Lifull Co.ltd. · TSE:2120

Lifull Co.ltd — NEXT — FY2014 Q4 Earnings Presentation

63 slides from Lifull Co.ltd's earnings presentation, May 2014

1. Slide 1: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

   2120 20143 2013420143 Copyright(c) NEXT Co., Ltd. All Rights Reserved.

2. Slide 2: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

   › › › › › › › › Copyright(c) NEXT Co., Ltd. All Rights Reserved. 2

3. Slide 3: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

   14,690 ( 22.8) 4,281 ( 21.5) 2,299 ( 44.5) 95 ( 54.6) 1,336 (117.7) 54 (86) Copyright(c) NEXT Co., Ltd. All Rights Reserved. 3

4. Slide 4: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

   20143 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 4

5. Slide 5: HOME’S

   20143 14,690 2,299 1,336 11,962 10,319 1,591 614 952 465 123 133 143 123 133 143 HOME’S 59,345 11,042 4,260 54,548 3,913 52,012 9,895 3,312 9,532 123 133 143 123 133 143 123 133 143 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 5

6. Slide 6: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

   20143 +22.8+44.5+117.7 1 2 / 3 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 6

7. Slide 7: 15.72.4p 4Q WEB 2.4p

   20143 15.72.4p 2.4p 2.6p 0.1p 6.4p 4Q WEB 30 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 7

8. Slide 8: HOME’S HOME’S HOME’S

   20143 +22.8146 HOME’S HOME’S HOME’S ’ Copyright(c) NEXT Co., Ltd. All Rights Reserved. 8

9. Slide 9: 20143 23.8

   20143 23.8 9

10. Slide 10: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    20143 1+12.9 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 10

11. Slide 11: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    20143 1584 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 11

12. Slide 12: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    20143 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 12

13. Slide 13: HOME‘S HOME‘S HOME‘S

    20143 20143 20 3 14. プロモーション・ 受賞歴等 HOME‘S HOME‘S プロダクト・ HOME‘S HOME‘S HOME‘S サービス HOME'S HOME‘S PRO 13.4 13

14. Slide 14: TVCM

    20143 TVCM/ 14

15. Slide 15: iPhoneHOME ’S

    20143 iPhoneHOME ’S PC iPhoneHOME’S Copyright(c) NEXT Co., Ltd. All Rights Reserved. 15

16. Slide 16: HOME‘S

    20143 WEB HOME’S ユーザー HOME‘S Copyright(c) NEXT Co., Ltd. All Rights Reserved. 16

17. Slide 17: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved. 17

18. Slide 18: HOME’S

    . -~ HOME’S a

19. Slide 19: Slide 19

20. Slide 20: POINT

    POINT 20

21. Slide 21: HOME’S No.1

    › 25 › HOME’S No.1 21

22. Slide 22: No.1

    No.1 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 22

23. Slide 23: 4P DB CCS

    4P DB CCS 23

24. Slide 24: () 4257,388No.1 5,0 00, ,000 4,5 00, ,000 4,0 00, 000 (1) 10 ,000

    () 4257,388No.1 5,0 00, 000 12 ,000 4,5 00, 000 11 ,000 4,0 00, 000 (1) 10 ,000 3,5 00, 000 9,0 00 3,0 00, 000 8,0 00 210 2,5 00, 000 180 7,0 00 160 2,0 00, 000 6,0 00 1,5 00, 000 5,0 00 1,0 00, 000 50 0,00 0 7,388 4,0 00 0 3,0 00 20104 10 20114 10 20124 10 20134 10 ( 1) 20143 31 ( 2) 20143 24

25. Slide 25: () 2011 2012 2013 2014

    () 30 2011 7 10 2012 4 7 10 2013 4 7 10 2014 4 1 1 1 25

26. Slide 26: POINT

    POINT 26

27. Slide 27: () › / 5.0 .0% 4.5 .0% 4.0 .0% 3.5 .0% 3.0 30 .0%

    () › 25 25 1 1 / 5.0 50 .0% 4.5 45 .0% 4.0 40 .0% 3.5 35 .0% 3.0 30 .0% 2.5 25 .0% 2.0 20 .0% 1.5 15 .0% 1.0 10 .0% 0.5 5.0 % 0.0 0.0 % 2012.3 2013.3 2014.3 2012.3 2013.3 2014.3 2012.3 2013.3 2014.3 27

28. Slide 28: HOME’S No.1

    › 25 › HOME’S No.1 28

29. Slide 29: IR

    IR Copyright(c) NEXT Co., Ltd. All Rights Reserved. 29

30. Slide 30: IR IR

    IR IR › › › Copyright(c) NEXT Co., Ltd. All Rights Reserved. 30

31. Slide 31: IR

    IR Copyright(c) NEXT Co., Ltd. All Rights Reserved. 31

32. Slide 32: IR

    IR Copyright(c) NEXT Co., Ltd. All Rights Reserved. 32

33. Slide 33: IR

    IR 20 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 33

34. Slide 34: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    20153 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 34

