Slide 1: FY2025 Full-Year Financial Results Presentation Materials
(4784) Fiscal Year Ending December 2025 Full-Year Financial Results Presentation Materials February 12, 2026 Tadashi Ito, President and CEO Copyright © GMO Internet, Inc. All Rights Reserved.
Slide 2: Agenda
1. 2025 Full Year Financial Results Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. 2026 Earnings Forecasts and Growth Strategy 4. Shareholder Returns 5. Reference Data 2
Slide 3: 1. 2025 Full Year Financial Results Summary
1. 2025 Full Year Financial Results Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. 2026 Earnings Forecasts and Growth Strategy 4. Shareholder Returns 5. Reference Data 3
Slide 4: Consolidated Performance Summary
Consolidated Performance Summary Full Year Full Year Full Year (Billions of Yen) 2025 2025 Progress Rate Actual Forecast Net sales 78.5 75.0 104.7% First Year Under New Business Structure Operating profit 8.2 8.0 102.8% Full-Year Results Exceed Forecasts Ordinary profit 8.3 7.8 106.9% Net profit 5.5
Slide 5: Consolidated Results Quarterly Trends
Consolidated Results Quarterly Trends Net sales (Billions of yen) Operating income(billions of yen) Net sales QoQ +0.36 billion Increasing Factors - Increased sales in the GPU cloud business - Large-scale domain transactions occurred following Q3 Operating profit QoQ +0.22 billion Increasing Factors
Slide 6: Consolidated Performance 2025 Review
Consolidated Performance 2025 Review GPU cloud business launch phase completed. Transitioning to stable business operations. Existing infrastructure business are performing steadily. Continuously contributing as a solid recurring revenue. The initiative to improve the profitability of the advertisin
Slide 7: Consolidated Results Summary (Segment Information)
Consolidated Results Summary (Full-Year Cumulative, Segment Information) (Billions of Yen) Net sales Operating profit Internet Infrastructure Business 65.9 8.6 Internet Advertising & Media business 13.1 0.2 Other and Consolidation Eliminations （0.6) (0.6) 7
Slide 8: Consolidated Results Summary (Segment Breakdown)
Consolidated Results Summary (Full-Year Cumulative, Segment Breakdown) (Billions of Yen) Net sales Operating profit Domain and rental Server Business 20.7 5.1 Internet Internet Infrastructure Connecting Business 41.3 7.9 Business Internet 3.8 (4.4) Infrastructure Overseas Business Business Common ex
Slide 9: Number of Contracts KPI Progress
Consolidated Performance Summary (Number of Contracts KPI Progress) 0.18 million overseas contracts 12.63 million contracts in Japan Following Q3, a large-scale domain contract has been secured. Domain Business Due to large-scale demand, QoQ +3.47million contracts there was a temporary significant i
Slide 10: 2. Growth Strategies, Progress and Initiatives in Each Field
1. 2025 Full Year Financial Results Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. 2026 Earnings Forecasts and Growth Strategy 4. Shareholder Returns 5. Reference Data 10
Slide 11: Growth Strategies
Growth Strategies 1. Stable and continuous growth of existing businesses 2. Infrastructure and Advertising Media (M&A) Business Synergies 3. New business 4. M&A (New Business) (Synergies) (Existing Businesses) 11
Slide 12: Growth Strategies
Growth Strategies 1. Stable and continuous growth of existing businesses 2. Infrastructure and Advertising Media Business Synergies 3. New business 4. M&A (Existing Businesses) 12
Slide 13: Consolidated sales and recurring revenue ratio
Consolidated sales and recurring revenue ratio Recurring revenue ratio 84.9% The recurring revenue ratio remains at a high level Increased GPU Cloud Sales. Impact of large-scale domain registrations. Consolidated net sales (billions of yen) Recurring revenue ratio Q *The figures for 2023-2024 are es
Slide 14: Domain and Rental Server Business Full-Year Progress
