Slide 1: Fiscal Year 2021 First Quarter Results Presentation
Fiscal Year 2021 First Quarter Results Presentation STOCK CODE: 9449 May 12, 2021 1
Slide 2: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 2
Slide 3: Overview | Executive Summary: Q1 FY2021
Overview | Executive Summary: Q1 FY2021 Q1’20 Q1’21 YoY (JPY billions) Change (Jan-Mar) (Jan-Mar) Change Net Sales 53.6 61.2 +7.54 +14.1% Record high Operating Profit 8.28 12.47 +4.19 +50.7% Record high Ordinary Profit 8.05 13.54 +5.48 +68.1% Record high Net Profit 2.25 5.65 +3.40 +150.7% Record hig
Slide 4: Overview | Executive Summary: Q1 FY2021
Overview | Executive Summary: Q1 FY2021 Evaluation Internet Net sales JPY 33.9B (Up 8.3% YoY) Consumption increased due to stay-at-home orders. Record Services each hold top share in their respective markets Infrastructure OP JPY 4.74B (Up 22.5% YoY) in Japan, which is our strength. high Online Ad &
Slide 5: Overview | Executive Summary: Q1 FY2021
Overview | Executive Summary: Q1 FY2021 Net sales OP Up 7.5B YoY Up 4.19B YoY (JPY billions) (JPY billions) +5.4 +3.59 61.2 12.47 -0.5 -0.3 -0.37 -0.07 +2.5 +1.3 +0.87 +0.46 53.6 -0.9 8.28 -0.29 Q1‘20 Infrastructure Finance Ad Cryptoassets VC Other Q1‘21 Q1‘20 Infrastructure Finance Ad Cryptoassets
Slide 6: Overview | Shareholder Returns (Policy and Actual)
Overview | Shareholder Returns (Policy and Actual) Total Shareholder Returns Ratio Dividend Payout Ratio Share Buyback 50% 33% 17% Policy Over Quarterly dividend Net profit at end of fiscal year to form basis of buyback in following year (JPY) Q1 Q2 Q3 Q4 Annual Dividend per share FY2020 6.60 6.20 7
Slide 7: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 7
Slide 8: Financial Results | Net Sales by Segment
Financial Results | Net Sales by Segment 61.2 (JPY billions) 6.8 53.6 52.8 53.2 50.9 1.4 0.8 50.8 2.7 49.1 49.1 1.6 8.2 47.5 48.0 45.8 46.8 2.1 1.5 1.0 9.0 6.0 9.1 6.5 43.7 41.8 6.7 Revenue up 7.4 7.9 7.5 6.3 38.2 38.0 7.4 13.6 8.1 7.5 12.4 36.0 10.7 14.1% 11.3 35.1 6.9 12.3 33.1 33.5 33.1 6.9 11.8
Slide 9: Financial Results | Profit by Segment
Financial Results | Profit by Segment (JPY billions) 12.47 4.02 Profit up 50.7% 8.97 8.28 8.13 1.91 0.44 6.51 0.42 YoY 5.95 0.42 3.10 5.26 1.56 3.81 6.09 0.67 5.37 5.65 5.53 4.46 5.34 0.38 0.10 5.00 3.39 0.21 5.03 0.25 4.49 0.53 2.91 0.08 0.64 Cryptoassets is the 4.29 4.03 3.96 2.31 1.77 1.63 3.30 2
Slide 10: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 10
Slide 11: Group Overview | Listed Group Companies: Equity Share
Group Overview | Listed Group Companies: Equity Share Market Cap*1 Equity Share Stock Code Stock Name Exchange % Ownership*2 (JPY billions) (JPY billions) 9449 GMO Internet TSE1 336.7 3769 GMO Payment Gateway TSE1 934.4 41.3% 385.6 7177 GMO Financial Holdings TSE JQS 97.8 65.5% 64.0 4051 GMO Financi
Slide 12: Group Overview | Business Segments (Composition)
Group Overview | Business Segments (Composition) Solid revenue base 13.47M customers (Infrastructure and Finance) Up 0.42M YoY *Net sales ratio is calculated based on the numbers before cancelling inter-segment transactions. *Number of customers is an aggregate number of customers (the actual number
Slide 13: Group Overview | Strengths: Technology
Group Overview | Strengths: Technology 6,272 6,180 6,001 6,058 5,995 6,012 5,958 6,048 Goal: Workforce of 5,767 5,758 5,670 5,691 5,454 5,275 5,278 5,316 5,156 5,156 5,080 over 50% 4,876 4,633 engineers 45.5% 45.0% 44.2% 45.4% 44.8% 43.2% Partners % Engineers Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q
Slide 14: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 14
Slide 15: Infrastructure | Collection of No. 1 services
Internet Infrastructure | Collection of No. 1 services Domestic market share at 82.5 Strong No. 1 Domain Registry %*1 Domestic market share at Strong No. 1 Domain Registrar 84.0 %*2 Domestic market share at No. 1 Hosting & Cloud 57.9 %*3 No. 1 eSignature 186K accounts No. 1 ASP Cart 64,580 paid stor
Slide 16: Infrastructure | Net Sales by Sub-Segment
Internet Infrastructure | Net Sales by Sub-Segment (JPY billions) 33.5 33.5 33.9 32.8 0.8 1.0 31.3 2.0 1.3 28.4 28.5 29.6 1.7 +10.1% 10.2 (+30.7%) 1.2 27.1 27.4 *1 Revenue up 1.6 1.1 9.7 25.4 1.2 1.5 9.4 8.8 24.8 *2 1.4 9.3 23.3 23.3 8.3% 1.8 9.0 8.0 8.4 1.3 1.6 21.0 8.1 7.8 1.5 1.4 1.6 20.4 1.6 19.
