Rakuten wesentlich besser als Rocket

Full year 2025 EBITDA expected to exceed JPY 400 billion

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Obwohl die Franzosen mit dem, was sie unter dem Baum entdecken, zufrieden sind, ziehen sie es manchmal vor, weiterzuverkaufen und ihr Geschenk eine zweite Chance zu geben, wenn es so ist:
Sie mögen nicht: 44 %
ist für sie nicht nützlich: 42 %
Doppelt: 22 %

Für manche ist es eine Gelegenheit, das zu kaufen, was sie mit dem gesammelten Geld wirklich zufrieden macht: 21 % (+6 Punkte gegenüber 2024).

Außerdem würden 71 % der Franzosen positiv oder neutral reagieren, wenn einer ihrer Angehörigen ein von ihnen gegebenes Geschenk weiterverkauft. Eine Praxis, die heute weithin akzeptiert ist: Warum sollte man sich also davon berauben?

1 von 2 Franzosen hat bereits ein Geschenk gemacht, das sie selbst bekommen haben, oder haben schon darüber nachgedacht, und 1 von 4 hat es bereits getan!

Im Durchschnitt sagen Franzosen, die ihre Geschenke zu Weihnachten 2024 weiterverkauft haben, fast 100 € zurückgewonnen zu haben. Dieser Betrag kann für manche sogar 300 € übersteigen!

Methodik
Die Rakuten – Ipsos bva-Studie wurde mit einer nationalen Stichprobe von 1500 Personen durchgeführt, die die französische Bevölkerung ab 16 Jahren repräsentieren, sowie mit 100 Nicht-Lebensmittelhändlern (0 bis 9 Mitarbeiter). Die Umfrage wurde im September 2025 online durchgeführt.

global.fr.shopping.rakuten.com/actualites/...re-2025-a-11h30/

Rakuten Pay vs PayPay: Battle of the Apps

In the ever-evolving landscape of mobile payment apps in Japan, Rakuten Pay and PayPay stand out as two major players. While both have their merits, let’s explore why Rakuten Pay emerges as the preferred choice for MobalPay users.

Rakuten Pay vs PayPay? Only one winner for MobalPay users!

In the face of this comparison, Rakuten Pay emerges as the favored choice, providing users with unparalleled convenience, flexibility, and rewards. While PayPay has its merits, Rakuten Pay’s commitment to user-friendly practices, inclusivity, and seamless integration with MobalPay positions it as the superior option for those seeking a robust mobile payment experience in Japan.

www.mobalpay.com/blog/rakuten-pay-vs-paypay/

How to succeed in overseas research? Explanation of points to accurately capture the voices of local residents

2025.12.09

In today's increasingly globalized world, expanding into overseas markets has become an important growth strategy for many companies. In Japan, quantitative research has become accessible to overseas consumers on the Internet, just as Internet research has become mainstream.

However, when we actually conduct overseas surveys, many companies face challenges such as "it cost more than expected", "we did not get the data we expected", and "we overlooked cultural differences".

In this article, we will introduce the points to keep in mind when conducting Internet research overseas and explain in detail how to achieve effective overseas research.

As will be explained later, Rakuten Insight leverages the Rakuten Group's extensive overseas expansion experience and AI technology to provide "Internet research" services in overseas markets as well. If you are interested in overseas research, please click here.

insight.rakuten.co.jp/knowledge/column/column023/

My Rakuten Experience: Yuichi

2 weeks ago

As a Manager in the New Business Development Department at LinkShare Japan K.K. (LinkShare), I oversee sales activities for prospective clients. My responsibilities encompass the complete sales lifecycle, from developing sales strategies, targeting new clients, securing and conducting initial business meetings, delivering presentations, concluding contracts, preparing for operations, and launching services.

New business development goes beyond selling products; it fundamentally involves deep understanding of client challenges and proposing effective solutions. While the moment an order is placed brings great joy, the true fulfillment extends beyond that. I feel a strong sense of purpose as a salesperson when a campaign goes live, and yields positive results, that make clients glad to have they entrusted us. Furthermore, when my team members secure deals and achieve results, I feel a sense of pride that surpasses my own accomplishments.

I aim to launch and accelerate the growth of new businesses within LinkShare. I believe that the market for B2B sales support will grow significantly in the future, and my goal is to challenge myself to create innovative businesses that leverage Rakuten’s assets. While planning new businesses is a fresh challenge for me, I am actively exploring new initiatives by proactively utilizing cutting-edge technologies like AI and continuously learning. Surrounded by many inspiring colleagues who serve as role models, I am dedicated to a daily routine of learning and challenging myself.

rakuten.today/people-culture/my-rakuten-experience-yuichi.html

Together with a small cross-functional team, we boldly ventured into uncharted territory. We continuously learned through trial and error, steadily building the technical and operational foundations necessary to train world-class LLMs. Witnessing both the product and the team grow from initial uncertainties into a high-performing, self-sufficient AI capability has been incredibly fulfilling. This process of exploration and growth itself has been a great joy for me.

Attractions and Charms of Working at Rakuten
For me, the greatest attraction of working at Rakuten is the convergence of its business scale, future outlook, and individual ownership. Rakuten’s environment is truly unique -I can engage in innovative technologies such as LLMs and cutting-edge AI infrastructure, while having the autonomy to consistently lead from strategy formulation to execution.

Because of Rakuten’s diverse businesses, such as e-commerce, fintech, mobile, and digital content, our work in AI has the potential to bring significant impact across the entire organization and create value across various business domains. Knowing that our efforts contribute not only to Rakuten’s growth but also to innovation in Japanese society as a whole keeps me highly motivated.

