Rakuten wesentlich besser als Rocket
global.rakuten.com/corp/investors/
20Q4PPT_E.pdf
global.rakuten.com/corp/investors/
20Q4PPT_E.pdf
Das sind die im Bankbereich üblichen niedrigen EK-Quoten, die zudem von Risikobehaftung der durchgeführten Bankgeschäfte abhängen, die bis auf das Kreditkartengeschäft bei Rakuten m.E. niedrig sein dürften.
Dass die Addition dieser Zahlen zu den Zahlen von Rakuten Inc aus meinem letzten Posting wenig Sinn macht, um eine Gesamt-EK-Quote zu errechen, wie das Asahi in ihrem Artikel gemacht hat, dürfte m.E. aber einleuchtend sein.
Fakt ist allerdings auch, dass sich zumindest in den letzten Jahren Rakuten keine Mühe damit gemacht hat, diese sicher komplexen Zusammenhänge zu erklären, weil man eine Kapitalerhöhung wohl nicht im Sinn hatte - denn sonst wäre der Kurs m.E. momentan höher als die 1145 Yen gewesen, als man dann doch eine praktiziert hat.
TOKYO (Reuters) - Rakuten Inc's shares jumped as much as 24% on Monday after the Japanese e-commerce firm said it would raise $2.2 billion through a stake sale to companies including Japan Post and Tencent.
Rakuten shares were trading up 18% at 1,471 yen at 02:28 GMT - the biggest rise in 17 years - after earlier hitting a daily limit high of 1,545 yen. That brings Rakuten's share gain from Friday to almost 30% and lifts its market cap to 2.1 trillion yen ($19.4 billion).
The deal is a funding injection for Rakuten's investments in logistics, where it is competing with Amazon and SoftBank's newly bulked-up internet business, and in mobile, where it is taking on the three incumbent carriers.
"Rakuten could receive significant help from the expert in logistics services," Jefferies analyst Hiroko Sato wrote in a note, referring to Japan Post, which operates 24,000 post offices nationwide.
The mobile business "has been a huge drag on its valuations and earnings for a while now but one which will see costs peak this term," wrote Asymmetric Advisors analyst Amir Anvarzadeh in a note.
Investors also warmed to potential partnerships with backers Tencent, the world's largest gaming company, and Walmart, the world's largest retailer.
https://finance.yahoo.com/news/...shares-jump-24-japan-034238001.html
He explained that Rakuten and Japan Post are jointly developing capabilities in artificial intelligence to make deliveries — especially in rural areas — more efficient. The two companies could also collaborate on fintech, said Mikitani.
Breaking into China’s market
Meanwhile, the tie-up with Tencent marks another attempt by Rakuten to penetrate the Chinese market. Mikitani said his company had a failed partnership with Chinese internet giant Baidu in the past.
“I need to be very honest and China has been a very difficult market for us to penetrate,” he told CNBC’s “Squawk Box Asia.”
“Now with a partnership with Tencent, we have a channel to export Japanese products to Chinese market, as well as export Japanese content … to the Chinese market as well,” he added.
https://lenexnews.com/...jump-20-after-stake-sale-to-walmart-tencent/
https://www.ariva.de/rakuten-aktie/kurs
By HAZEL KING March 16, 2021
Japan Post Group and Rakuten, a Japanese e-commerce and retail company, have signed a business alliance agreement that will see them collaborate in a number of fields including logistics, mobile and digital transformation.
According to the companies, this new capital and business alliance will enable them to maximize synergies by effectively leveraging the business resources and expertise of both groups to provide greater convenience for customers, give back to local communities, and grow their businesses.
Both Groups will consider business alliance collaboration on the items below:
https://...group-and-rakuten-group-announce-business-partnership.html
Both Groups will continue to explore the broader potential for deepening their collaborative relationship.
Business alliance overview
Both Groups will consider business alliance collaboration on the items below:
Logistics
Creation of shared logistics centers
Creation of shared delivery and pick-up systems
Sharing of data held by Japan Post and Rakuten
Joint commercialization of digital transformation platform for logistics, including the establishment of a new company
Collaborations and initiatives between Japan Post and Rakuten to expand usage of Rakuten Fulfillment Centers and Japan Post's "Yu-Pack" parcels
Mobile
Utilization of post office event space to create customer counters to accept new signup applications for Rakuten Mobile and other functions
Utilization of Japan Post Group's delivery network to conduct marketing initiatives
Digital transformation
Dispatch of digital transformation specialists from Rakuten Group to Japan Post Group
Additional support from Rakuten Group to support the digital transformation of Japan Post Group
Additionally, both Groups will consider the launch of new business alliances on the following items:
Financial services
Collaboration in cashless payments and other fields
Collaboration in the insurance field
E-commerce
Collaboration on product sales
In addition to the items outlined above, both Groups will discuss and consider other strategic collaborations that contribute to increased corporate value.
https://global.rakuten.com/corp/news/press/2021/0312_02.html
This alliance will translate into the creation of shared logistics centers as well as delivery and pick-up systems and data sharing; in parallel, both companies will work toward digitizing their logistical platforms.
