The less bumpy way to ride e-commerce = Rakuten (Seite 5)

[FlankerStan]

Addition to my last posting

JPY 300 per month in terms of ad revenue = JPY 3,600 per year in terms of ad revenue = about $25 in terms of ad revenue per year from every subscriber

When Rakuten reach 10 million subscriber during 2025 = a quarter billion $ from ad revenue.

When Rakuten reach 20 million subscriber during the years after 2025 = a half billion $ from ad revenue.

All analysts I ever had read ignored this point.

[FlankerStan]

Strong ad revenues from Mobile

Hiroshi Mikitani on the last conference call: "Especially ad, of course, revenue in the Link is going to increase. And we believe that is going to take place and already for iPhone basically it's going to be open on RCS. So there will be some revenue that we'll be able to drive out of this. So we have high expectation on this. So in the future per PET capita JPY 300 per month in terms of ad revenue is what we are trying to achieve. And we would like to do most."

[FlankerStan]

The future of the RAN is open

The future of the RAN is open. An open RAN is more than Open RAN, and benefits all operators and the entire RAN ecosystem, even those who are still on the sidelines. Openness in the RAN starts with open interfaces and disaggregation but goes beyond this.
An open RAN has to be an energy-efficient RAN.

Energy efficiency has become a key requirement for new RAN deployments. Opening the RAN cannot be done by sacrificing sustainability. On the contrary, energy efficiency has to continue to improve as the RAN becomes more automated, disaggregated and virtualized. We looked at energy efficiency in Open RAN in the context of wireless networks in the report “Energy efficiency in wireless: RAN and beyond” on how sustainability is an opportunity to decrease costs without compromising network performance. See also “Is Open RAN more energy efficient than traditional RAN?”, “Energy efficiency in 6G”, and “Will Open RAN increase power efficiency in the RAN?” a Sparring Partners with Deutsche Telekom

Open RAN needs a new ecosystem. It is here.

Read our Deep Dive report “The Open RAN ecosystem gathers steam. The future RAN is open” where we tried to address many of the outstanding questions, with the help of eleven vendors and operators: NEC, Vodafone, Ciena, Analog, Fujitsu, Rakuten Symphony, Picocom, Dish, Verizon, TIP, and Radisys. You can get the report for free, and read or watch the conversations here.

https://senzafili.com/open-ran/

[FlankerStan]

Systemic Operations for Dynamic & Virtualized Environment

April 01, 2024

In this session we hear from Hiren Joshi, Head of Telecom Business Applications & IT Systems at Rakuten Mobile about how Rakuten Mobile has embarked on a unique journey to transition from plan to build to operate and now to optimize in it’s operational journey.

[FlankerStan]

Get Ready to Meet Okaimono Panda: Rakuten Presents New Anime Series Starring Beloved Mascot

Get Ready to Meet Okaimono Panda: Rakuten Presents New Anime Series Starring Beloved Mascot

- First-ever TV anime series featuring Rakuten’s official mascot due in fall 2024
- Rakuten Panda! teaser video now available

Tokyo, May 2, 2024 - Rakuten Group, Inc. today announced the launch of an anime series starring the company’s official mascot, Okaimono Panda, set to premiere in the fall of 2024. Content production for the series will be led by Rakuten Content Central, a company specializing in intellectual property and media franchising.

https://global.rakuten.com/corp/news/press/2024/0502_02.html

[FlankerStan]

Elliott and Warren Buffett Are Now Both Bullish on Japan

Hedge fund Elliott has built a position in Sumitomo, joining Berkshire Hathaway. The trading firm’s shares are up 10% this week.

May 2, 2024 10:38 am ET

Activist and value investors are converging on Japan. The smart money may be onto something: With U.S. shares suddenly under pressure from high rates again, hitching a ride on a long-term, structural trend like Japan’s corporate-governance reforms may make good sense.

https://www.wsj.com/finance/stocks/elliott-and-warren-buffet…

[FlankerStan]

Stage X partners Rakuten units on greenfield rollout

May 2, 2024

The agreement includes sharing industry knowledge and expertise with Rakuten Mobile and the delivery of services from Rakuten Symphony.

https://www.mobileworldlive.com/rakuten/stage-x-partners-rak…

[FlankerStan]

Stage X picked as new mobile carrier in Korea

Posted : 2024-01-31 21:53

A bidding agent for Stage X arrives at IT Venture Tower in Seoul, Wednesday, for an auction to pick the operator of the 28 gigahertz band of the fifth-generation network in Korea.

