Gmo Internet,inc. · TSE:4784

Gmo Internet,inc — Q1 2015 Earnings Presentation

34 slides from Gmo Internet,inc's earnings presentation, Apr 30, 2015

  1. Slide 1: 2015712A8R 1G Ra AS

    2015712A8R 1G Ra AS CMO ADPARTNERS RRMMRiR BO mm I ott, = fe ARTT «TERR

  2. Slide 2: GEMOAD PARTNERS

    GEMOAD PARTNERS ABNBWREO CIES ABR, SHOBRRAICHS SRORKEANCLESDTHD, HAD RTS SAMUS ORREHRSTSCCEBNCLEBOTHSEIECA, Hie, BARS2015F5A7AREOT—JIcBIWNHEMENTHIET. ABM CHRSNKBAPPASS, BSE MOMAO FM CHO, ZORRO EB, TEHSREELNISHRISEOCHE<K, KEFR, FPRSELICBESENSECCRSGVET, ABMCALTHOKT SHB. SMSANMER, rH RE EOth-MOBFls, SB

  3. Slide 3: GEMOAD PARTNERS OFF ATR allie DUNT

    GEMOAD PARTNERS 201 OFF ATR allie DUNT fai C Sei) | +H RARE FROME RAR Fe AUT Oo 2) © oO 5 |

  4. Slide 4: GEMOAD PARTNERS

    GEMOAD PARTNERS @ 201 SFMRS HIT DUWT

  5. Slide 5: SRR AIC DWT

    201 SRR AIC DWT IkUOle GNMOAD PARTNERS RRR TAT 4 —Ib #80 # (Makoto Hashiguchi) 2000 4H texte AK (GMO NIKKO) Att ERiipeRfe 2004 4A teitst AR SBM RRE 2007 7A teRASttNIKKO (CARR MLE 2008% 5H GMOfTY9—ayYbk7IL—-T7icSe 20114 3A GMONIKKORASHIHARS CAMMRAR (BE) 2011% 3H GMO” EN—hF—AMHR ME 2015% 3H GMOPEN-hF—

  6. Slide 6: SRR AIC DWT

    201 SRR AIC DWT SE GUEBORN GNMOAD PARTNERS FIOSJOY—YVI bk eM NB ROZY KREXF 4 PRETI—FEBBT ~~ GMOAD PARTNERS NBL RS PEAR Ett Yy Vi) i GMOf Y9—AYb GMO7V FY-7 F747 SERLRECTO ARGO # GMOP K\—ht+—-X #8 GMOE/\1 JL REGAL J Il—7CTOER JER BEER iA BAER ial BRERRISREA1Y9-ZybKA-IA GMO

  7. Slide 7: SRR AIC DWT

    201 SRR AIC DWT MRO CRA GEMOAD PARTNERS fe Ke 48S HiT Se ite fa ABB RAMBRITR tO mM GMO NIKKO(tk) RARER Wumiealeti == | KAA 7 IL—7FCTOZR Eyer tid RRA IEF VG tied 2H Be VG tied aRtT EAA 4I-hL—-hARBR Eyer tid Hie Fi JWord(tk) (tA ALR VG tied Fee Fis GMOY Ya— YR YN—KF—() RRR VG tied Wa ABB = GMOPV EFY—F

  8. Slide 8: GEMOAD PARTNERS

    GEMOAD PARTNERS @ @4cz"

  9. Slide 9: DOSENE SRE GMO ADPARTNERS

    3 DOSENE SRE GMO ADPARTNERS LE32.3%18, AIRE FORMS Cex ilamy cw 2014 1-35 anEL celia 6,213 + 32.3% meals = 243 A 18.0% @EFR —-199 + 1.0% ACHR 80 A 44.4% BRERRISRA1Y9-4ybhIN-FA GMO

  10. Slide 10: BNRS AFABICNS SMES GMO ADPARTNERS

    BNRS AFABICNS SMES GMO ADPARTNERS STLAOPIRG, MatRAODENS SG 0 E80 (Bi : BAR) wee 2015 7hE 1-3A ERE SLES 26,000 8,221 oo 31.6% ee ks 240 199 ssefuas fae bea vile 240 201 en7las a :-: RAF 0 44 weerlas Ee «-:: alt BRERRISRA1Y9-4ybhIN-FA GMO