In parallel, on the mobile side, Rakuten will use its partner’s post offices to set up customer counters to accept new signup applications and to use Japan Post’s network to conduct marketing initiatives.
In return, Japan Post will capitalize on Rakuten’s digital transformation experts to bolster its digitization efforts, while exploring future collaborations in financial services and e-commerce.
“From the perspective of our Group strengths across a physical network of post offices nationwide and a robust logistics system, the cutting-edge digital technology and deep knowhow leveraged by the Rakuten Group in a diverse business portfolio of Internet services, position them as an ideal partner,” said Hiroya Masuda, President of Japan Post.
“This alliance will further strengthen the relationship between our two groups, and going forward, we very much look forward to driving the momentum of our collaborations not only in logistics, but also mobile, digital transformation and a wide range of fields,” he added.
On the media front, Rakuten will look to use its new ties with Tencent to increase “potential areas for collaboration including digital entertainment and e-commerce.”
Mikitani highlighted that the new potential for partnering with Tencent opens a broad portfolio of opportunities, from digital entertainment, including online games, to e-commerce with Rakuten.
“Rakuten has built a vibrant ecosystem through its membership and loyalty program, extending its unrivalled strength from e-commerce to FinTech and digital content. Tencent shares Rakuten’s aspiration of creating value through innovation and empowerment for users and partners,” Martin Lau, Executive Director and President, Tencent Holdings, said in a press statement.
Lau added that Tencent are excited to invest in Rakuten, supporting its evolution into a global innovation leader. “We look forward to pursuing strategic cooperation across activities including digital entertainment and e-commerce, creating value for users and building the Internet ecosystem together,” the Tencent president noted.
It is worth mentioning that Walmart’s involvement in the Rakuten deals comes just briefly following its sale of 85 percent of its shares in Japan’s largest supermarket chains Seiyu. Thus, proving that the American retailer is still committed to expand its presence within the country.
“Around the world, we’re making strategic equity investments to enable Walmart to benefit from future growth in a rapidly changing global retail environment,” said Judith McKenna, President and CEO of Walmart International, in a statement.
https://www.insidetelecom.com/...post-acquire-13-of-troubled-rakuten/
https://www.lankabusinessnews.com/...s-on-users-to-seek-alternatives/
Tokyo, March 17, 2021 – Rakuten Mobile, Inc., and Airspan Networks, Inc., today announced the signing of a Memorandum of Understanding (MoU) to have Airspan offer on Rakuten Communications Platform (RCP) its complete vRAN hardware and software platform OpenRANGE, based on O-RAN specifications.
Under the agreement, Airspan will also aim to collaborate with Rakuten Mobile on RCP go-to-market (GTM) marketing strategies world-wide and jointly sell RCP with Airspan’s solutions to telco operators, enterprises and governments.
RCP combines the technology blueprint and expert playbook of the world’s first end-to-end cloud native mobile network of Rakuten Mobile and its world-class partners to offer telecom companies and enterprises a way to easily build and deploy fully cloud native network services at speed and low-cost.
RCP contains the elements of the Rakuten Mobile network, including telco applications and software from multiple vendors, OSS and BSS systems handling customer billing and activation systems, in addition to edge computing and virtual network management functions.
“We are excited to welcome Airspan as a member of the RCP family and leverage all that we have achieved on our journey together. Airspan’s unwavering commitment to innovation has made it possible for Rakuten Mobile to offer its customers a truly customizable network architecture,” said Tareq Amin, Chief Technology Officer at Rakuten Mobile.
“Airspan has always been a champion of RAN disaggregation whether it be from small cells to macro or software to hardware, we are steadfast in our commitment to innovate and are honored to be a part of something truly special with Rakuten Mobile,” said Eric Stonestrom, President and Chief Executive Officer of Airspan Networks.
