Internet Initiative Japan Inc. · TSE:3774

Internet Initiative Japan — Q3 FY2001 Earnings Presentation

17 slides from Internet Initiative Japan's earnings presentation, 2001

  1. Slide 1: Internet Initiative Japan Inc. Q3 FY2001 results

    2001 2002 2 The statements within this may contain forward-looking statements that involve risk and uncertainties. These statements may differ materially from actual future events or results. Readers are referred to the documents filed by Internet Initiative Japan Inc. with the SEC, specifically the

  2. Slide 2: 3Q FY2001 highlights and outlook

    2001 3 • – 99 ( 35.7% 4.3% ) • – 62.4% 14.0% • – 14.7%( 6.7% 14.1%) – 151 ( (-)779 (+)16 – EBITDA904 ( (-)285 (+)414 • 4 – 105-110 ( 14.1%-19.6% ) – 150-300 EBITDA 900 - 1,050 • 2001 20% – 383 - 388 20.1% - 21.7% – 18 - 168 – EBITDA 2,893 - 3,043 Copyright © 2001 by Internet Initiative Japan Inc. Al

  3. Slide 3: 4Q guidance: revenue, SI, EBITDA

    ( ) 4Q 4Q 105 - 110 150 - 300 SI EBITDA 900 - 1,050 1,050 Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  4. Slide 4: Revenue and CAGR trend

    ( ) 4Q 10,500 31,876 2001 11,000 383-388 25,302 4Q r s 9,200 e a 7 y r 3Q fo 9,934 % 3Q 75 14,769 7,322 GR CA 12,323 2Q 2Q 9,528 8,108 8,533 4,058 1Q 1Q 8,332 1,099 7,246 3/1995 3/1996 3/1997 3/1998 3/1999 3/2000 3/2001 3/2002E Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  5. Slide 5: Quarterly ratio progression 1Q to 3Q

    ( ) 1Q:39.5% 2Q: 51.4% 3Q: 62.4% Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  6. Slide 6: Backbone bandwidth

    ( ) (Mbps) ( ) 1Mbps 2001 Backbone Bandwidth 1998 1999 2000 2001 Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  7. Slide 7: Revenue by SI and VAS

    ( ) ( ) 3Q:14.7% SI VAS Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  8. Slide 8: 2001E and 4Q01E guidance

    ( ) ( ) 2001E 2001E 18M-168M 4Q01E 150M - 300M Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  9. Slide 9: 4Q01E and 2001E EBITDA guidance

    ( ) 4Q01E 2001E 2001E 900M -1,050M 2,893M-3,043M Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  10. Slide 10: Traffic of 7.7Gbps and bandwidth

    IP (*) IIJ T1 IIJ ( ) (Gbps) ( ) (Mbps) 3,200 2,800 7.7Gbps 7.7Gbps 1 2,400 2,000 1,600 1Mbps 1,200 1 800 400 0 Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  11. Slide 11: iDC data center business

    DC ( ) ( ) iDC 4Q Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  12. Slide 12: SI business and 4Q outlook

    SI ( ) (%) SI ( ) SI 15% 4Q Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  13. Slide 13: ISP market ranking

    1 IIJ 1 2 Hitachi (netSpace) 2 3 3 NTT PC (InfoSphere) 4 5 4 Jens (AT&T WorldNet) 6 7 5 Japan Telecom (ODN) 8 9 6 NTT Communications (OCN) 7 Fujitsu (FENICS) 8 PSInet 9 KDDI (DION) 10 Nifty (@nifty) 11 NEC (Biglobe) IIJ NTT Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  14. Slide 14: IIJ, KDDI and NTT positioning

    1 1 2 2 3 3 4 4 5 5 6 6 7 7 8 8 9 9 IIJ IIJ KDDI NTT Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  15. Slide 15: Internet, data centers and cache

    • • Internet cache cache DC DC DC cache DC cache DC cache cache DC IP IP CATV CATV IP CATV IP CATV Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  16. Slide 16: IIJ CDN

    IIJ CDN IIJ CDN ISP ISP ISP Internet Protocol Internet Protocol Internet Protocol Internet Protocol IIJ CDN Internet Internet Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

  17. Slide 17: Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

    Copyright © 2001 by Internet Initiative Japan Inc. All Rights Reserved.

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