Slide 17: Infrastructure | Operating Profit
Internet Infrastructure | Operating Profit (JPY billions) 4.67 4.74 4.01 3.87 3.76 3.72 Profit up 3.61 3.58 22.5% 3.15 3.09 2.93 2.76 2.50 2.58 2.15 2.02 YoY 1.96 1.80 1.59 1.65 1.39 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 16 17 18 19 20 21 17
Slide 18: Infrastructure | Breakdown of Operating Profit
Internet Infrastructure | Breakdown of Operating Profit (JPY billions) 3.45 Payment business Other 3.12 Cost distribution 3.04 2.68 2.58 2.42 2.34 2.19 2.08 2.08 1.75 1.73 1.58 1.63 1.95 1.63 1.40 1.76 1.83 1.82 1.26 1.20 1.33 1.56 1.59 1.69 1.07 1.07 1.46 1.38 1.36 0.87 1.25 1.18 1.16 1.11 1.06 0.8
Slide 19: Infrastructure | Contracts
Internet Infrastructure | Contracts (millions) 11.58 11.71 11.43 11.55 11.51 11.26 10.92 10.73 10.35 9.94 9.60 9.27 8.96 8.97 9.09 8.60 8.71 8.76 8.75 8.34 Solid revenue base 7.88 11.71M customers Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 16 17 18 19 20 21 19
Slide 20: Infrastructure | Ecommerce Solutions: transaction volume
Internet Infrastructure | Ecommerce Solutions: transaction volume (JPY billion) 122 117 118 Up 111 64 67 65 72 67 68 68 77 72 74 73 80 78 77 81 83 84 39.8% 113 YoY 80 Freenance SUZURI, Canvath minne Ecommerce Platform Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 16 17 18 19 20 21 2
Slide 21: Infrastructure | Number of e-contract accounts
Internet Infrastructure | Number of e-contract accounts (thousands) 186 140 Increased 39-fold YoY 48 4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 18 19 20 21 21
Slide 22: Infrastructure | Number of contracts
Internet Infrastructure | Number of contracts (thousands) 434 365 Increased 303 2.4-fold 181 YoY Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 18 19 20 21 22
Slide 23: Infrastructure | Launches application
Internet Infrastructure | Launches application Released on May 12 Safe e-contract service available to everyone at anytime, anywhere 1. Tap notification 3. Complete signature 2. Confirm document in 3 steps or less 23
Slide 24: Infrastructure | Initiatives on digital government
Internet Infrastructure | Initiatives on digital government Demonstration experiment with 19 municipalities Municipalities participating in the "Goodbye Seal Impression: Digitize 100 Million Project" 24
Slide 25: Infrastructure | Sanjo City uses GMO Sign
Internet Infrastructure | Sanjo City uses GMO Sign First municipality in Japan to use GMO Sign Contract digitalization ✓ Improving the user-friendliness of civil services ✓ Work-style reforms of employees ✓ Improving the civil services 25
Slide 26: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 26
Slide 27: Online Advertising & Media | Net Sales
Online Advertising & Media | Net Sales (JPY billions) 13.6 0.9 12.2 12.3 12.4 12.0 12.0 11.5 11.5 11.4 11.5 11.3 11.8 0.9 +6.5% 0.7 0.8 11.3 0.9 11.1 11.1 11.0 10.7 10.7 11.0 0.9 0.7 0.8 3.0 0.7 0.8 0.7 10.7 0.7 10.3 0.6 0.8 Revenue up 0.7 0.7 0.7 0.8 0.7 0.6 0.7 3.1 2.8 2.7 2.8 2.9 2.7 2.6 2.4 10.9
Slide 28: Online Advertising & Media | Operating Profit
Online Advertising & Media | Operating Profit (JPY billions) 0.64 Profit up 264% 0.44 0.41 0.31 0.32 0.28 0.25 0.24 0.25 0.23 YoY 0.21 0.20 0.19 0.17 0.14 0.09 0.06 0.05 0.06 0.04 -0.05 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 16 17 18 19 20 21 28
Slide 29: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 29
Slide 30: Finance | Historical Performance by Quarter
Internet Finance | Historical Performance by Quarter (JPY billions) 9.1 9.0 8.2 Revenue down 8.1 7.8 7.9 7.5 7.4 7.5 7.4 10.1% 6.8 6.9 6.9 6.7 6.7 6.7 6.5 6.3 6.0 6.0 5.5 Net Profit down 8.7% Sales 3.81 YoY 3.31 3.30 3.39 2.91 3.10 2.60 2.58 2.24 2.35 2.33 2.26 2.31 OP 2.07 1.97 2.05 1.80 1.77 1.63
