Goodpatch, Inc. · TSE:7351

Goodpatch — Q1 FY2025 Earnings Presentation

70 slides from Goodpatch's earnings presentation, Jan 14, 2025

1. Slide 1: Design to empower

   2025 Goodpatch Inc. Design to empower 1 ©︎

2. Slide 2: Agenda

   01 FY2025 1Q 02 FY2025 03 FY2025 1Q TOPICS 04 05 APPENDIX 2

3. Slide 3: FY2025 1Q

   FY2025 1Q 3 3

4. Slide 4: © 2025 Goodpatch Inc.

   1,214 +18.5% +190 +128 - +156 © 2025 Goodpatch Inc. 4

5. Slide 5: © 2025 Goodpatch Inc. z

   5,868 +4.7% +265 5,200 60.7 +13.8% +7.4 60.0 z 157 +11.3% +16 158 157 +15.4% +21 617 © 2025 Goodpatch Inc. 5

6. Slide 6: 2Q 3Q FY2022

   1,250 1,214 250 223 +271 99 152 1,051 1,0581,024 1,040 200 118 145 1,000 978 951 969 79 100 79 916 73 935 942 70 878 69 62 104 128 74 848 92 101 150 67 79 242 42 750 100 196 203 +129 183 9 34 153 150 1,114 1,114 50 106 500 971 957 960 73 -28 0 907 906 950 -34 65 882 841 842 841 811 769 15 23 -40 22

7. Slide 7: +7.3pt -2.1pt +13.4pt

   FY2024 1Q FY2024 4Q FY2025 1Q YoY QoQ 1,024 942 1,214 +18.5% +28.8% 4,380 27.7% 501 550 682 +36.2% +24.1% - - 48.9% 58.4% 56.2% +7.3pt -2.1pt - - 529 551 553 +4.6% +0.5% - - -28 0 128 - - 204 63.1% -2.8% -0.1% 10.6% +13.4pt +10.7pt 4.7% - -29 4 131 - 27.6 195 67.5% -30 0 89 - - 113 78.8% © 2025 Good

8. Slide 8: © 2025 Goodpatch Inc.

   1,250 +25 150 +163 1,000 +30 100 750 242 128 50 1,214 500 1,024 +126 0 250 -2 -28 136 163 78 4 0 -50 25 -33 -10 © 2025 Goodpatch Inc. 8

9. Slide 9: 1Q 2Q 3Q

   1,250 1,052 +32 1,085 1,024 1,000 112 975 943 109 906 115 26 936 8 34 882 37 17 20 121 20 20 816 20 114 107 47 101 13 20 47 29 11 101 22 20 12 10 20 21 7 21+141 21 10 97 16 20 20 306 20 750 16 21 20 20 21 221 278 14 20 20 179 194 180 183 155 135 500 575 575 615 598 572 583 595 606 250 537 0 1Q 2Q 3Q

10. Slide 10: © 2025 Goodpatch Inc.

    4,380 +11.1% 1,214 27.7% 4,380 204 + 5.9 128 63.1% 204 131 67.6% 195 195 + 4.2 89 78.9% 113 113 + 9.8 0% 25% 50% 75% 100% © 2025 Goodpatch Inc. 10

11. Slide 11: © 2025 Goodpatch Inc.

    4,747 624 239 3,866 3,175 3,882 880 © 2025 Goodpatch Inc. 11

12. Slide 12: Goodpatch

    Goodatch

13. Slide 13: 3Q 4Q 1Q

    1,250 250 242 +17.2% +163 ) 185 200 152 1,000 165 +32.5% +273 ) 135 132 150 750 242 90 100 196 203 183 1,114 1,114 53 153 500 971 47 150 957 950 960 907 882 906 841 842 841 50 106 811 769 73 65 5 4 -2 250 15 23 -17 22 0 -15 -20 -17 -17 -17 -17 -17 -17 -17 -17 -17 -43 0 -50 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q

14. Slide 14: 1Q 2Q 3Q

    8,000 70 61.0 60.7 6,694 60 56.0 52.3 53.3 54.3 52.7 60 6,000 5,766 5,901 5,681 5,862 5,603 5,598 5,736 5,868 5,499 5,392 50 48.0 47.3 5,142 5,052 44.0 44.3 45.3 41.3 5,200 40 4,000 30 20 2,000 10 0 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2022 FY2023 FY2024

