Rakuten wesentlich besser als Rocket

At the same event, Rakuten Chairman and CEO Mickey Mikitani unveiled the company’s first original device as a mobile carrier: the Rakuten Mini. This tiny device, at only 10.6cm by 5.3cm, weighs in at just 79g, setting new standards for the smartphone industry. The Rakuten Mini features a broad range of functions, is eSIM compatible, and will be available to Rakuten Mobile subscribers.

rakuten.today/blog/rakuten-launch-mobile-operator-service.html

There is an opportunity here for both broken IPOs. Deutsche Bank analyst Lloyd Walmsley initiated coverage of Lyft with a buy rating on Thursday, arguing that the shares could be bottoming out here. Walmsley gets the concerns surrounding the end of the IPO's lock-up period, regulatory screws tightening in California with a chance of spreading nationally, and the market's growing impatience with unprofitable stocks trading at high revenue multiples.

Walmsley's counter to the naysayers is that Lyft is coming off another quarter of strong growth and that most of the concerns are already priced into the discounted shares. Given the significant barriers to scale -- the two leaders posting billions in annual losses -- he sees this as a rational duopoly in the near future.

Uber and Lyft aren't going out of business anytime soon despite the steep losses in both comps, but the chances are slim that we'll see a third material competitor. The same factors scaring away investors fearful of losing money also apply to any potential rival.

Lyft grew its top line at a 72% clip in its latest quarter, and that's impressive.

finance.yahoo.com/news/...-bounce-back-hitting-131500939.html

Pokalendspiel, sondern zu diesem Ereignis:

b2b.ifa-berlin.com/IFA/IFANEXT/...Speaker.jsp?personId=584300

Die Deutsche Bank zeigte sich nun entgegen der breiteren Meinung aber zuversichtlich: Die jüngsten Probleme seien bereits eingepreist, weshalb sich der aktuelle Zeitpunkt ideal zum Einstieg eigne, heißt es bei CNBC. Aus diesem Grund hoben die Experten des Bankhauses den Daumen und setzten das Kursziel bei 70 US-Dollar fest. Er sehe ein sich verbesserndes Wettbewerbsumfeld und einen "klaren Weg zu mehr Rentabilität durch niedrigere Subventionen, höhere Preise, niedrigere Versicherungskosten und Effizienzsteigerung", zitiert ihn MarketWatch. Eine Verbesserung der Effizienz sollte "langfristig gesunde Margen bringen", heißt es außerdem bei CNBC.

Der Deutsche Bank-Analyst erklärte, die Bedenken am Markt seien "übertrieben". Auch der Tatsache, dass Kalifornien über einen Gesetzesvorschlag nachdenkt, der Lyft zwingen würde, seine Fahrer als Angestellte zu klassifizieren, blickt Walmsley zuversichtlich entgegen. "Im schlimmsten Fall sehen wir, wie Lyft die Preise erhöht, die Kosten an die Fahrer weitergibt und dies einen leichten Widerstand beim Wachstum verursacht", schätzt der Experte.  Letztendlich seien aber all diese Faktoren bereits eingepreist und die Aktie habe nun deutliches Aufwärtspotenzial.

www.finanzen.net/nachricht/aktien/...l-luft-nach-oben-7965551

Lyft incurred a loss of 68 cents per share in second-quarter 2019 (excluding $1.55 from non-recurring items), narrower than the Zacks Consensus Estimate of a loss of $1.03. Results were aided by solid revenues that grew 72% on a year-over-year basis to $867.3 million. The top line also surpassed the Zacks Consensus Estimate of $809.4 million.

Revenues for 2019 are now expected between $3.47 billion and $3.5 billion (earlier guidance was between $3.275 billion and $3.3 billion). Following the raised guidance, top-line growth is now expected in 61-62% range for 2019 (earlier forecast hinted at a 52-53% revenue growth). Anticipation of solid rider growth led to the company’s upbeat revenue forecast. Lyft now anticipates EBITDA loss (adjusted) for 2019 in the $850-$875 million band, mirroring an improvement from the earlier guidance of a loss of $1.175-$1.15 billion.

finance.yahoo.com/news/why-lyft-lyft-down-25-133101793.html

On August 1, 2019, Rakuten and US-based film production and distribution company The H Collective, Inc. announced the signing of an agreement to establish Rakuten H Collective Studio, Inc., a joint venture movie production company, in Japan.
Rakuten H Collective Studio will engage in the in-house production of films, financing, intellectual property management, and the production and sale of video content on a variety of platforms.

global.rakuten.com/corp/innovation/rnn/2019/0910/

Cabify closed the year 2018 with a workforce of 330 workers in Spain, which represents an increase of 53% (115 more employees), compared to the previous year, according to the sustainability report of the mobility platform.

According to the company, Cabify also generated 6,300 indirect jobs last year, mainly in the driver segment of rental vehicles with drivers (VTC) through the companies that provide this service to the platform.