Slide 31: Finance | FX Trading Volume
Internet Finance | FX Trading Volume 413 363 340 309 No.1 296 market share in 205 25.8% 27.3% 24.8% 22.2% Japan 19.6% 19.9% Trading volume (JPY trillions) Share (%) Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 16 17 18 19 20 21 Prepared based on Results Presentation of GMO Financia
Slide 32: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 32
Slide 33: Cryptoassets business
Cryptoassets business Mining Cryptoassets mining business Cryptoassets Exchange Cryptoassets exchange business Payment Cryptoassets payment ┗Issue stablecoin 33
Slide 34: Cryptoassets business | Net Sales
Cryptoassets business | Net Sales (JPY billions) 6.8 1.3 Revenue up 2.6 2.6 2.7 377% 2.3 2.1 0.6 5.4 YoY 1.2 1.2 1.6 1.2 1.2 0.6 1.5 1.4 0.2 0.4 1.0 0.2 0.9 0.8 2.1 0.6 1.4 0.7 0.2 1.3 1.4 0.2 1.4 ■ mining 0.8 0.4 1.0 1.0 0.8 1.2 0.5 0.6 ■ exchange -0.1 0.1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
Slide 35: Cryptoassets business | Operating Profit
Cryptoassets business | Operating Profit (JPY billions) 4.02 Profit up 843% 0.53 0.25 0.67 0.42 0.42 0.38 0.21 YoY 0.10 0.08 -0.07 -0.23 -0.22 -0.26 -0.73 -0.98 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 17 18 19 20 21 35
Slide 36: Cryptoassets exchange business | BTC trading volume
Cryptoassets exchange business | BTC trading volume Market share for cryptoasset exchanges (April 2021) No.1 35.3% market share in Japan* Monthly trading volume of JPY/BTC currency pair (BTC-denominated) Source: https://jpbitcoin.com/market/volume 36
Slide 37: Cryptoassets payment business | Stablecoin GYEN
Cryptoassets payment business | Stablecoin GYEN Listed on the world’s largest cryptoassets exchange on May 12 37
Slide 38: Agenda
1. Overview 2. Financial Results 3. Segment Report i) Group Overview ii) Internet Infrastructure iii) Online Advertising & Media iv) Internet Finance v) Cryptoassets 4. NFT Business 38
Slide 39: Relationship between content and format
Relationship between content and format e.g. transaction of books Physical book E-book (Kindle) NFT Token What is Digital data (right to read, Print (≒certificate of the bought/sold DRM) registered matters) Secondary distribution ○ × ○ Copyright holder's economic × ○ opportunity at － (Various design
Slide 40: Economic opportunity by stakeholder
Economic opportunity by stakeholder NFT allows various designs of fee models on smart contracts Physical book E-book NFT (physical exchange) (right to read, DRM) Secondary and Secondary and Secondary and Primary Primary Primary subsequent subsequent subsequent distribution distribution distribution
Slide 41: Digital content distribution revolution
ポイントは何か？ Digital content distribution revolution 41
Slide 42: Issues
Issues Generally, NFT is still difficult to use. - Open accounts with crypto exchanges - Purchase at marketplaces - Keep in NFT wallets GMO can comprehensively optimize UI/UX. So please be expectant about our NFT business. Adam byGMO adam.jp 5:36 p.m. on April 10, 2021 * The above has been translate
Slide 43: NFT marketplace "Adam byGMO"
NFT marketplace “Adam byGMO” www.adam.jp 43
Slide 44: Internet for Everyone
Internet for Everyone 44 44
Slide 45: Next earnings announcement and cautionary notes
We are planning on making an earnings announcement for FY2021 Second Quarter after 3 pm on August 10, 2021. This document includes projections based on expectations, premises and plans as of May 12, 2021. These projections may differ from actual results due to factors including changes in the global
Slide 46: Appendix
Appendix 46
Slide 47: Consolidated Balance Sheet
