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Fiscal Year 2009 Results PresentationFiscal Year 2009 Results PresentationFiscal Year 2009 Results PresentationFiscal Year 2009 Results PresentationFiscal Year 2009 Results PresentationFiscal Year 2009 Results PresentationFiscal Year 2009 Results PresentationFiscal Year 2009 Results Presentation
February 10, 2010
GMO Internet, Inc.GMO Internet, Inc.GMO Internet, Inc.GMO Internet, Inc.GMO Internet, Inc.GMO Internet, Inc.GMO Internet, Inc.GMO Internet, Inc.
(TSE First Section: 9449)
◆Supplementary Materials◆
I n t e r n e t f o r E v e r y o n e
h t t p : / / w w w . g m o . j p / e n
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
2
1.GMO Internet Group1.GMO Internet Group
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
2009 Fiscal Year 3rd Quarter2009 Fiscal Year 3rd Quarter2009 Fiscal Year 3rd Quarter2009 Fiscal Year 3rd Quarter 2009 Fiscal Year 4th Quarter2009 Fiscal Year 4th Quarter2009 Fiscal Year 4th Quarter2009 Fiscal Year 4th Quarter
NotesBusiness Business Business Business SegmentSegmentSegmentSegment
Company NameProportion of
Voting Rights (%)Company Name
Proportion of Voting Rights
(%)
Web Web Web Web InfrastructureInfrastructureInfrastructureInfrastructure& Ecommerce& Ecommerce& Ecommerce& Ecommerce
GMO Internet, Inc.
GMO Hosting & Security, Inc
GlobalSign K.K.
GlobalSign Ltd. (England)
GlobalSign NV (Belgium)
GlobalSign, Inc. (US)
Toriton, Inc.
Hosting & Security, INC. (US)
@YMC Corporation
Global Web Co. Ltd.
GMO Managed Hosting, Inc.
GMO Payment Gateway, Inc.
Epsilon, Inc. paperboy & co. Inc.
GMO MAKESHOP Co., Ltd
GMO System Consulting, Inc.
GMO DIGITAL DISTRIBUTION, Inc.
GMO Solution Partner, Inc.
Parent
51.3
(89.8)
(100.0)
(100.0)(100.0)(100.0)
(51.2)
(100.0)
(70.0)
(100.0)
52.3
(100.0)
57.4
58.7
92.5
(90.9)
GMO Internet, Inc.
GMO Hosting & Security, Inc
GlobalSign K.K.
GlobalSign Ltd. (England)
GlobalSign NV (Belgium)
GlobalSign, Inc. (US)
Toriton, Inc.
Hosting & Security, INC. (US)
@YMC Corporation
GMO Fast Translation, Inc.
GMO Managed Hosting, Inc.
GMO Payment Gateway, Inc.
Epsilon, Inc. paperboy & co. Inc.
GMO MAKESHOP Co., Ltd
GMO System Consulting, Inc.
GMO DIGITAL DISTRIBUTION, Inc.
GMO Solution Partner, Inc.
Parent
51.3
(89.8)
(100.0)
(100.0)
(100.0)
(100.0)
(51.2)
(100.0)
(70.0)
(100.0)
52.3
(100.0)
57.3
58.7
92.5
(90.9)
76.0
1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group
FY2009 FY2009 FY2009 FY2009 FY2009 FY2009 FY2009 FY2009 4th Quarter 4th Quarter 4th Quarter 4th Quarter 4th Quarter 4th Quarter 4th Quarter 4th Quarter –––––––– Scope of ConsolidationScope of ConsolidationScope of ConsolidationScope of ConsolidationScope of ConsolidationScope of ConsolidationScope of ConsolidationScope of Consolidation
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
3
GMO Solution Partner, Inc.
INTERNET Number Corporation
GSS Corporation.
GMO Creators Network, Inc.
76.0
(100.0 (100.0)
66.7
GMO Solution Partner, Inc.
INTERNET Number CorporationGMO Creators Network, Inc. Communication Telecom, Inc. CMT, Inc.
76.0
(100.0)
66.7
(100.0)
(100.0)
Internet MediaInternet MediaInternet MediaInternet Media
GMO AD Holdings, Inc.GMO AD Partners Inc.
GMO Mobile, Inc.
Seed Technology, Inc.
