Rakuten Group, Inc. (OTCPK:RKUNY) Q3 2022 Earnings Conference Call November 10, 2022 1:15 AM ET Company Participants Hiroshi Mikitani - Chairman, President and Chief Executive Officer Tareq Amin - Chief Executive Officer, Rakuten Mobile and Rakuten Symphony Hiroshi Takasawa - Chief Financial Officer Conference Call Participants Yushi Kawamoto - Haitong International Japaninvest KK Nagao Yoshitaka - Bank of America Yusuke Okumura - Okasan Securities Hiroko Sato - Jefferies Securities David Gibson - MST Finan ...

FY2022 Third Quarter Consolidated Financial Results CEO Group Strategy November 11, 2022 Rakuten Group, Inc. Agenda | --- | |--------------------------------------| | Mobile/Rakuten Symphony Strategy | | Q3/22 Highlights | | Business Update | | ◆ Internet Services | | ◆ FinTech | | ◆ Overseas and Contents Businesses | | Financial Strategy | 2 1 Mobile / Rakuten Symphony Strategy 3 � | Mobile Rakuten ද 5 4 O IT ALL BEGAN WITH A VISION 5 Monthly Mobile Subscription Fees in Japan Before Rakuten Mobile Was Laun ...

Rakuten Group, Inc. (OTCPK:RKUNY) Q2 2022 Earnings Conference Call August 10, 2022 6:30 AM ET Company Participants Hiroshi Mikitani - Chairman, President and CEO Kazunori Takeda - Group EVP, President of Commerce Company Conference Call Participants Mitsunobu Tsuruo - Citigroup Yoshitaka Nagao - Nomura Securities Kazunori Takeda - Credit Suisse Operator Good afternoon ladies and gentleman and thank you for joining RakutenÂ's 2022 Second Quarter Financial Results Meeting. We have disclosed the latest consoli ...

FY2022 Second Quarter Consolidated Financial Results Appendix August 10, 2022 Rakuten Group, Inc. Consolidated Results R 2 Q2/22 Revenue and Operating Income*1 (JPY bn) | --- | --- | --- | --- | |-------------------------------|------------|----------|--------| | | *5 Q2/21 | *5 Q2/22 | YoY | | Core Business * 2 | | | | | Revenue | 347.2 | 378.5 | +9.0% | | Operating Income * 3 | 41.6 | 45.1 | +8.5% | | Non-recurring / Investments | | | | | Revenue | 35.6 | 35.6 | +0.1% | | Operating Income | 4.3 | 7.0 | +6 ...

FY2021 First Quarter Consolidated Financial Results May 13, 2021 Rakuten Group, Inc. EC Core Businesses R 1 Domestic E-Commerce Highlights Continued strong growth for domestic e-commerce GMS: +22.4% YoY Customer loyalty is steadily growing, anchored by Rakuten Ichiba Will establish a joint venture with Japan Post for further growth of e-commerce businesses 2 Domestic E-Commerce / Shopping E-Commerce GMS*1*2 E-commerce GMS grew strongly in Q1/21 continuing from last quarter Q1/21 Domestic EC GMS Q1/21 Shoppi ...

Start Time: 08:00 January 1, 0000 9:19 AM ET Rakuten Group, Inc. (OTCPK:RKUNY) Q1 2021 Earnings Conference Call May 13, 2021, 08:00 AM ET Company Participants Hiroshi Mikitani - Chairman, President and CEO Kazunori Takeda - Group EVP, President of Commerce Company Noriaki Komori - VP of Commerce Company, Logistics Business Masayuki Hosaka - Representative Director and Vice Chairman Hiroyuki Nagai - President, Rakuten Bank Yuji Kusunoki - President, Rakuten Securities Yuzo Hashiya - President, Rakuten Insura ...

Rakuten, Inc. (OTCPK:RKUNY) Q4 2020 Earnings Conference Call February 12, 2021 1:15 AM ET Company Participants Kyoko Altman - Executive Officer & GM, IR Department Kenji Hirose - Group EVP & CFO Yoshihisa Yamada - Group Executive VP, Mobile Segment Leader & President, Communications & Energy Company Tareq Amin - Group EVP & CTO Koji Ando - Group Managing Executive Officer and SVP, Investment & Incubation Company Yoshiyuki Takano - Executive Officer, Head, Travel Business Hiroyuki Nagai - Group Managing Exec ...

Financial Data and Key Metrics Changes - The company reported double-digit growth in earnings for the quarter, with e-commerce shopping GMS and securities business revenue both growing approximately 30% year-on-year [1]. Business Line Data and Key Metrics Changes - The mobile business launched the world's first cloud-native 5G service just six months after the 4G launch, indicating rapid development in this area [2]. - The consolidated operating loss primarily reflects the costs associated with building out the mobile business, highlighting the investment in future growth [2]. Market Data and Key Metrics Changes - The pandemic has accelerated the digitalization of consumer lifestyles, leading to increased engagement with the company's services [1]. Company Strategy and Development Direction - The company emphasizes the expansion of its ecosystem, referred to as "membership value," which is a key performance indicator for the organization [3]. - The CEO shared a vision of revitalizing Japan through the Internet and expanding the value of the company's ecosystem [4]. Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by the pandemic but noted the fortunate increase in digital service adoption among consumers [1]. - The financial strategy for funding new businesses was mentioned, indicating a focus on long-term returns despite current operating losses [2]. Other Important Information - The company is recognized as Japan's leading Internet company, offering a wide range of digital services from e-commerce to online trading [1]. Q&A Session Summary Question: What is the outlook for the mobile business? - The mobile business is expected to continue its growth trajectory with the recent launch of 5G services, which are positioned as the most affordable in Japan [2].

FY2020 Third Quarter Consolidated Financial Results Appendix November 12, 2020 Rakuten, Inc. Consolidated Results R 1 Business Strategy for Future Growth +28.6%YoY Core Businesses*1 Growth Phase Businesses*2 Investment Phase Businesses*3 Revenue +8.1%YoY ■Q3/20 Revenue / OI OI +11.9% YoY Revenue +15.7%YoY OI +27.2%YoY Revenue (excl. Rakuten Travel, OverDrive) Revenue +52.1%YoY *1 Includes Ichiba, Travel, Rakuten Rewards (Ebates), Card, Bank, Life Insurance, etc *2 Includes C2C and 1st party businesses, etc ...

FY2020 Second Quarter Consolidated Financial Results August 11, 2020 Rakuten, Inc. Consolidated Results R 1 Q2/20 Results Highlights Consolidated revenue: +13.4% YoY Global GTV: +12.6% YoY Domestic E-Commerce GMS growth: +15.2% YoY －Shopping E-commerce GMS* growth +48.1% YoY GAAP OI: JPY 3.3bn due to sale of OverDrive － Non-GAAP OI: JPY -32.6bn due to mobile business and logistics investment Rakuten diversified ecosystem enabled solid growth －FinTech: Revenue growth +19.5% YoY, Non-GAAP OI +24.2% YoY －Busin ...