Rakuten Group, Inc. (RKUNY) Q4 2025 Earnings Call Prepared Remarks Transcript
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SA Transcripts158.39K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Rakuten Group, Inc. (RKUNY) Q4 2025 Earnings Call February 12, 2026 1:45 AM EST Company Participants Hiroshi Mikitani - Founder, Chairman, President & CEOKenji Hirose - Group Executive VP, Group CFO & DirectorTing Cai - Chief AI & Data Officer and Group Senior Managing Executive Officer of AI & Data Division Presentation Hiroshi MikitaniFounder, Chairman, President & CEO Hello, everyone. Thank you very much for taking the time out of your busy schedules to join us today. I will be explaining the results of Rakuten Group for the fourth quarter and fiscal year of 2025. Here is today's agenda. First, I will explain the business performance. Then our CFO, Hirose, will explain the financial results, followed by our Chief AI and Data Officer, Ting, who will provide an update regarding our AI initiatives. First, I will provide a summary of the performance and KPIs of fiscal year 2025. First of all, as we announced at the end of last year, Rakuten Mobile's total number of subscribers surpassed our target of 10 million subscribers. I would like to once again express my gratitude to not only our users, but also our partner companies and everyone who has supported us. At the same time, Rakuten Mobile also achieved full year profitability at the EBITDA level of JPY 12.9 billion, a significant year-on-year improvement of JPY 66.7 billion. Next, I would like to report on our consolidated financial results for fiscal year 2025. Consolidated revenue increased 9.5% year-on-year to JPY 2.5 trillion, marking the 29th consecutive year of revenue growth. In particular, the FinTech segment contributed significantly to this growth, which was up 19% year-on-year. Consolidated non-GAAP operating income increased significantly by JPY 99.2 billion year-on-year to JPY 106.3 billion, thanks to the significant contributions of the FinTech segment and improved losses in the Mobile segment.