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Rakuten Group In. 3,9005 € -1,45% Perf. seit Threadbeginn:   -67,51%
 
Libuda:

Rakuten is an investor in Airweave

 
19.09.26 22:41
Airweave Inc., the prominent Japanese premium bedding manufacturer, operates as a private company, meaning it does not publicly release exact real-time quarterly or annual financial statements.

The baseline figures, targets, and operational milestones defining Airweave's revenue scale include:

Domestic Revenue & Projections

Current Domestic Revenue: Airweave’s domestic revenue in Japan stands at approximately ¥20 billion JPY (roughly $135 million to $140 million USD).

Global Target: Under Founder and CEO Motokuni Takaoka, the company has outlined a aggressive long-term global roadmap to reach ¥100 billion JPY in global sales—effectively a 5x expansion over its recent domestic footprint.

Cumulative Historical Sales: By 2023, the brand had reached milestone cumulative sales of $1.34 billion USD.

Key 2026 Growth Catalysts

Airweave's 2026 operational strategy relies heavily on international scaling and high-profile partnerships rather than standard retail expansion:

Olympic Branding: Airweave is the official bedding partner for the Milano-Cortina 2026 Winter Olympics. The company is supplying approximately 4,000 customizable Airfiber beds to three athlete villages and opening a dedicated "Mattress Fitting Center" on-site. Airweave leverages these Olympic iterations (following Tokyo 2020 and Paris 2024) to validate its premium price points and drive global wholesale demand.

US Retail Push: Following the launch of its US flagship retail location in Santa Monica, California, Airweave continues expanding its physical retail and direct-to-consumer infrastructure in the North American market.

Hospitality and Luxury Alignment: In April 2026, the company named world-renowned chef and hotelier Nobu Matsuhisa as its Global Brand Ambassador. This partnership explicitly targets revenue generation through B2B contracts with luxury wellness facilities, hotels, and upscale hospitality portfolios.

www.google.com/...CBwg2LjE4LjUuMcgHQYAIAQ&sclient=gws-wiz

Rakuten Invests in Bedding Manufacturer airweave

Tokyo, September 19, 2017-Rakuten, Inc. today announced that it will underwrite a capital increase by third party allotment of about 1.2 billion yen with mattress and bedding manufacturer airweave Inc. The move will see Hiroshi Takasawa, who oversees Rakuten’s investment business at Rakuten Capital and serves as Managing Executive Officer and investment company president, appointed as an outside director of airweave Inc.

global.rakuten.com/corp/news/press/2017/0919_01.html

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Libuda:

Leads Japan in Retention and Switching Interest

 
20.09.26 08:58
Rakuten Mobile Leads Japan in Customer Retention and Switching Interest, Survey Shows
KEY POINTS

MMD Labo survey shows 60.3% of Japanese mobile users do not plan to switch carriers

Rakuten Mobile records the highest retention intent at 67.2%, ahead of povo at 64.5%

Rakuten Mobile leads potential switching destinations at 21.3%, while low prices drive sign-ups for six MNO brands

By brand, Rakuten Mobile had the highest intention to retain users at 67.2%, followed by KDDI's povo at 64.5% and NTT Docomo at 63.4%. The broader retention-intent figure was based on 36,830 respondents who had a main smartphone communications provider.

Among 4,920 respondents who were actively considering a specific alternative provider, Rakuten Mobile ranked first as the intended destination at 21.3%, followed by mobile virtual network operators, or MVNOs, at 13.2% and ahamo at 12.7%.

By age group, teenagers and users in their 20s most often selected MVNOs as their preferred switching destination, while Rakuten Mobile ranked first among users in their 30s through 70s.

jp.ibtimes.com/...smartphone%2520communications%2520provider.
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Libuda:

Reimagining Telecom with AI and Automation

 
20.09.26 14:07
FutureNet Asia 2026: Reimagining Telecom with AI and Automation

Growth Needs a New Perspective

With 70+ businesses across the Rakuten Ecosystem, we see connectivity as more than just moving data—it’s about creating new value from the network. I invite you to visit us at Booth 14 at FutureNet Asia 2026 and explore how AI, Cloud, Open RAN and the broader Rakuten Ecosystem can help unlock new opportunities for your network and business.

If you’re at the show, stop by and have a conversation with our team. You may just find an idea, technology, or new perspective that sparks something valuable for your business.

Measuring the Value of the Ecosystem

So, what is behind this evolution in new service innovation?  

Metrics matter and need to evolve, so that the data captured informs decisions on investing in the right technology and services. Measuring churn and ARPU are not as insightful as measuring lifetime customer value and cross-service usage. These metrics provide insights on how to capture value from a services ecosystem.