Domain and Rental Server(Hosting)Business Full-Year Progress GPU Cloud Business Achieved Quarterly Profitability Existing Businesses Also Remain Steady, Centered on Domains Both Net Sales and Operating Profit Increased Net sales (Billions of yen) Operating profit (billions of yen) Q *The figures for
Slide 15: Number of Domain Registrations
Existing Business Topics｜Domain and Rental Server Business Number of Domain Registrations Over 42M contracts Number of Managed Domains World Rank 4 Source: Domain Name Stat (https://domainnamestat.com/statistics/overview) As of February 3, 2026 15
Slide 16: Executable AI Agent OpenClaw Compatible
Existing Business Topics｜Domain and Rental Server Business Executable AI Agent “OpenClaw” Compatible Operations are possible in a secure VPS environment ConoHa VPS New Startup Script Released OpenClaw 16
Slide 17: Internet Connection Business Full-Year Progress
Internet Connection Business (Provider) Full-Year Progress Prioritizing profit Revisions due to changes in revenue recognition criteria improvement through focus on proprietary products Although there are fluctuations from quarter to quarter, the trend of increasing profits continues Net sales (Bill
Slide 18: Internet Connection Business: Optimizing the sales mix
Existing Business Topics｜Internet Connection Business Optimizing the sales mix, including proprietary products Balancing short-term and mid-to-long-term sales and profits Strengthening solid recurring revenue streams Main Product Lineup 18
Slide 19: GIGA School Initiative
Existing Business Topics｜Internet Connection Business GIGA School Initiative Internet Line Service Dedicated to Educational Institutions Implementation Track Record Over schools 36 prefectures, 177 municipalities, 2,281 schools 19
Slide 20: Internet Advertising and Media Business Full-Year Progress
Internet Advertising and Media Business Full-Year Progress Organizational restructuring in Q2 Measures took effect, leading to Q3 recovery Net sales (Billions of yen) Q Operating profit (billions of yen) *The figures for 2023-2024 are estimated figures assuming the current structure. 20
Slide 21: AI-Powered Web Traffic Acquisition Suite
Existing Business Topics | Advertising and Media Business AI-Powered Web Traffic Acquisition Suite SEO, SNS Management, and Content Creation Efficiently Achieve High- Quality Operations with AI All-in-One Marketing Tool GMO AI Easy Customer Acquisition SEO, SNS, and AI solutions all in one 21
Slide 22: Partnering with a world-class live commerce company
Existing Business Topics | Advertising and Media Business Partnering with a world-class live commerce company From live streaming to sales promotion End-to-End Support Business Partnership for Tik Tok Shop Support Program Leveraging global live commerce expertise to strengthen support for TikTok Sho
Slide 23: Growth Strategies
Growth Strategies 1. Stable and continuous growth of existing businesses 2. Infrastructure and Advertising Media Business Synergies 3. New business 4. M&A (Synergies) 23
Slide 24: Infrastructure and Advertising Media Business Synergies
Infrastructure and Advertising Media Business Synergies Strengthen marketing capabilities Internet Internet advertising Infrastructure Media Business Business Strengthening Strengths: Sales Capability Strengths: Solid recurring revenue Marketing expertise Number of contracts Both businesses are stro
Slide 25: Infrastructure and Advertising Media Business Synergies
Infrastructure and Advertising Media Business Synergies Provide customer acquisition support services to onamae.com customers, addressing their needs for post-domain-registration marketing strategy planning Leverage existing customer assets in the marketing domain to expand recurring revenue streams
Slide 26: Growth Strategies
