The less bumpy way to ride e-commerce = Rakuten (Seite 796)

[FlankerStan]

Antwort auf Beitrag Nr.: 60.716.208 von FlankerStan am 02.06.19 15:50:10

Und es stellt sich natürlich die Frage nach der Bewertung des Mobile-Bereiches von Rakuten

Wenn das mit der Etablierung auch nur ansatzweise hinhaut, halte ich den Wert höher als die momentane Marktkapitalisierung von Rakuten.

[FlankerStan]

Antwort auf Beitrag Nr.: 60.715.474 von FlankerStan am 02.06.19 11:15:13

Pflichtlektüre

Behind Rakuten’s potential upending of network engineering and operations

The mobile communications industry is just becoming familiar with Japanese mobile and internet company, Rakuten, and its claims to be building the world’s first end-to-end cloud native architecture at significantly lower cost than traditional mobile networks. The company is manifesting all the radical change that experts say needs to be made in telecom in order to be agile, innovative, and competitive in the digital age: virtualization, mobile edge computing, closed-loop automation, microservices, continuous innovation/continuous development and delivery (CI/CD) and more. When the company official launches its LTE service in October, the industry will begin to assess the merits of the strategy and determine how quickly they must follow. For now, here is how Rakuten described what it means to be fully cloud native at TM Forum’s Digital Transformation World event in May.

https://inform.tmforum.org/digital-transformation-and-maturi…

[FlankerStan]

Rakuten’s 5G-ready network will give it a massive cost advantage

By Mark Newman, Chief Analyst, TM ForumMay, 2019

Japanese Internet company Rakuten says that it can build a 5G network for just a third of what it would cost using the approach taken by a traditional LTE operator. The claims made by CTO Tareq Amin at this week’s Digital Transformation World conference in Nice, France, suggest that the company will take a highly disruptive approach when it launches its LTE service in October.

The comments come just two months after Rakuten told another set of conference delegates at MWC in Barcelona that its total cost of ownership was 45% below other leading telecoms operators around the world.

Amin said this week that Rakuten would be passing on its substantial cost savings to customers.

[urlhttps://inform.tmforum.org/insights/2019/05/rakutens-5g-ready-network-will-give-massive-cost-advantage/][/url]

[FlankerStan]

Rakuten ist an Algorithmia beteiiligt

Dealroom company information about Algorithmia

Launch date
December 2013

Employees
47 people

Growth stage
early growth

Ownership
angel, venture capital

Firm valuation
$100m - $150m (Dealroom.co estimates May 2019)

https://app.dealroom.co/companies/algorithmia

[FlankerStan]

Rakuten ist an Upstart beteiligt

Upstart company information From Dealroom

Launch date
April 2012

Employees
205 people

Growth stage
late growth

Ownership
angel, venture capital

Firm valuation
$200m - $300m (Dealroom.co estimates Apr 2019)

https://app.dealroom.co/companies/upstart_com

[FlankerStan]

Lyft Shares Rally After JPMorgan Forecasts 50% Upside

Ryan Vlastelica
31. Mai 2019, 17:46 MESZ

JPMorgan analyst Doug Anmuth has an overweight rating and $86 price target on the ride-sharing operator; that target represents upside of nearly 57% from Lyft’s Thursday close.

The bullish view comes after JPMorgan met with Lyft’s management team, which was “very confident” about an easing competitive environment for ride sharing in the U.S., as well as on “high-growth, high-margin revenue opportunities in Lyft Business,” he wrote.

https://www.bloomberg.com/news/articles/2019-05-31/lyft-shar…

[ellexi]

[ellexi]

[ellexi]

[FlankerStan]

Overlooked and not part of any analyze I have read


Development of Net Operating Cash Flow of Lyft is excellent:

Fiscal year is January-December. All values USD Thousands. 2018 2017 2016

Net Income before Extraordinaries (911,335.0) (688,301.0) (682,794.0)

Net Operating Cash Flow (280,673.0) (393,526.0) (487,163.0)

quotes.wsj.com/LYFT/financials/annual/cash-flow