The new metrics need to treat spectrum and data as an MNO’s two monetizable assets and track how effectively both are used. The goal is to grow the share of wallet – how many services a customer uses. This takes the pressure off acquiring new customers in areas where the customer pool is not growing, and taking subscribers from other operators is costly.  

Unlocking Growth Beyond Connectivity

Operational efficiency is often thought of as delivering reduced operating costs. While that is true, there’s more. Boston Consulting Group’s modeling shows that telcos that commit to an AI-first operating model—reimagining customer service and network operations around autonomous agents—can see a 15% boost in EBITDA and a 10% uplift in EBIT, well beyond what cost-cutting pilots alone deliver.

That efficiency-to-revenue pivot is already visible in how operators talk about their own deployments. I’ll talk about how agentic AI is increasingly driving revenue growth for Rakuten Mobile rather than just operational efficiency—the same data and automation foundation, redirected toward a commercial outcome.

I am looking forward to the conversation because new service creation is more critical for MNOs than ever, and it deserves more dialogue and creativity. Every MNO network and circumstance is different, making this an important conversation to have.

symphony.rakuten.com/blog/...g-telecom-with-ai-and-automation
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Libuda:

Die 10 besten koreanischen Dramen auf Viki

 
20.09.26 21:39
Die 10 besten koreanischen Dramen auf Viki, die du 2026 unbedingt sehen musst!

August 20, 2026

Suchst du nach den besten koreanischen Dramen auf Viki im Jahr 2026? In diesem Video präsentieren wir dir die Top 10 der besten koreanischen Viki-Dramen des Jahres 2026, die unbedingt auf deine Watchlist gehören! Von mitreißenden Romanzen und emotionalen Geschichten über spannende Krimis und unvergessliche Charaktere bis hin zu brandneuen Veröffentlichungen – diese Dramen bieten für jeden K-Drama-Fan etwas. Egal, ob du schon lange Viki nutzt oder auf der Suche nach deiner nächsten Lieblingsserie bist, diese Liste hilft dir, deine nächste Must-See-Serie zu finden.

https://www.youtube.com/watch?v=DBmbnh1NW0k
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Libuda:

For those who have never exceeded 20GB

 
20.09.26 22:15
For those who have never exceeded 20GB. September is your chance to 'fully utilize' Rakuten Mobile

note.com/rakumoba_dendo/n/nac1b254432b7?hl=en
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Libuda:

iGrow surpasses 3 million downloads

 
21.09.26 11:25
Rakuten Securities' smartphone asset creation app "iGrow" surpasses 3 million downloads! - 1 million downloads increased in about 7 months

September 16, 2026

www.rakuten-sec.co.jp/web/company/newsrelease/
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Libuda:

Ferrari profitiert von Rakuten-Partnerschaft

 
21.09.26 20:07
Die Ferrari-Aktie profitiert von neuer Rakuten-Partnerschaft und optimistischen Analystenstimmen

19.09.2026

Neue Rakuten-Partnerschaft als Wachstumstreiber

Laut The Globe and Mail vom 17.09.2026 hat Ferrari N.V. über eine Form-6-K-Mitteilung bekanntgegeben, dass die italienische Tochter Ferrari S.p.A. eine strategische Partnerschaft mit Rakuten Group Inc. geschlossen hat.

Der Schritt zielt darauf ab, digitale Dienste und Kundenbindung zu stärken und damit zusätzliche Ertragsquellen im Umfeld der Luxus-Sportwagen zu erschliessen, was das mittelfristige Wachstumspotenzial des Konzerns unterstreicht.

www.ad-hoc-news.de/boerse/news/...-partnerschaft-und/70131288
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Libuda:

20,000 points with Rakuten Mobile's Mazi-Toku

 
21.09.26 22:08
Get 20,000 points with Rakuten Mobile's Mazi-Toku Festival! An active employee explains the conditions and points to note.

September 18, 2026

note.com/sakabe_youtube/n/nf7ac64578a42?hl=en
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Libuda:

Pick Of The Best Japanese Founder Led Stocks

 
22.09.26 13:52
Our Pick Of The Best Japanese Founder Led Stocks In September 2026

September 21, 2026

US and China are now working on an AI safety dialogue, which puts advanced technology squarely in the political spotlight. That kind of scrutiny can reward Japanese businesses where founders still call the shots and often think beyond the next quarter. Investors who back these leader led companies are effectively backing long term personal missions. This article highlights such Japanese stocks from the founder focused screener.

Rakuten Group is a founder-led digital ecosystem built by CEO Hiroshi Mikitani across e-commerce, fintech, and mobile. Internet Services generate about ¥1.40t, FinTech about ¥1.09t, and Mobile ¥512.6b, with a market cap around ¥1.55t anchoring this diversified platform.