NIKKO, Inc.
GMO Research, Inc GMO Media Holdings, Inc.
GMO Media, Inc.
GMO Ad Networks, Inc.
JWord, Inc.
BOM, Inc.
GMO Marketing, Inc.
GMO Games, Inc.
GMO Games Korea, Inc.
GMO SEO Technology, Inc.
and 8 other companies
100.0
(49.1)
(100.0)
(100.0)
100.0
78.2
100.0
(77.2)
(100.0)
70.8
100.0
51.0
100.0
(100.0)
51.0
GMO AD Holdings, Inc.GMO AD Partners Inc.
GMO Mobile, Inc.
Seed Technology, Inc.
NIKKO, Inc.
GMO Research, Inc GMO Media Holdings, Inc.
GMO Media, Inc.
JWord, Inc.
BOM, Inc.
GMO Marketing, Inc.
GMO Games, Inc.
GMO Games Korea, Inc.
GMO SEO Technology, Inc.
and 8 other companies
100.0(49.1)
(100.0)
(100.0)(100.0)
78.2
100.0(77.2)
70.8
100.051.0
100.0
(100.0)51.0
Other Other Other Other BusinessesBusinessesBusinessesBusinesses
GMO Venture Partners, Inc.
GMO Venture Partners Investment Limited Partnership
Blog Business Fund Investment Limited Partnership
100.0
(71.4)
(19.8)
GMO Venture Partners, Inc.
GMO Venture Partners Investment Limited Partnership
Blog Business Fund Investment Limited Partnership
100.0
(71.4)
(19.8)
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Stock CodeTSE Mothers
(3788)
TSE 1st Section
(3769)
OSE Hercules
(4784)
JASDAQ
(3633)
Fiscal Term Q4 FYE 12/2009 Q1 FYE 9/2010 Q4 FYE 12/2009 Q4 FYE 12/2009
Listed SubsidiariesListed Subsidiaries
(JPY millions)
1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
4
Fiscal Term Q4 FYE 12/2009 Q1 FYE 9/2010 Q4 FYE 12/2009 Q4 FYE 12/2009
Sales 1,926 727 1,147 695
Operating
Profit 269 280 11 134
Ordinary
Profit 279 280 35 133
Net Profit 148 137 -14 76
*Figures taken from each company’s quarterly P/L statement
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Business Q4/2008Q4/2008Q4/2008Q4/2008 Q1/2009Q1/2009Q1/2009Q1/2009 Q2/2009Q2/2009Q2/2009Q2/2009 Q3/2009Q3/2009Q3/2009Q3/2009 Q4/2009Q4/2009Q4/2009Q4/2009
◆◆◆◆ Web Infrastructure & EC ◆◆◆◆
Internet Access Provider 331 320 307 295 285
Domain 546 603 615 520 502
Web Hosting 2,221 2,241 2,260 2,256 2,251
EC Solutions & Web Development 698 564 440 418 420
Security 281 311 326 304 349
Payment Processing 579 606 627 662 710
Other 39 60 59 84 104
Segment Total 4,6974,6974,6974,697 4,7104,7104,7104,710 4,6364,6364,6364,636 4,5414,5414,5414,541 4,6244,6244,6244,624
◆◆◆◆ Internet Media ◆◆◆◆
1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group
Summary of Sales by BusinessSummary of Sales by BusinessSummary of Sales by BusinessSummary of Sales by BusinessSummary of Sales by BusinessSummary of Sales by BusinessSummary of Sales by BusinessSummary of Sales by Business(JPY millions)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
5
◆◆◆◆ Internet Media ◆◆◆◆
Internet Media & Search Media 2,318 2,245 2,460 2,988 2,779
Internet Advertising Agencies 3,028 2,697 2,280 2,217 2,166
Other 368 335 272 274 269
Adjustment for internaltransactions
-100 -112 -191 -194 -175
Segment Total 5,6155,6155,6155,615 5,1665,1665,1665,166 4,8224,8224,8224,822 5,2865,2865,2865,286 5,0395,0395,0395,039
◆◆◆◆ Other Businesses ◆◆◆◆
Other 1 0 18 1 1
Adjustment for internaltransactions
1111 0000 18181818 1111 1111
Segment Total ----231231231231 ----206206206206 ----172172172172 ----150150150150 ----126126126126
Consolidated Sales 10,08310,08310,08310,083 9,6719,6719,6719,671 9,3049,3049,3049,304 9,6799,6799,6799,679 9,5389,5389,5389,538
