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The less bumpy way to ride e-commerce = Rakuten - Die letzten 30 Beiträge


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21.05.19
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Antwort auf Beitrag Nr.: 60.616.141 von FlankerStan am 21.05.19 20:55:13
Take a look at the important role of Rakuten by Cabify, which will force a take-over of Cabify through Lyft

Transaction Name Money Raised Lead Investors

Feb 11, 2019 Debt Financing - Cabify $70M Inter American Development Bank

Jan 22, 2018 Series E - Cabify $160M Rakuten Capital

May 8, 2017 Series D - Cabify $100M Rakuten Capital

Apr 20, 2016 Series C - Cabify $120M Rakuten Capital

Oct 1, 2015 Series B - Cabify $12M Rakuten Capital

Oct 6, 2014 Series B - Cabify $4M Seaya Ventures

Apr 1, 2014 Series A - Cabify $8M Kevin Laws, Seaya Ventures

Sep 16, 2012 Seed Round - Cabify $3M —

www.crunchbase.com/organization/cabify#section-funding-round…
Meines Erachtens wird Lyft in absehbarer Zeit Cabify kaufen.
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Rakutens wichtige Ostasien-Beteiligung expandiert
The next two quarters will be focused on integrating the Philippines venture into the fold. It is Carousell’s seventh market alongside Singapore, Hong Kong, Taiwan, Indonesia, Malaysia and Australia. Carousell will also focus on priming Hong Kong and Singapore towards greater monetisation and profitability over the next two quarters. “Singapore and Hong Kong are near-term monetisation opportunities (for Carousell), and these markets alone will be the ones that can offer long-term viability for long term markets…We truly believe that they can be immensely profitable in the next 2 to 3 years. That will help us play in the rest of Southeast Asia.” Carousell will also roll out its car marketplace service in Hong Kong over the next two quarters – a service that is currently only available in its home market, Singapore. Quek did not disclose how much operational runway Carousell has with the new funding, but said that it is “well capitalised for the next few years”.

Read more at:
https://www.dealstreetasia.com/stories/carousells-quek-siu-r…
Antwort auf Beitrag Nr.: 60.603.086 von FlankerStan am 20.05.19 13:43:41
Da kann die Konkurrenz nur Staunen: Ein 5G-Netz mit einem Zusatzaufwand von nur ca. 1,8 Milliarden Dollar:


5G Service Overview

Awarded 100MHz in the 3.7GHz band and 400MHz in the 28GHz band

Additional capital expenditure of approx. JPY 200bn, cumulative up to March, 2025

5G Bandwitch Allocation: April 2019

Planned Launch: June 2020

global.rakuten.com/corp/investors/
19Q1PPT_E.pd
Rakuten: Japan's new #4 is going all cloud
Rakuten: Japan's new #4 is going all cloud

The core, the RAN, the home gateway and just about everything else will be in the cloud when e-commerce powerhouse Rakuten turns on Japan's fourth wireless carrier this fall. The system is working in tests today and the company is rapidly deploying radios.

CTO Tareq Amin played a crucial role at Reliance Jio, the greatest telecom disrupter of the century. He's bringing that spirit to Rakutan's new network, including a rare willingness to take chances on the newest technology.

Only a handful of people each decade have the opportunity to deploy a large greenfield network, Amin is now on his second one.

Everything cloud is a dream for most CTOs. AT&T was the first to say telcos had to learn from the web giants. It was a founder of Guru Parulkar's Open Network OS (ONOS) and Central Office Re-architected as a Datacenter (CORD). Verizon and Telefonica are moving quickly to build a network close to what Rakuten has defined:

Amin tells Corinne Reichert, "This virtualised, cloud-based approach is going to save his company at least 35 percent in opex compared to traditional mobile carriers." That's a realistic goal; Lee Hicks at Verizon finding a 50% saving as he rebuilds much of the Verizon network.