All of this is possible because Rakuten’s corporate culture encourages experimentation, promotes continuous learning, and values collaboration with talented and motivated colleagues, which allows individuals and ideas to flourish.

Innovation
One of the projects I was involved in that had a particularly significant impact was the development of a semantic search model (*). This project started with no existing foundation, and we built everything from scratch. Through close collaboration between engineers and the business team, we successfully developed a scalable, AI-driven search solution that more deeply understands user intent.

Currently, this innovative solution has been implemented by over 10 business clients and has contributed to an increase in Gross Merchandise Sales (GMS) exceeding 1 billion JPY annually. It brings me a huge sense of accomplishment to see how our AI solution has driven both improved user experience and concrete business value on a large scale. I believe this project demonstrates Rakuten’s commitment to leveraging technology for real-world impact.

Lifestyle
I don’t strictly separate my work and private life. For me, personal learning and research are an indispensable part of my lifestyle, and they are closely intertwined with my work. I genuinely enjoy learning new technologies and reading insightful articles, and this curiosity is always a source of inspiration that I feel is actively utilized in my work.

Additionally, I often have casual discussions with colleagues outside of business hours. These are not necessarily about specific work tasks but are opportunities to exchange ideas, challenge each other’s thinking, and grow together. This collaborative culture supports both my professional growth and personal fulfillment.

AI Utilization
One of the important ongoing initiatives is the utilization of AI for operational efficiency. Specifically, we are advancing a project to automate repetitive and time-consuming tasks, such as AI training job log analysis and fault triage, using LLMs. We are currently developing a prototype, which is designed to identify potential root causes and suggest next steps using the model’s output. This will significantly streamline tasks that engineers previously debugged manually.

Although it is still under development, the initial results are very promising. We are confident that this initiative will not only contribute to a significant improvement in operational productivity and a reduction in downtime but will also serve as a powerful use case to promote broader AI adoption within Rakuten. We are driving innovation by actively applying AI in not only to product development but also to daily operational processes, thereby enhancing the productivity of the entire team.

rakuten.today/people-culture/my-rakuten-experience-connie.html

Viber launches AI feature that automatically summarizes links

Viber becomes first messaging platform to offer AI-powered link summarization, making conversations faster and more efficient for users worldwide.

Rakuten Viber has announced the launch of a new AI Link Summary feature that will leverage Artificial Intelligence. Specifically, this is a tool expected to make conversations more efficient and faster. This feature will automatically create a brief summary for every non-private link shared in conversations, allowing users to instantly understand the key points of an article or webpage without having to leave the chat.

It’s noteworthy that Viber is the first messaging platform to bring AI link summarization capabilities to market.

With AI Link Summary, as soon as someone sends a link, you see a short and understandable summary directly within Viber – whether it’s a lengthy article, blog post, or report. The feature includes automatic translation: if, for example, your app language is set to Greek and someone sends you an English link, the summary will appear in Greek.

en.parapolitika.gr/business/98165/...ically-summarizes-links/

Mein  Kursziel für 2026 liegt bei 2000 Yen und höher

15 Analysten haben ein Rakuten Kursziel 2026 abgegeben. Das durchschnittliche Rakuten Kursziel beträgt 1.122,00 ¥. Eine Einstufung wurde von 18 Analysten vorgenommen: 12 Analysten empfehlen Rakuten zum Kauf, 6 zum Halten und 0 zum Verkauf.

aktien.guide/kursziel/Rakuten-JP3967200001

Rakuten zeigt im Dezember 2025 eine positive Entwicklung bei Cashflow-Kennzahlen, getrieben durch die Erholung im FinTech-Bereich und Wachstum bei Rakuten Mobile, mit Analysten, die eine Unterbewertung sehen und starkem operativen Cashflow (TTM Ende Sep. 2025: 1,655 Mrd. €) sowie positivem bereinigtem Ergebnis in Q3 2025 (Non-GAAP Betriebsergebnis +78,8 % YoY) melden; die Free Cash Flow-Zahlen sind volatil, aber das Unternehmen scheint sich auf einem Weg der Verbesserung zu befinden, auch wenn die Free Cash Flow-Zahlen für das Jahr 2025 noch ausstehen.

Wichtige Punkte zum Cashflow im Dezember 2025:
Positives Momentum: Nach Quartalen mit negativen Ergebnissen deutet vieles auf eine Erholung hin, gestützt durch das FinTech-Segment und Rakuten Mobile.

Operativer Cashflow (TTM Sep. 2025): Der operative Cashflow (OCF) betrug 1,655 Mrd. € (Stand: 18. Dez. 2025), was zu einem EV-to-OCF-Verhältnis von etwa 8,3 führt.

Q3 2025 Ergebnisse: Rakuten Payment verzeichnete ein Non-GAAP-Betriebsergebnis von 2,6 Mrd. Yen, eine Steigerung von 78,8 % gegenüber dem Vorjahr, und der Gesamtumsatz der Segmente erreichte einen neuen Q3-Rekord.

Bewertung: Discounted Cash Flow (DCF)-Analysen weisen auf eine potenzielle Unterbewertung der Rakuten Group hin.

Herausforderungen: Trotz der Verbesserungen ist der Free Cash Flow der letzten Jahre volatil, aber das aktuelle Trend zeigt nach oben. Rakuten Mobile ist auf dem Weg zur Profitabilität, was den Gesamtkonzern stärkt.

Zusammenfassend lässt sich sagen: Rakuten befindet sich in einer Phase der finanziellen Erholung, mit starkem Wachstum in Schlüsselbereichen, was sich in positiveren Cashflow-Metriken im Jahresverlauf 2025 niederschlägt, obwohl der Free Cash Flow noch Schwankungen aufweist.

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