Slide 1: Financial Results for the Second Quarter of the Fiscal Year Ending December 31, 2026
(4784) Financial Results for the Second Quarter of the Fiscal Year Ending December 31, 2026 August 14, 2026 Tadashi Ito, President and CEO Copyright © GMO Internet, Inc. All Rights Reserved.
Slide 2: Agenda
1. Q2 2026 Financial Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. Shareholder Returns 4. Reference Data 2
Slide 3: 1. Q2 2026 Financial Summary
1. Q2 2026 Financial Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. Shareholder Returns 4. Reference Data 3
Slide 4: Consolidated Performance Summary
Consolidated Performance Summary Full Year Q2, 2025 Q2, 2026 Full Year YoY Progress Actual Actual Forecast (Billions of Yen) Rate Against the full-year Net sales 38.5 41.2 +7.2% 82.0 50.3% forecast, progress reached Operating 3.2 4.7 +46.2% 9.4 50.4% approximately 50% profit at Q2 Ordinary profit 3.
Slide 5: Consolidated Results Quarterly Trends
Consolidated Results Quarterly Trends Net sales (Billions of yen) Operating profit (Billions of yen) Net sales YoY +1.5 billion yen Increasing Factors - Sharp increase in transactions in the GPU Cloud Business compared to last year's ramp-up period QoQ +0.6 billion yen Increasing Factors - In additi
Slide 6: Consolidated Results Summary (Q2 Cumulative, Segment Information)
Consolidated Results Summary (Q2 Cumulative, Segment Information) (Billions of Yen) Q2 FY2025 Q2 FY2026 YoY Internet Net sales 31.9 35.8 +12.2% Infrastructure Operating Business profit 3.5 4.5 +27.0% Internet Net sales 6.8 5.8 -14.4% Advertising & Media Operating Business profit 0.0 0.3 +476.4% Othe
Slide 7: Consolidated Results Summary (Q2 Cumulative, Segment Breakdown)
Consolidated Results Summary (Q2 Cumulative, Segment Breakdown) (Billions of Yen) Q2 FY2025 Q2 FY2026 YoY Domain & Net sales 9.8 11.5 +18.1% Rental Server Operating Business profit 1.7 3.1 +73.6% Internet Internet Net sales 20.8 21.7 +4.3% Service Infrastructure Provider Operating Business Business
Slide 8: Consolidated Performance Summary (Number of Contracts KPI Progress)
Consolidated Performance Summary (Number of Contracts KPI Progress) 0.13 million overseas contracts 13.70 million contracts in Japan Total number of contracts is growing steadily QoQ +0.83 million Domain Business Due to large-scale demand, there was a temporary contracts significant increase. Z.com
Slide 9: 2. Growth Strategies, Progress and Initiatives in Each Field
1. Q2 2026 Financial Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. Shareholder Returns 4. Reference Data 9
Slide 10: Growth Strategies
Growth Strategies I. Stable and Continuous Growth of Existing Businesses II. Synergy between Infrastructure and Advertising & Media Business III.New Business (GPU Cloud) IV. M&A 10
Slide 11: Growth Strategies
Growth Strategies I. Stable and Continuous Growth of Existing Businesses II. Synergy between Infrastructure and Advertising & Media Business III.New Business (GPU Cloud) IV. M&A 11
Slide 12: Consolidated sales and recurring revenue ratio
Consolidated sales and recurring revenue ratio Recurring revenue ratio 87.6% The recurring revenue ratio remains at a high level Consolidated net sales (Billions of yen) Recurring revenue ratio Q *The figures for 2024 are estimated figures assuming the current structure. 12
Slide 13: Domain and Rental Server Business Q2 Progress
Domain and Rental Server (Hosting) Business Q2 Progress GPU Cloud H200 and B300 Both at high utilization Continuing advertising investment in existing businesses Net sales (Billions of yen) Q Operating profit (Billions of yen) *The figures for 2024 are estimated figures assuming the current structur
Slide 14: Advancing AI-Driven Server Operations and AI Agent Utilization
Existing Business Topics｜Domain & Rental Server Business Advancing AI-Driven Server Operations and AI Agent Utilization Remote MCP Server Launch First Domestic Cloud Provider Multiple AI Agents including Hermes Agent and Server Control from Major AI Agents Open Claw available immediately* ConoHa Ava