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group1. GMO Internet Group
Costs and Cost Composition (Consolidated)Costs and Cost Composition (Consolidated)Costs and Cost Composition (Consolidated)Costs and Cost Composition (Consolidated)Costs and Cost Composition (Consolidated)Costs and Cost Composition (Consolidated)Costs and Cost Composition (Consolidated)Costs and Cost Composition (Consolidated)
(JPY millions)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
6
0
1,000
2,000
Cost of Sales and SGA Total 9,055 8,568 8,198 8,367 8410
Human Resources 2,395 2,411 2,420 2,493 2460
Advertising and Promotion Costs 265 254 263 316 376
Depreciation and Rental Costs 508 435 448 470 424
Outsourcing/Sub contracting expenses 538 523 413 352 373
Communication Costs 180 189 171 171 166
Rent 492 512 516 513 542
Commission Paid 930 858 1,050 977 1014
Media Costs 2,346 2,141 1,795 1,883 1838
Goodwill Amortization 225 181 184 173 169
Other 1,171 1,060 934 1,015 1044
Q4/08 Q1/09 Q2/09 Q3/09 Q4/09
* Revised to reflect the changes to cost of sales, SGA, and sales expenses
* ”Outsourcing/ sub contracting expenses” and “Other” revised in Q1/09
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
2. Web Infrastructure & 2. Web Infrastructure &
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
7
2. Web Infrastructure & 2. Web Infrastructure &
EcommerceEcommerce
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
1500
5025462,000
2,500
(thousands)
-5.7%%%%(compared to previous
12 months)
+41.5%%%%(YoY)
1-12/2009
2.24 billion
Sales Registrations
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Domains Registration Domains Registration Domains Registration Domains Registration –––– Key FactorsKey FactorsKey FactorsKey Factors
(JPY millions)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
8
1,210
855
0
500
1000
Q4/08Q4/08Q4/08Q4/08 Q4/09Q4/09Q4/09Q4/09
603617
615613
520601
0
500
1,000
1,500
2008200820082008 2009200920092009
Q4Q4Q4Q4Q3Q3Q3Q3Q2Q2Q2Q2Q1Q1Q1Q1
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Q3Q3Q3Q3
Q4Q4Q4Q4
4Q4Q4Q4Q
300
400
500
(thousands)
Q3Q3Q3Q3
Q4Q4Q4Q4
300
400
5002. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
New Domains and Domain RenewalsNew Domains and Domain RenewalsNew Domains and Domain RenewalsNew Domains and Domain Renewals
New Domain Registrations Renewals(thousands)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
9
Q1Q1Q1Q1Q1Q1Q1Q1
Q2Q2Q2Q2
Q2Q2Q2Q2
Q3Q3Q3Q3
Q3Q3Q3Q3
0
100
200
Q4 34,702 49,290 69,400 89,557 107,524
Q3 32,056 47,028 65,603 87,161 106,543
Q2 31,609 43,693 70,630 90,925 111,495
Q1 33,606 42,000 67,826 87,632 107,273
2005 2006 2007 2008 2009
Q1Q1Q1Q1Q1Q1Q1Q1
Q2Q2Q2Q2
Q2Q2Q2Q2
Q3Q3Q3Q3
Q3Q3Q3Q3
Q4Q4Q4Q4
0
100
200
Q4 43,070 51,353 58,631 65,229 144,897
Q3 40,454 49,714 58,615 65,723 119,141
Q2 39,270 45,631 65,066 72,211 118,096
Q1 37,197 43,833 54,837 65,933 90,201
2005 2006 2007 2008 2009
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
600
800
1000
1200
1400
200
300
400
400
500
600
700
6,000
8,000
10,000
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Sales Domain Registrationssales
(JPY millions)
unit price
(JPY)cumulative active domains
(thousands)registrations + renewals
(thousands)
