Rakuten Group's consolidated results for the nine months ended September 2026 showed a net loss of ¥73.6 billion, with the loss narrowing from the same period of the previous year. Operating profit improved significantly on strong performance in its financial services and internet businesses, including e-commerce.
Rakuten Group announced a net loss of ¥73.6 billion in its consolidated results under IFRS for the nine months ended September 2026. The loss was half the ¥151.2 billion loss recorded in the same period of the previous year. The narrowing loss was attributed to a reduction in the mobile communications business's loss and a lower burden from debt-related expenses.
Revenue, equivalent to sales, rose 12% year on year to ¥2.0061 trillion, while operating profit increased 67-fold to ¥89.9 billion. By business segment, both the internet and financial services businesses reported higher revenue and profit. The internet business's Non-GAAP operating profit, excluding non-recurring items, rose 21% to ¥60.5 billion.
The financial services business's Non-GAAP operating profit increased from the previous year to ¥195.7 billion. Growth in deposits at the online bank and increased NISA demand at the online securities brokerage contributed to the result. Meanwhile, the mobile communications business's Non-GAAP operating loss narrowed to ¥69.7 billion, although it remained in the red. Total contracted lines increased by 1.72 million from the previous period to 11.05 million.
In the July-September quarter, Rakuten Group recognized ¥23 billion in corporate tax expense due to the impact of gains on the transfer of shares associated with the reorganization of its financial services business. It also incurred an investment valuation loss of ¥17.5 billion on unlisted shares. Chairman and President Mikitani Hiroshi (三木谷浩史) indicated that the company would pursue user acquisition centered on stores operated by its mobile communications business while strengthening synergies with its other businesses.