The earnings call reflects strong growth in revenue and EBITDA, driven by improvements across several segments, particularly in Mobile and FinTech. The launch of Rakuten AI and advancements in AI initiatives showcase the company's innovation. However, challenges remain with valuation losses in the Internet Services segment, financial issues related to taxation, and a reported net loss, balancing the positive aspects with notable concerns.

Company Guidance

In the Q2 2025 call, Rakuten Group reported significant financial and operational progress across various segments. Rakuten Mobile achieved a stand-alone EBITDA of JPY5.6 billion, improving by JPY19.1 billion YoY, with a subscriber base reaching 9.08 million. The Group's consolidated revenue grew by 11% YoY to JPY596.4 billion, with notable contributions from the Internet Services, FinTech, and Mobile segments, which saw revenue increases of 6.8%, 14.8%, and 18.1%, respectively. Consolidated non-GAAP operating income rose by JPY31.9 billion YoY to JPY20.1 billion, marking the first Q2 profit since FY2019. Additionally, Rakuten launched its Rakuten AI and Agentic AI platform, enhancing user experience with personalized search and AI-driven advertising optimizations. The FinTech segment saw a 10.2% YoY increase in Rakuten Card shopping GTV to JPY6.5 trillion, while Rakuten Bank's accounts surpassed 17 million, reflecting robust growth in the customer base. The Mobile segment's revenue surged by 33.5% YoY to JPY90.6 billion, with improvements in network quality and innovative packages like the Rakuten Saikyo U-Next package. The call also highlighted Rakuten's issuance of sustainability bonds as part of its financial strategy to ensure medium-term stability and growth.

Record Growth in Revenue and EBITDA

Consolidated revenue increased by 11% YoY to JPY596.4 billion, and consolidated EBITDA increased significantly by 54.5% YoY, reaching JPY103.2 billion, marking the highest amount ever recorded for a Q2.

Strong Performance in Mobile Segment

Rakuten Mobile's stand-alone EBITDA improved by JPY19.1 billion YoY, reaching JPY5.6 billion, and the Mobile segment's revenue increased by 18.1% YoY to JPY112.1 billion.

Successful Launch of Rakuten AI

Rakuten AI was officially launched on July 30, expanding its services with the new Agentic AI service fully live across Japan, enhancing user experience.

FinTech Segment Growth

Segment revenue increased by 14.8% YoY to JPY232.7 billion, driven by expansion in Rakuten Card and Rakuten Bank.

Positive Developments in AI Initiatives

Enhancements in AI capabilities led to improved search and recommendation algorithms, resulting in significant increases in purchase volumes on Rakuten Ichiba and Rakuten Rakuma.

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	-0.452	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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