Rakuten wesentlich besser als Rocket
We value Rakuten using a normalized EBITA multiple. We apply a country-specific multiple of 14 for Japan. This takes into account the country’s nominal inflation, nominal risk-free rate, real return, and its equity risk premium. This translates to a discount rate of 9.4%. We apply a premium to the Internet & Fintech business and a discount to the mobile business for a blended multiple to account for business model-specific risk. We thus apply a blended 16.4 EBITA multiple to 2025 earnings.
Rakuten has been dragged through the mud for the past few years. However, we are getting to a point in time where the end is in sight and long-term investors can see through the storm at a great asset being sold at a bargain price. We rate the company a Buy with a price target of ¥2234, implying 99% upside from current levels.
https://seekingalpha.com/article/...of-gold-at-the-end-of-the-rainbow
26.11.2021
Von Bernhard Lück
Die von HCL Technologies entwickelte Plattform HCL SMARTWiFi ist eine Wi-Fi-6-Cloud-Lösung für Communications Services Providers (CSP) und Managed Services Providers (MSP) zur zentralen Verwaltung von Access Points in groß angelegten Implementierungen mit mehreren Standorten.
HCL SMARTWiFi sei in Zusammenarbeit mit Rakuten Mobile entwickelt worden. Die Plattform werde derzeit im Netz des Betreibers in ganz Japan implementiert. „Durch unsere Partnerschaft mit HCL können wir unseren Rakuten-Mobile-Kunden in Japan und weltweit über Rakuten Symphony fortschrittliche WLAN-Management-Services anbieten“, erklärt Tareq Amin, Chief Technology Officer bei Rakuten Mobile.
https://www.it-business.de/...-kommunikationsdienstleister-a-1078412/
By Rakuten Advertising | October 19, 2021
Rewarding creativity, innovation and excellence, the International Performance Marketing awards celebrate the industry’s most exceptional campaigns from across the globe. After being shortlisted for the awards in September, Rakuten Advertising was proud to take home four major awards and highly commended in seven categories at Monday’s ceremony in London.
Best Incentive Partner Campaign or Strategy: Rakuten Advertising, Qantas Shopping, ECHT & Endota Spa
Best Integrated Performance Marketing Campaign: Rakuten Advertising & Aje
Best Retail and e-Commerce Campaign: Rakuten Advertising, Soreto & Forever New
Best Performance Marketing Campaign – APAC: Rakuten Advertising, 55Haitao & Clinique
https://blog.rakutenadvertising.com/en-uk/events/...tising_2021_ipma/
2021 Glotel Awards winners unveiled
3 days ago
The winners of the telecoms industry’s most prestigious awards event have finally been revealed.
A healthy range of companies were represented this year, with the 20 awards spread among no less than 13 winners.
Best Operator 5G Innovation
Winner: Altiostar – Rakuten Mobile 5G Open RAN Cloud-Native Network
Ground-breaking Virtualization Initiative
Winner: Altiostar – Rakuten Mobile for 5G Open RAN on Kubernetes
Highly commended: VMware – Telco Cloud Platform
https://telecoms.com/512313/2021-glotel-awards-winners-unveiled/
Say It All With Viber Lenses
By Lior Hadar
Viber X Snap
The partnership with Snap was natural for us, here at Viber. Both companies put their users at the center and want to empower people when using our apps. Snapchat does so by inspiring creativity and expression, and Viber through privacy, protection, and security. In this sense, we very much complete each other.
Our Director of Marketing, Cara Katzew, echoes this sentiment: “This is an exciting opportunity to show how two messaging giants can collaborate rather than go head-to-head. Even more so, is the opportunity to see our users having some fun after a very challenging year and a half, relying on the more functional aspects of technology.
What’s Next?
Each month, between 50-70 new lenses will be added, so that by the end of 2021 there will be over 300 to choose from.
https://www.viber.com/en/blog/2021-11-21/say-it-all-with-viber-lenses/
RAMANA: Operators might get impacted on meeting certain SLAs, impacts seen on cell availability, key KPIs get degraded. If sync is poor, its impact on IOT applications such as MMTC and URLLC is quite high.
TIM: How does Altiostar re-assure your customers and potential customers that things won’t go wrong because of synchronisation issues?
