Rakuten wesentlich besser als Rocket
Hirose, CFO: At the operating income level, the cumulative six-month loss for this fiscal year is 6.6 billion yen, an improvement of 45 billion yen from the same period last year. On the other hand, financial income and expenses worsened by 66.6 billion yen, which, as you pointed out, is the gain or loss on derivatives heding realated to perpetual bonds. Under IFRS perpetual bonds are treated as equity, so unrealized gains and losses do not impact the P/L, but onlythe derivative hedges are reflected.
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In the second quarter of 2025, Rakuten Mobile’s standalone EBITDA improved by 19.1 billion yen year-on-year, reaching 5.6 billion yen. Compared to the previous quarter, when we achieved our first quarterly profit, we were able to further expand the profit. We are making steady progress toward achieving full-year EBITDA profitability in 2025.
As for the number of subscribers, we surpassed 9 million subscribers on July 7th, and as of July 31st, we reached 9.08 million subscribers. Toward breaking the major milestone of 10 million, we aim to further accelerate the pace of net additions in the second half of the year.
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Within this, Rakuten Rewards has been affected by the trend of US companies reducing their marketing expenses. However, both revenue and profit have remained flat while implementing cost controls. Rakuten Viber is showing strong growth in both communication and advertising revenue as the market expands. In addition, Rakuten Viki has achieved increases in both revenue and profit, driven by the expansion of subscriptions and the enhancement of its content lineup.
Q2-2025-earnings-call-transcript