Kufu Company Holdings Inc. · TSE:4376

Kufu — Locoguide — Q1 FY2021/3 Earnings Presentation

25 slides from Kufu's earnings presentation, Aug 13, 2020

  1. Slide 1: ODT

    ODT 2021253588 510K BS ELT Ls! RASetoOIATE 20204485138

  2. Slide 2: © 2020 Locoguide Inc. All Rights Reserved.

    × © 2020 Locoguide Inc. All Rights Reserved. 1

  3. Slide 3: n n © 2020 Locoguide Inc. All Rights Reserved.

    2021 3 1 n 368 93 90 • 2020 3 4 24.3% 93 • n • • © 2020 Locoguide Inc. All Rights Reserved. 2

  4. Slide 4: © 2020 Locoguide Inc. All Rights Reserved.

    2021 3 1 ü 2020 3 4 2020 3 4 ü 2020 3 4 24.3% 93 2021 3 1 ( : ) 2020 3 2021 3 4 ( ) 1 387 368 は4.8% 75 93 +24.3 75 90 +20.7% © 2020 Locoguide Inc. All Rights Reserved. 3

  5. Slide 5: 2021 ü 2020 ü ( : ) 百万 0 IT 0 2021 3 1

    2021 3 1 ü 2020 3 4 ü ( : ) 400 百万 350 300 250 200 150 100 50 IT 0 2021 3 1 © 2020 Locoguide Inc. All Rights Reserved. 4

  6. Slide 6: © 2020 Locoguide Inc. All Rights Reserved.

    2021 3 1 ü ü ( : ) 300 250 99 200 150 100 50 0 2021 3 1 © 2020 Locoguide Inc. All Rights Reserved. 5

  7. Slide 7: Locoguide Inc.

    F-ERZORR o3 Locoguide Inc.

  8. Slide 8: © 2020 Locoguide Inc. All Rights Reserved.

    ü ( ) 1,045 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 0 2016年9⽉ 2016年12⽉ 2017年3⽉ 2017年6⽉ 2017年9⽉ 2017年12⽉ 2018年3⽉ 2018年6⽉ 2018年9⽉ 2018年12⽉ 2019年3⽉ 2019年6⽉ 2019年9⽉ 2019年12⽉ 2020年3⽉ 2020年6⽉ *2017 3 *2017 6 © 2020 Locoguide Inc. All Rights Reserved. 7

  9. Slide 9: © 2020 Locoguide Inc. All Rights Reserved.

    ü ü * ( ) 30,000 24,349 25,000 20,000 15,000 10,000 5,000 0 2016 9 2016 12 2017 3 2017 6 2017 9 2017 12 2018 3 2018 6 2018 9 2018 12 2019 3 2019 6 2019 9 2019 12 2020 3 2020 6 * © 2020 Locoguide Inc. All Rights Reserved. 8

  10. Slide 10: © 2020 Locoguide Inc. All Rights Reserved.

    ü ü ü ü ü © 2020 Locoguide Inc. All Rights Reserved. 9

  11. Slide 11: ü • • PC • • •

    ü • • PC • • • © 2020 Locoguide Inc. All Rights Reserved. 10

  12. Slide 12: © 2020 Locoguide Inc. All Rights Reserved.

    ü ü ( ) © 2020 Locoguide Inc. All Rights Reserved. 11

  13. Slide 13: © 2020 Locoguide Inc. All Rights Reserved.

    © 2020 Locoguide Inc. All Rights Reserved. 12

  14. Slide 14: © 2020 Locoguide Inc. All Rights Reserved.

    ü ü • • • • © 2020 Locoguide Inc. All Rights Reserved. 13

  15. Slide 15: Locoguide Inc.

    tt O ACR ABE oOo7iTF Locoguide Inc.

  16. Slide 16: © 2020 Locoguide Inc. All Rights Reserved.

    ü ü ü © 2020 Locoguide Inc. All Rights Reserved. 15

  17. Slide 17: © 2020 Locoguide Inc. All Rights Reserved.

    ü ü 3,559 (2019 ) *1 *4 • 2000 100% • • • 草 2019 • 1 13 / 6,000 66% 5,000 2000 1 4,662 *3 4,000 3,000 *2 99.9% 2,000 1,000 0 2000年 2013年 2016年 2019年 *1 2019 *2 *3 2019 *4 © 2020 Locoguide Inc. All Rights Reserved. 16

  18. Slide 18: • • • 57.4 *2 • 1,419 草 3.5 *1 3,642 *1 2,110 *1

    • • • 57.4 *2 • 1,419 草 3.5 *1 3,642 *1 2,110 *1 1,207 *1 ü ü IT *1 2019 *2 1 (2017 ) * AC(soeG, umii, ) © 2020 Locoguide Inc. All Rights Reserved. 17

  19. Slide 19: Google Play

    ü ü Google Play 2 * * Google Play 2017 Google Play 2018 © 2020 Locoguide Inc. All Rights Reserved. 18

  20. Slide 20: SaaS

    ü SaaS ü 5,000 100 * 1 10 8 1 12,500 © 2020 Locoguide Inc. All Rights Reserved. 19

  21. Slide 21: SaaS

    ü 1 • • 2 • • SaaS 3 • • © 2020 Locoguide Inc. All Rights Reserved. 20

  22. Slide 22: © 2020 Locoguide Inc. All Rights Reserved.

    ü 1,900 3,559 *1 • • • 1,894 *3 (53% *2) *1 2019 *2 2019 *3 © 2020 Locoguide Inc. All Rights Reserved. 21

  23. Slide 23: AC( , FineGraphics,

    ü 2 1,665 3,559 *1 5%*2 6%*2 7%*2 22%*2 *1 2019 *2 2019 *3 AC( , FineGraphics, ) © 2020 Locoguide Inc. All Rights Reserved. 22

  24. Slide 24: © 2020 Locoguide Inc. All Rights Reserved.

    ü 2.5 5 248 *2 25,282*1 51,711*1 0.8 64.0 32.3 99.0 8.3 10.7 27.0 1.5 5.3 *1 2020 3 *2 28 © 2020 Locoguide Inc. All Rights Reserved. 23

  25. Slide 25: © 2020 Locoguide Inc. All Rights Reserved.

    © 2020 Locoguide Inc. All Rights Reserved. 24

Locoguide — Q1 FY2021/3 Earnings Presentation on 6ix