The earnings call presented a strong overall performance with significant revenue and EBITDA growth across multiple segments, notably in Mobile and FinTech. However, the company faced challenges with valuation losses, tax issues, and a quarterly net loss.

Company Guidance -

Q3 2025

In the Q2 2025 call, Rakuten Group showcased impressive financial and operational metrics, underpinned by strong segment performances and AI advancements. Rakuten Mobile's stand-alone EBITDA improved by JPY19.1 billion YoY, reaching JPY5.6 billion, while subscriber numbers surpassed nine million, aiming for 10 million by year-end. Consolidated revenue rose by 11% YoY to JPY596.4 billion, with Internet Services, FinTech, and Mobile segments contributing 6.8%, 14.8%, and 18.1% growth, respectively. Consolidated non-GAAP operating income increased to JPY20.1 billion, marking the first Q2 profit since FY2019. Rakuten AI's full-scale launch was a significant highlight, enhancing customer and partner engagement through personalized search and advertisement optimization, with AI-driven initiatives boosting both consumer and B2B services. The mobile segment achieved an 18.1% revenue increase YoY, with EBITDA turning positive. Rakuten's strategic financial management aims to reduce net interest-bearing debt to non-GAAP EBITDA in non-fintech businesses to within 5x by 2027, maintaining a consolidated equity ratio of 10%.

Rakuten Mobile EBITDA Improvement

Rakuten Mobile's stand-alone EBITDA improved by JPY19.1 billion YoY, reaching JPY5.6 billion. The number of subscribers surpassed nine million by the end of July.

Consolidated Revenue Growth

Consolidated revenue increased by 11% YoY to JPY596.4 billion, with significant growth in Internet Services, FinTech, and Mobile segments.

Record EBITDA

Consolidated EBITDA increased by 54.5% YoY, reaching JPY103.2 billion, marking the highest amount ever recorded for a Q2.

Launch of Rakuten AI

Rakuten AI was officially launched on July 30, featuring Agentic AI services with concierge functions, enhancing the Rakuten ecosystem.

Internet Services Segment Growth

Revenue increased by 6.8% YoY to JPY324.5 billion. Excluding valuation losses, operating income increased by 8% YoY.

FinTech Segment Expansion

Segment revenue increased by 14.8% YoY to JPY232.7 billion, driven by Rakuten Card and Rakuten Bank's growth.

Rakuten Bank's Strong Profitability

Ordinary income increased by 40.8% to JPY57.5 billion, with a 56.8% rise in ordinary profit and ROE at 21.6%.

Mobile Segment Profitability

Revenue increased by 18.1% YoY to JPY112.1 billion, with the segment turning profitable on an EBITDA basis.

Rakuten Symphony's New Contracts

Signed new contracts with six companies, including AT&T, highlighting the growing recognition of its products.

Rakuten (RKUNF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RKUNF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	0.05 / -	-0.235	―	―	―
Aug 08, 2025	2025 (Q2)	0.04 / -0.16	-0.106	-50.74% (-0.05)
May 14, 2025	2025 (Q1)	-0.09 / -0.23	-0.134	-72.30% (-0.10)
Feb 14, 2025	2024 (Q4)	0.18 / -0.04	-0.453	91.64% (+0.41)
Nov 13, 2024	2024 (Q3)	-0.06 / -0.24	-0.206	-14.18% (-0.03)
Aug 09, 2024	2024 (Q2)	-0.06 / -0.11	-0.212	49.84% (+0.11)
May 14, 2024	2024 (Q1)	-0.12 / -0.13	-0.352	61.87% (+0.22)
Feb 14, 2024	2023 (Q4)	0.05 / -0.45	-0.491	7.87% (+0.04)
Nov 09, 2023	2023 (Q3)	-0.09 / -0.21	-0.348	40.87% (+0.14)
Aug 10, 2023	2023 (Q2)	-0.17 / -0.21	-0.365	41.98% (+0.15)

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

RKUNF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 08, 2025	$4.88	$5.00	+2.46%
May 14, 2025	$5.86	$6.20	+5.80%
Feb 14, 2025	$6.09	$6.23	+2.30%
Nov 13, 2024	$6.67	$6.24	-6.45%

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 (RKUNF) report earnings?

Rakuten (RKUNF) is schdueled to report earning on Nov 13, 2025, TBA (Confirmed).

What is Rakuten (RKUNF) earnings time?

Rakuten (RKUNF) earnings time is at Nov 13, 2025, TBA (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 RKUNF EPS forecast?

RKUNF EPS forecast for the fiscal quarter 2025 (Q3) is 0.05.

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