For founder-led investors, Rakuten Group is where a long-running personal mission meets a large, interconnected business that now spans shopping, payments, banking, securities, and mobile under one orchestrated ecosystem.

The key question for Rakuten Group now is how one largely unseen pressure on profitability will shape the eventual payoff from that founder-built ecosystem.

That pressure point sits at the center of Rakuten Group’s story, and the full narrative for Rakuten Group reveals how ecosystem momentum and capital strain are really interacting.

simplywall.st/stocks/jp/...ese-founder-led-stocks-in-septembe

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Libuda:

Rakuten owning 16.5 million AST-shares

 
22.09.26 17:04
Prediction: AST SpaceMobile Will Be the Best-Performing Space Stock of 2027

Tue, September 22, 2026

The space industry could be entering a new growth phase, and AST SpaceMobile (NASDAQ: ASTS) is one of the most interesting companies to watch. With its satellite network expanding and direct-to-device service increasingly a reality, AST has several major catalysts ahead. If those catalysts play out, the stock could distinguish itself as one of the sector's top performers heading into 2027.

AST has successfully launched its next-generation BlueBird satellites, including three in August, bringing the total number of BlueBird spacecraft launched to 13.
The bigger opportunity has yet to come. AST has pushed its target for a larger satellite deployment to early 2027, meaning the coming year could be when investors finally see whether the company can scale its network. Perhaps more importantly, AST is already showing meaningful progress on that front today.
The company says it's targeting to launch between 45 and 60 satellites by the end of 2026. Meanwhile, additional satellites are already in different stages of production. That means AST is moving closer to the coverage and capacity that a commercially useful network needs.
With more satellites coming online, AST is getting closer to putting its technology into the hands of real users.
The next major catalyst is actual customer usage. AST is preparing a beta service with select mobile network partners, starting with AT&T and Verizon.

finance.yahoo.com/markets/stocks/articles/...g-103000605.html

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Libuda:

Rakuten Mobile's signal excellent

 
22.09.26 21:07

Is Rakuten Mobile's signal bad? [Latest September 2026] Improvements with Platinum Band and How to Check Areas

September 9, 2026

www.japannetworkgroup.com/colum/rakuten-mobile-denpa/

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Libuda:

This will increase the revenue of Rakuten Symphony

 
22.09.26 22:00
Open Ran Market

Last Updated: September 15, 2026

The Open Ran industry is projected to grow from 10.34 USD Billion in 2025 to 100.72 USD Billion by 2035, exhibiting a compound annual growth rate (CAGR) of 25.56% during the forecast period 2025 - 2035.

Major Players
Rakuten (JP), Mavenir (US), Parallel Wireless (US), Altiostar (US), Cisco (US), Nokia (FI), Ericsson (SE), Samsung (KR), Intel (US), Dish Network (US)

www.marketresearchfuture.com/reports/open-ran-market-11181
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Libuda:

Special campaigns running

 
23.09.26 09:10
Special campaigns running through late September/early October 2026 award up to 20,000+ Rakuten points for new Rakuten Mobile subscribers who also hold or apply for a Rakuten Card and use the Rakuten Link app.
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Libuda:

No problem for two years

 
23.09.26 09:50
Rakuten Registers ¥600bn Bond Shelf, Including Perpetual Subordinated Debt
Rakuten Group has registered up to ¥600bn in bond capacity running through September 2028, covering ordinary unsecured notes as well as dated and perpetual subordinated structures, though the filing leaves every coupon, price and issue size undetermined until specific offerings are priced.

Sep 18, 2026

Rakuten Group has registered capacity to issue up to ¥600bn in bonds over the next two years, according to a shelf registration statement filed with the Kanto Local Finance Bureau on September 18, 2026. The registration takes effect September 30, 2026 and runs until September 29, 2028.

A shelf registration sets a ceiling on what a company can raise. It is not a completed sale. Details not already fixed in this filing, such as coupon, price and offering dates for the straight and dated subordinated bonds, will be set out in a correction registration statement or shelf-registration supplement whenever Rakuten actually issues bonds under this cap. The perpetual subordinated bonds carry no maturity date at all, by design.

The filing states that proceeds from any bonds sold under this shelf are intended for working capital, capital expenditure, investment and loan funds, debt repayment, and redemption of commercial paper or existing bonds. That is standard shelf-registration language rather than a financing plan tied to a specific project, and the filing gives no breakdown of how much might go to each purpose.

Representative Director, Chairman and President Hiroshi Mikitani signed the filing. The shelf carries registration number 8-Kanto 3, filed under EDINET code E05080.

tokyobrief.com/articles/...illion-yen-bond-shelf-registration
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Libuda:

The growth of debts has stopped

 
23.09.26 22:02

companiesmarketcap.com/rakuten/total-debt/
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