Rakuten wesentlich besser als Rocket
Kazunori Ito, Pujance Chan
Aug 12, 2024
We are raising our fair value estimate for Rakuten to JPY 990 from JPY 780, as we raise our fiscal-year 2024 and medium-term outlooks for the fintech segment, based on its robust top-line and profitability growth that has continuously exceeded our estimates in the past few quarters. Rakuten’s June-quarter revenue growth of 8.1% was higher than our expected 6.4%, mainly driven by the fintech business.
https://www.morningstar.com/stocks/XTKS/4755/quote
August 13, 2024 | 19:04
Vietnam and Japan are strengthening cooperation in ICT and semiconductors to tap into the two countries' potential, and to boost bilateral ties.
As part of the visit, the Vietnamese delegation also met with major mobile carriers NTT Docomo and Rakuten to discuss deploying 5G according to OpenRAN standards.
Japanese mobile carriers have basically deployed 5G OpenRAN, while Rakuten has mastered the entire cloud-based processing software system and now only purchases radar parts, thus significantly reducing investment costs.
https://vir.com.vn/...on-in-ict-and-semiconductor-sectors-113381.html
"2025 is already financed. There is no need to do further financing for that reason and domestic hybrid replacement."
Source: My notice from last Conference Call
The long-term position remains favorable and mostly unchanged.
The estimates for open RAN by 2028 are expected to account for >25 percent.
The forecast is more favorable outside of China, with Open RAN projected to comprise 30 to 40 percent of the revenues by 2028.
North America was the largest region in 2023 and is expected to lead the broader Open RAN movement throughout the forecast period.
After a slow start, Europe is projected to account for 15 to 20 percent of worldwide Open RAN revenues by 2028.
https://www.prnewswire.com/news-releases/...loro-group-302216635.html
Norbert Gehrke 2 days ago
https://medium.com/tokyo-fintech/...n-q2-fy2024-earnings-7a90c1b2dd0a
https://www.rakuten-bank.co.jp/press/2024/240814.html
June 24, 2024
The drive for further efficiencies in the network continues and the focus now is firmly on the role that increased automation will play. Advancements in AI and ML are creating new opportunities for enhanced and deeper levels of network automation. But further developments are still needed, such as a unified approach to data collection and management along with improvements in energy efficiency. Meanwhile, adoption of disaggregation and open networking risks adding complexity. However, successful automation can lead to a more productive development environment, which will leverage cost savings into new digital service revenue generation.
Featuring:
Diego R Lopez, Senior Technology Expert, Telefónica
Anita Döhler, CEO, NGMN Alliance
Darrell Jordan-Smith, Chief Revenue Officer, Wind River
Faiq Khan, SVP & Global Head - OSS Sales, Rakuten Symphony
Sadayuki Abeta, Chief Open RAN Strategist, NTT DOCOMO and CTO, OREX SAI
Vishal Mathur, Global Head of Engagement, Telecom Infra Project (TIP)
Broadcast live: 6 June 2024
https://www.youtube.com/watch?v=GzJ7IX5ty4c
NEW YORK, Aug. 15, 2024 /PRNewswire/ -- Rakuten Advertising, the leading global affiliate marketing network, today announced that it has won the "Best Performance Marketing Solution" award in the seventh annual MarTech Breakthrough Awards program conducted by MarTech Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies and products in the global marketing, sales and advertising technology industry.
https://finance.yahoo.com/news/...ins-best-performance-142500737.html
July 01, 2024
Talking to TelecomTV at the DTW24 event in Copenhagen, Vivek Chadha, SVP and global head of telco cloud at Rakuten Symphony, discusses the drivers behind the evolution of telcos to techcos and explains the importance of cloud native and AI in enabling a successful transformation.
https://www.youtube.com/watch?v=4fn3-1JU0gc
Aug. 14, 2024 9:43 AM ET
My rating for Rakuten Groupshares is changed from a Hold to a Buy. The prospects for RKUNY's Fintech segment and Mobile segment have turned favorable, as evidenced by the company's above-expectations Q2 performance. This explains why I have turned bullish on Rakuten and upgraded my rating for this name to a Buy.