Most CTOs have a similar plan but very few companies are willing to invest and take chances. Amin, starting fresh, can operate with a low-cost network that will be years ahead of most incumbents

http://wirelessone.news/10-r/1328-rakutan-will-cloud-everyth…
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Rakuten launches 'Rakuten Live' video streaming service
Japanese operator Rakuten has launched a live video streaming service dubbed ‘Rakuten Live’. The Rakuten Live platform is designed to enable artists, celebrities and general users to live stream videos and communicate with viewers in real-time. Viewers can also interactively communicate with streamers in real-time by sending comments and ‘gifts’ to show their support.
The Rakuten Live platform also includes a live commerce function in which viewers can access sites to purchase products featured in streaming videos, allowing shoppers to make purchases while watching. Artists, celebrities and other streamers can promote products through the service by highlighting the appeal of products and engaging in interactive communication with viewers. The company plans to link the commerce function of Rakuten Live to other services offered by the Rakuten Group. Rakuten Live will offer live commerce services in cooperation with the Rakuten Ichiba online shopping mall, Rakuten Books and Rakuten Ticket, with future plans to include videos featuring merchants from Rakuten Ichiba.

https://www.telecompaper.com/news/rakuten-launches-rakuten-l…
Upstart and Rkauten
Upstart raises $50m investment and lands new bank contracts

9th April 2019

The funding from Progressive Investment Company, Healthcare of Ontario Pension Plan and First National Bank of Omaha brings Upstart’s total raised to $160 million to date. Upstart’s strategy is to partner with banks, offering its AI platform as a white-labelled lending application that banks can use to enhance their own lending programmes. The company has also announced new “Powered by Upstart” partnership agreements with First National Bank of Omaha, First Federal Bank of Kansas City and Accion Chicago.
Upstart has originated more than $3.3 billion of loans in the last five years, grew revenues by about 80% in 2018 and reached profitability in the second half of the year. The company says that 60% of its originations in 2019 have been entirely automated and approved in real time.
Now expecting to expand its AI platform to other forms of credit, the company recently partnered with Customers Bank’s BankMobile division to launch two new credit cards, the first to be powered by Upstart.

https://www.bankingtech.com/2019/04/upstart-raises-50m-inves…

Last year, the company announced a $32 million round of funding led by Rakuten, the Japanese eCommerce company. That brought Upstart’s total amount raised to $85 million. At the time, the company said it would put the money toward future growth, as well as to help license the technology to banks, credit unions and retailers.

https://www.pymnts.com/loans/2018/online-lending-upstart-fun…
Cross Border in Europe
Rakuten’s European businesses are overcoming the challenges of cross-border commerce and language barriers to grow together, strengthening synergies and connecting the dots under Rakuten Europe CEO Toby Otsuka’s vision of a regional ecosystem.

First steps more than a decade ago has grown into an innovative network of more than 15 companies in this core region. Rakuten’s unique partnership with FC Barcelona kicked off in 2017, followed closely by a strategic global brand integration initiative that has increased brand awareness across the region.

Examples, like Rakuten TV’s expansion to more than 40 countries, showcase the group’s ambition, but its success is centered on the shared themselves — giving Rakuten knowledge and exchange of experience between the group companies a key advantage over many of its competitors. The latest example of how cooperation between group businesses can build a foundation for future success can be seen in the launch of the all-new Rakuten.co.uk and Rakuten.es shopping sites.

rakuten.today/blog/borderless-business-rakuten-europe.html
Chat app Viber now lets you buy local numbers that anyone can call you on
APRIL 8, 2019

There are clear benefits to offering local numbers through a messaging app such as this: Business people can get themselves a local telephone number to deal with clients, even if they’re traveling on the other side of the world; friends or relatives can call Viber users at their local rates, without being on Viber themselves; and Viber users can access their Local Number across all Android and iOS platforms. In effect, this means you can take business calls through your iPad.

“The new Viber Local Number enriches our users in a way that makes Viber the most powerful communication app out there,” noted Viber CEO Djamel Agaoua. “From expats who need a local phone number that connects them back home, to global business owners who want overseas clients to feel they are located nearby, this new feature gives them a local presence no matter where they are.”
At launch, Viber Local Numbers can only be purchased for the U.S., Canada, and the U.K., but it said that it expects to add more markets to the mix soon.

https://venturebeat.com/2019/04/08/chat-app-viber-now-lets-y…
Antwort auf Beitrag Nr.: 60.592.331 von FlankerStan am 17.05.19 18:58:37
zu 2869: Der "richtige" Quartalsgewinn

Selbstverständlich gehe ich nicht von den dort angeführten 118 bzw. 114 billion Yen aus, was auf einen Betrag von etwas mehr als einer Milliarde hinausläuft und diesen Wert auf einen Jahresgewinn von vier Milliarden hochrechnen, da im Bereich "Others" erhebliche Bewertungsgewinne stecken.

Auch ohne diesen Bereich ergeben sich ca. 20 billion Yen Quartalsgewinn, aber eine völlige Vernachlässigung der Investitionen von ca. 2 Milliarden Dollar im Beteiligungsbereich wäre m.E auch nicht okay.