On the economic level, the company doubled (+ 98%) its turnover in 2018, an exercise marked by the 'war' open between this type of companies and the taxi sector.

Cabify thus entered about 144 million euros last year, after more than doubling both the number of trips (+ 116%) and the number of passengers transporting (+ 114%) compared to the previous year. According to their data, half a million users use their transport options every month.

The gross operating result was nevertheless negative at 1.14 million euros, although this data means a 71% cut in the loss accounted for one year earlier, which, according to the company, "shows a clear path towards profitability" .

www.onlinemarketplaces.com/articles/...by-53-in-spain-in-2018

die Preise, aber die gewandelten Unternehmen verschwinden nicht. Sie wachsen nur langsamer, weil die Nachfrage langsamer steigt.

www.faz.net/aktuell/wirtschaft/diginomics/...hr-16377897.html

Ein Vorteil ist allerdings, dass weniger Kapital in die Sektoren strömt und die Konkurrenzintensität nachlässt.

Und nachhaltiger ist ein gewandeltes Modell allemal: Denn dass ein entwickelter Staat auf Dauer Modelle zulässt, die Steuerhinterziehung und Vermeidung von Sozialabgaben vermeiden helfen, ist naiv gedacht.

Postmates Inc, another San Francisco-based food delivery company, said there is more work to do to protect the state's 450,000 gig delivery workers.

"We are participating in conversations with labor unions, state leaders, and national voices...to find durable long-term solutions to balance worker protections," Postmates said in a statement.

www.autoblog.com/2019/09/11/...gig-bill-uber-lyft/?yptr=yahoo

Shares of ride-sharing companies Uber Technologies Inc. and Lyft Inc. rallied in morning trading Wednesday, after the California Governor Gavin Newsom reportedly said that regardless of what happens with AB5, he was committed to continuing negotiations with both companies. Uber's stock rallied 4.5% and Lyft shares hiked up 7.1%. On Tuesday, the California Senate passed a bill, known as A.B. 5, that essentially classifies Uber and Lyft drivers as employees rather than independent contractors, which would give the drivers new wage and benefit protections. The vote sends the bill back to the state Assembly for final approval. The Wall Street Journal reported Wednesday that Governor Newsom said he it is in the best interest of the state to stay at the bargaining table, and still hopes to reach a deal with the ride-sharing companies.

finance.yahoo.com/m/...stocks-surge-after.html?.tsrc=fin-srch

California proposed a law this week that would force companies to reclassify some contract workers as employees. The bill is expected to be approved by Friday.

Governor Gavin Newsom said he wants to make a deal with Uber (NYSE:UBER) Uber, Lyft and other gig companies over the status of their drivers as they seek an exemption from the bill, the WSJ reported.

“As it relates to Uber, Lyft, DoorDash, others, some of the gig platforms, these remain ongoing negotiations, and regardless of what happens with (the propsosed law), I am committed, at least, to continuing those negotiations,” Newsom told the paper.

finance.yahoo.com/news/...ike-report-exception-114500935.html

Rakuten’s 5G-ready network will give it a massive cost advantage
By Mark Newman, Chief AnalystMay, 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.

inform.tmforum.org/insights/2019/05/...assive-cost-advantage/

www.heise.de/newsticker/meldung/...tellte-machen-4519829.html

sind, ist die Frage. Denkbar halte ich, dass der Widerstand und die Drohgebärden vor allem dazu dienen, das nicht zu verhindernde Gesetz zugunsten von Lyft und Uber erträglicher zu machen.

Möglicherweise waren die Kosten für Fahrerprämien höher als die jetzt zusätzlichen Kosten, die ja auf alle zukommen und damit die Wettbewerbsverhältnisse innerhalb des Gewerbes nicht verändern. Und ich kann mir auch nicht vorstellen, dass bei Preiserhöhung um z.B. 15% die Nachfrage dramatisch einbricht, wenn wenig Substitutionsmöglichkeiten bestehen.

Ich sehe darin kein Problem für Lyft:

www.marketwatch.com/story/...-12?siteid=yhoof2&yptr=yahoo

PerformanceIN talks to Anthony Capano to discuss his newly-appointed role as Rakuten Marketing international managing director, as well as Rakuten Marketing’s global expansion and tech investment.

performancein.com/news/2019/09/09/...d-technology-investment/

Find middle ground

Lyft spokesman Adrian Durbin would not comment on whether Lyft shares Uber’s position that it will not reclassify its workers come Jan. 1.

“We are fully prepared to take this issue to the voters of California to preserve the freedom and access drivers and riders want and need,” Durbin said in a statement.

The legislation is likely of intense interest to the companies’ investors — both Uber and Lyft are publicly traded. Wedbush analyst Daniel Ives wrote in a note to investors that the firm expects gig economy companies to push back and find middle ground.

www.marketwatch.com/story/...fornia-governors-desk-2019-09-11

Probleme:

For customers, the prices for an Uber or Lyft ride could rise. With Uber and Lyft having to schedule drivers' work hours in advance (an additional labor cost), they may not schedule drivers for slow times. The supply of needed drivers may decrease due to this shift, and the customers may pay more because of it.