RAMANA: As a RAN provider, the key thing is to help the operator design the network with right components/equipment with right evaluation methodology of the Timing & Sync for the RAN network. In the process we also plan and design the sync resilient/redundancy aspects, certify and qualify the Altiostar solution with Operator chosen Cloud Platforms and Radio Partners using the industry leading measurement equipment. We thereby ensure the solution meets all the standards and specifications. Last but not least with the round the clock support along with in built diagnostic and troubleshooting tools, Altiostar ensures to have a quick turn around time for corrective measures for any sync failures without impacting the Operator KPIs.
https://www.altiostar.com/wp-content/uploads/2021/...ar-Interview.pdf
3 days ago
The winners of the telecoms industry’s most prestigious awards event have finally been revealed.
A healthy range of companies were represented this year, with the 20 awards spread among no less than 13 winners.
Best Operator 5G Innovation
Winner: Altiostar – Rakuten Mobile 5G Open RAN Cloud-Native Network
Ground-breaking Virtualization Initiative
Winner: Altiostar – Rakuten Mobile for 5G Open RAN on Kubernetes
Highly commended: VMware – Telco Cloud Platform
https://telecoms.com/512313/2021-glotel-awards-winners-unveiled/
https://www.capacitymedia.com/articles/3829754/...ing-business-to-ipo
Amidst the current initiatives to develop more targeted anti-cancer therapies, light activated therapies (specifically photodynamic therapies, photoimmunotherapies and photothermal therapies) have emerged as a promising alternative, owing to their capability to eradicate diseased cells from the body with minimal side effects. Unlike chemotherapy or radiotherapy, light activated therapies only destroy cancerous cells without damaging the surrounding healthy tissues. Therefore, this novel therapeutic approach has various advantages over conventional treatments for cancer and various skin diseases, such as acne, actinic keratosis, microvesicles, warts and others.
Over time, several pharmaceutical companies have undertaken various initiatives to develop effective photodynamic therapies/photoimmunotherapies against multiple target indications.
At present, the pipeline features close to 130 candidates, and this value is anticipated to grow further in the foreseen future. Of these, more than 10 therapies, including ASP-1929 (Rakuten Medical), VISUDYNE (Novartis), Metvix (Galderma), PHOTOFRIN (ADVANZ PHARMA), Ameluz (Biofrontera) and LEVULAN KERASTICKT (Sun Pharma), have already been marketed.
https://www.benzinga.com/pressreleases/21/11/...filedgranted-in-past-
You were part of the team that founded Kobo in 2009. What was your vision for Kobo, and what sets the company apart?
I was CEO of BookNet Canada when ebooks first started to gather momentum. We launched one of the first conferences on digitization, TechForum, and that was where Mike Serbinis gave one of the first presentations of this app that they had created, called Shortcovers. Indigo was backing it, and it was one of the purest examples I have ever seen of a retailer tackling the innovator’s dilemma head-on. They built something that threatened their core business and put their smartest people on it to make it work. Maybe a month after, they asked if I wanted to join to head up the sales and content sides of the business – ecommerce, publishers, authors, and anything else that needed a home. I had been running BookNet for six years, together with an incredible group of people, and it was one of those “don’t look, just leap” moments. I joined a company in a basement that was selling maybe 25 books a day.
But the vision was crystal clear: this is the start of a transformation in reading. No one, deep down in their hearts, believes that we are still going to be chopping down trees and pressing ink into them 50 years from now to do our reading. So a change is coming. The only questions are “how quickly” and “who will make it happen?” What I had learned from bookshelf.ca and Indigo is that you can compete successfully against really big companies. Canada isn’t like the US – Amazon hasn’t washed away all domestic competition, online or in-store. If you are focused, have some serious up-front investment, and pick your battles carefully, you can dance between the elephants’ feet. So while Amazon, Apple, Barnes & Noble and Google were all fighting each other for control of the U.S. market, we started building out businesses in every single other country that looked like it needed an ebook solution. We partnered with retailers like Indigo who saw ebooks coming, wanted a solution that would let them maintain connection with their customers, and were looking for someone who could help them compete. And it worked. Now if you look around the world, Amazon really only dominates a couple of markets for ebooks — the US and the UK. Everywhere else, it’s a real fight – France, Germany, Netherlands, Spain, Italy, Australia, New Zealand, Portugal, on and on. And in most of those markets, there is a bookseller partnered with Kobo who is keeping their marketshare, going toe-to-toe with the biggest tech companies in the world. It’s pretty fantastic.
https://blog.librarything.com/2021/09/...el-tamblyn-rakuten-kobo-ceo/
https://www.netzwoche.ch/news/2021-11-24/...omputer-mit-256-qubits-an
In an industry-wide competition voted on by analysts and journalists from Light Reading, Altiostar won the Leading Lights Award for Private Company of the Year for 2021!
However, between the time we submitted our entry and before the award was announced, Altiostar was acquired by Rakuten Group. So, even though we won the award, we’re no longer the same private company we were when we entered the competition.