Im neuesten Quartalsbericht führt Rakuten an, dass 1,985 billion seit 2012 investierte Dollar um 2,381 billion Dollar zum 31.3.19 auf 4,366 billion Dollar angewachsen seien und sich dabei mit 29% pro Jahr verzinst hätten.

global.rakuten.com/corp/investors/
19Q1PPT_E.pdf


Um kurzfristige Schwankungen wie den hohen Quartalsgewinn von fast 100 billion Yen auszuschalten, könnte man die Verzinsung der 1,985 billion Dollar mit 29% ermitteln = 576 million Dollar im Jahr - im Quartal also 144 million Dollar oder ca. 16 billion Yen.

Daher halte ich einen aus 20 billion Yen und 16 billion Yen zusammengesetzten Quartalsgewinn von 36 billion Yen für realistisch - das sind auf Jahr hochgerechnet 144 billion Yen bzw auf die etwas mehr als 1,3 billion Aktien verteilt ein Jahresgewinn von 110 Yen pro Aktie.

Beim jetzigen Kursniveau haben wir damit ein extrem niedriges KGV von 10.
Rakuten ist an Simpleinsurance beteiligt


Unser Endkunden-Geschäft: Auf unseren Websites bieten wir Verbrauchern in verschiedenen Ländern eine einfache und bequeme Möglichkeit, Produktversicherungen bis zu ein paar Monaten nach dem Kauf eines Geräts zu erwerben.

Unsere Cross-Selling Technologie: Unsere Lösung ermöglicht Cross-Selling von Produktversicherungen direkt am digitalen Point of Sale. Egal ob in Online-Shops, FinTech- oder Banking-Apps integriert. Es fügt sich nahtlos in die Kaufabschluss-Prozesse ein und bietet Verbrauchern ein One-Click-Erlebnis.

Unsere digitale Makler-Lösung: Mit unserer digitalen Makler-Lösung können Kunden ihre Versicherungspolicen digital über eine Multi-Device-App verwalten. Benutzer haben Zugang zu allen ihren Versicherungsverträgen und können ihren persönlichen Makler per Telefon, In-App-Messaging und E-Mail erreichen.

www.simplesurance.com/de/was-wir-tun/
Rakuten ist an Azimo beteiligt
FAZIT DES AZIMO TESTBERICHTS

Abschließend lässt sich sagen, dass unsere Azimo Erfahrungen vorwiegend positiv ausgefallen sind. Dieser Anbieter hält was er verspricht: Die Kosten sind sehr niedrig gehalten und werden auf der Website von Azimo transparent dargelegt. Zwar verdient auch dieser Geldtransfer Anbieter nicht nur an den Transaktionsgebühren, sondern zusätzlich auch am Währungsumtausch, aber dennoch halten sich die Kosten bei Azimo in Grenzen.

Wer keinen Wert auf niedergelassene Geschäftsstellen legt und das transferierte Geld nicht innerhalb von Minuten benötigt, ist bei Azimo gut aufgehoben. Vor allem bei regelmäßigen Geldtransfers ins Ausland macht sich die Ersparnis durch die deutlich geringeren Gebühren schnell bemerkbar.

https://www.aktiendepot.com/azimo-erfahrungen/
Barrons-Nonsense: Because there al lot of costs (beside driver payments), which will increase lower than the
revenues in the future.

„That was a quick turn. Investors are veering from mild enthusiasm for ride-hailing to questioning whether the business model makes any sense. Uber Technologies shares on Friday were at $42, down 7% from their initial-public-offering price of $45. Lyft stock at $54 is 25% below its March IPO price of $72.

The problem: the two levers the pair can pull to boost profits—cutting driver payments and raising prices—could hurt growth, wrote Davidson analyst Tom White.“

https://www.barrons.com/articles/uber-and-lyft-might-never-be-profitable-investors-are-waking-up-to-that-51558137452?siteid=yhoof2&yptr=yahoo
Overview about Revenues and Incomes
Q1/18 Q1/19 YoY

Domestic E-Commerce
Revenue 94.6 108.5 +14.7%
Operating Income 16.7 13.8 -17.5%

Others
Revenue 54.7 61.4 +12.3%
Operating Income -1.3 97.7 +98.9

Internet Services Segment
Revenue 149.3 170.0 +13.8%
Operaing Income 15.5 111.5 +620.8%