Growth Strategies 1. Stable and continuous growth of existing businesses 2. Infrastructure and Advertising Media Business Synergies 3. New business 4. M&A (New Business) 26
Slide 27: New Business: GMO GPU Cloud
New Business│GMO GPU Cloud Quarterly Profitability Full-Year Profitability Targeted for 2026 NVIDIA HGX B300 Fastest Launch in Japan 27
Slide 28: GMO GPU Cloud: 3.2 billion yen investment
New Business│GMO GPU Cloud 3.2 billion yen investment GMO GPU Cloud Long-term contract planned (Providing a large-scale AI computing platform with 0.37 EFLOPS* capacity over the next four years) *Total Theoretical Computing Performance 0.37 EFLOPS: FP16 Tensor Core (no sparsity) This indicates the t
Slide 29: GMO GPU Cloud: Turing Inc. partnership
New Business│GMO GPU Cloud Aiming for fully autonomous driving by 2030. AI analyzes camera image 2030年の完全自動運転を目指す会社。将棋AIで有名な山本一成さんが創業。 data, enabling AI- カメラの映像情報をもとに、AIで認識も制御を行う（E2E based recognition and control. 自動運転モデル。テスラもこの方式。） (End-to-End autonomous driving model) Turing Inc. CEO Issei Yamamot
Slide 30: GMO GPU Cloud: Server Operation Status
New Business│GMO GPU Cloud Server Operation Status (Conceptual image considering status up to the end of 2025) Expand as needed based on status (Undetermined) Number of Servers in Operation B300: 25 units *Actual service provision from late December 2025 Number of Servers Owned H200: 96 unit H200: 9
Slide 31: GMO GPU Cloud: AIST
New Business│GMO GPU Cloud AIST 2025.12（Winning Bid） Providing GPU computing resources AIST: National Institute of Advanced Industrial Science and Technology 31
Slide 32: Strategic Sales Partnership Agreement with CTC
New Business│GMO GPU Cloud Concluded a Strategic Sales Partnership Agreement with CTC Leverage CTC's diverse industry network for sales and implementation support ※CTC: ITOCHU Techno-Solutions Corporation 32
Slide 33: SCA/HPCAsia 2026 Diamond Sponsor
New Business│GMO GPU Cloud International HPC Conference “SCA/HPCAsia 2026” Exhibiting as a Diamond Sponsor HPC: High Performance Computing 33
Slide 34: TOP500, GREEN500, ClusterMAX rankings
New Business│GMO GPU Cloud 「TOP500」 「GREEN500」 「ClusterMAX 2.0」 World Rank: No. 37 World Rank: No. 34 Japan's First “Silver” Domestic Rank: No. 6 Domestic Rank: No. 1 *2 Rating *3 Domestic Commercial Rank: No. 1 *1 *1: As of November 2024 *2: As of June 2025 *3: As of November 2025 34
Slide 35: Growth Strategies
Growth Strategies 1. Stable and continuous growth of existing businesses 2. Infrastructure and Advertising Media (M&A) Business Synergies 3. New business 4. M&A 35
Slide 36: Accelerating Growth Through Proactive M&A
M&A Accelerating Growth Through Proactive M&A Theme Expand market share of existing businesses Strengthening of solid recurring revenue Reorganization within the Group 36
Slide 37: M&A Theme and Progress
M&A Theme Progress - Expand market share March: Overseas Infrastructure Business of existing businesses - Strengthening of solid (Vietnam, Thailand, and other 6 Asian countries; 9 consolidated companies) recurring revenue November: - Reorganization within Partial Business Transfer of the Group Adver
Slide 38: 3. 2026 Earnings Forecasts and Growth Strategy
1. 2025 Full Year Financial Results Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. 2026 Earnings Forecasts and Growth Strategy 4. Shareholder Returns 5. Reference Data 38
Slide 39: 2026 Performance Forecast
2026 Performance Forecast Full Year Full Year (Billions of Yen) 2025 2026 Growth Rate Actual Forecast Net sales 78.5 82.0 104.4% Operating profit 8.2 9.4 115.0% Ordinary profit 8.3 9.1 109.0% Net profit 5.5 5.9 106.1% While securing room for investment in new ventures, we aim for 15% growth. 39
Slide 40: Growth Strategy for 2026
