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Company Research7 Mar 2024
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Rakuten Group
Rakuten Group (4755) investor relations material
Rakuten Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record consolidated revenue of JPY 2.5 trillion (+9.5% YoY), marking 29 consecutive years of growth, with strong contributions from FinTech and Mobile segments.
Non-GAAP operating income rose to JPY 106.3 billion (+JPY 99.2 billion YoY), while consolidated EBITDA reached a record JPY 435.9 billion (+33.7% YoY).
Mobile segment achieved full-year EBITDA profitability for the first time, with 10.01 million subscribers at year-end.
Net loss attributable to owners widened to JPY 177.9 billion, mainly due to the absence of prior year one-off gains and impairment losses.
All FY2025 earnings targets were achieved, with significant profit growth and cost optimization.
Financial highlights
Consolidated revenue: JPY 2.5 trillion (+9.5% YoY); consolidated EBITDA: JPY 435.9 billion (+33.7% YoY).
Non-GAAP operating income: JPY 106.3 billion (+JPY 99.2 billion YoY); IFRS operating income positive but declined YoY.
Mobile segment revenue: JPY 482.8 billion (+9.6% YoY); EBITDA at JPY 28.8 billion; full-year EBITDA profit of JPY 12.9 billion.
FinTech segment revenue: JPY 975.9 billion (+19% YoY); non-GAAP operating income: JPY 199.9 billion (+30.3% YoY).
Pre-tax loss: JPY 29.5 billion, with impairment losses in online grocery, logistics, and Symphony/Open RAN businesses.
Outlook and guidance
Targeting significant growth in non-GAAP and IFRS operating income in FY2026, with high single-digit consolidated revenue growth (excluding securities business).
Aiming to reduce non-FinTech net interest-bearing debt/EBITDA ratio to around 6x in 2026.
Focus on expanding synergies, accelerating AI adoption, and strengthening human resource development.
CapEx of over JPY 200 billion planned for mobile network enhancements in 2026.
Expected subscriber growth from network CapEx
Key drivers for 2026 AI profit growth
Specific actions to achieve debt ratio target
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Next Rakuten Group earnings date
Q1 202613 May, 2026
Rakuten Group
Next Rakuten Group earnings date
Q1 202613 May, 2026
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Frequently asked questions
Rakuten Group, Inc., together with its subsidiaries, provides internet services in Japan and internationally. It operates through five segments: Retail Business, Financial Services, Internet Media, Investment and Others. The company offers a suite of shopping, travel, banking, securities, credit card and insurance offerings. Its flagship service is Rakuten Ichiba that provides online shopping mall services; Rakuten Travel provides online travel booking services; Rakuten Card provides credit card services; Rakuten Bank offers financial services to third party companies as well as for bank customers; Kakaku.com operates an online price comparison service for consumers; and Buy.com is an online retailer in the United States.
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