Goodpatch, Inc. · TSE:7351

Goodpatch — Q3 FY2025 Earnings Presentation

70 slides from Goodpatch's earnings presentation, Jul 15, 2025

1. Slide 1: Design to empower

   2025 Goodpatch Inc. Design to empower 1 ©︎

2. Slide 2: Agenda

   01 FY2025 3Q 02 FY2025 3Q 03 FY2025 3Q TOPICS 04 FY2025 05 APPENDIX 2

3. Slide 3: FY2025 3Q

   FY2025 3Q 3 3

4. Slide 4: 1,366 +46.1 % +430 - +220 13.1 % +17.5 pt

   1,366 +46.1 % +430 179 - +220 13.1 % +17.5 pt © 2025 Goodpatch Inc. 4

5. Slide 5: z © 2025 Goodpatch Inc.

   6,322 +10.2% +586 6,030 63.7 +34.5% +16.3 60.0 z 150 -0.7% -1 158 128 +0.8% +1 617 © 2025 Goodpatch Inc. 5

6. Slide 6: 1Q © 2025 Goodpatch Inc. 2Q

   1,500 250 201 +430 1,366 +46.1%) 1,254 110 152 179 1,214 200 145 1,250 82 +220 99 104 1,051 1,058 1,024 1,040 128 150 1,000 969 79 100 73 79 935 942 62 239 848 92 101 203 202 100 79 183 750 34 153 150 1,255 1,255 50 1,114 1,171 -34 65 -28 0 500 971 957 950 960 23 -40 22 906 15 842 841 0 -12 -5 -3 -4

7. Slide 7: +0.3pt +3.3pt +17.5pt

   FY2024 3Q FY2025 3Q YoY FY2024 3Q FY2025 3Q YoY 3/18 935 1,366 +46.1% 3,000 3,835 +27.8% 4,946 77.5% 528 775 +46.7% 1,632 2,213 +35.5% - - 56.5% 56.7% +0.3pt 54.4% 57.7% +3.3pt - - 568 595 +4.7% 1,597 1,703 +6.6% - - -40 179 - 35 509 +14.4 419 121.6% -4.3% 13.1% +17.5pt 1.2% 13.3% +12.1pt 8.5% - -36

8. Slide 8: 1Q 2Q 3Q

   1,250 1,186 +210 121 1,085 1,053 1,024 1,052 +21.6%) 40 1,000 112 975 943 109 21 119 21 906 115 26 936 34 21 21 882 37 17 20 121 8 20 10 20 20 816 13 114 20 107 20 47 101 101 20 22 20 47 29 11 12 21 358 10 7 21 21 750 16 21 10 97 16 20 20 20 306 20 20 275 20 21 221 278 183 155 14 20 179 194 180 20 1

9. Slide 9: © 2025 Goodpatch Inc.

   1,000 +46 -80 800 -286 600 0 +9 0 -2 +788 400 509 14.4 200 35 136 78 4 0 -33 -10 © 2025 Goodpatch Inc. 9

10. Slide 10: © 2025 Goodpatch Inc.

    5,119 834 171 3,278 4,112 1,841 © 2025 Goodpatch Inc. 10

11. Slide 11: © 2025 Goodpatch Inc.

    2025 8 31 9 20-30% © 2025 Goodpatch Inc. 11

12. Slide 12: FY2025 3Q

    FY2025 3Q 12 12

13. Slide 13: © 2025 Goodpatch Inc. 2Q 3Q

    1,500 250 222 185 184 1,200 +413 200 165 +49.1%) +201 135 132 150 900 239 100 203 202 183 1,255 1,255 47 153 150 600 1,171 1,114 971 957 960 50 906 950 842 841 65 5 4 769 -2 300 15 23 -17 22 0 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 0 -50 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q

14. Slide 14: 1Q 2Q 3Q

    7,000 70 6,221 6,322 63.7 61.0 60.7 61.0 5,862 5,868 5,603 5,598 5,736 6,000 60 5,499 5,392 56.0 6,030 52.3 53.3 54.3 52.7 60 5,142 5,052 5,000 50 47.3 41.3 4,000 40 3,000 30 2,000 20 1,000 10 0 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2023 FY2024 FY2025 FY2023 FY2024 FY

