Rakuten

Japanese Telcos – Q4 FY25 review: New mid term plans, price increases across the board

Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Stay Buyers of NTT, KDDI and Softbank Corp.

Rakuten – Q1 26 Quick Take: Strong EC and fintech but Mobile weakens further 

Japanese Telcos – Q3 FY25 review: SB focusing less on customer share; this is positive

Rakuten – Q4 25 Quick Take: Guiding to big step up in Mobile capex