  11. Slide 11: mmacey

    mmacey WAHMICHS See GNMOAD PARTNERS SHS. GE AHRAIGENISHTWS HOO, SRICRBERTH (Bi : BAR) Hse 2015 $78 1-35 Se Flzh 240 199 —- Bef % (GRE) ane) 82.9% Bia 560 31 Ba EI aay See Fz pie 800 230 Gaeeet) ~a- 2Q imide 2ze—K eM BRERRISREA1Y9-ZybKA-IA GMO

  12. Slide 12: mmacey

    mmacey BMralsclaies GEMOAD PARTNERS 7 PHS bls kis CIES Sb Flats (fi : BAA) 2011 2012 2013 2014 1Q_s2qQ_3Q_ QQ 2a 3Q_ QQ QQ 40 1a 203 11 ABE 8,221 ME ZOU iia mm SEM/SEO@ LE mam J Words LS ME X)/LERLE me RRS LS —e- BLA 2015 4Q__1Q BRERRISRA1Y9-4ybhIN-FA GMO

  13. Slide 13: ‘em CBN

    ‘em CBN Sit (PB) OUR GNMOAD PARTNERS sob ite lt 18.4%, AF AKLED‘50.9% 1,481 1,509 (fi : BAA) = Bthacls .9% Og eatERABALAS 4% «en RAPT ALE —e RelA 2011 2012 2013 2014 2015 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 12 BRERRISRA1Y9-4ybhIN-FA GMO

  14. Slide 14: GEMOAD PARTNERS

    GEMOAD PARTNERS © S1G+RRARE

  15. Slide 15: PLE) GMOADPARTNERS

    PLE) GMOADPARTNERS Sle, TLBUNRAISM 2014 10 2015 10 REL (e73FA) (1-3A) (1-3A) (9) aE 6,213 8,221 +32.3% 7 LR 4,495 ee) 441.9% we Lepalas 1,718 1,842 +7.2% (ELLE AIRSRR) 27.7% AS 2pt RERRO-MEER 1,475 Te) +11.4% (REE) 23.7% 20.0% ete eeseailas 243 Te A18.0% (Ses Fa3) 3.9% yy A Spt eee gles 199 201 +1.0

  16. Slide 16: 500

    500 450 400 350 300 250 200 150 100 50 0

  17. Slide 17: BS Bi) GMO ADPARTNERS

    BS Bi) GMO ADPARTNERS MHBEDH3EIEM., MAB RIS44.9 % BU nase 6,314 8,606 +36.3% (HRA) 1,939 2,165 +11.7% HEae 3,096 2,707 A12.6% Beat 9,411 11,314 +20.2% mea 4,469 6,056 +35.5% AEA 146 180 +23.3% Afaaat 4,616 6,237 +35.1% wae 4,795 5,076 +5.9% (Ht LL) 50.9% 44.9% A6.1pt BRERRISRA1Y9-4ybhIN-FA GMO

  18. Slide 18: Cree) GMO ADPARTNERS

    Cree) GMO ADPARTNERS Beer yy3a- 7O—m, HERVGSASVSRMY 2014 1 2015 1 (SAF) (38) en BRFryyva: 7A— 120 A 126 RAFryyYa+-7A- A 67 A 83 MB+ryya+-7O- A 390 A 135 RERVRRAS WOW 127 A 345 RERVREASYWO WS zie 2,021 2,771 RERVRRASW OMAR 2,149 2,425 BRERRISRA1Y9-ZYbAII-FA GMO

  19. Slide 19: GEMOAD PARTNERS

    GEMOAD PARTNERS FROMREIB

  20. Slide 20: SROMR BB

    SROMR BB ARIE ST-V GNMOAD PARTNERS 201DbFO7—-V RRBE-AE—-KZELWSEOD 2015 ld EME YO IcHEV -TIV-FYFY—ERAMED Lic thil Bez RET Sc OORMBWRA. se2nm cet

  21. Slide 21: SROMR BB

    SROMR BB _FWHFYFY—EBAIRED LU tefl GNMOAD PARTNERS TE Sth sé ° FA + Ase REIT 51 ARO GMO INTERNET GROUP — RERY AF LARS | XP 4P PRFID F-9 I-Yryy— YUa-yay GMOAD MARKETING @) JWord. | GMONIKKO GMOSOLUTIONPARTNER GMOMOBILE ) aL S-xF4PR| |[_ F-IK 59 /oy—mx| |F7/0V—BH GMOINNOVATORS IW-FAPTI/OY—-A# GMOCONCIE