https://seekingalpha.com/article/...ons-q2-performance-rating-upgrade
AI-powered augmented reality (AR) and virtual reality (VR) technologies will transform online shopping by providing immersive ways to interact with products. By 2035, consumers will be able to virtually try on clothes, visualize how furniture looks in their homes, and explore virtual showrooms located anywhere in the world. Shoppers will rely on AI for product reviews and will experience in-store purchases without ever visiting a physical store. They will be able to place orders and receive deliveries within 2-5 days. Currently, the key players in futuristic global eCommerce are:
1.Rakuten
2. Amazon
3. Temu
4. Lazada
5. Aliexpress
6. Shopee
§
https://corp.rakuten.co.in/...agine-global-ecommerce-without-borders/
By: Muralidhar Sortur, Sr. Engineering Director, Rakuten India
In today's fast-paced digital landscape, businesses are constantly seeking innovative ways to streamline processes, enhance customer experiences, and gain a competitive edge. The evolution of Generative AI (GenAI) has paved the way for a new era of intelligent automation, with Large Language Models (LLMs) at the forefront of this transformation.
LLMs have revolutionized the way we approach problem-solving, enabling the creation of specialized AI agents that can tackle complex challenges in various domains. By leveraging the power of multiple collaborating LLM agents, businesses can now tackle problems more efficiently, personalize services, and drive innovation across industries.
Enhancing Efficiency with LLM Agents
LLM agents are AI systems powered by large language models designed to perform specific tasks by interacting with users and processing information based on natural language inputs. These agents can be deployed across a wide range of industries, from e-commerce and travel to fintech, mobile, and media.
In e-commerce, LLM agents can enhance customer support efficiency with chatbots, provide personalized product recommendations, streamline content generation, and optimize inventory levels. In the travel industry, they can provide personalized recommendations, automate itinerary planning, assist in real-time booking, and offer instant customer support.
Fintech companies can leverage LLM agents to detect financial fraud, provide personalized advice, automate loan processing, and assist in investment portfolio management. In the mobile app domain, these agents can offer personalized recommendations, automate updates and bug fixes, generate code snippets, and provide customer support.
Media platforms can utilize LLM agents to provide personalized content recommendations, automate curation and creation, assist in media production, and offer customer support for platform-related issues.
Designing Effective LLM Agent Workflows
Deploying and utilizing LLM agents involves several key stages, starting with understanding the use case, defining objectives, and identifying the required functionalities. The next step is designing the agent, which includes fine-tuning the LLM with domain-specific data and determining the necessary capabilities.
Integration is crucial, as it involves incorporating the LLM agent into existing systems and using APIs to link it with other services and applications. Thorough testing is conducted before the agent is deployed in a live environment, ensuring it performs well in real-world scenarios.
Continuous monitoring and improvement are essential for maintaining the agent's effectiveness. By tracking performance metrics, collecting user feedback, and updating the model based on data, organizations can refine the agent's capabilities and enhance its performance over time.
Notable Examples and Considerations
Several frameworks and tools have emerged to simplify the development of LLM agent-powered applications. AutoGPT, an open-source autonomous AI agent using GPT-4, can perform tasks such as web searching, summarizing information, and compiling reports with minimal human intervention.
LangChain, a framework designed to simplify the development of LLM applications, allows for the creation of agents capable of data retrieval and document analysis. CrewAI, on the other hand, enables the creation of multi-agent systems where each agent performs specific roles and collaborates on tasks.
While LLM agents offer significant benefits, there are challenges to consider, such as computational costs, data privacy concerns, and the potential for bias and misinformation. Organizations must implement robust measures to protect user data, ensure compliance with regulations, and continuously monitor the accuracy of the information provided by these agents.
