Drecom Co., Ltd. · TSE:3793

Drecom — FY2006 Earnings Presentation

37 slides from Drecom's earnings presentation, May 11, 2006

1. Slide 1: DRECOM with entertainment

   DRECOM with entertainment 2006 3 2006 5 11

2. Slide 2: 2006 ©

   2006 3 © 1

3. Slide 3: 2006 2.9 2.9 ©

   2006 3 2.9 2.9 ©

4. Slide 4: 2006 95.4 100.8 28,756 3,318 4,366 2,424 258,376 671,101 ©

   2006 3 95.4 100.8 28,756 3,318 4,366 2,424 258,376 671,101 ©

5. Slide 5: CMS OEM CMS

   2006 3 703 2.9 256 2.9 225 2.4 124 2.3 2% 1 % % 2006 3 868 2005 5 621 40% 3.9 671 OEM 5.2 457 6.3 89 2005 9 CMS ASP CMS 120 BlogClick 28 ©

6. Slide 6: RSS grooves SEO

   2006 3 20% 2004 2005 7 2006 4 RSS CMS SEO LPO paperboy&co. grooves web2.0 2006 3 2.8 PV 2006 3 RSS 2005 12 Myblog japan MyClip MyblogList RSS ©

7. Slide 7: 2006 ©

   2006 3 ©

8. Slide 8: 2006 2006 2005 ©

   2006 3 2006 3 3 2005 1 100 ©

9. Slide 9: 2006 ©

   2006 3 ©

10. Slide 10: 2006 ©

    2006 3 ©

11. Slide 11: 2006 958,384 71,675 21,123 ©

    2006 3 958,384 71,675 21,123 ©

12. Slide 12: 2006 2007 2006 11 8 2004 2004 2004 2005 2005 2005 2005 2006 6

    2006 3 28 47 42 2007 4 30 31 2006 5 1 26 6 64 24 19 9 12 103 11 8 2004 2004 2004 2005 2005 2005 2005 2006 6 9 12 3 6 9 12 3 ©

13. Slide 13: CMS

    2007 3 2006 4 CMS ©

14. Slide 14: Matrix Clastaling

    7 BIDRECOM Blog DRECOM Sass. la? |JDRECOM wa BlogSystem le? |DRECOM aw BlogOffice fafORECOM Lot CMS MicroAd DRECOM Career News&Blog <> Search Matrix Clastaling

15. Slide 15: CMS

    3.9 2006 140 1,377 2006 9 CMS CMS 30 3% 30% 97% 70% 2006 3 2006 3 ©

16. Slide 16: IPO 1Q 2Q

    457,218 16 / IPO 500,000 25 457,218 450,000 457,218 400,000 20 350,000 297,270 300,000 15 250,000 220,777 2005 3 2006 3 200,000 10 6 974 16,479 150,000 100,000 87,423 5 50,000 0 0 1Q 2Q 3Q 4Q ©

17. Slide 17: IPO 1Q 2Q

    89,782 148 / 100,000 160 IPO 90,000 140 89,782 89,782 80,000 120 2006 8 Ver2.0 70,000 100 60,000 50,000 45,170 80 40,000 60 30,000 22,202 40 20,000 8,354 20 10,000 0 0 1Q 2Q 3Q 4Q ©

18. Slide 18: CMS

    CMS 7 582 CMS / 140,000 700 2005 9 120,000 600 10 120,130 100 100,000 120,130 500 80,000 400 06 2 Ver2.0 60,000 300 42,697 40,000 200 20,000 100 4,360 1,390 0 0 1Q 2Q 3Q 4Q ©

19. Slide 19: BlogClick Web2.0 RSS

    -39% BlogClick 20 2005 3 -39 37,282 2005 7 28,756 Web2.0 RSS 2005 12 API KDDI ©

20. Slide 20: BlogClick CGM MicroAd

    28,756 BlogClick 15 1,500 / 35,000 2005 11 30,000 28,756 2006 6 MicroAd Web2.0 25,000 CGM 20,424 20,000 15,000 10,000 8,051 5,000 3,462 0 1Q 2Q 3Q 4Q ©

21. Slide 21: 2007 ©

    2007 3 © 20

22. Slide 22: ©

    © 21

23. Slide 23: BtoB BtoB LongTail

    2007 3 BtoB BtoB LongTail 15 ~20 / © 22

24. Slide 24: SocialDataBase Longtail

    SocialDataBase Longtail 3 & © 23

25. Slide 25: ©

    © 24

26. Slide 26: SocialDataBase

    SocialDataBase DataBase SocialDataBase © 25

27. Slide 27: Longtail

    Longtail Amazon.com LongTail Tail Tail LongTail LongTail 20% 80% © 26

28. Slide 28: BlogClick

    100 30% BlogClick) GM Longtail 2006 6 1 © 27

29. Slide 29: ASP CMS BtoBtoC

    ASP CMS BtoBtoC ASP CMS ASP BlogClick MicroAd LongTail BlogClick BtoC ID SociaDataBase Drecom Award on Rails RSS ID 28 ©

30. Slide 30: CMS

    CMS 4 2006 4 © 29

31. Slide 31: ID BtoC

    2007 3 2007 3 2007 3 BtoC ID 2007 4 0 2006 3 2007 3 2007 3 703 1,500 500 220 400 0 127 230 0 © 30

32. Slide 32: GeneratedMedia

    GeneratedMedia © 31

33. Slide 33: GM GeneratedMedia

    GM GeneratedMedia Head JointVenture Head Tail LongTail CGM) LongTail © 32

34. Slide 34: GM GeneratedMedia

    GM GeneratedMedia 60% 40% R&D R&D R&D R&D © 33

35. Slide 35: GM GeneratedMedia

    GM GeneratedMedia 25 DB API © 34

36. Slide 36: ©

    © 35

37. Slide 37: ©

    © 36

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