A local consortium was selected as the new operator of the 28 gigahertz (GHz) band of the fifth-generation network (5G) in South Korea on Wednesday, the science ministry said, becoming the country's fourth mobile carrier.

Stage X, a consortium of Stage Five, a communications affiliate of tech giant Kakao, and other unidentified companies, will be the fourth operator of the 5G network.
Currently, three major mobile carriers — SK Telecom, KT and LG Uplus — are the country's sole operators of the network.

Stage X won the 28 GHz band on the fifth day of the auction against Sejong Telecom and Mobile Consortium, writing in the highest bid of 430.1 billion won ($322.1 million), according to the Ministry of Science and ICT.

In the previous auction in 2018, the country's three major mobile carriers won the same spectrum in the low 200 billion-won range.
However, these three operators lost the license for the new 28 GHz spectrum last year due to insufficient investment.

As a response, the government has taken steps to introduce a new operator to foster competition in an industry traditionally dominated by the three major carriers.
Stage X will be required to build 6,000 base stations nationwide within the first three years and implement measures to address frequency congestion and interference.

"We will work to become a new brand in the communications market and facilitate fresh and innovative changes in the market by boosting the 5G network service," Stage X CEO Seo Sang-won said.

https://www.koreatimes.co.kr/www/tech/2024/02/133_368005.htm…

[FlankerStan]

Rakuten Mobile, Rakuten Symphony and Stage X Sign Strategic Partnership MoU

Rakuten Mobile, Rakuten Symphony and Stage X Sign Strategic Partnership MoU for Technological and Business Collaboration
- The newest mobile network operators of Japan and South Korea to seek out strategic technology and business collaboration opportunities

Seoul and Tokyo, May 2, 2024 – Rakuten Mobile, Inc., Rakuten Symphony, Inc., and South Korean mobile network operator STAGE X Co., Ltd. announced today the signing of a Memorandum of Understanding. The MoU aims to establish a comprehensive framework for strategic collaboration in technology and business exchange between Rakuten Mobile, Rakuten Symphony and Stage X, South Korea’s new greenfield mobile network operator preparing to provide 5G services in the 28 GHz spectrum.

Bringing together the newest mobile network operators in Japan and Korea, the MoU focuses on technological collaboration and business synergies between the three companies. The agreement includes the sharing of industry knowledge and expertise from Rakuten Mobile, as well as the provision of industry leading telecom solutions from Rakuten Symphony. Discussions will also encompass various aspects of Stage X's upcoming projects ranging from business operations to technical areas. In addition, the three companies will pursue cooperation considering expansion to mid-band frequency and the development of a 6G-based national network from a long-term perspective.

Sangwon Seo, CEO of Stage X, commented: "Rakuten Mobile and Stage X are the latest mobile network operators representing their respective countries, and together with Rakuten Symphony we wish to continue broad cooperation. Rakuten Mobile built and deployed the world’s first fully virtualized, cloud-native mobile network*1 with a modern infrastructure that ensures stable telecommunication services as the newest mobile network operator in Japan. As Stage X builds out its infrastructure to provide 5G services in the 28 GHz spectrum, we look forward to working with Rakuten and learning from their experience across a wide range of areas."

Sharad Sriwastawa, Co-CEO of Rakuten Mobile and President of Rakuten Symphony, commented: “We are excited about collaborating with South Korea’s newest mobile network operator. I believe we share significant synergies, and this MoU will see us leveraging our expertise to create industry-changing opportunities for Stage X.”

Stage X is a consortium company that is gearing up to introduce differentiated Real 5G telecommunication services in the 28 GHz spectrum, offering consumers high-speed, ultra-low latency and ultra-connectivity features.

About Stage X
Stage X is meticulously preparing for telecommunication infrastructure readiness, focusing on security and system stability, as a new entrant in the telecommunications service industry. Stage X is gearing up to introduce differentiated Real 5G telecommunication services in the 28GHz spectrum, offering consumers high-speed, ultra-low latency and ultra-connectivity features.

https://corp.mobile.rakuten.co.jp/english/news/press/2024/05…

[FlankerStan]

Extremely low costs for Platinium Band

Rakuten told investors on a conference call that deploying services in the 900-MHz band could be done at “extremely low” cost.
https://disruptive.asia/rakuten-mobile-platinum-band-2024/