15. Slide 15: z 1Q 2Q

    800 761 772 780 735 751 697 716 652 664 603 620 600 549 548 553 570 478 509 531 409 431 433 z 400 405 200 49 72 75 95 78 63 53 41 56 66 60 149 139 146 136 141 144 151 161 157 153 150 210 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 15

16. Slide 16: z 1Q 2Q

    200 150 +1 100 z 157 136 143 135 127 130 127 128 115 50 104 85 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 16

17. Slide 17: 1Q © 2025 Goodpatch Inc. 2Q

    125 0 -3 -4 -5 +17 110 +19.0%) 5 -12 100 101 99 100 92 -10 -19 -20 -23 79 82 79 79 73 1 7 75 -31 -32 -31 -34 62 -20 78 80 79 89 73 +18 50 57 58 47 56 58 41 -30 25 26 22 21 21 20 21 19 20 19 16 15 0 -40 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2023 FY2024 FY2025 FY2023 FY20

18. Slide 18: FY2025 3Q Topics

    FY2025 3Q TOPICS 18 18

19. Slide 19: © 2025 Goodpatch Inc.

    Relight © 2025 Goodpatch Inc. Insight Goodpatch Value Present Religie

20. Slide 20: © 2025 Goodpatch Inc.

    Goodpatch © 2025 Goodpatch Inc. 20

21. Slide 21: FY2025

    FY2025 21 21

22. Slide 22: FY2024 FY2025 FY2024

    FY2024 FY2025 17 22 +68 FY2024 FY2025 55 76 +21 FY2025 617 +82 +15 © 2025 Goodpatch Inc. 22

23. Slide 23: Z Incubation Team Growth Team

    Z Incubation Team Growth Team Transformation Team Z © 2025 Goodpatch Inc. 23

24. Slide 24: 1Q © 2025 Goodpatch Inc. 2Q

    237 60 67 75 80 80 178 119 177 170 158 162 157 59 0 1Q 2Q 3Q 4Q © 2025 Goodpatch Inc. 24

25. Slide 25: User Experience Design

    User Experience Design © 2025 Goodpatch Inc. 25

26. Slide 26: © 2025 Goodpatch Inc.

    Goodpatch Goodpatch People ax . Design resicner © 2025 Goodpatch Inc. 26

27. Slide 27: SIer

    Goo¢patch 27 © 2025 Goodpatch Inc.

28. Slide 28: Others

    Others © 2025 Goodpatch Inc. 28

29. Slide 29: APPENDIX

    APPENDIX 29 29

30. Slide 30: Goodatch

    Goodatch 30

31. Slide 31: Group locations

    Goodpatch Inc. Tokyo Goodpatch Inc. Tokyo Goodpatch Studio DetailsGmbH Inc. Berlin Nagoya Studio Details Inc. Tokyo Studio Details Inc. © 2025 Goodpatch Inc. Munich Nagoya 31

32. Slide 32: Vision and Mission

    VISION MISSION Push the world forward with design that moves people's hearts Prove the power of design © 2025 Goodpatch Inc. 32

33. Slide 33: Goodatch

    Goodatch 33

34. Slide 34: Slack Instagram Airbnb

    Slack Instagram Airbnb YouTube Twitter Pinterest © 2025 Goodpatch Inc. 34

35. Slide 35: Designer ratios at tech companies

    Atlassian Dropbox Intercom 1:25 1:9 1:10 1:6 1:5 2012 2017 2013 2017 2017 LinkedIn Uber IBM 1:11 1:8 1:8 1:72 1:8 2010 2017 2017 2012 2017 https://techcrunch.com/2017/05/31/here-are-some-reasons-behind-techs-design-shortage/ © 2025 Goodpatch Inc. 35

36. Slide 36: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 36

37. Slide 37: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 37

38. Slide 38: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 38

39. Slide 39: Goodatch

    Goodatch 39

40. Slide 40: © 2025 Goodpatch Inc.

    Peopleaz Design Goo¢datch wR STUDIC Goodpatch DETAILS anywhere g Designer g Designer for Student © 2025 Goodpatch Inc.