Domain RegistrationDomain RegistrationDomain RegistrationDomain RegistrationDomain RegistrationDomain RegistrationDomain RegistrationDomain Registration
TSE 1st Section: 9449
0
200
400
0
100
Cumulative
active
domains
855 913 1012 1,101 1,210
Registrations
+ Renewals
154 197 229 225 252
Total
Cumulative
Domains
1,405 1,496 1,614 1,733 1,878
Q408 Q109 Q209 Q309 Q409
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
10
0
100
200
300
0
2,000
4,000
Sales 546 603 615 520 502
Avg Unit
Price
5,749 4,880 3,575 2,990 2657
Avg Unit
Price for
Individuals
1,631 1,688 1,815 1,620 1350
Q408 Q109 Q209 Q309 Q409
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
300
400
1,500
2,000
2,500
4,000
6,000
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Web Hosting
Sales Contractssales(JPY millions)
unit price(JPY)
(thousands)
Individual Customer Contracts
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
11
0
100
200
Individual Contracts 267 276 284 291 297
Corporate Contracts 116 119 123 129 134
Q408 Q109 Q209 Q309 Q409
0
500
1,000
0
2,000
Sales 2,221 2,241 2,260 2,256 2251
Avg. Unit Price 5,507 5,434 5,253 4,992 4760
Avg. Unit Price
for Individuals
397 398 400 395 394
Q408 Q109 Q209 Q309 Q409
Corporate Contracts
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
400
500
2,221 2,2518,000
10,000
(thousands)(JPY millions)
+3.6%%%%(compared to previous
12 months) +12.9%%%%(YoY)1-12/2009
9.01 billion
Sales Contracts2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Web Hosting Business Web Hosting Business Web Hosting Business Web Hosting Business –––– Key FactorsKey FactorsKey FactorsKey Factors
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
12
383432
0
100
200
300
Q4/08Q4/08Q4/08Q4/08 Q4/09Q4/09Q4/09Q4/09
2,142 2,241
2,176 2,260
2,156 2,256
2,221 2,251
0
2,000
4,000
6,000
2008200820082008 2009200920092009
Q4Q4Q4Q4Q3Q3Q3Q3Q2Q2Q2Q2Q1Q1Q1Q1
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
30,000698
3,000
+32.9%%%%(YoY)
-39.2%%%%(compared to previous
12 months)
1-12/2009
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
EC Solutions & Web Development Business EC Solutions & Web Development Business EC Solutions & Web Development Business EC Solutions & Web Development Business ––––Key FactorsKey FactorsKey FactorsKey Factors
Sales Contracts
(JPY millions)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
13
29,738
39,516
0
10,000
20,000
Q4/08Q4/08Q4/08Q4/08 Q4/09Q4/09Q4/09Q4/09
775564
715
440
841
418
420
0
1,000
2,000
2008200820082008 2009200920092009
Q4Q4Q4Q4Q3Q3Q3Q3Q2Q2Q2Q2Q1Q1Q1Q1
1-12/2009
1.84 billion
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Ecommerce Competitor Comparison
3
4
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Ecommerce Store Contracts Ecommerce Store Contracts Ecommerce Store Contracts Ecommerce Store Contracts ---- Competitor ComparisonCompetitor ComparisonCompetitor ComparisonCompetitor Comparison
(10,000s)
39,000 Stores
GMO Internet Group Rakuten
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
14
0
1
2
3
2008
年1月
2008
年4月
2008
年7月
2008
年10
月20
09年
1月20
09年
4月20
09年
7月20
09年
10月
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2008Q2
2008Q3
2008Q4
E Store
Yahoo!
Ochanoko
*No . o f me rchan t con t r ac ts (e x . OEM)
*Chart compiled by GMO Internet using documents obtained from the respective company website.