35. Slide 35: HOME’S

    20153 +17.41.2 1 2 3 4 5 HOME’S Copyright(c) NEXT Co., Ltd. All Rights Reserved. 35

36. Slide 36: 302.2p EC

    20153 302.2p EC 20144 1220( 8 ) Copyright(c) NEXT Co., Ltd. All Rights Reserved. 36

37. Slide 37: HOME’S Style Market

    20153 +15.5+20.4 1 2 3 4 5 HOME’S HOME’S HOME’S HOME’S HOME’S Style Market HOME’S Style Market Copyright(c) NEXT Co., Ltd. All Rights Reserved. 37

38. Slide 38: 20153 200.18(4 ) 6.00 .0% 4.74 4.92 .0% 5.00 .0% .0% 4.00 30 .0%

    20153 200.18(4 ) 6.00 50 .0% 4.74 4.92 45 .0% 5.00 40 .0% 35 .0% 4.00 30 .0% 2.20 3.00 25 .0% 1.20 20 .0% 20.0 20.0 20.0 2.00 15 .0% 10 .0% 15.0 1.00 5.0 % 0.00 0.0 % 2012.3 2013.3 2014.3 2015.3 () › 20 › ( 20 ) › 38

39. Slide 39: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    20153 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 39

40. Slide 40: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved. 40

41. Slide 41: 40HOME’S

    20153 40HOME’S 40 No.1 41

42. Slide 42: 20153

    20153 42

43. Slide 43: l PDCA l PDCA

    20153 l PDCA l PDCA Lococom MONEYMO HOME’S Style Market l l SNS(HOME’S Pro) l l 43

44. Slide 44: CVR() CVR()

    20153 CVR() CVR() 44

45. Slide 45: SEO WEB › WEB

    20153 › SEO WEB › WEB Google › KPI › PDCA 45

46. Slide 46: PDCA

    ( ) > ( > > >» PDCA MONEYiic xome's Style Market EC 46

47. Slide 47: EC HOME’S Style Market

    ( ) 20153 201448 EC HOME’S Style Market › › EC EC Copyright(c) NEXT Co., Ltd. All Rights Reserved. 47

48. Slide 48: BER

    20153 37} 7A BER eDOHSAtt] SUF VIRR eal 2014 25 PDAS TA RAREDASS a ~~ @e-

49. Slide 49: VR Room CG3D

    20153 Glass Across the Country 28495 / tedeytan VR Oculus Rift( ) Room VR CG3D iWatch concept by Todd Hamilton / Wolf Gang Copyright(c) NEXT Co., Ltd. All Rights Reserved. 49

50. Slide 50: 20153 No.125 ,000 .0% .0% ,000 .0% ,000 .0 25 .0% 17,240 20 ,000

    20153 No.125 35 ,000 40 .0% 35 .0% 30 ,000 30 .0% 25 ,000 25.0 25 .0% 17,240 20 ,000 20 .0% 15 ,000 14,690 11,962 13.5 15 .0% 10 ,000 15.7 2015.3 10 .0% () › 31.0 2,328 5,0 00 2,299 › 24.7 5.0 % 1,591 › 30.8 0 0.0 % 2013.3 2014.3 2015.3 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 50

51. Slide 51: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved.

52. Slide 52: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved. 52

53. Slide 53: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    19914 19917 19957 19973 20144 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 53

54. Slide 54: HOME’S

    HOME’S + Copyright(c) NEXT Co., Ltd. All Rights Reserved. 54

55. Slide 55: CRM

    CRM WEB CRM Annex PC 50,00010,000 CRM HOME’S HOME’S Copyright(c) NEXT Co., Ltd. All Rights Reserved. 55

56. Slide 56: Copyright(c) NEXT Co., Ltd. All Rights Reserved. P.32

    15 3 P.32 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 56

57. Slide 57: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved. 57

58. Slide 58: HOME’S

    HOME’S Copyright(c) NEXT Co., Ltd. All Rights Reserved. 58

59. Slide 59: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved. 59

60. Slide 60: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved. 60

61. Slide 61: 4 1 2 3 IR 61

    2 3 4 4 5 6 7 8 9 10 11 12 1 2 3 3 4 5 6 7 8 9 10 11 12 1 2 4 1 2 3 IR Copyright(c) NEXT Co., Ltd. All Rights Reserved. 61

62. Slide 62: HOME'S PROPERTY MEDIA (THAILAND) CO., LTD.

    HOME’S PROPERTY MEDIA (THAILAND) CO., LTD.(99.9 Copyright(c) NEXT Co., Ltd. All Rights Reserved. 62

63. Slide 63: IR

    IR IR Copyright(c) NEXT Co., Ltd. All Rights Reserved. 63

NEXT — FY2014 Q4 Earnings Presentation on 6ix