Conclusion
The rise of LLM agents has opened up new possibilities for solving complex problems across industries. By leveraging the power of multiple specialized agents, businesses can enhance efficiency, personalize services, and drive innovation. As the technology continues to evolve, we can expect to see even more transformative applications of LLM agents in the years to come.
https://corp.rakuten.co.in/...mmerce-travel-fintech-mobile-and-media/
Hampshire, UK – 29th July 2024: A new study by Juniper Research, the foremost experts in telecommunications markets, has found that annual operator investment into O-RAN (Open Radio Access Networks) will reach $11 billion in 2029; rising from $2 billion in 2024.
This culmination of nearly $40 billion of global investment into AI network automation by 2029 will be driven by the need to cater for increasing cellular connections and data.
O-RAN is a version of the RAN which supports multi-vendor deployments, and enables operators to expand AI RAN deployments. RAN is the technology that provides connectivity between end connections and network cores.
https://www.juniperresearch.com/press/...to-surge-in-next-five-years/
CHICAGO, Aug. 14, 2024 /PRNewswire/ -- The Open Radio Access Network (Open RAN) Market is estimated to be worth USD 2.8 billion in 2024 and USD 20.9 billion by 2030, at a Compound Annual Growth Rate (CAGR) of 39.4% during the forecast period, according to a new report by MarketsandMarkets.
https://www.finanznachrichten.de/...port-by-marketsandmarkets-008.htm
25. Apr. 2024
The global O-RAN market size was valued at USD 2944.8 million in 2023 and is forecast to a readjusted size of USD 44420 million by 2030 with a CAGR of 47.4%.
https://www.linkedin.com/pulse/...rowth-rate-key-manufacturers-tajve/
Aug 8, 2024
Norbert Gehrke Published in Tokyo FinTech
The Rakuten Group is is currently working on balance sheet management through a reduction of total interest-bearing debt and proactive debt maturity management.
Rakuten Mobile’s profitability has been improving in accord with a steady increase of its subscriber base and capex reduction. Furthermore, Rakuten Group’s free cash flow in the Internet Services segment and dividends received from the Fintech segment continue to increase. The Group finance strategy aims to establish self-funding for the financing needs of Rakuten Mobile through internal cash flows within the Group by the end of this year.
Rakuten Mobile’s cash flow before marketing costs is making steady progress towards profitability. At the same time, based on the assumption that a certain level of capital investment will continue in the future, it is important for the Group’s financial strategy to ensure adequate liquidity until Rakuten Mobile achieves positive free cash flow on a standalone basis.
The large-scale capital financing of Rakuten Mobile improves its liquidity and establishes its self-funding platform. Additionally, the cash flow generated from Rakuten’s Internet Services and Fintech businesses can be prioritized for reducing its interest-bearing debt, thereby enhancing its liquidity position in the Rakuten Group.
https://medium.com/tokyo-fintech/...obile-network-assets-ae8e55c47595
Published by C. Diep, Jul 17, 2024
In the first quarter of 2024, the number of member IDs registered at Rakuten amounted to over 142 million. The most recent figure constitutes an increase of over four percent compared to the first quarter of the previous year. The Japanese e-commerce company is headquartered in Tokyo, where it was founded in 1997.
https://www.statista.com/statistics/223349/rakuten-members/
We are raising our fair value estimate for Rakuten to JPY 990 from JPY 780, as we raise our fiscal-year 2024 and medium-term outlooks for the fintech segment, based on its robust top-line and profitability growth that has continuously exceeded our estimates in the past few quarters. Rakuten’s June-quarter revenue growth of 8.1% was higher than our expected 6.4%, mainly driven by the fintech business.
Operating loss of JPY 18 billion was much better than our expected JPY 29 billion, attributable to higher fintech profit contribution and a smaller-than-expected mobile segment loss. We think that the stock is currently undervalued, as we believe that Rakuten’s strong ecosystem could withstand competition over the longer term, and its financial stability is improving as mobile losses shrink over time.
https://www.morningstar.com/company-reports/...990?listing=0P0000EGGL