Airspan and Rakuten Mobile intend to further jointly develop next generation communications and collaboration technologies to enable operators and end user customers to simplify, accelerate and expand their offerings, while generating new revenue streams.
https://corp.mobile.rakuten.co.jp/english/news/press/2021/0317_01/
1&1 Drillisch legt die letzten Details für den Aufbau seines 5G-Netzes fest. Ein Partner soll Rakuten aus Japan werden. Die Firma wirbt bereits Fachkräfte in Deutschland an.
Stephan Scheuer
15.03.2021 - 04:00 Uhr
Der Internetunternehmer Ralph Dommermuth will den Mobilfunk in Deutschland aufmischen. Die Wahl seiner Partner für den Netzausbau ist fast abgeschlossen, erfuhr das Handelsblatt. Unter anderem soll der japanische Netzbetreiber Rakuten Dommermuths Firma 1&1 Drillisch beim Netzausbau assistieren.
Die Japaner hatten in ihrer Heimat ein modernes 5G-Netz nach dem offenen Standard Open-Ran aufgebaut. Es soll als Vorbild für Deutschland dienen.
Rakuten ist derzeit dabei, Netzexperten von etablierten Anbietern wie Deutsche Telekom, Vodafone, Telefónica oder spezialisierten Dienstleistern abzuwerben. „1&1 Drillisch verfolgt einen ähnlichen Ansatz wie Rakuten in Japan – auch unser 5G-Netz wird vollständig virtualisiert und auf Basis der Open-Ran-Technologie gebaut werden“, sagte eine Sprecherin des 1&1-Mutterkonzerns United Internet.
https://www.handelsblatt.com/technik/it-internet/...XlZYW6JLyJ36l-ap5
Djamel Agaoua is the Global Chief Executive Officer of Viber, a world-leading messaging app with one billion users in 190 countries. He recently shared his thoughts with The Business Standard in an exclusive interview.
TBS: Why has privacy become the most significant concern for instant messaging apps?
DA: It's self-evident – no one wants their data or personal messages to go public. It means everyone wants their conversations and other personal information to remain discreet so that it cannot be viewed by the public, third parties, local authorities, and the developer itself. Such urge of the users, combined with concerns surfacing these days because of WhatsApp's policy change initiatives, has made the issue of privacy for instant messaging apps more conspicuous.
TBS: How do you evaluate WhatsApp's latest update and privacy policy?
DA: It's now as clear as day that Facebook has been mishandling user data over the years, and on top of it, WhatsApp has recently expressed their desire to share users' data with its parent company (Facebook). Such a decision is enough to put all the users' data in jeopardy. It is outrageous for a company to do something like this when they claim 'respect for your privacy' is coded in their DNA and are using end-to-end encryption (E2EE) since 2016.
Meanwhile, they exhibit double-standard morality as Niamh Sweeney, Director, Policy for EMEA, WhatsApp, has stated on Twitter that users from Europe don't have to worry about their data being shared with Facebook, at least for advertisements. Doesn't it point out that users' data from the rest of the world does not significantly impact them because of the absence of any strict regulation like GDPR?
TBS: Does Viber ensure safety for its users and if yes, how?
DA: It is mentionable that Viber's policy does not differ from region to region. User privacy is essential, and Viber emphasises protecting their data. To that end, we provide E2EE (end-to-end encryption) to everyone worldwide, no matter where the user lives. Their conversations and information are not for sale. Our E2EE is by default.
The E2EE is a system communication that only can be read by the senders and the receivers. No one, not even the developers, can access the cryptographic keys that are needed to decrypt the messages. Viber's server works as an illiterate messenger to pass along the message, which can only be deciphered by the intended device – sender and receiver.
TBS: How instant messaging apps like Rakuten Viber generate revenue?
DA: We have found multiple creative ways to generate revenue, and it has been working great for us. Unlike numerous other platforms, Viber's vital income sources are not advertisements, but instead, its business messaging. Various companies globally pay monthly fees to us to send messages to their subscribers. Those companies need to be verified by Viber to send any messages. We also only get less than 20% income from advertisements. Viber will not collect any public data without the users' consent, and private messages are encrypted, so there is no way for anyone other than users to view the information.
TBS: What is Viber's next move for APAC region especially for Bangladesh?
DA: We are always striving hard to grow positively, and the process introduces new features tailored to the users' preferences. We are doing all these because we want to establish Viber as a 'lifetime app' for cross-sections of people so that they can communicate with their near and dear ones conveniently without any concern for privacy or any other thing.