15. Slide 15: z 1Q 2Q

    800 761 735 751 716 697 652 664 603 620 600 585 559 521 471 547 548 509 531 549 433 478 431 400 379 405 409 z 347 319 276 200 49 49 48 49 72 75 95 78 63 53 41 57 56 68 153 163 158 149 146 141 144 151 161 157 127 139 136 213 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2022 FY2023 FY2024 FY2025 © 2025

16. Slide 16: z 1Q 2Q

    200 +21 150 100 z 157 136 143 127 130 127 115 50 97 104 94 80 85 73 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2022 FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 16

17. Slide 17: 1Q 2Q 3Q

    100 101 99 100 0 -3 92 -5 -12 79 79 79 -10 -18 -19 1 75 74 73 -23 70 69 1 1 67 -31 -32 -31 62 -34 -34 78 80 79 -20 79 73 -44 -48 50 57 58 47 56 52 48 45 48 41 -30 25 -40 26 20 21 20 20 21 21 20 21 22 19 20 19 0 -50 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2022

18. Slide 18: FY2025 1Q TOPICS

    FY2025 1Q TOPICS 18 18

19. Slide 19: © 2025 Goodpatch Inc.

    Goodpatch Stockmark @ seoismes aha cHMitER mE iearpecuinease © 2025 Goodpatch Inc. 19

20. Slide 20: FY2025

    FY2025 20 20

21. Slide 21: FY2024 FY2025 FY2024

    FY2024 FY2025 17 22 +68 FY2024 FY2025 55 76 +21 FY2025 617 +82 +15 © 2025 Goodpatch Inc. 21

22. Slide 22: Z Incubation Team Growth Team

    Z Incubation Team Growth Team Transformation Team Z © 2025 Goodpatch Inc. 22

23. Slide 23: 1Q © 2025 Goodpatch Inc. 2Q

    237 60 67 75 80 80 178 119 177 170 158 162 157 59 0 1Q 2Q 3Q 4Q © 2025 Goodpatch Inc. 23

24. Slide 24: User Experience Design

    User Experience Design © 2025 Goodpatch Inc. 24

25. Slide 25: Goodpatch PeopleX

    Goodpatch PeopleX © 2025 Goodpatch Inc. 25

26. Slide 26: © 2025 Goodpatch Inc.

    Goodpatch Goo¢patch < > People ax PE . 4 OPLEWORK Design © QGoesisner © 2025 Goodpatch Inc. 26

27. Slide 27: AI Transformation

    Goodpatch Goodatch > ALGOMATIC Al Transformation © 2025 Goodpatch Inc. 27

28. Slide 28: SIer

    Goo¢patch 28 © 2025 Goodpatch Inc.

29. Slide 29: Others

    Others © 2025 Goodpatch Inc. 29

30. Slide 30: APPENDIX

    APPENDIX 30 30

31. Slide 31: Goodpatch

    Goodatch 31

32. Slide 32: Offices: Tokyo, Berlin, Munich, Nagoya

    Goodpatch Inc. Tokyo Goodpatch Inc. Tokyo Goodpatch Studio DetailsGmbH Inc. Berlin Nagoya Studio Details Inc. Tokyo Studio Details Inc. © 2025 Goodpatch Inc. Munich Nagoya 32

33. Slide 33: Vision and Mission

    VISION MISSION Push the world forward with design that moves people's hearts Prove the power of design © 2025 Goodpatch Inc. 33

34. Slide 34: Goodpatch

    Goodatch 34

35. Slide 35: Slack Instagram Airbnb

    Slack Instagram Airbnb YouTube Twitter Pinterest © 2025 Goodpatch Inc. 35

36. Slide 36: Designer-to-engineer ratios at tech companies

    Atlassian Dropbox Intercom 1:25 1:9 1:10 1:6 1:5 2012 2017 2013 2017 2017 LinkedIn Uber IBM 1:11 1:8 1:8 1:72 1:8 2010 2017 2017 2012 2017 https://techcrunch.com/2017/05/31/here-are-some-reasons-behind-techs-design-shortage/ © 2025 Goodpatch Inc. 36