FinTech Segment
Revenue 93.6 114.2 +22.1%
Operating Income 20.4 20.1 -1.4%

Mobile Segment
Revenue 20.6 25.4 +23.2%
Operating Income -0.6 -6.4 -5.8

Adjustments
Revenue -21.6 -29.3 -7.7
Operating Income -3.4 -7.2 -3.8

Consolidated
Revenue 241.9 280.3 +15.9%
Non-GAAP Operating Income 31.8 118.0 +270.5%
IFRS Operating Income 28.1 113.7 +304.5%

global.rakuten.com/corp/investors/
19Q1PPT_E.pdf
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Difficult to cover without a jump of the share-price
„Lyft short interest amounts to $1 billion, representing 20 million shares shorted, or more than 61% of the float.“

https://www.marketwatch.com/story/lyfts-sticker-price-may-drive-shorts-to-uber-2019-05-15?mod=mw_quote_news
Rakuten Launches Live Video Streaming Service “Rakuten LIVE”
New service includes real-time interaction and “live” commerce features

Tokyo, May 17, 2019 - Rakuten LIVE is a live video streaming service that allows artists, celebrities and general users to live stream videos and communicate with viewers in real-time as “LIVE streamers*1.” Viewers can enjoy interactive communication with streamers in real-time by sending comments and “gifts*2” to show their support.

The service also offers a live commerce function in which viewers can easily access sites to purchase products featured in streaming videos, allowing shoppers to make purchases while watching. Artists, celebrities and other streamers can effectively promote products through the service by highlighting the appeal of products and engaging in interactive communication with viewers. Rakuten LIVE aims to provide an exciting and diverse live commerce experience through collaborations with various e-commerce services such as the Rakuten Ichiba online shopping mall, Rakuten Books and Rakuten Ticket, with future plans to include videos featuring merchants from Rakuten Ichiba.


https://global.rakuten.com/corp/news/press/2019/0517_01.html
5 libraries reach 1 million digital checkouts in 2018

January 9, 2019

2018 was a banner year in digital reading as 43,000+ OverDrive library and school partners around the world circulated over 274 million ebook and audiobook checkouts. We’ve seen consistent record breaking circulation numbers every year for some time, but this number represents a 22% increase over 2017, the largest growth since 2015. Leading the growth of the digital library lending movement were 65 libraries who joined the Million Checkout Club in the calendar year.

The list, which you’ll find below, surpasses 2017’s record of 58 members with seven new members. A few other highlights include both Toronto Public Library and the Wisconsin Public Library Consortium surpassing five million (!!) checkouts. Another notable number comes from the National Library Board of Singapore who saw a growth of 113% over the previous year. Additionally, five libraries surpassed four million checkouts, and another four surpassing three million.

https://company.overdrive.com/2019/01/09/overdrive-million-checkout-club-2018/
Antwort auf Beitrag Nr.: 60.584.445 von FlankerStan am 16.05.19 15:57:27
Lyft etabliert sich
Mastercard Targets Gig Workers with Lyft Partnership

Continuing with its innovative ways to expand its customer base, Mastercard (MA) is now targeting the “gig economy.” In a gig economy, a substantial portion of the workforce is engaged in temporary or flexible jobs instead of traditional full-time jobs. With its partnership with Lyft (LYFT), Mastercard is looking to tap the opportunity that this growing segment offers with a new co-branded debit card for Lyft drivers, Lyft Direct Debit.

One-third of the US workforce is estimated to earn a portion of its income through the gig economy, according to Mastercard. “The growing gig economy creates an exciting opportunity for us to leverage our tech infrastructure, digital payments expertise and data-backed insights to help gig workers achieve better and more secure financial futures,” said Mastercard Digital Partnerships executive vice president Sherri Haymond.

https://marketrealist.com/2019/05/mastercard-targets-gig-wor…
The result will be a short squezze by Lyft

Nicole Bullock in New YorK
Financial Times
May 15, 2019

According to the first indications available, on Tuesday there were just 8.4m Uber shares out on loan to short-sellers, representing 5 per cent of the float, according to IHS Markit. For Lyft they were 99 per cent, reflecting the high demand from short-sellers making their bearish bets on the company’s prospects.

https://finance.yahoo.com/m/5f791bab-2e6b-3bc4-a44c-fe79d5dd540b/uber-short-selling-was-muted%2C.html
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FAANGUL is on the road
But the bull case for those battered stocks is pretty strong.

Uber and Lyft aren’t going away. And they’re growing like crazy. Gross bookings on Uber rose 160% from 2016 to 2018.