Meanwhile, we empower organisations to join the communities and chatbots to interact with customers securely. Several entities, namely ICT Division, EBL, Bangladesh Red Crescent Society, UNICEF Bangladesh, and many more, have already created their chatbots to interact with their customers. Even during the pandemic, Viber has played its bit by collaborating with some organizations to disseminate critical information related to COVID-19.
Bangladesh is a very potential market with more and more people becoming dependent on technology for everyday activities and the government planning to build a Digital Bangladesh. We want to stay beside Bangladesh in this journey and be a part of the digital transformation the nation is going through. That's why we are focusing more on improving our app to keep up with the demands of the local market.
https://www.tbsnews.net/feature/panorama/...-ceo-djamel-agaoua-215602
"Why Rakuten’s Tencent Tie Up Is a Game Changer for Content Commerce
Avery Booker
March 18, 2021
Key Takeaways:
Tencent will hold a 3.6 percent stake in Rakuten after the Japanese tech giant raises $2.2 billion via a new share sale.
The investment will give Rakuten another swing at the China market, after the company tried and failed to make inroads in the market nine years ago with its "Lekutian" platform.
Rakuten can now tap Tencent's content-commerce prowess and use online video to drive consumers along the path to purchase.
There are two key areas in which Tencent and Rakuten’s new relationship will be significant on the global level. First, it will give Rakuten another swing at the China market. The Japanese firm tried and failed nearly a decade ago with its "Lekutian" platform, launched in partnership with Baidu, and has since turned to selling products via JD.com, which is also backed by Tencent. Rakuten chairman and CEO Hiroshi Mikitani said in a statement that "the new potential for partnering with Tencent opens up a broad portfolio of opportunities, from digital entertainment, including online games, to e-commerce."
Second, access to China through a fusion of content and commerce hints at the potential for collaboration and how it ultimately may succeed where Rakuten’s previous partnership with Baidu could not.
Rakuten has been focused on a very expensive (and moderately successful) global expansion effort through its "cash-back"e-commerce portal and Rakuten TV streaming platform, but has yet to tie the two together in a significant or innovative way. Now that it has an opportunity to leverage Tencent's content-commerce prowess — taking China as a starting point, Rakuten could apply what it learns from one of the best in the business to its global plans.
Tencent, like competitor Alibaba and archrival Bytedance, has made it a priority to fuse video with e-commerce, and the impetus for this was accelerated during the Covid-19 pandemic. To keep up with the competition, Tencent has been forced to boost video and commerce on WeChat, adding video accounts, expanding e-commerce, and adding livestreaming features.
Tencent has also shown itself adept at creating or cultivating content trends in areas such as gaming (via its Tencent Games, Riot Games and its stake in Epic Games), and music, through Tencent Music Entertainment (TME), which is expanding globally at lightning speed, and idol competition shows on Tencent Video that mint new stars.
The content-commerce industry didn’t exist when Rakuten last aimed at China back in 2012. Now, nothing is stopping Rakuten and Tencent — two deep-pocketed content powerhouses — from teaming up on e-commerce-enabled programs using the "Fourtry" model, perhaps with shows set in Japan (as the first season of "Fourtry" was) that highlight products from the country that can be seamlessly purchased while viewing, with both Rakuten and Tencent cashing in.
Another possible growth avenue for Rakuten comes by way of Bilibili, the massively popular platform beloved of China's Gen Z, which also boasts Tencent as its second-biggest shareholder with an 18 percent stake. Were Rakuten to get more access to Bilibili’s 202 million monthly active users (MAUs), this partnership could end up being a true industry bellwether."
https://jingdaily.com/...e-up-is-a-game-changer-for-content-commerce/
The deal will see Airspan include its OpenRANGE platform that is based on the open RAN specifications to the Rakuten platform. Airspan will also work with Rakuten on a go-to-market strategy for RCP and jointly sell the platform with Airspan’s offerings.
Airspan is one of a number of vendors working with Rakuten to power its virtualized mobile network in Japan. Other vendors include Altiostar, Cisco, Intel, Mavenir, NEC, Nokia, Red Hat, and Qualcomm.
Analysts have called out Airspan as being a potential acquisition target for larger vendors looking to get a hook into the burgeoning open RAN space.
Rakuten unveiled its RCP plans late last year. The platform is a combination of the operator’s various technical and intellectual property that it’s using to construct its software-centric network in Japan. It includes telco applications and software from different vendors, operating support and business support systems (OSS/BSS) to deal with billing and activation, edge computing, and virtual network management functions.
