Rakuten Group(RKUNY) - 2023 Q4 - Earnings Call Presentation

• In the case of applying only family discounts and excluding other discounts, as of February 2024. According to our internal research. 48 2 � ARPU Growth ￥3,000 R Q2/23 Q3/23 Q4/23 R Achieved Cost Optimization Target in December 2023 Mar-23 Jun-23 54 Capital Expenditure FY2024 Plan12 FY2023 FY2024 Abolition of NTT Law ＜Concerns regarding the abolition of the NTT Law＞ 1. Monopolistic use and unfair provision of facilities (such as buildings, utility poles, and pipelines) that were constructed using public ...