37. Slide 37: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 37

38. Slide 38: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 38

39. Slide 39: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 39

40. Slide 40: Goodpatch

    Goodatch 40

41. Slide 41: 2024 Goodpatch Inc.

    Peopleaz Goo¢datch wR 10 Goodatch DETAILS anywhere g Designer g Designer for Student © 2024 Goodpatch Inc. a

42. Slide 42: Business Service, UX; UX, UI, Engineering

    Business Service, UX UX, UI, Engineering © 2025 Goodpatch Inc. 42

43. Slide 43: Experience Design

    Experience Design Empowering Experiences Brand Business Experience Design © 2025 Goodpatch Inc. 43

44. Slide 44: © 2025 Goodpatch Inc.

    @cyberAgent. MIXI DAIMLER "ff 2 © 2025 Goodpatch Inc. a i @-mure =BUFJIRG | S=SoftBank MIZUHO SBlae PRTIMES UZABASE @®RakSul & aoways lO! note "TOKYO GAS SUNTORY SUNTORY BEVERAGE & FOOD QO ONECAREER $MAUN7T @®)unipos Vas == KAIZEN PLATFORM Lancers yappli Gunosy — (@ Money Forward €veru_ Shippio fF F

45. Slide 45: Brand Experience, Business Design; UX Design, UI Design, Engineering

    Brand Experience, Business Design UX Design, UI Design, Engineering © 2025 Goodpatch Inc. 45

46. Slide 46: © 2025 Goodpatch Inc.

    El") UZABASE @mura SBUFU BAR SUNTORY AF FAnicToxyo ena = SoftBank J “Fees parmter NGKINTK +GF+ So sBRRK RUE CO. © 2025 Goodpatch Inc. 46

47. Slide 47: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 9 Strap People az Design 47

48. Slide 48: © 2025 Goodpatch Inc.

    Goodaatch STUDIO DETAILS Goodpatch anywhere g Designer for Student @«< People az Design © 2025 Goodpatch Inc. 48

49. Slide 49: Goodpatch

    Goodatch 49

50. Slide 50: © 2025 Goodpatch Inc.

    1 2 3 4 © 2025 Goodpatch Inc. 50

51. Slide 51: © 2025 Goodpatch Inc.

    SoftBank UZABASE @A CyberAgent. MIXI) PRTIMES i jem lt eo Lancers Unipos GONECAREER Bbitkey OMUFG SG mAZ7I — @RakSul everuw. Shippio =RUFJRT © 2025 Goodpatch Inc.

52. Slide 52: © 2025 Goodpatch Inc.

    2:1 © 2025 Goodpatch Inc. 52

53. Slide 53: © 2025 Goodpatch Inc.

    v™ Goodatch © 2025 Goodpatch Inc. 53

54. Slide 54: © 2025 Goodpatch Inc.

    2:1 © 2025 Goodpatch Inc. 54

55. Slide 55: Goodpatch

    Goodatch a

56. Slide 56: FY2022 - FY2030 CAGR

    100,000 80,350 75,000 FY2022 - FY2030 CAGR 11.0% 50,000 2:1 34,837 25,000 0 FY2022 FY2023 FY2024 FY2025 FY2026 FY2030 © 2025 Goodpatch Inc. 56

57. Slide 57: User Experience Design

    AI IoT VR Tech Business User AR Experience Design 2:1 © 2025 Goodpatch Inc. 57

58. Slide 58: © 2025 Goodpatch Inc.

    2018/5 2019/3 2020/3 2020/4 2022/6 2:1 k c w (& . + () © 2025 Goodpatch Inc. 58

59. Slide 59: Goodpatch

    Goodatch

60. Slide 60: Design for Talent, Partner, Society

    Design for Talent Design for Partner Design for Society Design with Governance © 2025 Goodpatch Inc. 60

61. Slide 61: Goodpatch

    Goodatch 6

62. Slide 62: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 62

63. Slide 63: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 63

64. Slide 64: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 64

65. Slide 65: FAQ

    aXe) Goodatch

66. Slide 66: Q&A

    Q. A. Q. A. © 2025 Goodpatch Inc. 66

67. Slide 67: Q&A

    Q. A. Q. A. © 2025 Goodpatch Inc. 67

68. Slide 68: M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü

    M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü ɨŕ ɤ © 2025 Goodpatch Inc. 68

69. Slide 69: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 69

70. Slide 70: Design to empower

    Goocatch Design to empower.

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