Rakuten began demonstrating the RCP platform in August and claims it reduces capex for mobile operators by 40% and opex by 30%. Rakuten CEO Hiroshi Mikitani, at the time, said the global market for a platform like RCP, including traditional network costs for mobile operators, reaches up to $375 billion annually.
https://www.sdxcentral.com/articles/news/...an-vran-into-rcp/2021/03/
- New service offers Bitcoin trading experience using Rakuten Points, provides even more options for point usage
Tokyo, March 18, 2021 - Rakuten, Inc. today announced the launch of “Point Bitcoin by Rakuten Point Club,” a service which enables users to experience trading Bitcoin, a type of crypto asset (virtual currency), using Rakuten Points, Rakuten’s loyalty program. The new service is easily accessible to all Rakuten members in Japan with a Rakuten ID and Rakuten Points.
“Point Bitcoin by Rakuten Point Club” provides two points of entry to users: Through the Rakuten Point Club app or through the dedicated “Point Bitcoin by Rakuten Point Club” webpage on the Rakuten Point Club official site. Users simply access the service through the app or webpage, set the number of points they wish to invest, and start using the service. The selected number of Rakuten Points automatically fluctuates in tandem with the trading price of Bitcoin, which is regularly updated on a chart on the service webpage.
Trading is possible with a quantity of 100 or more Rakuten Points and withdrawals can be made in amounts as small as one point. In addition to the online shopping mall Rakuten Ichiba and other online services provided by the Rakuten Group, Rakuten Points can also be used at brick-and-mortar Rakuten Point Card-affiliated businesses across Japan, including convenience stores, pharmacies and restaurants.
Rakuten reached a new milestone when the total cumulative number of Rakuten Points issued exceeded two trillion in September 2020. Rakuten also launched the “Easy Point Investment by Rakuten Point Club” service in October 2018, which enabled members to invest their Rakuten Points by linking them with the base value of investment trusts available through Rakuten Securities, even without a brokerage account. The number of service users reached three million by November 2020.
https://global.rakuten.com/corp/news/update/2021/...rp%20ec%20fintech
Danish Khan
Feb 26, 2021,
Indian ICT industry’s growing capabilities around hardware and software architecture development for 5G networks are allowing Japan’s Rakuten to expand its R&D presence in the country to build its Rakuten Communications Platform (RCP).
The company’s group CTO Tareq Amin said that India is also helping it globalize its platform and solutions.
Rakuten is expanding its research and development (R&D) footprint in India by doubling its workforce in Bangalore. It is also expanding its presence in Indore.
All three private Indian telcos are eyeing OpenRAN as a viable method to cut network-related costs and bring in more customisations as they upgrade their networks to 5G technology. They are in touch with various companies like NEC, Altiostar and Mavenir among others to adopt the new technology.
Read more at:
https://economictimes.indiatimes.com/tech/...t&utm_campaign=cppst
Tokyo, Wednesday, March 17, 2021 – Rakuten Mobile, Inc., and Airspan Networks, Inc., today announced the signing of a Memorandum of Understanding (MoU) to have Airspan offer on the Rakuten Communications Platform (RCP) its complete vRAN hardware and software platform OpenRANGE, based on O-RAN specifications. Under the agreement, Airspan will also aim to collaborate with Rakuten Mobile on RCP go-to-market (GTM) marketing strategies world-wide and jointly sell RCP with Airspan’s solutions to telco operators, enterprises and governments.
RCP combines the technology blueprint and expert playbook of the world’s first end-to-end cloud native mobile network of Rakuten Mobile and its world-class partners to offer telecom companies and enterprises a way to easily build and deploy fully cloud native network services at speed, low-cost.
RCP utilizes elements of the Rakuten Mobile network, including telco applications and software from multiple vendors, OSS and BSS systems handling customer billing and activation systems, in addition to edge computing and virtual network management functions.
“We are excited to welcome Airspan as a member of the RCP family and leverage all that we have achieved on our journey together, Airspan’s unwavering commitment to innovation has made it possible for Rakuten Mobile to offer its customers a truly customizable network architecture,” said Tareq Amin, Chief Technology Officer at Rakuten Mobile.
“Airspan has always been a champion of RAN disaggregation whether it be from small cells to macro or software to hardware, we are steadfast in our commitment to innovate and are honored to be a part of something truly special with Rakuten Mobile,” said Eric Stonestrom, President and Chief Executive Officer of Airspan Networks.