Growth Strategy for 2026 1. Stable and continuous growth of existing businesses 2. Infrastructure and Advertising Media (M&A) Business Synergies 3. New business 4. M&A (New Business) (Synergies) This policy will continue in FY2026. (Existing Businesses) 40
Slide 41: Prime Market Listing Maintenance and Free Float Ratio
Growth Strategy for 2026 Prime Market Listing Maintenance Free Float Ratio : 35% or higher Criteria Outlook for the end of FY2025 Free Float Ratio : 7.7% Compliance Deadline December 31, 2026 Collaborate with GMO Internet Group (9449) Response Policy to ensure timely fulfillment within the specified
Slide 42: 4. Shareholder Returns
1. 2025 Full Year Financial Results Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. 2026 Earnings Forecasts and Growth Strategy 4. Shareholder Returns 5. Reference Data 42
Slide 43: 2025 Quarterly Dividends
2025 Quarterly Dividends 5.64 yen quarterly net income per share * 100 （ 65％ + 35％ * Dividend payout ratio （ ％ (Basic Dividend (Commemorative ＝ Payout Ratio) dividend) Q4 Dividend 5.64 yen *This is the dividend payout ratio before adjustment for deduction of treasury stock. *The commemorative divide
Slide 44: 2025 Dividend for the current period
2025 Dividend for the current period 18.20 yen Full-year dividend forecast 20.26 yen Full-year current dividend Cumulative Full-Year (yen) Q1 2025 Q2 2025 Q3 2025 Q4 2025 Dividends for the Current Progress Fiscal Year Dividend per share 4.61 4.17 5.84 5.64 20.26 111.3% 44
Slide 45: 2026 Dividend Policy
2026 Dividend Policy 21.51 yen quarterly net income per share * 100 *1 Dividend payout ratio （ 65％ + 35％ （ ％ (Basic Dividend (Commemorative ＝ Payout Ratio) dividend) Dividend Forecast *2 21.51 yen *1. This dividend payout ratio is prior to the deduction adjustment for treasury stock. The commemorati
Slide 46: Conclusion
Conclusion The first year of the new management structure, 2025, Achieved full-year earnings forecast The 2026 performance forecast targets 9.46 billion yen in operating profit with a target of 15% growth In the GPU cloud business, Plans to conclude a strategic partnership agreement with Turing Inc.
Slide 47: GMO Internet: Internet for Everyone
GMO INTERNET Internet for Everyone GMO
Slide 48: 5. Reference Data
1. 2025 Full Year Financial Results Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. 2026 Earnings Forecasts and Growth Strategy 4. Shareholder Returns 5. Reference Data 48
Slide 49: Restructuring Overview
Reference data│ Restructuring Overview The business of GMO Internet Group, Inc. was transferred to GMO Ad Partners, Inc, Company name changed to GMO Internet; GMO-IG became a holding company. ～December 31, 2024 From 1.1.2025 GMO Internet Group, Inc. GMO Internet Group, Inc. (TSE Prime 9449) (TSE Pri
Slide 50: About Us
Reference data│ About US Number of partners Domestic: 1,115 employees (employees) Overseas: 968 employees (as of December 2025) location Tokyo, Osaka, Miyazaki, Kitakyushu, Sendai, Okinawa Thailand, Vietnam, Philippines, Mongolia, Myanmar, Laos 2025 Net sales 78.5 billion yen Consolidated Group Comp
Slide 51: Business Overview
Reference data│ Business Overview Internet Infrastructure Internet Advertising & Media Provide web marketing solutions Domain Business Develop our self-operated online media platforms Offer domain name registration and management services (registrar), which 17% are essential for building websites, t
Slide 52: Solid recurring revenue
Reference data│Solid recurring revenue Indispensable products that will not disappear with recurring revenue business model. Number of contracts 12.63 million * *As of December 2025 52
Slide 53: Solid recurring revenue
Reference data│Solid recurring revenue Aiming to accelerate customer development and acquisition by providing No.1 services and strengthening marketing capabilities. Leveraging the development capabilities of experienced engineers to provide high-quality services, aiming to improve customer satisfac
