In a convention name with traders, Rakuten Group’s chairman Mickey Mikitani mentioned that Rakuten Cell plans to take a position over JPY200 million in fiscal 2026
In sum – what to know:
First full-year EBITDA revenue – Rakuten Cell posted JPY12.9 billion in EBITDA, bettering JPY66.7 billion year-on-year.
Subscriber base tops 10 million – Whole subscriptions reached 10.01 million, up 1.71 million year-on-year, with ARPU rising to JPY2,467 as information utilization elevated.
Capex to exceed JPY200 billion – FY2026 spending will rise by JPY62.9 billion year-on-year to develop base stations and enhance community high quality.
Japanese operator Rakuten Cell, a part of the Rakuten Group, recorded an EBITDA of JPY12.9 billion ($84.4 million) in fiscal yr 2025, marking an enchancment of JPY66.7 billion year-on-year and the primary full-year EBITDA revenue since getting into the cell provider enterprise.
The provider recorded income of JPY374.7 billion in fiscal 2025, up 32% year-on-year, pushed by increasing subscriber numbers and better ARPU.
Non-GAAP working losses had been JPY166 billion within the interval, an enchancment of JPY50.3 billion year-on-year.
Whole subscriptions stood at 10.01 million on the finish of December 2025, a web enhance of 1.71 million year-on-year. The corporate attributed progress to ecosystem-driven model visibility, B2C acquisition and conversion of B2B pipeline contracts. Internet ARPU rose to JPY2,467, up JPY59, with information utilization persevering with to assist income progress.
In a convention name with traders, Rakuten Group’s chairman Mickey Mikitani mentioned that Rakuten Cell plans to take a position over JPY200 million in fiscal 2026, a rise of JPY62.9 billion from the prior yr.
“In 2026, we’re not solely constructing nearer cooperation with development corporations, but additionally concentrating on our in-house human assets to speed up base station development. Particularly, we’ll concentrate on measures for downtown areas and subways, the place we’ve obtained many requests from prospects to make enhancements. In downtown areas, we’re putting in 5G base stations to distribute visitors, and in subways, we’re persevering with to develop bandwidth,” Mikitani mentioned.
“For subways, we’re persevering with to work on increasing bandwidth from 5 MHz to twenty MHz and are prioritizing measures utilizing 5G Sub-6 and MIMO,” Mikitani added.
Final yr, Rakuten Cell had named Cisco, Nokia, and F5 as its lead expertise companions for the deployment of its 5G Standalone (SA) community. The corporate says these alliances will “considerably improve Rakuten Cell’s community capabilities, simplify operations by way of AI-driven programs, and drive innovation” throughout Japan.