41. Slide 41: Business Service, UX / UX, UI, Engineering

    Business Service, UX UX, UI, Engineering © 2025 Goodpatch Inc. 41

42. Slide 42: Experience Design

    Experience Design Empowering Experiences Brand Business Experience Design © 2025 Goodpatch Inc. 42

43. Slide 43: © 2025 Goodpatch Inc.

    @cyberAgent. MIXI DAIMLER "ff 2 © 2025 Goodpatch Inc. a i @-mure =BUFJIRG | S=SoftBank MIZUHO SBlae PRTIMES UZABASE @®RakSul & aoways OlOl .& note TOKYO GAS SUNTORY SUNTORY BEVERAGE & FOOD QO ONECAREER $MAUN7T @®)unipos Vas == KAIZEN PLATFORM Lancers yappli Gunosy — (@ Money Forward €veru_ Shippio f

44. Slide 44: Brand Experience, Business Design UX Design, UI Design, Engineering

    Brand Experience, Business Design UX Design, UI Design, Engineering © 2025 Goodpatch Inc. 44

45. Slide 45: © 2025 Goodpatch Inc.

    El") UZABASE @mura SBUFU BAR SUNTORY AF FAnicToxyo ena = SoftBank J “Fees parmter NGKINTK +GF+ Soe SARK RUE CO. © 2025 Goodpatch Inc. 45

46. Slide 46: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 9 Strap People ax» Design 46

47. Slide 47: © 2025 Goodpatch Inc.

    Goodaatch STUDIO DETAILS Goodpatch anywhere g@ Designer for Student @«< Peopleaz Design © 2025 Goodpatch Inc. 47

48. Slide 48: Goodatch

    Goodatch 48

49. Slide 49: © 2025 Goodpatch Inc.

    1 2 3 4 © 2025 Goodpatch Inc. 49

50. Slide 50: © 2025 Goodpatch Inc.

    SoftBank UZABASE @A CyberAgent. MIXI) PRTIMES i jem lt es Lancers Unipos GONECAREER Bbitkey OMUFG SG mAZ7I — @RakSul everuw. Shippio =RUFJRT © 2025 Goodpatch Inc.

51. Slide 51: © 2025 Goodpatch Inc.

    2:1 © 2025 Goodpatch Inc. 51

52. Slide 52: © 2025 Goodpatch Inc.

    v™ Goodatch © 2025 Goodpatch Inc. 52

53. Slide 53: © 2025 Goodpatch Inc.

    2:1 © 2025 Goodpatch Inc. 53

54. Slide 54: Goodatch

    Goodatch

55. Slide 55: Market growth FY2022-FY2030 CAGR

    100,000 80,350 75,000 FY2022 - FY2030 CAGR 11.0% 50,000 2:1 34,837 25,000 0 FY2022 FY2023 FY2024 FY2025 FY2026 FY2030 © 2025 Goodpatch Inc. 55

56. Slide 56: User Experience Design

    AI IoT VR Tech Business User AR Experience Design 2:1 © 2025 Goodpatch Inc. 56

57. Slide 57: © 2025 Goodpatch Inc.

    2018/5 2019/3 2020/3 2020/4 2022/6 2:1 k c w (& . + () © 2025 Goodpatch Inc. 57

58. Slide 58: Goodatch

    Goodatch

59. Slide 59: Design for Talent, Partner, Society

    Design for Talent Design for Partner Design for Society Design with Governance © 2025 Goodpatch Inc. 59

60. Slide 60: Goodatch

    Goodatch 60

61. Slide 61: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 61

62. Slide 62: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 62

63. Slide 63: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 63

64. Slide 64: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 64

65. Slide 65: FAQ

    aXe) Goodatch

66. Slide 66: Q&A

    Q. A. Q. A. © 2025 Goodpatch Inc. 66

67. Slide 67: Q&A

    Q. A. Q. A. © 2025 Goodpatch Inc. 67

68. Slide 68: M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü

    M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü ɨŕ ɤ © 2025 Goodpatch Inc. 68

69. Slide 69: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 69

70. Slide 70: Design to empower

    Goocatch Design to empower.

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