Valuecommerce Co., Ltd. · TSE:2491
Valuecommerce — Q1 2007 Earnings Presentation
23 slides from Valuecommerce's earnings presentation, December 2007
Slide 1: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd.
Slide 2: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 2
Slide 3: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 3
Slide 4: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 4
Slide 5: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 5
Slide 6: ASP and SEO quarterly trend
1,500 100% 1,000 50% 500 0 2006Q1 Q2 Q3 Q4 2007Q1 0% 1,310 1,306 1,343 1,372 1,270 2006Q1 Q2 Q3 Q4 2007Q1 ASP 593 595 614 618 567 ASP 45.3% 45.6% 45.7% 45.0% 44.7% 595 614 661 688 587 45.5% 47.0% 49.2% 50.1% 46.2% SEO 122 97 68 66 116 SEO 9.3% 7.4% 5.1% 4.8% 9.1% Copyright © 2007, ValueCommerc
Slide 7: 2006Q1 Q2 Q3
700 100% 800 100% 600 80% 80% 600 500 60% 60% 400 400 40% 300 40% 200 200 20% 20% 100 0 0% 2006Q1 Q2 Q3 Q4 2007Q1 0 0% 2006Q1 Q2 Q3 Q4 2007Q1 581 588 607 708 608 357 394 379 435 364 472 538 605 692 653 36.0% 41.2% 45.0% 50.4% 51.5% 44.4% 45.0% 45.2% 51.6% 47.8% Copyright © 2007, ValueCommerce Co
Slide 8: 2006Q1 Q2 Q3
300 25% 250 10 250 20% 200 8 200 15% 150 150 6 10% 100 100 4 5% 50 0% 50 2 0 -50 -5% 0 0 2006Q1 Q2 Q3 2006Q4 2007Q1 2006Q1 Q2 Q3 Q4 2007Q1 256 179 131 -26 8 1,310 1,306 1,344 1,372 1,270 260 162 108 -23 13 163 165 179 194 187 250 145 119 33 17 19.6% 13.7% 9.8% -1.9% 0.7% 22 37 40 40 29 20.2% 12.0% 8
Slide 9: Copyright © 2007, ValueCommerce Co.,Ltd.
4,147 4,183 36 3,063 3,107 44 744 745 1 4,891 4,928 37 984 986 2 198 204 6 3,708 3,736 28 Copyright © 2007, ValueCommerce Co.,Ltd. 9
Slide 10: Copyright © 2007, ValueCommerce Co.,Ltd.
169 81 88 44 49 5 1 11 10 126 43 83 1,241 3,107 1,866 Copyright © 2007, ValueCommerce Co.,Ltd. 10
Slide 11: 2006 Q3 Q4 2007 Q1
2,500 404,000 2,000 359 698 317 508 1,500 190 210 85 5 82 10 104 5 86 5 139 84 6 110 140 118 122 2006 Q3 Q4 2007 Q1 1,000 1,084 1,150 1,097 1,160 1,137 500 0 2006 Q1 Q2 Q3 Q4 2007 Q1 ASP (PC) ASP ( ) (PC) ( ) 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 2003 2004 2005 2006 2007 Copyright © 2007, ValueComme
Slide 12: Copyright © 2007, ValueCommerce Co.,Ltd.
150,000 100,000 50,000 0 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 Copyright © 2007, ValueCommerce Co.,Ltd. 12
Slide 13: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 13
Slide 14: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 14
Slide 15: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 15
Slide 16: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 16
Slide 17: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 17
Slide 18: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 18
Slide 19: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 19
Slide 20: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 20
Slide 21: Click to Call, WebCalling
Click to Call WebCalling < > Copyright © 2007, ValueCommerce Co.,Ltd. 21
Slide 22: RSS, J-REAL, J-WAVE
RSS 2.0 / J-REAL J-Wave J-REAL J-WAVEi J-WAVE 20 30 J-WAVE J-REAL J-REAL < RSS > J-WAVE on air http://www.jreal.jp/ Copyright © 2007, ValueCommerce Co.,Ltd. 22
Slide 23: Copyright © 2007, ValueCommerce Co.,Ltd.
Copyright © 2007, ValueCommerce Co.,Ltd. 23
ValueCommerce Co.,Ltd. — Q1 2007 Earnings Presentation on 6ix