Rakuten Group, Inc. (RKUNY) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha
February 14, 2026
AI-Generated Deep Dive Summary
Rakuten Group, Inc. (RKUNY) reported strong financial performance for its fourth quarter and fiscal year of 2025 during its earnings call. The company highlighted key achievements, including Rakuten Mobile surpassing its target of 10 million subscribers and achieving full-year profitability at the EBITDA level of JPY 12.9 billion, a significant improvement from the previous year. Consolidated revenue grew by 9.5% year-on-year to reach JPY 2.5 trillion, marking the 29th consecutive year of revenue growth. This growth was driven by strong contributions from the FinTech segment, which saw an impressive 19% year-on-year increase.
The company’s financial results also revealed a substantial improvement in its non-GAAP operating income, which rose by JPY 99.2 billion to reach JPY 106.3 billion. This growth was attributed to the significant contributions of the FinTech segment and improved performance in the Mobile segment. Hiroshi Mikitani, Rakuten’s founder, chairman, and CEO, emphasized the importance of these achievements, noting that they reflect the company’s strategic focus on innovation, partnerships, and user satisfaction.
During the call, the CFO provided further details on the financial results, highlighting the company’s ability to maintain profitability despite challenges in the mobile market. The Chief AI and Data Officer also shared updates on Rakuten’s AI initiatives, which are expected to play a critical role in driving future growth and efficiency across its businesses. These developments underscore Rakuten’s commitment to leveraging technology and innovation to enhance its competitive position in both domestic and international markets.
Rakuten Group’s continued revenue growth and profitability demonstrate its ability to adapt and thrive in dynamic market conditions. The strong performance of the FinTech segment, coupled with advancements in AI and data strategies, positions the company well for future success. Investors will be closely monitoring these trends, as they highlight Rakuten’s potential to maintain its leadership in key markets while expanding into emerging areas like financial services and digital solutions.
In summary, Rakuten Group’s 2025 results reflect a strong execution of its strategic initiatives, with significant contributions from its mobile and FinTech segments. The company’s ability to achieve profitability and sustained revenue growth underscores its resilience and innovation-driven approach. As Rakuten continues to invest in AI and data-driven solutions, it is well-positioned to capitalize on future opportunities and deliver value for its stakeholders.
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Originally published on Seeking Alpha on 2/14/2026