Recruit Holdings Co., Ltd. · TSE:6098
Recruit — Investor Presentation (February 2026)
24 slides from Recruit's investor presentation, Feb 9, 2026
Slide 1: Update on Marketing Matching Technologies
Recruit Holdings Update on Marketing Matching Technologies マーケティング・マッチング・テクノロジー事業 について February 9, 2026
Slide 2: Keiichi Ushida, Head of Marketing Matching Technologies
うし だ けい いち 牛田 圭一 Keiichi Ushida Recruit Holdings Co., Ltd. 株式会社リクルートホールディングス Executive Vice President 常務執行役員 Head of Marketing Matching Technologies マーケティング・マッチング・テクノロジー事業担当
Slide 3: 1. Marketing Matching Technologies ("MMT") Overview
1. Marketing Matching Technologies (“MMT”) Overview
Slide 4: History: Paper-Based Media to Online Platforms
1. MMT Overview History: Paper-Based Media to Online Platforms AI Data + SaaS Matching Platforms Online Media Paper-Based Media 1976 - 1995- 2000 - 2025 - Recruit Holdings | Update on MMT 4
Slide 5: History: Business Model
1. MMT Overview History: Business Model GMV-Linked Model (Performance-Based Fee) GMV連動モデル Expected Action-Tiered Plans (Monthly Fee) 期待アクション数別プラン Advertising-Based Model (Monthly Fee) 集客広告掲載モデル 1976 - 1995- 2000 - 2025 - Recruit Holdings | Update on MMT 5
Slide 6: Financial Overview: Revenue Breakdown (FY2025 Full-year Outlook)
1. MMT Overview Financial Overview: Revenue Breakdown (FY2025 Full-year Outlook) (in billions of yen) Others (Automobile, Bridal, Education, and Others) Beauty ¥113 Bn ¥126 Bn Lifestyle MMT Total ¥295 Bn ¥566 Bn Housing Travel, & Real Estate Dining, and ¥157 Bn SaaS solutions ¥169 Bn Please see foot
Slide 7: Financial Overview: Historical Revenue and EBITDA+S
1. MMT Overview Financial Overview: Historical Revenue and EBITDA+S Revenue (in billions of yen) EBITDA+S (in billions of yen) and Margin % M&S Marketing Pro Forma Outlook Pro Forma Outlook Actual Please see footnotes in the appendix. Recruit Holdings | Update on MMT 7
Slide 8: 2. MMT Business Model
2. MMT Business Model
Slide 9: Vertical Matching Platforms
2. MMT Business Model Vertical Matching Platforms Vertical Individual Users Matching Platforms Business Clients D GMV Increase with AI C SaaS with A B Matching Recruit ID Unique Data Recruit Holdings | Update on MMT 9
Slide 10: A. Recruit ID with 97 Million Accounts
2. MMT Business Model A. Recruit ID with 97 million Accounts Annual Logged-in Users per Age Bracket in Japan % of population age Please see footnotes in the appendix. Recruit Holdings | Update on MMT 10
Slide 11: B. SaaS Solutions Handling Unique Data
2. MMT Business Model B. SaaS Solutions Handling Unique Data Beauty Travel Dining Housing & Automobile Bridal Education Matching Real Estate Platforms Vertical SaaS Horizontal SaaS Recruit Holdings | Update on MMT 11
Slide 12: C. Individual Users' Actions on MMT Matching Platforms
2. MMT Business Model C. Individual Users’ Actions on MMT Matching Platforms Number of Actions (in millions) Please see footnotes in the appendix. Recruit Holdings | Update on MMT 12
Slide 13: D. GMV Increase with AI
2. MMT Business Model D. GMV Increase with AI A Recruit ID with 97 Million Accounts リクルートID 9,700万アカウント B SaaS Solutions Handling Unique Data SaaSを通じたプラットフォーム内データ連携と活用 C Number of Actions on Matching Platforms 各マッチングプラットフォームでの膨大なアクション数 D AI to Increase GMV with More Matching AIのサポートによるマッチングの最大化とGMVの
Slide 14: 3. Beauty
3. Beauty
Slide 15: Matching Platform with HOT PEPPER Beauty and SALON BOARD
3. Beauty Matching Platform with HOT PEPPER Beauty and SALON BOARD Individual Users Business Clients Beauty Recruit Holdings | Update on MMT 15
Slide 16: HOT PEPPER Beauty: The Beauty Matching Platform in Japan
3. Beauty HOT PEPPER Beauty: The Beauty Matching Platform in Japan Recruit Holdings | Update on MMT 16
Slide 17: SALON BOARD: SaaS Solutions for Business Clients
3. Beauty SALON BOARD: SaaS Solutions for Business Clients Aggregation Transfer / Booking Publication Customer Message Sales Salon Direct Setting / Analysis Billing Sales Dashboard Sales report Sales details Cash register Register list Deposit and withdrawal Daily Sales Sales Channel Analysis Weekly
Slide 18: Historical Annual GMV
3. Beauty Historical Annual GMV Estimated Japan Beauty Industry Total Revenue: ¥2.7 Tn (in trillions of yen) FY2024 GMV via HOT PEPPER Beauty: ¥1.1 Tn Please see footnotes in the appendix. Recruit Holdings | Update on MMT 18
Slide 19: Historical and Projected Annual Revenue and Revenue as a % of GMV
3. Beauty Historical and Projected Annual Revenue and Revenue as a % of GMV via HOT PEPPER Beauty (in billions of yen) 5-year CAGR (FY2019 - FY2024): GMV 14.2% Beauty Revenue 7.4% ■: Revenue －: Revenue / GMV % Recruit Holdings | Update on MMT 19
Slide 20: GMV Growth Initiatives: Special Promotional Events
3. Beauty GMV Growth Initiatives: Special Promotional Events ¥5.0 Billion Additional Promotion Expenses to Stimulate Individual Users’ Actions and Bookings in FY2025 Q4 “Bibibi-festival” Recruit Holdings | Update on MMT 20
Slide 21: GMV Growth Initiatives: AI Solutions Integrated in SALON BOARD
3. Beauty GMV Growth Initiatives: AI Solutions Integrated in SALON BOARD 1 Feed Data into AI 2 Utilize AI-Driven Analysis 3 Receive AI Recommendations 1.Unit Price: Current Status & Challenges HOT PEPPER Beauty Salon Data How can I increase the 2.Recommended average spending? Actions HOT PEPPER Beau
Slide 22: Key Takeaways
Key Takeaways Vertical Individual Users Matching Platforms Business Clients D GMV Increase with AI C SaaS with A B Matching Recruit ID Unique Data Recruit Holdings | Update on MMT 22
Slide 23: Appendix: Footnotes
Appendix: Footnotes Page 6 As of April 1, 2025, HR Solutions of Matching & Solutions was transferred to HR Technology, and Matching & Solutions was renamed Marketing Matching Technologies from FY2025. The pro forma results were calculated assuming that the above transfer had been effective on April
Slide 24: Disclaimer
Disclaimer Forward-Looking Statements This material contains forward-looking statements, which reflect the Company’s assumptions, estimates and outlook for the future based on information available to the Company and the Company’s plans and expectations as of the date of this material unless the con
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