Healthy growth in Healthy growth in Healthy growth in Healthy growth in shopping cart shopping cart shopping cart shopping cart
contractscontractscontractscontracts
*No. of merchant contracts (ex. OEM)
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy Total
Stores 26,000 13,000 39,000
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Ecommerce Business ParametersEcommerce Business ParametersEcommerce Business ParametersEcommerce Business Parameters
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
15
Value of Orders(Quarterly)
JPY12.1B JPY14.5BJPY
26.7B
No. of Orders(Quarterly)
1.21M 890,000 2.11M
(As of fourth quarter 2009)
(All figures rounded down)
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
30,0001,500
+17.8%%%%(YoY)
+20.1%%%%(compared to previous
12 months)
1-12/2009
1.29 billion
Certificates Issued
(cumulative/domestic only)
Sales2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Security Business Security Business Security Business Security Business –––– Key FactorsKey FactorsKey FactorsKey Factors
(JPY millions)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
16
22,859
26,936
0
10,000
20,000
Q4/08Q4/08Q4/08Q4/08 Q4/09Q4/09Q4/09Q4/09
275 311
263326
255
304
281
349
0
500
1,000
2008200820082008 2009200920092009
Q4Q4Q4Q4
Q3Q3Q3Q3
Q2Q2Q2Q2
Q1Q1Q1Q1
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
4000
5000
Total
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce Monthly Certificate Issues by Region
(New and Renewed)
Security Business Security Business Security Business Security Business –––– Key FactorsKey FactorsKey FactorsKey Factors
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
17
0
1000
2000
3000
Q1.08 Q2.08 Q3.08 Q4.08 Q1.09 Q2.09 Q3.09 Q4.09
Total
Japan
Europe
US
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Domestic Market Share
60%
2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Security Business Security Business Security Business Security Business –––– Key FactorsKey FactorsKey FactorsKey Factors
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
18
2008 2009
GeoTrust
Comodo
Secom
0%
20%
40%
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Sales
280
1,000
727
2,000
3,000
(JPY millions) +17.3%%%%(compared to previous
12 months)
+20.4%%%%(compared to previous
12 months)
Ordinary Profit2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure2. Web Infrastructure&&&& EcommerceEcommerceEcommerceEcommerce
Credit Card Payment Processing Business Credit Card Payment Processing Business Credit Card Payment Processing Business Credit Card Payment Processing Business ––––Key FactorsKey FactorsKey FactorsKey Factors
(JPY millions)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
19
189 228
193236
212239
222
280
0
500
2008200820082008 2009200920092009
Q4Q4Q4Q4Q3Q3Q3Q3Q2Q2Q2Q2Q1Q1Q1Q1
538 627
552646
598676
595
0
1,000
2,000
2008200820082008 2009200920092009
Q4Q4Q4Q4Q3Q3Q3Q3Q2Q2Q2Q2Q1Q1Q1Q1
*GMO Payment Gateway figures revised to the GMO Internet fiscal year
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
20
3.Internet Media3.Internet Media
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
0
2,000
4,000
6,000
8,000
10,000
12,000
Stock PV
Distributed PV
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
Overture Business Overture Business Overture Business Overture Business –––– Key FactorsKey FactorsKey FactorsKey Factors
(million page views)
Sto
ck/
Distrib
ute
d
Sto
ck/
Distrib
ute
d
Sto
ck/
Distrib
ute
d
Sto
ck/
Distrib
ute
d
Page
Vie
ws
Page
Vie
ws
Page
Vie
ws
Page
Vie
ws
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
21
0
Q2/07 Q3/07 Q4/07 Q1/08 Q2/08 Q3/08 Q4/08 Q1/09 Q2/09 Q3/09 Q4/09
2007 2008 2009
Decline on Interest Match® etc.
Sto
ck/
Distrib
ute
d
Sto
ck/
Distrib
ute
d
Sto
ck/
Distrib
ute
d
Sto
ck/
Distrib
ute
d
Daily S
ales
Daily S
ales
Daily S
ales
Daily S
ales
Revenue declines on drop in bid
amounts
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
1,7496,000
8,000
(JPY millions) +34.1%%%%(compared to previous
12 months)
200
250
1-12/2009
6.41 billion
SEM Media SEM Media – Sales Reps
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
SEM Media SEM Media SEM Media SEM Media –––– Key FactorsKey FactorsKey FactorsKey Factors
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
22
1,075 1,233
1,1231,457
1,307
1,9701,272
0
2,000
4,000
2008200820082008 2009200920092009
Q4Q4Q4Q4Q3Q3Q3Q3Q2Q2Q2Q2Q1Q1Q1Q1
0
50
100
150
Q4.08 Q1.09 Q2.09 Q3.09 Q4.09
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
GMO Internet
8
10
SEO Sales Comparison
(excluding affiliates)3.Internet Media3.Internet Media3.Internet Media3.Internet Media
OvertureOvertureOvertureOverture–––– Key FactorsKey FactorsKey FactorsKey Factors
(JPY 100 millions)
No.1No.1No.1No.1
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
23
Full Speed
CyberAgent
AUN Consulting
iREP
0
2
4
6
6Qs ago 5Qs ago 4Qs ago 3Qs ago 2Qs ago Latest Q
No.1No.1No.1No.1SEO SalesSEO SalesSEO SalesSEO Sales
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
4.Business Model & Growth 4.Business Model & Growth
4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
24
4.Business Model & Growth 4.Business Model & Growth
StrategyStrategy
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Striving to be the “Internet Department” to Japan
The company that has most increased the number of websites (volume of
information) on the Internet in Japan
The GMO Internet GroupThe GMO Internet Group
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
25
Internet for EveryoneInternet for Everyone
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
ServicesServices
Web Infrastructure & Ecommerce Segment
・・・Everything required to publish information on the Internet
Domain RegistrationAddresses for the
Internet
Web Hosting
Ecommerce Solutions& Web Dev.