Lyft, which operates only in North America, could be more dependent on the California market. But Zimmer acknowledges that if the bill passes into law, Lyft would hire fewer drivers, which would save from having to do background checks and onboarding.

finance.yahoo.com/news/...yft-hold-breath-wake-175036697.html

Tokyo-headquartered online research firm Rakuten Insight Global has opened an office in Bucharest, Romania.

Rakuten Insight Global was formed last year when eCommerce and data group Rakuten merged its two online research companies, Rakuten Research and AIP Corporation, under a single brand. The firm's new Bucharest operation will operate as a client service and operations hub to drive business development and provide multi-functional operational support for clients based across Europe. It is the company's second location in Europe and is a branch of the London office, which opened in 2010. Neil Cantle (pictured), who also oversees the Rakuten Insight London Office, will lead the Bucharest team of sales and project managers. Commenting on the launch, Cantle said: 'We look forward to continuing to provide the highest standards of service for our clients' research needs in Asia on this next stage of our journey.

www.mrweb.com/drno/news28572.htm

Wir hoffen Sie sind dabei!

Die Aktien der Mitfahrer-Unternehmen UBER und LYFT Inc. zogen die Tage deutlich an nachdem der Gouverneur von Kalifornien, Gavin Newsom, berichtet hatte, dass er unabhängig davon, was mit mit dem Gesetz AB.5 (Assembly Bill No.5)  passiert, eine Verpflichtung zur Fortsetzung der Verhandlungen mit beiden Unternehmen. eingegangen sei. Am Dienstag verabschiedete der kalifornische Senat das Gesetz namens AB.5, welches im Wesentlichen UBER und LYFT Fahrer als Angestellte und nicht als unabhängige Vertragspartner klassifiziert. Damit entsteht Klarheit über die Rechtslage der beiden Anbieter, zumindest in den USA. Aber wir wissen: es ist dann nur eine Frage der Zeit bis diese Einsichten auch in Europa landen. Zum Glück ist Frau von der Leyen in ihrer neuen Position vollkommen offen gegenüber neue Rechtsgrundlagen zu Gunsten der Digitalisierung. Unsere geduldige Einschätzung gegenüber den beiden Titeln wird sich noch auszahlen.

www.berneckerresearch.de/...-von-UBER-LYFT-und-LIBRA-12092019

https://www.youtube.com/watch?v=vhvz79VBPh4

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www.bizadmark.com/viber-marketing-strategies/

Ives of Wedbush said when all is said and done, the result will likely be a compromise between state lawmakers and the companies.

“We fully expect gig economy companies to continue to push back and find a middle ground,” he said, “but it's unclear if and how much they will start paying in the interim period.

fortune.com/2019/09/11/...california-contractor-employee-law/

This includes contribution, which is defined as revenue, less cost of revenue, adjusted to exclude amortization of intangible assets, stock-based compensation-related expenses and changes to liabilities for insurance required by regulatory agencies attributable to historical periods. Contribution in Q2 was $399 million, up 88% year-over-year. Contribution margin for Q2 was 46% up from 42% from the same period a year ago, as a result of monetization increases and our continued focus on expense leverage. Contribution increased in absolute dollars quarter-over-quarter, while as we guided contribution margin declined slightly on a sequential basis given our growth investments.

The biggest factor was related to our costs associated with the expansion of our network of shared bikes and scooters. However, based on the strength in our core ride sharing business, we now expect contribution margin to improve in Q3 and Q4 relative to Q2. In fact, in Q3 we anticipate a contribution margin may return to the 50% mark we achieved in Q1.

finance.yahoo.com/news/...-2019-022406687.html?.tsrc=fin-srch

years

In our Rakuten Pureplay Retailer Report Summary, we examine the latest initiatives and developments taking place in the growing 3P marketplace and share recommendations for brands wanting to capture Rakuten’s explosive growth over the coming years.

Rakuten is expected to add over $10.9 billion in sales by 2023

Rakuten, Japan's largest ecommerce player, operates 70+ businesses that span ecommerce, digital content, communications and FinTech, reaching more than 1.2 billion members around the world. Rakuten’s sales are primarily concentrated in Japan, but other markets are growing rapidly – especially its largest international market i.e. US, which is forecasted to grow the fastest at 9.0%.

Rakuten is the 8th largest ecommerce player in the world, and the largest in Japan

Globally, Rakuten competes with other large marketplaces from around the world including Alibaba and Amazon, but still significantly trails them by scale. Rakuten has made several investments to compete better internationally, particularly in supply chain and delivery logistics. It’s moving towards a “Fulfillment by Amazon” model, where it will manage 3rd party inventory and delivery for sellers.

www.ascentialedge.com/insights/rakutens-path-ecommerce-success