Airspan and Rakuten Mobile intend to further jointly develop next generation communications and collaboration technologies to enable operators and end user customers to simplify, accelerate and expand their offerings, while generating new revenue streams.
About Airspan
Airspan is a US-based 5G end-to-end, Open RAN hardware and software provider with a product portfolio spanning 150 patents granted and 94 patents pending. The company is headquartered in Boca Raton, Florida and has global offices in London, Tel Aviv, Mumbai, and Tokyo.
https://www.sec.gov/Archives/edgar/data/1823882/...innings_ex99-1.htm
Alauddin Chowdhury
February 22, 2021
What is Rakuten Marketing?
Rakuten Marketing is an affiliate market service provider. The company is the largest wage earner for affiliate marketing networks on the internet. Rakuten Link share is now Rakuten Affiliate Network. The company was started in the year 1996 by Stephen Messer and Heidi Messer.
In 2005, Rakuten received Link to share for $425 million, making Link share an owned division of Rakuten, a shopping portal. Link share was later rebounded to Rakuten Affiliate Network in 2014. The network was ranked #1 by mThink for the 6th year in a row.
How does it work?
The benefit of working for a global organization like Rakuten Marketing is the opportunity to work with talented and knowledge-based colleagues, publishers, and advertisers worldwide.
Marketing in today’s world is complicated. Managing all consumer touchpoints requires working with vendors who can make it challenging at times. With the ever-evolving and ever-expanding technology landscape, consumers of today have no outer limit. All this makes it fantastic for brands.
The mission is to empower the clients with solutions beyond the expectation of superior technology and service to consumer-centric insights.
With so many offices worldwide, the global marketing services include search, mobile, affiliate, display, and attribution. The merger of Link share, Paid Search, Media Forge, Pop shops, DC Storm under Rakuten Affiliate Network meant offering the highest level of services combined with simplifying what has become increasingly sophisticated marketing space.
https://webappick.com/...our-online-customers-with-rakuten-marketing/
Vergiss Amazon! Lerne über Coupang und 5 weitere E-Commerce-Aktien weltweit
15.03.21, 10:18 Fool.de
Japans Amazon: Rakuten
Rakuten gilt schon seit einem Vierteljahrhundert als einer der Hauptrivalen von Amazon und hat in den letzten Jahren als Trikotsponsor des FC Barcelona auf sich aufmerksam gemacht. Sowohl in den USA als auch in Japan streiten die beiden um Marktanteile, wobei Amazon in beiden Fällen bisher die Oberhand behielt.
Die Onlineportale sind als Club organisiert, wobei Mitglieder über beliebte Shops von Drittanbietern Zugriff auf Deals bekommen und dabei Punkte sammeln können. Weltweit haben sich 1,4 Mrd. Mitglieder dafür registriert.
Das Wachstum im Pandemiejahr war vergleichsweise schwach. Die Aktie läuft seit Längerem eher seitwärts und die Marktkapitalisierung der E-Commerce-Aktie von rund 16 Mrd. US-Dollar reflektiert die Zweifel am Geschäftsmodell. Nun soll eine Geldspritze im Umfang von 2,2 Mrd. US-Dollar dabei helfen, den Service aufzurüsten und verlorenes Terrain zurückzuerobern.
https://www.onvista.de/news/...e-e-commerce-aktien-weltweit-441756263
https://www.rakuten.us/
Indirekte Konkurrenzelemente, aber auch Elemente der Zusammenarbeit gibt es natürlich, bei Rakuten Reward und Rakuten SuperLogistics überwiegen sogar m.E. eher die Zusammenarbeitselemente
Aber selbst beim E-Commerce im engeren Sinn, ist irgendeine Führung von Amazon fraglich, denn Amazon agiert sowohl als direkter Verkäufer als auch als Marktplatz. Wenn man jetzt Umsätze ermittelt, addiert man Verkaufserlöse mit niedriger Wertschöpfung, da hier der Wareneinkauf abgezogen werden muss, mit Provisionserlösen vom Marktplatz mit hoher Wertschöpfung, da ein Wareneinsatz entfällt. Rakuten agiert fast nur als Marktplatz und hat daher fast ausschließlich Provisionserlöse. Vergleichen kann man daher eigentlich nur Warenwerte, die über sie laufen, wobei man auch noch ausgleichen muss, dass Amazon Japan selbst transportiert (und das in die Warenpreise eingeht), Rakuten aber nur teilweise.