Ecommerce systems provider
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
26
Web HostingWebsite and email
data storage
Security
Data encryption
Payment Processing
Online payment processing
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
① ①JWord
Displays ads at the top of affiliated
websites. Directs users to registered
sites according to keywords entered
into the browser address bar.
Internet Media segment (1)
・・・Helping websites attract customers
ServicesServices
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
27
②②SEO
into the browser address bar.
HTML, site structure and links
optimized to improve rankings in
search results listings.
Premium Word
Area
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy Overture
Overture ads distributed to blog pages
and other long tail media.
Blog post content is analyzed and
relevant advertising is displayed.
ServicesServices
Internet Media segment (2)
・・・Advertising revenue from owned & operated media
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
28
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Business SegmentsBusiness SegmentsBusiness SegmentsBusiness SegmentsManagement resources concentrated in two business areas.Our operations support the information delivery and net businesses of 1.73 million customers (*7).
Web Infrastructure & Ecommerce
1.21 million IDs *1
Website
Brokerage
* 5
EC Solutions & Web Dev.
SecurityPayment
Processing
NetRatings No.6 No. 1 in Japan
(approx.) 9.65 million IDs *2
Internet Media
TSE 1st Section: 9449
29
Research
870,000 Business Customers*3
850,000 Individual Customers*4
12 million
Plug-ins
28.8 million
Users
SEM Media
& Web Dev.
(58 million
cumulative plug-ins)
O v e r t u r e
Advertising
AgenciesAccess ProviderDomain
Web
Hosting
Notes:
*1. Business and individual domain registrations = no. of integrated customer database IDs
*2. GMO Toku Toku ID members
*3. Total business members of five major services
*4. Total individual members of domain and web hosting services
*5. Based on total number of e-commerce solutions (MakeShop + Color Me Shop!) contracts
*6. Approximately 71,000 Internet access provider business customers not included in the above figures
*7. Paying members only
Owned & Operated
Media (O&O Media)
(approximate no. of customers)
No.1 Share
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
800 thousand of the 5.7 million businesses in Japan use our
Infrastructure segment services
Businesses in Japan
Businesses in
Japan: 5.7 million (*1)
38% of companies in
Japan (approx. 1.081
million) have
registered domains
(ccTLD+gTLD) (2*)
Over 1,000 Employees: 1,200
Over 100 Employees: 55,000
Web Infrastructure & Ecommerce Segment CustomersWeb Infrastructure & Ecommerce Segment Customers
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
30*1.Ministry of Internal Affairs and Communications Statistics Bureau 2006 statistical report on business and industry (October 1, 2006)
*2.Our own calculations, JPRS statistics (December, 2006) and the ICANN monthly registry report December 2006.
Over 20 Employees: 450,000
Over 10 Employees: 620,000
Less than 10 Employees: 4,580,000
Corporate entities:2.85 million(*1)
GMO
Customers:
870 thousand
companies
Over 100 Employees: 55,000
(approximate no. of businesses)
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
3,513
4,189
5,255
4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Internet Media Segment UsersInternet Media Segment UsersInternet Media Segment UsersInternet Media Segment UsersInternet Media Segment UsersInternet Media Segment UsersInternet Media Segment UsersInternet Media Segment Users
28.8 million users28.8 million users
Ranking: Visitors per Month
(10,000’s)
TSE 1st Section: 9449
Copyright (C) 2010 GMO Internet, Inc. All Rights Reserved.
