages owning assets. Just like what happened to the movie and music industry where people no longer buy CDs or DVDs, the sharing economy for the New Mobility would mean not buying a car but rather using the services of a shared fleet of cars. Consumers purchase services, not things. Privately owned cars and trucks may gradually become the exception. For short distances, consumers are likely to choose flexible solutions, such as ride-hailing or shared vehicles, which could make up 50 percent of ground mobility by 2030. For longer distances, the preference will likely be capital-intensive, high-speed concepts such as hyperloops or flying passenger taxis or drones – although those are solutions that will not be prevalent until well after 2030. The New Mobility economic model is known as Mobility as a Service (MaaS), which aims to provide consumers with seamless travel experiences that include everything from trip planning to booking to ticketing to payment.

https://www.oliverwymanforum.com/content/dam/...bility_Report_003.pdf

 

https://www.japantimes.co.jp/life/2019/09/29/...rebrand/#.Xb9RfXdFwdU  

America’s Biggest Pension Bought Up Apple, Intel, Uber, and Lyft Stock
Nov. 4, 2019 6:15 am ET

America’s biggest public pension fund by assets loaded up on blue-chip tech stocks in the third quarter. It isn’t surprising: We’re talking about the California Public Employees’ Retirement System.
Calpers, as the pension is known, significantly increased its investments in Apple (ticker: AAPL) and Intel (INTC), both based in California, as well as Microsoft (MSFT).

The pension also bought Uber Technologies (UBER) and Lyft stock (LYFT).

https://www.barrons.com/articles/...1664?siteid=yhoof2&yptr=yahoo
 

Wedbush Securities analyst Dan Ives wrote on Friday evening that "while Lyft has now given targets on profitability, Uber remains mum with hopes the company will give some more color around its bottom line strategy on its conference call Monday night." He added, "In terms of the quarter, we expect Uber to beat expectations with our/consensus revenue of $3.85B (+31% year-over-year)/$3.7B (+26%) and adjusted EBITDA of negative $730 million/ negative $818 million."

One point that will power both companies' ability to achieve a profit is higher ride-hailing take-rates, or the percentage of fares and fees that it keeps for itself. After having battled each other to accrue riders, Uber and Lyft are now widely expected to begin raising prices and halting discounts and rewards, a trend analysts call "price rationalization." Mahaney said "We are more positive on Uber's profitability trends in part due to Lyft commentary about a more rational market environment (reduced couponing)."

https://www.thestreet.com/investing/earnings/...=YAHOO&yptr=yahoo  

auch Japanisch:

https://k-tai.watch.impress.co.jp/docs/news/1216468.html  

in Glovo:

Glovo has experienced exploding growth over the past couple of years. When the company announced its most recent round of funding, its service was live in 124 cities across 21 countries. Most of them are currently in EMEA, Latin America and some Sub-Saharian countries. Some of the most important markets include Spain, Argentina, Peru and Italy.

While restaurants still represent the majority of orders on Glovo, the company isn’t giving up on other verticals. For instance, it has signed a deal with supermarket chain Carrefour to deliver thousands of products in less than 30 minutes.

The company currently has more than 1,000 employees and works with tens of thousands of independent partners for deliveries.

https://techcrunch.com/2019/08/28/...-pierre-comes-to-disrupt-berlin/
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