Slide 15: Internet Service Provider (ISP) Business Q2 Progress
Internet Service Provider (ISP) Business Q2 Progress Strong new contract acquisitions increased both sales and profit, with no seasonal decline after the Revisions due to changes in revenue recognition criteria peak season Continued advertising investment supports steady profit growth Net sales (Bil
Slide 16: Existing Business Topics: ISP Business
Existing Business Topics｜Internet Service Provider (ISP) Business Fiber-Optic Internet (docomo Hikari) docomo Hikari Internet Service Providers If you're choosing based on satisfaction Home Router (WiMAX) New contract acquisitions GMO Tokutoku BB are strong Driving growth in sales and profit Pocket
Slide 17: Supporting Internet Connectivity Infrastructure in the Robotics Field
Existing Business Topics｜Internet Service Provider (ISP) Business Image for illustrative purposes only Awarded a contract by the Japan Ground Self-Defense Force for a verification project on introducing a security robot (quadruped-type) system Supporting Internet Connectivity Infrastructure in the R
Slide 18: Internet Advertising & Media Business Q2 Progress
Internet Advertising & Media Business Q2 Progress Productivity improved, and operating profit exceeded the same period last year Organizational restructuring Net sales (Billions of yen) Q Operating profit (Billions of yen) *The figures for 2024 are estimated figures assuming the current structure. 1
Slide 19: Strengthening AIO Support
Existing Business Topics | Advertising & Media Business Strengthening AIO Support AIO (AI Search Optimization) : Comprehensive support tool now available Centrally collects and visualizes the data needed for AIO GMO AI Optimization Boost: Japan's First Comprehensive AIO Tool 19
Slide 20: Growth Strategies
Growth Strategies I. Stable and Continuous Growth of Existing Businesses II. Synergy between Infrastructure and Advertising & Media Business III.New Business (GPU Cloud) IV. M&A 20
Slide 21: Infrastructure and Advertising & Media Business Synergies
Infrastructure and Advertising & Media Business Synergies Strengthening Marketing Capabilities Internet Internet Advertising Infrastructure & Media Business Business Strengthening Strengths: Sales Capabilities Strengths: Solid recurring revenue Marketing expertise Number of contracts Both businesses
Slide 22: Infrastructure and Advertising & Media Business Synergies: Initiatives to Date
Infrastructure and Advertising & Media Business Synergies Initiatives to Date Offer discounted plans to Onamae.com customers to drive traffic and monetize recurring revenue Onamae.com / GMO AI Kantan Shukyaku End-to-end support for driving web traffic after domain registration Operating a benefits w
Slide 23: Growth Strategies
Growth Strategies I. Stable and Continuous Growth of Existing Businesses II. Synergy between Infrastructure and Advertising & Media Business III.New Business (GPU Cloud) IV. M&A 23
Slide 24: New Business | GMO GPU Cloud
New Business │ GMO GPU Cloud NVIDIA HGX B300 25 units GPU Servers Q1 2026 All units entered service Q2 2026 Utilization rate above 90% 24
Slide 25: New Business | GMO GPU Cloud: Number of Servers and Operational Status
New Business │ GMO GPU Cloud Number of Servers and Operational Status (Illustrative) H200 Number in H200 Total Units B300 Number in B300 Total Units Operation (Line) (Background) Operation (Line) (Background) B300: 42 units Actual ⇐ ⇒ Illustrative (scheduled for delivery Future Operations starting i
Slide 26: New Business | GMO GPU Cloud: Investment Results / Plans
New Business │ GMO GPU Cloud Investment Results / Plans Dec 2023 NVIDIA Partner Program Participation Feb 2024 Investing Approximately 10 bn yen in 96 H200 GPU Server Ministry of Economy, Trade and Industry: B300 GPU Server Obtained Certification for the “Cloud Program” Apr 2024 Supply Assurance Pla
Slide 27: New Business | GMO GPU Cloud: Servers and Operational Status
