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Rakuten Inc (DE:RAK)
FRANKFURT:RAK
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 13, 2025
|% Change Since: -7.90%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance with record revenues and significant growth in major segments like Internet Services, FinTech, and Mobile. AI initiatives show promising results in operational efficiency. However, there are challenges in the Mobile segment churn rates and potential impacts from tariff policies.Company Guidance
In the first quarter of 2025, Rakuten Group reported significant financial achievements and strategic advancements. The company reached a record high consolidated revenue of JPY 562.7 billion, a 9.6% year-on-year increase, with EBITDA rising 51.4% to JPY 79.9 billion. Rakuten Mobile achieved its first quarterly EBITDA profit of JPY 102 million, excluding fixed asset tax, and the mobile subscriber base expanded significantly, contributing to 181,000 new ecosystem users. The Internet Services segment saw a 6.9% revenue increase to JPY 305.5 billion, driven by a 3% rise in domestic EC gross merchandise sales to JPY 1.4 trillion. FinTech revenue grew 15.6% to JPY 223.6 billion, with Rakuten Card's transaction volume increasing by 12.8% to JPY 6.3 trillion. The company is leveraging AI through initiatives like the Triple 20 program, with 13,000 employees utilizing Rakuten AI for Rakutenians and 16,000 custom AIs developed. These efforts aim to enhance operational efficiency by 20% and improve customer experience across platforms. Despite macroeconomic uncertainties, Rakuten remains confident in its financial targets, focusing on sustainable growth and high returns through strategic investments and technological integration.Record High Consolidated Revenue
Consolidated revenue for the first quarter reached JPY 562.7 billion, marking a record high with a 9.6% increase year-on-year.
EBITDA Growth
EBITDA was JPY 79.9 billion, achieving a 51.4% increase year-on-year. Non-FinTech EBITDA turned positive at JPY 20 billion.
AI Initiatives
Over 13,000 employees are utilizing Rakuten AI, with more than 16,000 custom AIs created, delivering results in advertising, UX personalization, coding, and sales support.
Internet Services Segment Growth
Revenue reached JPY 305.5 billion, a 6.9% year-on-year increase with a 25.8% increase in non-GAAP operating income.
FinTech Segment Success
Revenue reached JPY 223.6 billion, a 15.6% increase year-on-year, with a 21.7% increase in non-GAAP operating income.
Mobile Segment Profitability
The Mobile segment achieved a quarterly EBITDA profit of JPY 102 million, with revenue increasing by 10.9% year-on-year.
Rakuten Mobile Subscriber Growth
Total subscribers reached 8.63 million, with a net increase of approximately 300,000 in the quarter.
DE:RAK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:RAK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2025 | €5.35 | €5.30 | -0.97% |
Feb 14, 2025 | €6.25 | €6.46 | +3.44% |
Nov 13, 2024 | €5.80 | €6.05 | +4.43% |
Aug 09, 2024 | €4.79 | €4.80 | +0.27% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rakuten Inc (DE:RAK) report earnings?
Rakuten Inc (DE:RAK) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Rakuten Inc (DE:RAK) earnings time?
Rakuten Inc (DE:RAK) earnings time is at Aug 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Rakuten Inc stock?
The P/E ratio of Rakuten is N/A.
What is DE:RAK EPS forecast?
DE:RAK EPS forecast for the fiscal quarter 2025 (Q2) is -0.04.