Hiroshi Mikitani
President & CEO
Replay available
Rakuten Group Inc S/Adr (OTC: RKUNY) Q4 2025 earnings conference call, held 2026-02-12. Replay captured from the company's public earnings webcast.

President & CEO
Chief AI and Data Officer
Watch the replay and follow the connected company analysis, news, and investor updates for Rakuten Group, Inc..
WEBVTT 00:00:00.031 -- 00:00:04.517 Hello everyone. Thank you very much for taking the time out of your busy schedules to 00:00:04.517 -- 00:00:09.224 join us today. I will be explaining the results of Rakten Group for the fourth quarter 00:00:09.224 -- 00:00:11.928 and fiscal year of 2025. 00:00:11.928 -- 00:00:16.454 Here is today's agenda. First, I will explain the business performance. 00:00:16.454 -- 00:00:21.601 Then, our CFO, Hirose, will explain the financial results, followed by 00:00:21.601 -- 00:00:26.628 our Chief AI and Data Officer, Ting, who will provide an update regarding our 00:00:26.628 -- 00:00:31.734 AI initiatives. First, I will provide a summary of the performance and KPIs of 00:00:31.734 -- 00:00:37.161 fiscal year 2025. First of all, as we announced at the end of last year, 00:00:37.161 -- 00:00:42.607 Rakten Mobile's total number of subscribers surpassed our target of 10 million subscribers. 00:00:42.607 -- 00:00:47.733 I would like to once again express my gratitude to not only our users, but also our partner 00:00:47.733 -- 00:00:50.757 companies and everyone who has supported us. 00:00:50.757 -- 00:00:55.923 At the same time, Rakuten Mobile also achieved full-year profitability at the EBITDA 00:00:55.923 -- 00:01:01.829 level of 12.9 billion yen, a significant year-on-year improvement of 66.7 00:01:01.829 -- 00:01:07.195 billion yen. Next, I would like to report on our consolidated financial results for fiscal 00:01:07.195 -- 00:01:08.977 year 2025. 00:01:08.977 -- 00:01:13.121 Consolidated revenue increased 9.5% year-on-year 00:01:13.121 -- 00:01:18.126 to 2.5 trillion yen, marking the 29th consecutive year of revenue 00:01:18.126 -- 00:01:23.533 growth. In particular, the fintech segment contributed significantly to this growth, 00:01:2...