The award ceremony organizers put it in the right context in an article celebrating all the winners: “During this contest period, the RAN software vendor was purchased by one of its customers – and investors – Rakuten. As such, the company goes from being one in a competitive field of open RAN suppliers to the engine helping drive Rakuten’s network-as-a-service aspirations.”
Altiostar is now part of Rakuten Symphony, a new organization that is looking to take the learnings from Rakuten Mobile and offer it as a platform to other operators.
Altiostar ownership has changed, but our mission hasn’t – and neither has our momentum. Altiostar and Rakuten are focused on the Open RAN revolution of mobile networks. Open RAN is a movement that is upending how wireless networks are built. It delivers more performance, more agility, and lower costs for operators worldwide.
Altiostar and Rakuten Mobile have worked together for years and have achieved a series of firsts that have demonstrated the performance and cost advantage of 4G and 5G Open vRAN at scale. This started with the deployment of the first ever Open RAN network in Japan and has continued up to October’s launch of Symware, a next-generation distributed RAN and transport solution that will change how networks will be deployed.
In the past year, we have continued to expand our market leadership and grow our customer base with new trials and deployments across the globe. The new ownership provides the resources for Altiostar to expand its team, its product line, and its market share.
Altiostar won the Private Company of the Year award because of its leadership and market momentum. Now that we’re part of Rakuten Symphony we expect both of those to continue to grow.
https://www.altiostar.com/...ghlights-altiostars-leadership-momentum/
by ExchangeWire PressBox on 3rd Nov 2021
Xandr, AT&T’s advanced advertising company and Rakuten Advertising announce the expansion of their relationship with Xandr’s Global Supply Evangelism Team (GSET) and the adoption of Xandr’s Monetize SSP. With the adoption of Monetize SSP, premium inventory that sits within Rakuten Advertising’s unified portfolio across connected TV (CTV), digital video, and native will be available in the Xandr marketplace. In Belgium, Denmark, Sweden, Norway, Finland, Greece and Poland, Xandr’s buyers will be offered CTV and video inventory across Rakuten Viki, Rakuten TV and Rakuten Viber. The portfolio will be promoted globally through GSET and have monetisation services and deals set up for buyers in-market on their behalf.
Rakuten TV is the single point of access for a wide portfolio of premium movies, entertainment, news, sports content and more for the entire family. It combines a TVOD, SVOD, free VOD and FAST (Free Advertising-based Streaming TV) offering in 43 European countries. Boasting 21.5 million monthly unique visitors, Rakuten TV’s CTV-first offering enables Xandr’s buyers to reach millions of cord cutting households across Europe who come together for hours of co-viewing
https://www.exchangewire.com/blog/2021/11/03/...onetise-ssp-globally/
Amount beneficially owned: 31,020,155 shares of Class A Common Stock
https://sec.report/Document/0001213900-21-062156/
The valuation of this 31 million shares is about $ 340 million.
https://finance.yahoo.com/quote/ASTS?p=ASTS&.tsrc=fin-srch
The Japanese company’s “RAN as a service” shows the potential market power of non-traditional vendors, Lee asserted. “We have adjacent market players looking at telco transformation…coming in and shaking things up down to the tech level”.
“There is going to be an impact on the vendor ecosystem.”
Emma Mohr-McClune, service director at GlobalData, agreed other new vendors may come forth with similar offerings.
“This is the wild west”.
“There is no incumbency, that’s all to be won”.
But CritComm Insights founder and principal analyst Ken Rehbehn was less optimistic, predicting network operators may shun the complexity of open networks.
“These massive organisations win through simplicity”, he stated, noting the “economic constraints” operators currently face makes any further disruption a challenge.
https://www.mobileworldlive.com/featured-content/...icks-for-mwc21-la
Robin.io and Prodapt Form Alliance to Deliver Differentiated Cloud-Native Services for 5G to Digital Service Providers
BusinessWire India Wednesday, October 27, 2021
https://www.indianweb2.com/2021/10/...d-prodapt-form-alliance-to.html
26. November 2021
https://www.youtube.com/watch?v=UH2DX-cU6SE
Rakuten Mobile develops and sells a wide variety of original products, all the way from mobile devices to different sorts of peripheral accessories. In this video, RNN interviews some key members of the Device Platforms Department who are in charge of developing these devices! They told us all about how to develop an original device, Rakuten Mobile-style!
https://www.youtube.com/watch?v=T4lctjZBjak
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MWCLA 21: The Light Reading Recap
28 days ago 14:03
https://player.fm/series/light-reading-podcasts/...ight-reading-recap