Rakuten Group, Inc. · TSE:4755

Rakuten — Q2 2025 Earnings Presentation

60 slides from Rakuten's earnings presentation, August 2025

  1. Slide 1: 2025 Q2 Financial Results

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  2. Slide 2: Key points

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  3. Slide 3: 1. Group overview

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  4. Slide 4: Group Non-GAAP EBITDA

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  5. Slide 5: Group results highlights

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  6. Slide 6: Q2/25 group revenue

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  7. Slide 7: Q2/25 Non-GAAP operating income

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  8. Slide 8: Q2/25 EBITDA

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  9. Slide 9: Rakuten AI

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  10. Slide 10: 2. Segments

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  11. Slide 11: Internet Services

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  12. Slide 12: Internet Services: Q2/25 results

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  13. Slide 13: Internet Services: Q2/25 KPIs

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  14. Slide 14: E-commerce: Q2/25 results

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  15. Slide 15: Ichiba: Q2/25 key points

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  16. Slide 16: Travel: Q2/25 key points

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  17. Slide 17: Rakuten Super Logistics key points

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  18. Slide 18: Internet Services: Q2/25 other

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  19. Slide 19: Fintech

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  20. Slide 20: Fintech: Q2/25 results

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  21. Slide 21: Fintech: Q2/25 KPIs

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  22. Slide 22: Fintech: Rakuten Card

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  23. Slide 23: Rakuten Bank

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  24. Slide 24: Rakuten Securities KPIs

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  25. Slide 25: Rakuten Insurance

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  26. Slide 26: Fintech: other results

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  27. Slide 27: Mobile

    ENT IVEAIXYVE 27

  28. Slide 28: Mobile: Q2/25 results

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  29. Slide 29: Rakuten Mobile

    Rakuten Mobile

  30. Slide 30: Rakuten Mobile: Q2/25 results

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  31. Slide 31: Mobile: Q2/25 KPIs

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  32. Slide 32: MNO subscriptions

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  33. Slide 33: Churn rate

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  34. Slide 34: MNO ARPU

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  35. Slide 35: Data traffic (B2C)

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  36. Slide 36: Subscriptions

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  37. Slide 37: Network quality (Opensignal)

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  38. Slide 38: Rakuten Mobile and U-NEXT bundle

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  39. Slide 39: Rakuten Card and Mobile points benefits

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  40. Slide 40: Network coverage and quality

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  41. Slide 41: Network and device services

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  42. Slide 42: Rakuten Symphony

    Rakuten Symphony

  43. Slide 43: Rakuten Symphony offerings

    (E2E) (E2E) (Cloud) (Cloud) (OSS) (Open RAN) 43

  44. Slide 44: 3. Outlook

    3. AA

  45. Slide 45: Mobile segment results

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  46. Slide 46: Financial position and funding

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  47. Slide 47: Debt and refinancing

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  48. Slide 48: Interest-bearing debt and interest rates

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  49. Slide 49: Non-GAAP EBITDA outlook

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  50. Slide 50: AI

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  51. Slide 51: AI-nization of Rakuten ecosystem

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  52. Slide 52: AI-driven sales promotion example

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  53. Slide 53: Rakuten Promotion Platform

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  54. Slide 54: Search and recommendation AI improvements

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  55. Slide 55: Rakuten AI for Rakutenians

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  56. Slide 56: AI agent strategy

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  57. Slide 57: Rakuten AI agent

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  58. Slide 58: Appendix

    meat

  59. Slide 59: Rakuten

    Rakuten

  60. Slide 60: ABAICTMONKEBAP PAG CISA ERE RR COMAOHE CHU, CORRO IEIES REET SOO TLGVECA.

    ABAICTMONKEBAP PAG CISA ERE RR COMAOHE CHU, CORRO IEIES REET SOO TLGVECA. EARGBRAOBILICK, RRORMPRRC ISAS < RESTREDHSCEECTRC ESL. MHPCHMOAHA, RMBSSHOSRBRECSBRCST.

Rakuten Group — Q2 2025 Earnings Presentation on 6ix