Rakuten shared the following metrics for its mobile segment for Q4 and full year 2022:
- In FY2022, the Mobile segment recorded revenue of 368.7 billion yen, a significant increase of 62.0% YoY. Operating losses of 492.8 billion yen were recorded. After peaking in Q1 FY2022, operating losses continue to contract due to the increased number of paying customers in line with the end of the campaign offering one-year of free mobile service, increased ARPU (average revenue per user) due to subscribers transitioning to the new Rakuten UN-LIMIT VII service plan, reduced roaming costs as the Rakuten network coverage area expands and other factors.
- 100% of Rakuten Mobile subscribers became paying customers as of September, and as Rakuten UN-LIMIT VII’s essentially free-of-charge campaign came to a close at the end of October, ARPU increased from 837 yen in Q1 FY2022, before the announcement of the new service plan, to 1,805 yen in Q4 FY2022. Average monthly data usage also increased significantly from 9.5 GB in December 2021, before the new service plan was announced, to 18.4 GB in December 2022, contributing to increased ARPU.
- The total number of MNO and MVNO subscribers reached 5.06 million as of the end of December 2022. New MNO subscribers have shown a net increase since December 2022.
- The average number of Rakuten services used per Rakuten Mobile subscriber increased by 2.61 services, as Rakuten Mobile continues to promote cross-use within the Rakuten Ecosystem. For subscribers, the average annual purchase amount on Rakuten Ichiba increased 49% after subscribing to Rakuten Mobile.
- The number of 4G outdoor base stations exceeded 52,003 as of December 31, 2022. The company aims to have 60,000 base stations in operation by the end of FY2023. In addition, the number of outdoor 5G base stations (outdoor Sub6 macro base stations) increased to 7,058 nationwide.
- The company announced the full-scale launch of the Rakuten Mobile Business Plan, a mobile carrier service for business customers, from January 30, 2023. More than 600 businesses are already using the service, and the number of business subscribers is forecast to continue to increase.
- Rakuten Symphony revenue increased significantly to US$231 million Q4 FY2022, up US$141 million over the previous quarter. Cumulative sales revenue since launch reached US$548 million.
Source: Rakuten
