Rakuten Group, Inc. (RKUNY) Q4 2025 Earnings Call Prepared Remarks Transcript

Business Performance - Rakuten Mobile surpassed the target of 10 million subscribers, achieving full year profitability at the EBITDA level of JPY 12.9 billion, a year-on-year improvement of JPY 66.7 billion [2] Financial Results - Consolidated revenue increased by 9.5% year-on-year to JPY 2.5 trillion, marking the 29th consecutive year of revenue growth [3] - The FinTech segment significantly contributed to this growth, with a year-on-year increase of 19% [3] - Consolidated non-GAAP operating income rose by JPY 99.2 billion year-on-year to JPY 106.3 billion, driven by the FinTech segment and improved losses in the Mobile segment [3] AI Initiatives - The Chief AI and Data Officer will provide an update regarding the company's AI initiatives, indicating a focus on technological advancements [1]