31
2,441
2,732
2,773
2,783
2,961
3,312
2,8802,8802,8802,880
Nielsen//NetRatings, (12/2009)
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
We are not a portal site or an online shopping mall; we operate a We are not a portal site or an online shopping mall; we operate a
vast linevast line--up of services up of services (major services popular with many of our 28.8 million users)(major services popular with many of our 28.8 million users)
approx. 5.79 million
users
approx. 5.95 million
users
approx. 10.28 million
users
Internet Media Segment Internet Media Segment -- Major Internet Media SitesMajor Internet Media Sites
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
32Nielsen//NetRatings, (12/2009)
approx. 4.93 million
users
approx. 1.38 million
users
approx. 5.65 million
users
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
GMO Internet Group StrengthsGMO Internet Group Strengths
Sophisticated technology, organizational strength & a broad Sophisticated technology, organizational strength & a broad
customer basecustomer base
Stable Customer Base870,000* businesses850,000* individuals 1.21 million* IDs
Customer
Base
NetRatings Japan Ranking: 6
28.8 million individual users
9.65 million IDs
Up-Sell Cross-Sell*figures rounded down
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
33
マーケティング&
営業力自社開発
技術力顧客満足No.1
サポート力最新情報キャッチ
リサーチ力Overwhelming Domain
& Server Market Shares
Latest Industry Trends
Research
Venture CapitalSecuring the latest business innovations
Pay-per-Click AdvertisingOn top of industry marketing trends
Net Professionals
1,796
Research Panel
7.23 million members
All supported by a formidable organizational strength!
We Develop Our Own
Technology
Advancing into the
Global Security Market
Ecommerce Payment Processing
operating 46 thousand stores
Search / CGM
55 million Plug-ins
No. 1 Customer Satisfaction
Support
Support Center Open
24 hours 365 days
Quick ResponsePhone 9 secs Mail 9 mins
CTICustomer Management
System
HDI Japan 2 Stars
Web Marketing70 Sites
Call Center600 Reps
Sales
Approx. 7,500 Partners
Marketing &
Selling Power
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Main Group CompaniesMain Group Companies
59 Companies (consolidated: 46 non consolidated:12) 1,796 Employees59 Companies (consolidated: 46 non consolidated:12) 1,796 Employees
GMO Payment Gateway, Inc.
(Western Japan Sales Office)
GMO Solution Partner, Inc.
(Osaka Sales Office)
@YMC Corporation
(Yamaguchi Head Office)
paperboy & co.
(Fukuoka Branch)
GMO Solution Partner, Inc.
GlobalSign Ltd.
(England)
GlobalSign NV
GMO Games Korea, Inc.
(Korea)
GlobalSign China
(China) (non-consolidated)
Hosting & Security, INC.(US)
GlobalSign, Inc. (US)
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
34
Listed Company
Internet Media Segment
GMO AD Partners, Inc. (OSE:4784)
NIKKO, Inc.
GMO Mobile, Inc.
GMO Research, Inc.
GMO Media Holdings, Inc.
GMO Media, Inc.
JWord, Inc.
GMO Marketing, Inc.
GMO Games, Inc.
BOM, Inc.
Seed Technology, Inc.
GMO SEO Technology, Inc.
8 other companies
Web Infrastructure & Ecommerce Segment
GMO Internet, Inc. (TSE:9449)
GMO Hosting & Security, Inc. (TSE:3788)
paperboy & co. Inc. (JASDAQ: 3633)
GMO Fast Translation, Inc.
GMO Managed Hosting, Inc.
GMO MAKESHOP Co. Ltd.
GlobalSign K.K.
GMO Payment Gateway, Inc. (TSE:3769)
Epsilon, Inc.
GMO System Consulting, Inc.
GMO DIGITAL DISTRIBUTION, Inc.
GMO Solution Partner, Inc.
Toriton, Inc.
GMO Creators Network, Inc.
INTERNET Number Corporation
GMO Solution Partner, Inc.