  22. Slide 22: SORE BEE STILE GNMOAD PARTNERS

    SORE 201 BEE STILE GNMOAD PARTNERS 20154 WAS FISJAY—-YIFKOME

  23. Slide 23: JAI—Y7 KOM GMOADPARTNERS

    39 JAI—Y7 KOM GMOADPARTNERS AV MSSPHCERBA CIT, RERSSPO RFA ——— i} il (textad) i 1 2 PFERAYEI-F:A — Ya 5 FERAYEI—-7:B — GMO SSP for Smartphone DSP:A ROMROBW Bees DSP:B BRERRISREA1Y9-ZybKA-IA GMO

  24. Slide 24: SROMR BB

    SROMR BB FI /OY—Y7 KOM GNMOAD PARTNERS DQIAFY hb RAT —F7eAABLEB SAAR GMO PRIVATE D>S$S we— I RmMOTSY ADS w- TVR BRERRISREA1Y9-ZybKA-IA GMO

  25. Slide 25: RVR IAI LHS GMOADPARTNERS

    RVR IAI LHS GMOADPARTNERS YV-TFAVIDAVKB TR SICH 623 scam 1.54% 2012 2013 2014 2015 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q %201241Q%@100EL THaEIE 24 BRERRISRA1Y9-4ybhIN-FA GMO

  26. Slide 26: SROMR BB

    SROMR BB YTS PURE LHS GHMOAD PARTNERS HARA CHKICRRRe ii y 3,526 vir 3.515 hige sail = fons von pore 201 2EAQET 00& UCHR 25 BRERRISRA1Y9-4ybhIN-FA GMO

  27. Slide 27: SROMR BB

    SROMR BB PEAY KI-TREBHB GNMOADPARTNERS SHEAOZZtSORKICHR 2,565 (lives) s-)) anzmmt 1.745 1,721 1,443 1,203 1,145 «1,169 1,143 ilill 1,006 ll ill 1,031 au on a ae 26 BRERRISRA1Y9-4ybhIN-FA GMO

  28. Slide 28: GEMOAD PARTNERS

    GEMOAD PARTNERS @ Sx rwiR

  29. Slide 29: GMO? KN—hF—XI-F GMO ADPARTNERS SESH TEER2ZDOLRIXY k CHM

    GMO? KN—hF—XI-F GMO ADPARTNERS 201 SESH TEER2ZDOLRIXY k CHM (@L—-Yryy—Be GMO NIKKO » t GMOY Ua—yavN—hF— L GMO1 /~—-9-X J (OxF4P “PET OBR GMOPKY-7 F479 > JWord GMOZX/\4 JL \ GMOAYYrbyYa$a /) BRERRISRA1Y9-4ybhIN-FA GMO

  30. Slide 30: TS ty ye LBB GMOAD PARTNERS

    TS ty ye LBB GMOAD PARTNERS KLY Kidd, ABBE OMRMNtSS (860i : BPS) 5,983 sora +46.4.% 4,086 TTT 2013 2014 2015 29 BRERRISRA1Y9-4ybhIN-FA GMO

  31. Slide 31: Ty ry ME Bela GMOADPARTNERS

    Ty ry ME Bela GMOADPARTNERS HABLA CAR (at : BPS) 1,103 all | | wiemMt + 23.9% 2013 2014 2015 30 BRERRISRA1Y9-ZYbAII-FA GMO

  32. Slide 32: X51 PKS IRE GMOADPARTNERS

    X51 PKS IRE GMOADPARTNERS SSPAV hI, SHEROZZ1 50 BACHE (ett : GF) 2,819 2,592 Hill HUES + 8. eam + 8.8% 2013 2014 2015 BRERRISRA1Y9-4ybhIN-FA GMO

  33. Slide 33: X54 P PEED BRI LORRI GMOAD PARTNERS

    X54 P PEED BRI LORRI GMOAD PARTNERS mem ZRAL. BEOKL (44 + BAA) i | | | | i A 11.8% ~ _ an 32 BRERRISRA1Y9-4ybhIN-FA GMO

  34. Slide 34: GEMOAD PARTNERS

    GEMOAD PARTNERS AKASHSOBES TIWE LIEW GMOAD PARTNERS

GMO Internet — Q1 2015 Earnings Presentation on 6ix