Consolidated Balance Sheet GMO End of End of (JPY millions) Change Financial HD Change 12/2020 3/2021 (End of 3/2021) Current Assets 1,005,226 1,099,662 94,436 822,932 105,680 Cash & Deposits 220,745 224,757 4,011 69,828 7,828 Fixed Assets 65,318 70,928 5,610 7,801 -313 Goodwill 657 635 -21 244 -40
Slide 48: Consolidated Profit and Loss
Consolidated Profit and Loss Q1'20 Q1'21 supplementary (JPY millions) Change (1-3/2020) (1-3/2021) information Net Sales 53,699 61,246 14.1% Gross Profit on Sales 27,377 32,937 20.3% Operating Profit 8,283 12,479 50.7% （OP Margin） 15.4% 20.4% +5.0pt Non Operating Profit and Loss -226 1,064 - Ordinar
Slide 49: Global Operations | Global Net Sales
Global Operations | Global Net Sales (JPY billions) 6.1％ 7.1% 6.5％ 4.5% 4.36 4.0％ 3.3％ Net sales 3.42 Global 2.80 2.88 2.98 2.97 3.07 2.84 3.00 3.20 2.86 3.01 YoY Sales Ratio 1.93 36.1% UP 1.66 1.67 1.44 1.39 1.41 1.35 Net 1.09 1.14 Sales Since Q2 FY2020, MacroKiosk is no longer a consolidated subsi
Slide 50: Cost Composition (Consolidated)
Cost Composition (Consolidated) (JPY millions) 50,000 45,000 10,035 10,635 Human resources 8,573 40,000 9,164 9,457 Advertising and promotion 2,695 1,786 35,000 2,282 2,715 2,307 2,169 2,948 Depreciation and leases 2,646 2,615 2,841 3,939 30,000 3,612 3,782 Outsourcing costs 3,592 3,485 Communicatio
Slide 51: Internet Infrastructure
Internet Infrastructure 51 51
Slide 52: Infrastructure | Provider - KPIs
Internet Infrastructure | Provider - KPIs Revenue Subscriptions (JPY millions) (thousands) 10,728 2,205 9,248 1,946 7,744 1,526 5,586 1,065 3,968 3,057 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2016 2017 2018 2019 20
Slide 53: Infrastructure | Domain Registration - KPIs
Internet Infrastructure | Domain Registration - KPIs Revenue Contracts (JPY millions) (thousands) 7,008 2,469 2,394 6,528 6,549 2,234 6,016 6,065 2,104 1,995 5,384 1,939 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2016
Slide 54: Infrastructure | Domain business
Internet Infrastructure | Domain business ②2009～ Registry (wholesale) ①1999～ ③2012～ Registrar (registration/sale) Japan Overseas 54
Slide 55: Infrastructure | Domain Business: Registration progress
Internet Infrastructure | Domain Business“ ”: Registration progress (thousands) 829 792 731 722 696 676 669 637 656 614 603 588 539 530 328 Renewal rate: 71.8%* 228 180 111 71 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 3Q 4Q Q1 2016 2017 2018 2019 2020 2021 * Renewal rate for domains registered
Slide 56: Infrastructure | Hosting & Cloud - KPIs
Internet Infrastructure | Hosting & Cloud - KPIs Revenue Contracts (JPY millions) (thousands) 3,930 3,740 995 3,532 3,527 3,549 3,430 895 864 809 791 770 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2016 2017 2018 2019
Slide 57: Broad ASP shopping cart businesses
Broad ASP shopping cart businesses Recurring revenue and transaction revenue through a natural cross-selling Feature Online store Payment Service Business model Recurring Transaction Revenue Number of stores x unit price GMV x commission rate, etc. Reportable segments Ecommerce Solutions Payment 57
Slide 58: Infrastructure | Ecommerce Solutions - KPIs
Internet Infrastructure | Ecommerce Solutions - KPIs Revenue Contracts (ASP shopping cart)* (JPY millions) (thousands) Other Transaction revenue (minne・SUZURI) Recurring revenue (ASP shopping cart) 4,032 69.3 68.2 67.5 65.4 64.6 63.8 3,250 3,038 2,379 2,146 1,883 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Slide 59: Infrastructure | Digital Certificate and eSignature business
Internet Infrastructure | Digital Certificate and eSignature business The number of SSL valid digital certificates 【 】 ■ Overseas ■Domestic (Million） 1.52 1.38 Q3 Q4 2020Q1 Q2 Q3 Q4 2021Q1 * The number of valid digital certificates is the number of certificates that are actually used. 59
