GMO Internet Group Profile. Internet for Everyone

Transcription

1 GMO Internet Group Profile Internet for Everyone As of June 2018

2 Group Overview Company Name CEO & Founder Address GMO Internet, Inc. Masatoshi Kumagai Cerulean Tower, 26-1 Sakuragaokacho, Shibuya, Tokyo Established May 24, 1991 Stock Listing 9449 (Tokyo Stock Exchange Section 1) Business Segments Internet Infrastructure Online Advertising & Media Internet Finance Cryptocurrency business Capital (including capital reserve) JPY5.0 billion Consolidated Staff 5,670 Group companies 111 (As of June 2018) 22

3 Companies Worldwide 9 Listed Companies TSE 1st Section JASDAQ TSE MOTHERS 3 companies 3 companies 3 companies

4 44 5,670 Internet Professionals

5 Strengths: Technology 55 Currently 5,670 partners Goal: Workforce of over 50% engineers 4,198 4,188 4,014 4,072 3,800 3,838 4,600 4,633 4,415 4,435 4,876 5,454 5,275 5,278 5,316 5,156 5,156 5,080 5,670 3,533 3,364 3, % 40.0% 40.0% 42.0% 44.2% 44.9% Partners % Engineers Q1 Q2 Q3 Q Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q

6 Historical Earnings 6 Consolidated Net Sales Consolidated Operating Profit (JPY billions) (JPY billions)

7 Business Segments(Composition) Solid revenue base 10.5M customers 7 *Net sales ratio is calculated based on the numbers before cancelling inter-segment transactions *We established the new Cryptocurrency segment in Q1 FY2018, and Mobile Entertainment segment was merged into other segments.

8 Domain Registration 8 No.1 Market Share 88.2% Domains under Management 6.05M

9 Web Hosting 9 No.1 Market Share 56.0% Contracts 815,000

10 Ecommerce Solutions 10 Paid Stores 73,000

11 SSL Security 11 Japan Market Share No.1

12 SSL Security Official website of the National Diet 12

13 Payment 13 Transaction Volume Approx. JPY3.3tr/year

14 ISP(Provider) 14 The Number of contracts 1.2million networks

15 Media Products 15 Media Ad Technology

16 Internet Securities 16 FX Volume Global No.1 for 6 consecutive years FX Accounts: 720,000 Securities Accounts: 430,000 Crypt Accounts : 169,000

17 17 Finance, Payment, and Cryptocurrency

18 18 Finance, Payment, and Cryptocurrency Exchange Mining (Daiwa Securities Group Inc., ) Share acquisition: JPY9.7B (9.37%) Cryptcurrency Securities/FX Payment Net Bank (Sumitomo Mitsui Banking Corporation ) Investment: JPY3.86B (3.36%) JV established Share acquisition: JPY1.16B (14.9%) JV Launched in Feb 2016 To be Launched in July 2018 (85.1%) (Aozora Bank)

19 19 Global Operations

20 Global Operations Locations 23 countries, 63 locations, 1,298 global partners ( staffs ) 2 countries in Northern Europe 20 *As of June, 2018 Infrastructure Finance Mining

21 Global Operations Global Net Sales 11.0% (JPY billions) 6.8% 3.89 Global Sales Ratio 3.2% 3.1% 3.9% 3.4% 5.9% % YoY growth Net Sales Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q

22 22 Cryptocurrency business

23 23 Policy and current business environment of cryptocurrency business Major policies Mining Cryptocurrency mining business In-house mining Develop, manufacture, and sell mining machines Cloud mining Cryptocurrency Exchange Cryptocurrency exchange business Payment Cryptocurrency payment Aim to become No. 1 in the field of cryptocurrency

24 24 Cryptocurrency mining business Mining center 2 countries in Northern Europe

25 25 Cryptocurrency mining business Plan V1 Mining Dec The year 2018 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec V2 Design Βet a Mining based on store-bought mining computers Sale Cloud mining Mass production Manufacture wafer V2 launch June 6 July 2 Launch Bet a Mass production V1 operation V2 operation Ship V2 Change in priority

26 26 Cryptocurrency mining business Mining machine specs Capability 24 TH/s TH/s (variable) Power consumption 1,950 W/unit 台 (81 W/TH) 1,950-3,417 W/unit ( W/TH) Price USD 1,999 USD 1,999 Delivery October (tentative) October (tentative)

27 27 GMO Aozora Net Bank

28 Net Bank Launch (July 17, 2018) (Aozora Bank) Technological strengths in finance Management expertise Customer first at any time to become the technology bank *Source: GMO Aozora Net Bank launch presentation on July 17,

29 Net Bank Strengths and differentiation Strengths Self-developed Group s solid customer base Utilizing pioneering technology Points of differentiation Price competitiveness Speed Innovative service 29 *Source: GMO Aozora Net Bank launch presentation on July 17, 2018

30 Net Bank Available 24 hours a day, every day Smartphone application Cash card High-security debit card (next spring) ATM Seven Bank & AEON Bank (next spring) 30 *Source: GMO Aozora Net Bank launch presentation on July 17, 2018

31 Net Bank Concept and vision Infrastructure Business and individual accounts Securities Collaboration between banking and securities Bank Ecommerce Integrate with virtual accounts Solid revenue base of 10.50M customers Partnering with various services Media Spread of debit for individual customers Digital certificates Payment Open API Hub of all services Enhanced security 31 *Source: GMO Aozora Net Bank launch presentation on July 17, 2018

32 32 Internet for Everyone