Slide 54: BS Overview
Reference data│BS Overview Current assets Current liabilities Short-term debt and cash equivalent 13,888 1,381 current portion of long-term debt Notes, accounts receivable 12,135 arrears 6,665 and contract assets prepaid expenses 6,580 Accounts payable 3,586 Other 3,081 Contract liabilities 10,241 T
Slide 55: GMO GPU Cloud Investment Performance and Plan
Reference data│GMO GPU Cloud Investment Performance / Plan 2023/12 NVIDIA Partner Program Participation NVIDIA H200 GPU Server 2024/12 Announced an investment of Approximately 10 billion yen Ministry of Economy, Trade and Industry: No updates to the Obtained Certification for the “Cloud Program” 202
Slide 56: IR FAQ: GPU cloud additional investments
Reference data│IR Frequently Asked Questions Q: Please inform us of your policy regarding future additional investments in GPU cloud services. A: - Regarding additional investments, we will determine the optimal investment volume and timing while monitoring server operational status. - Currently, th
Slide 57: IR FAQ: Share Sales by GMO Internet Group
Reference data│IR Frequently Asked Questions Q: Status of Share Sales by GMO Internet Group (9449) A: - As disclosed by GMO Internet Group, Inc. (hereinafter “GMO-IG”) on July 29 and October 29, 2025, we understand that GMO-IG is selling shares of our company as appropriate, taking into account the
Slide 58: IR FAQ: Partnerships (M&A) progress
Reference data│IR Frequently Asked Questions Q: Regarding building partnerships (M&A), what is the current progress status? A: - To expand market share in existing businesses and strengthen recurring revenue products, we are continuously conducting sourcing activities, including ongoing contact with
Slide 59: IR FAQ: May 26th offering suspension
Reference data│IR Frequently Asked Questions Q: Regarding the disclosure of the May 26th offering suspension, please explain the background and future policy. A: - Following our disclosure on May 14th regarding the “Notice Concerning the Sale of Shares Aimed at Meeting Listing Maintenance Standards,
Slide 60: New Dividend Policy and Shareholder Benefit Plan
Reference data│New Dividend Policy and Shareholder Benefit Plan Before change After change (Until 2024) (From 2025) Basic Dividend Payout Ratio 50% 65% Dividend frequency Once a year Quarterly dividend Commemorative dividend payout ratio - 35% (2025-2026) Total payout ratio (2025-2026) 50% 100% GMO
Slide 61: Segments in Financial Results and Explanatory Materials
Reference data │ Segments in Financial Results and Financial Results Explanatory Materials Segment Sub-segment Breakdown Domain and rental Server Business - In the financial results summary, we disclose segment-specific sales Internet Internet and operating income. Infrastructure Connecting Business
Slide 62: Board of Directors
Reference data│Board of Directors Director representative chairman of board of director representative Executive Vice President board member directors President and Chief Makoto Hashiguchi Masashi Yasuda Masatoshi Kumagai Executive Officer Tadashi Ito Directors who are Audit Committee Members Direct
Slide 63: Executive Officers
Reference data│Board of Directors Executive Officer Executive Vice Managing Executive Managing Executive Executive Officer President Officer Officer Hiroshi Yamashita Yasuo Hayashi Kimihiro Kodama Toshihiko Sugaya Executive Officer Executive Officer Executive Officer Executive Officer Isamu Sakuma S
Slide 64: Precautions for handling this material
Precautions for handling this material This material is intended to provide information regarding our company‘s corporate presentation and is not intended as a solicitation to invest in securities issued by our company. This material is prepared based on data as of February 12, 2026 The opinions and