Slide 60: Infrastructure | Digital Certificate and eSignature business
Internet Infrastructure｜Digital Certificate and eSignature business Having our own Certificate Authority, we can provide both of types ◆The identical person type ◆Third party type (Directly Involved) (Indirectly involved) Proof strength ◎ ○ (Electronic Signature Law Article 3) Process Approvement by
Slide 61: Infrastructure | Payment Processing - KPIs
Internet Infrastructure | Payment Processing - KPIs Group-wide TRX value reaches ¥6.9 trillion ※1 ※2 Operating stores: 184,355 stores, GMV volume approx. 820 mil., GMV value approx. ¥1.8tr. （Stores） （¥100 Mil） 180,000 18,000 （Reference) Online payment：TRX volume approx. 790 mil., TRX value approx. ¥
Slide 62: Infrastructure | Payment Processing - Overview
Internet Infrastructure | Payment Processing - Overview Connecting merchants and payment companies on contract, payment data and money flow Consumer Merchant Our Company Payment Company 40+ Credit card 184,355 stores ※1 company (end of Mar 2021) Convenience store EC BtoB・BtoC・CtoC Account transfer P
Slide 63: Internet Finance
Internet Finance 63 63
Slide 64: Finance | Net sales by product
Internet Finance | Net sales by product (JPY million) 1,484 541 1,475 725 537 284 5,800 5,218 4,651 4,262 4,093 3,615 Securities and others CFDs / Stock Index Binary Options OTC-FX / Binary Options Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2016 2017 2018 2019 2020 2021 * Prepare
Slide 65: Finance | FX, CFD, and Securities: KPIs
Internet Finance | FX, CFD, and Securities : KPIs FX CFD Securities Trading Volume Trading value Trading value JPY 309 tr JPY 12.5 tr JPY 3.5 tr Q4 FY2019: JPY 340 tr Q4 FY2019: JPY 13.7tr Q4 FY2019: JPY 3.5tr Share of Trading Account Share of Trading Volume Value 19.9 % 152 K 3.3 % Dec. 31, 2019: 1
Slide 66: Finance | FX Business Model (over the counter derivatives)
Internet Finance | FX Business Model (over the counter derivatives) • Effective matching and thorough risk minimization with cover transactions executed with counter parties as soon as customer orders exceed acceptable risk position. • As a new hedging method, “BtoB” is in trial to reduce cover cost
Slide 67: Cryptoassets
Cryptoassets 67 67
Slide 68: Cryptoasset Trading | Trading value and customer accounts
Cryptoasset Trading | Trading value and customer accounts Trading value (JPY billions) Customer accounts (thousands) 374 341 327 319 311 11,575 299 289 271 245 225 8,121 197 169 144 4,687 4,177 3,142 3,018 2,680 2,618 2,003 1,283 1,449 524 643 535 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2017
Slide 69: GMO Aozora Net Bank
GMO Aozora Net Bank 69 69
Slide 70: Net Bank | Number of bank API connection
Net Bank | Number of bank API connection (Number of firms) 106 85 Become No. 1 in terms of the 67 48 35 number of bank API connection 18 ■ Public access (electronic payment processing, etc.) Q4 Q1 Q2 Q3 Q4 Q1 ■ Private access (general business companies, etc.) 19 20 21 70
Slide 71: Other
Other 71 71
Slide 72: Group News (1) 3 mths to March
Group News (1) 3 mths to March GMO Media's programming class search site "Coeteco byGMO," a programming robot class for 1/14 elementary school students, has become number one in terms of the number of classrooms listed: Exceeding 10,000 classrooms, the significant increase in the number of classroom
Slide 73: Group News (2) 3mths to March
Group News (2) 3mths to March Financial and payment system developer BUFFORT Inc. acquired and joins GMO-PG 4/1 consolidated companies 4/5 GMO DIGITAL Lab's GMO Shop App has launched GMO Store App Coordination with MakeShop that realizes a seamless integration between PCs, smartphones, and offline s
Slide 74: Internet for Everyone
Internet for Everyone 74 74