New Business │ GMO GPU Cloud Number of Servers and Operational Status (Illustrative) Resolved (Aug 10) Expanded capacity via additional investment H200 Number in H200 Total Units B300 Number in B300 Total Units in 64 units Operation (Line) (Background) Operation (Line) (Background) Actual ⇐ ⇒ Illust
Slide 28: Use of Proceeds from the Public Offering
Use of Proceeds from the Public Offering Total proceeds raised: 20.2 bn yen Investment in the GPU cloud business Amount planned at time of fundraising Amount executed 19.7 bn yen 20.2 bn yen Investment Progress Completed: 10.1 bn yen This Resolution: 10.1 bn yen Original plan: Invest the remaining 9
Slide 29: New Business | GMO GPU Cloud: EDR Security Monitoring Now Standard
New Business │ GMO GPU Cloud EDR Security Monitoring Now Standard In cooperation with the SOC of GMO Cybersecurity by Ierae EDR deployed on each GPU node to visualize suspicious activity Providing an environment where customers can focus on development and research with peace of mind Addressing Cybe
Slide 30: New Business | GMO GPU Cloud: Building Awareness Through Event Participation
New Business │ GMO GPU Cloud Building Awareness and Relationships Through Event Participation An AI Research Academic Conference A Network Operations Technology JSAI2026 Conference （Annual Conference of the Japanese Society for JANOG58 Meeting Artificial Intelligence） June 8 (Mon) - June 12 (Fri), 2
Slide 31: Growth Strategies
Growth Strategies I. Stable and Continuous Growth of Existing Businesses II. Synergy between Infrastructure and Advertising & Media Business III.New Business (GPU Cloud) IV. M&A 31
Slide 32: M&A: Accelerating Growth Through Proactive M&A
M&A Accelerating Growth Through Proactive M&A Theme Expansion of the market share of existing businesses Strengthening of solid recurring revenue products Reorganization within the Group 32
Slide 33: Future Plans
Future Plans Public Offering/Secondary Offering Completed Actively pursuing M&A Capital policy constraints have been resolved Agilely advance discussions and consultations Use the funds raised to invest in GPUs 10.1 billion yen allocated to capital expenditure for GPUs and related equipment (Resolve
Slide 34: 3. Shareholder Returns
1. Q2 2026 Financial Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. Shareholder Returns 4. Reference Data 34
Slide 35: Status of Shares Following Compliance with Listing Maintenance Standards
Status of Shares Following Compliance with Listing Maintenance Standards Improvement in the Ratio of Tradable Shares : 7.7% → 41.5% Before Listing Maintenance After Listing Maintenance Standards Compliance Standards Compliance As of end-March 2026 As of end-June 2026 Total Total Outstanding Shares O
Slide 36: 2026 Quarterly Dividends
2026 Quarterly Dividends 4.85 yen Quarterly net profit per share * Dividend payout ratio 100％ * （ 65％ + 35％ （ (Basic Dividend (Commemorative ＝ Payout Ratio) dividend) Q2 Dividend 4.85 yen *This is the dividend payout ratio before adjustment for deduction of treasury stock. *The commemorative dividen
Slide 37: Full-Year and Quarterly Dividend per Share
Full-Year and Quarterly Dividend per Share 21.51 20.26 Full-Year Dividend Forecast: 21.51 yen Progress Rate: 50.5% (Dividend per Share, Yen) 37
Slide 38: Conclusion
Conclusion Q2 progress is on track (Operating profit YoY +46.2%) Progress against the disclosed forecast exceeds 50% Sales of GPU Cloud Business B300 units remain strong Resolved an additional investment of 10.1 bn yen for 64 units Against a backdrop of increased profit from new businesses, existing
Slide 39: GMO Internet: Internet for Everyone
GMO INTERNET Internet for Everyone GMO
Slide 40: 4. Reference Data
1. Q2 2026 Financial Summary 2. Growth Strategies, Progress and Initiatives in Each Field 3. Shareholder Returns 4. Reference Data 40
Slide 41: Reference data | Restructuring Overview