They’re changing social behavior the way Facebook, Apple AAPL, -0.07% Amazon AMZN, +0.10% Netflix NFLX, +0.10% and Alphabet GOOG, +3.91% GOOGL, +4.08% have done. Thanks to Uber and Lyft, a growing number of people no longer have cars. It’s now viable to live without a car in most U.S. cities and many suburbs.

There’s a good chance money managers will soon stop talking about the “FAANG” stocks — those listed above — and will start talking about “FAANGU.”

https://www.marketwatch.com/story/sorry-bears-ubers-bad-ipo-…
Rakuten and Gurunavi signed a capital and business alliance agreement in July 2018, whereby Rakuten acquired 4,677,600 shares (9.60% of the total number of issued shares) of Gurunavi in August. As a result of these efforts, for Rakuten, the Rakuten ecosystem has begun to expand in the restaurant area. In addition, for Gurunavi, there has been an acceleration in the pace of expansion of the number of Gurunavi members and online reservations, leading to the improvement of the customer referral capability to member restaurants.

Rakuten plans to receive part of Gurunavi's shares held by Hisao Taki (an individual) who is Chairman and Representative Director of Gurunavi (hereinafter referred to as the “Transfer"), making the proportion of voting rights equivalent to 15% after the Transfer.


https://global.rakuten.com/corp/news/press/2019/0513_01.html?year=2019&month=5&category=corp%20ir
Rakuten Medical Highlights Upcoming Presentations and Activities During the ASCO Annual Meeting, May 31 - June 4, 2019 in Chicago

https://finance.yahoo.com/news/rakuten-medical-highlights-up…
Antwort auf Beitrag Nr.: 60.577.310 von ellexi am 15.05.19 17:59:30
Die wichtigste Message aus dem Text in #2856
"All that means huge cost savings, according to Amin. "Our cost for 5G is 50-60% cheaper than traditional telecom networks," he said. On the investment side, he estimates that if a traditional telco were investing about $8.8 billion in 5G, Rakuten would spend just $2.8 billion. Cost efficiency could translate into a big advantage in Japan's crowded mobile market, allowing Rakuten to undercut its rivals on price without damaging profitability."
Money for Rakuten from the take-over of Careem through Uber
Uber is buying Middle Eastern rival Careem for $3.1bn in a deal that marks a shift in the US ride-hailing company’s global strategy ahead of its long awaited blockbuster initial public offering.Uber will pay $1.4bn in cash and $1.7bn in notes that convert to Uber equity at $55 a share, marking the company’s biggest acquisition to date. The transaction, which is subject to regulatory approval, is expected to close in the first quarter of 2020.

Careem’s backers include Didi, Rakuten and Daimler. It also has a significant pool of Saudi investors, including Prince Alwaleed bin Talal’s Kingdom Holding Company, STC Ventures and Al Tayyar Group.

https://www.ft.com/content/0ac58ab2-4f4a-11e9-9c76-bf4a0ce37…
Rakuten CTO: We're Stronger, Faster & Cheaper Than You
https://www.lightreading.com/automation/rakuten-cto-were-str…
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May 15, 2019

Think the Uber and Lyft IPOs have been flops? This is nothing.

Facebook’s initial public offering was way worse.

Stock in Mark Zuckerberg’s social-media company halved after it went public in 2012. The fiasco was so bad, the head of Nasdaq issued a public apology. Accusations and lawsuits flew. At one point the Securities and Exchange Commission got involved.

Facebook’s stock, which went public at $38 a share, fell below $18. And, yes, the bears said it was going lower. Some widely followed commenters said it was worth only $15.

The price today? Er, $180. Oops.

https://www.marketwatch.com/story/sorry-bears-ubers-bad-ipo-has-nothing-to-do-with-the-companys-future-success-2019-05-15?siteid=yhoof2&yptr=yahoo
Lyft and Hilton just announced a new partnership that can help you get free nights in hotels
Lyft and Hilton just announced a new partnership that can help you get free nights in hotels

• Starting Tuesday, you can earn Hilton Honors hotel loyalty points every time you ride with Lyft.

• After you register for the new partnership, you'll earn 2x Hilton points per dollar on shared Lyft rides, and 3x points per dollar on regular rides (on up to $10,000 of spend each year).

• The partnership can help Hilton Honors members get closer to their next award stay. Hilton's three credit cards are another way to earn extra points.

• Lyft riders can also earn Delta SkyMiles on rides — a Lyft spokesperson confirmed to Business Insider that users can effectively double-dip, earning both SkyMiles and Hilton Honors points on rides.

https://www.businessinsider.de/lyft-hilton-partnership-free-…


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