(Fukuoka Sales Office)
GMO Media, Inc. (Okinawa
Branch)
GlobalSign NV
(Certificate Authority,
Belgium)
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
Registry Business Terminology (I)Registry Business Terminology (I)
ccTLD
Country code Top Level Domain Eg. .jp (Japan), .us (US), .uk (UK) Top level domains based on two
letter ISO 3166-1 country codes. There are approximately 250 ccTLDs used to identify countries
including .jp (Japan), .us (US) .cn (China), .uk (UK) and .be (Belgium).
DNS
Domain Name System The network that handles domain names and IP addresses. When a user
accesses a web site, their local name server queries DNS servers to determine the IP address of the
domain name. DNS returns the IP address allowing the user to view the web server at that address.
DNS ServerA server that supports the operation of DNS, also known as a name server. DNS servers are used to
translate a hostname or domain name to its corresponding IP address.
Domain/ Domain
A domain name is a string of letters that identifies a computer on the Internet in accordance with a set of
rules. Although it is often referred to as an Internet “address” , in fact only an IP address can enable
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
35
Domain/ Domain
name
rules. Although it is often referred to as an Internet “address” , in fact only an IP address can enable
access to a computer on the Internet. More accurately speaking a domain is a string of letters that
enables addresses on the Internet to be easily located. Each domain name has an IP address and this
relationship is managed on the name server (DNS server).
gTLDgeneric Top Level Domain Eg. .com, .net, .org etc. Before the establishment of ICANN there were 8
gTLDs, ICANN introduced an additional 13 and there are now 21 gTLDs in use.
ICANN
Internet Corporation for Assigned Names and Numbers is a US based not for profit organization
responsible for managing the assignment of domain names and IP addresses. ICANN also holds the
authority to designate official domain registrars. ICANN holds international conferences three times a
year, in between it also hosts workshops and other events. ICANN is the decision making body for the
Internet.
IDNInternationalized Domain Names. Refers to non-alphabet domain names. Includes any script
that conforms to Unicode standards.
1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group1.GMO Internet Group
2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure 2.Web Infrastructure & Ecommerce& Ecommerce& Ecommerce& Ecommerce
3.Internet Media3.Internet Media3.Internet Media3.Internet Media
4.Business Model 4.Business Model 4.Business Model 4.Business Model & Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy4.Business Model4.Business Model4.Business Model4.Business Model& Growth Strategy& Growth Strategy& Growth Strategy& Growth Strategy
IP AddressAn IP address is a numerical identification assigned to computers on the Internet in accordance with
Internet Protocol. Eg. 123.456.12.3 All computers connected to the Internet have an IP address.
Japanese
language
(character)
domain
An IDN that contains a Japanese language character string. Eg. ドメイン.com, 日本語.jp. Japanese
language domain names have been available using .com, .net and .org since 2000 and with .jp since
2001.
new gTLD
The ICANN new gTLD program, will allow new top level domains to be introduced, it is expected to
expand both the number of domains and usage of domains on the Internet. It will also allow applications
for top-level domains (IDN gTLD) in other languages.
Registrar
ICANN accredited registrars can directly register domain data into registry databases under contract with
the relevant registry. While there is only one registry for each top-level domain, multiple registrars exist
to promote competitive pricing and service. Onamae.com is one of 10 ICANN accredited registrars in
Japan.
Registry Business Terminology (II)Registry Business Terminology (II)
TSE 1st Section: 9449
Copyright (C) 2009 GMO Internet, Inc. All Rights Reserved.
36
Japan.
Registry
An organization that maintains a central database of domain names data for a particular domain.
Different domains are managed by different registries. Registries are required to maintain neutrality and
guarantee equal access to the Shared Registry System (SRS) for all registrars. Under the new gTLD
program, successful applicants will be able to operate registry services for new gTLDs.
Root server
The root server is a DNS server that operates the DNS root zone at the top level of the DNS hierarchy.
When a new domain is registered or a domain name server is changed it is first recognized as valid by
the root server. There are currently 13 root servers worldwide, including Japan, that balance server load
and reduce risk.
Top level domain
Domain names have a hierarchical structure. For example in the domain www.gmo-registry.com “.com”
on the far right is the top-level domain, to the left of top level domain separated by a dot is the second
level domain (SLD) next to that is the third level domain (3LD) Top level domains are managed by a
registry (as are some SLDs), second level domains are managed by a registrar under contract with the
registry.