Reference data│Restructuring Overview Succeeded Internet Infrastructure Business, the founding business of GMO Internet Group Changed the company name to GMO Internet. GMO Internet Group transitioned to a holding company ～Dec. 31, 2024 From Jan. 1, 2025 GMO Internet Group (9449) GMO Internet Group (
Slide 42: Reference data | About Us
Reference data│ About US Number of Partners Domestic: 1,139 employees (Employees) Overseas: 869 employees (as of June 2026) Tokyo, Sendai, Osaka, Kitakyushu, Fukuoka, Miyazaki, Okinawa Location Thailand, Vietnam, Philippines, Mongolia, Myanmar, Laos 2025 Net Sales 78.5 billion yen Consolidated Group
Slide 43: Reference data | Business Overview
Reference data│Business Overview Internet Infrastructure Internet Advertising & Media Provide web marketing solutions Domain Business Develop our own online media platforms Offer domain name registration and management services (registrar), which 17％ are essential for building websites, to both indi
Slide 44: Reference data | Solid recurring revenue
Reference data│Solid recurring revenue Indispensable products that will not disappear with recurring revenue business model. Number of contracts 13.70 million * *As of June 2026 ; domestic contracts 44
Slide 45: Reference data | 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 46: Reference data | Issuance of New Shares and Secondary Offering
Reference data│Regarding the Issuance of New Shares and the Secondary Offering of Shares Compliance with the Listing Maintenance Standards of Purpose the TSE Prime Market Fundraising for the GPU Cloud Business New Share Issuance: 30 million shares Number of Shares Secondary Offering of Shares: 61.5
Slide 47: Reference data | Issuance of New Shares and Secondary Offering
Reference data│Regarding the Issuance of New Shares and the Secondary Offering of Shares 47
Slide 48: Reference data | Number of Contracts KPI Progress
Reference data│Number of Contracts KPI Progress Regarding the Increase in Contract Volume Due to Large-Volume Domain Contracts - The number of domain contracts surged in Q3– Q4 of 2025 - The primary reason is large-scale contracts with corporations and businesses *For purposes such as domain trading
Slide 49: Reference data | BS Overview
Reference data│BS Overview (Millions of yen) Current assets Current liabilities Cash and deposits 33,493 Accounts payable 3,147 Trade notes, accounts Short-term debt 5,000 11,536 receivable and contract assets Current portion of long-term debt 1,381 Prepaid expenses 6,720 Other payables 6,457 Other
Slide 50: Segments in Financial Results and Explanatory Materials
Reference data │ Segments in Financial Results and Financial Results Explanatory Materials Segment Sub-segment Breakdown Domain & Rental Server Business - In the financial results summary, we disclose segment-specific sales Internet Internet Service and operating profit. Infrastructure Provider(ISP)
Slide 51: Approach to the Nature and Trends of Each Business Segment
Reference data │ Approach to the Nature and Trends of Each Business Segment Segment Sub-segment Breakdown Existing Businesses (Domain & Rental Server Business, and Internet Service Provider Business, excluding GPU Cloud) Domain & Rental : These businesses feature a revenue structure with Server Busi
Slide 52: Reference data | Board Directors (1/2)
Reference data│ Board Directors (1/2) [Directors] Director and Executive Vice Chairman of the Board President and CEO President, Head of Director Advertising & Media Business Masatoshi Kumagai Tadashi Ito Masashi Yasuda Makoto Hashiguchi [Audit and Supervisory Committee Members] Director and Audit a
Slide 53: Reference data | Board Directors (2/2)
Reference data│ Board Directors (2/2) [Executive Officers] Senior Managing Executive Senior Managing Executive Executive Officer, General Executive Vice President, Officer, General Manager of Officer, General Manager of Manager of Corporate Head of Systems Division Network Solutions Business Domain
Slide 54: 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 August 14, 2026. The opinions and