Internet Initiative Japan Inc. · TSE:3774

Internet Initiative Japan — Q2 FY2005 Earnings Presentation

14 slides from Internet Initiative Japan's earnings presentation, Nov 9, 2005

  1. Slide 1: Internet Initiative Japan Inc.

    2005 2 Internet Initiative Japan Inc. 2005.11.9 0

  2. Slide 2: Forward-looking statements

    Network Initiative 1995 Private Securities Litigation Reform Act of 1995 forward looking statements 1934 Securities Exchange Act of 1934 Form 20-F Copyright © 2005 Internet Initiative Japan Inc. 1

  3. Slide 3: Highlights for the six months ended September 2005

    Network Initiative 2005 218. 1 13.7% 9.2% 101.1 2005 42.3% 7.5 2005/4 2005/9) 315.0% 37.1% 16.2 23.0% Copyright © 2005 Internet Initiative Japan Inc. 2

  4. Slide 4: Six-month income statement summary

    Network Initiative 2005 2004 2005/4-9 2004/4-9 218.1 100.0% 191.9 100.0% 13.7% 179.9 82.5% 163.0 84.9% 10.4% 30.6 14.1% 27.1 14.1% 13.1% 7.5 3.5% 1.8 0.9% 315.0% 16.2 7.4% (0.09 ) (0.0%) Copyright © 2005 Internet Initiative Japan Inc. 3

  5. Slide 5: Highlights for the second quarter (July-September 2005)

    Network Initiative 119.3 2005 13.5% 20.7% 2 5.1 2005/7 2005/9) 79.8% 105.7% 10.0 336.6% 60.7% Copyright © 2005 Internet Initiative Japan Inc. 4

  6. Slide 6: Second quarter income statement summary

    Network Initiative 2005 2004 2005/7-9 2004/7-9 119.3 100.0% 105.1 100.0% 13.5% 98.7 82.8% 88.5 84.2% 11.5% 1.4 15.5 13.0% 13.8 13.1% 12.5% 5.1 4.3% 2.8 2.7% 79.8% 10.0 8.4% 2.3 2.2% 336.6% Copyright © 2005 Internet Initiative Japan Inc. 5

  7. Slide 7: Revenue breakdown

    Network Initiative 8.4% 1.7% 43.3% 37.9% 48.3% 60.4% 5,767 48.3% 779 37.9% 5,162 43.3% 1,243 60.4% 1,000 8.4% 34 1.7% 11,929 2,056 Copyright © 2005 Internet Initiative Japan Inc. 6

  8. Slide 8: Quarterly revenue trend

    Network Initiative 12,254 11,929 10,512 10,261 9,880 8,675 Copyright © 2005 Internet Initiative Japan Inc. 7

  9. Slide 9: Quarterly trends

    Network Initiative % 2,000 1,500 1,000 500 0 3Q04 4Q04 1Q05 2Q05 2005 9 -100 71 -238 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 Copyright © 2005 Internet Initiative Japan Inc. 8

  10. Slide 10: IP services and traffic trends

    Network Initiative 5,860 5,767 5,767 5,596 5,637 5,633 5,499 5,666 5,450 5,508 3,822 , 43.0% 428 , 3.5% IP 1G 1G 1Q05: 33 2Q05 43 10 151.0Gbps 151.0Gbps 46.1Gbps, 43.9% 10.1Gbps, 7.2% 1Q03 2Q03 3Q03 4Q03 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 Gbps 151.0 19.5% 150 140.9 121.2 109.5 104.9 95.6 100 84.6 30.0% 7

  11. Slide 11: System integration revenue and backlog

    Network Initiative SI 6,000 30% 5,352 34.5% 5,162 5,000 23.9% 23.7% 23.7% 24.2% 22.3% 24.7% 24.1% 4,001 20.0% 3,970 3,840 1.8 4,000 3,838 20% 3,000 2,889 2,549 2,695 58.7% 4.2% 2,408 2,000 10% 10.7% 1,000 3.5% 0 0% 1Q03 2Q03 3Q03 4Q03 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 6,000 + 5,000 4,000 3,000 2Q05 5,14

  12. Slide 12: Forecasts and results comparison

    Network Initiative 2005 2005 2005 2005 2005 2004 2005/4 2005/9 2005/4 2006/3 2004/4 2005/3 21,809 19,980 109.2% 46,330 41,703 754 550 137.1% 2,320 1,248 1,623 1,320 123.0% 3,700 2,906 Copyright © 2005 Internet Initiative Japan Inc. 11

  13. Slide 13: IIJ ADR and IIJ-MC announcements

    Network Initiative ADR IIJ (IIJ-MC) 2005 8 31 SI IIJ-Tech 2005 10 1 1 5 IIJ-MC IIJ IIJ 2005 10 11 IIJ 2005 10 1 ADR 1ADR = 1/2,000 (AIH) AIH IIJ IIJ 1ADR = 1/400 VPN 2005 10 11 IIJ 2005 10 1 Copyright © 2005 Internet Initiative Japan Inc. 12

  14. Slide 14: Recent topics and service announcements

    Network Initiative 10/20 IIJ-Tech IBPS - - 10/14 SMF - BB MediaRouter SMF - 10/5 IIJ Internet-LAN - - 9/30 IIJ-Tech - - 9/28 IIJ IIJ-MC CATV - DV over IP 2 10 3 - 9/27 IIJ4U IIJmio - Outbound Port 25 Blocking - 9/9 RFID IC - RFID IIJ EPC Network - 8/1 IIJ IIJ-Tech HP 3 RFID IC - RFID SCM - Copyright

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