Gmo Internet Group, Inc.TSE: 9449

FY25 Q4 Financial Results Presentation

Feb 12, 2026 at 2:33 PM UTC · Issued by Gmo Internet Group, Inc.

Fiscal Year 2025 Results Presentation

STOCK CODE: 9449

February 12, 2026

Summary and Conclusion
Key Topics (Security; AI & Robotics)
Segment Performance, Sustainability & Shareholder Returns
1. Group Overview
2. Performance by Business
3. Progress on Sustainability Management
4. Shareholder Returns

Summary and Conclusion

Consolidated Financial Highlights

285.6

(JPY billions)

571

Solid Recurring Revenue Supporting Sustainable Growth

Net Sales

Operating Profit

00 02

04 06 08

10 12 14 16

18 20 22 24

Summary and Conclusion (1/2)

FY2025

Performance

In our 30th anniversary year, we delivered record-high results, driven by

Solid recurring revenue-continuously strengthened since our founding under a long-term management approach.

Growth Strategy

The 'Internet Security for Everyone' project is progressing steadily toward establishing GMO as the top-of-mind brand in security; brand awareness expanded significantly, led by our cybersecurity business.
New growth drivers are taking hold: GMO GPU Cloud achieved quarterly profitability, and GMO Aozora Net Bank delivered strong earnings growth.

Summary and Conclusion (2/2)

FY2026

Initiatives

We see 2026 as the "Year One of Humanoids." We are positioning AI and robotics as a new growth opportunity and launching initiatives to establish a top-of-mind brand in this field.
We will elevate our AI execution capabilities to a world-leading level, evolving

into a hyperautomation enterprise group.

Shareholder

Returns

Balancing growth and shareholder returns: Proceeds from the sale of GMO Internet, Inc. shares (TSE: 4784) will be allocated to share repurchases;
FY25 total payout ratio is expected to be 112%.
Cumulative share repurchases: 19.95 million shares; 52.0% progress

toward our long-term target. 6

Consolidated Financial Results for FY25

Infrastructure & Security performed strongly, delivering a high level of operating profit.

( JPY billions ) FY24

Net Sales 277.4

Operating Profit 46.6

Ordinary Profit 46.5

Net Profit 13.3

FY25

285.6

57.1

52.8

16.0

YoY

Change

Record high

Record

high

+8.2 +3.0%

＋10.5 +22.5%

＋6.2 ＋13.5%

-2.6 ＋20.4%

Consolidated Results Trends

Record high

Net Sale

Up 3.0% YoY

Changes in rules to record the revenues*

Operating Profit

Record high

Up 22.5% YoY

(JPY billions)

123.3

8.2

47.0

30.8

6.7

210.5

129.8

8.9

52.3

33.8

20.6

241.6

136.3

13.1

35.0

42.5

6.2

13.3

152.0

18.5

35.9

4.5

47.2

245.6

258.6

277.4 285.6

(JPY billions)

41.16 43.74

46.65

20.375

10.61

1.87

11.71

1.74

01.9485

40.53

21.06

25.19

15.24

-0.36

-0.23

-1.27

-0.67

17.98

20.3764

27.89

3.18

2.22

9.29

34.35

0.84

9.09

4.33

13.75

10.09

12.16

3.40

3.54

42.47

57.17

164.2

19.4

36.1

43.7

9.1

20 21 22 23 24 25

* "Accounting standards related to revenue recognition"

( accounting standard No. 29 )

Other Incubation Cryptoassets

175.4

21.4

35.5

39.4

7.7

Internet Finance Online Ads/Media Security

Internet Infrastructure

20 21 22 23 24 25

FY25 Results by Segment Evaluation

FY25

FY24

Record high

Net sales

JPY 175.4B

(Up 6.8％ YoY)

Internet

Infrastructure

)

10th Consecutive Year of Record Profits; Exceeding ¥40B.

Solid recurring revenue remains the key growth driver.

GMO GPU Cloud: Achieved quarterly profitability.

" "

JPY 40.5B

(

Up 18.0％ YoY

Internet

Net sales JPY21.4B (Up 10.4％ YoY) Cybersecurity continued to grow.

Security OP

JPY 0.7B (Down 11.8％ YoY)

Momentum driven by

"Internet Security for Everyone" project.

" ━ "

" poor"

Ad industry structural changes impacted flow-based revenue.

Stock-type products maintained steady performance.

(Down 1.5％ YoY)

(Down 33.1％ YoY)

JPY 35.5B

JPY 2.3B

Net sales

Online Ad & Media

Internet Finance

Net sales JPY 39.4B (Down 9.8％ YoY) While the FX business remained soft due to

market conditions, the customer base continued

" poor" " poor"

OP JPY 12.1B (Up 181％ YoY) to expand steadily.

Cryptoassets

Net sales

JPY 7.7B

JPY 1.8B

(Down 14.6％ YoY)

(Down 45.0% YoY)

Crypto exchange profit declined on market volatility.

Tax reforms to expand market and investor participation.

" poor"

FY25 Year-on-Year Analysis

Net sales

Up 9.8B YoY

Operating Profit

Up 10.5B YoY

( JPY billions )

+11.7

+2.0

-4.3

-0.5

-1.3

-0.8

277.4

+2.0

285.6

( JPY billions )

+7.8

-4.6

-0.1

-0.5

+6.1

-0.1

46.6

+0 57.1

FY Infra

24 structure

Security

Crypto

Finance Ad assets

VC Other FY

FY Infra

24 structure

Security

Finance

Crypto

Ad assets

VC Other FY

Mind Synchronization

New Year Message to Our 8,000 Partners

Satisfaction & Achievement

30th anniversary and winning the NY Ekiden relay race, of course, but also the correctness of our future predictions

and the decisions/actions that enabled our survival.

Including recent matters such as COVID-19→Electronic seals/stamps→AI & Robotics.

Problem Awareness & Sense of Crisis

AI utilization by 8,000 partners is still greatly insufficient.

At this rate, GMO will vanish completely.

Just as it has been until now, my predictions will come true.

Chance & Mission

A premonition of achieving the "55-year plan" through AI & Robotics.

No.1 infrastructure and security organization.

For growth and future of society.

Mindshare

20%

10%

Satisfaction

Chance & Mission

& Achievement

70%

Problem Awareness &

Sense of Crisis

10times

Problem Awareness & Sense of Crisis:

8,000 partners are still a LONG WAY from AI-Full-Use

AI / Robotics

Humanity's Greatest Tech Revolution

300,000 years

Homo sapiens

5,000 years

Civilization

In History In Year 2026 BOLD TEXT RED TEXT *NOTE:

Read on

https://www.facebook.com/masatoshi.kumagai/S99fk5Tme2sX7BJ5UxqXGl

Small daily changes driven by AI..
Creating an impact as unstoppable
as the rising sun,
It is set to compel intense changes across every industry

within the next few years.

Read on

This is not simply technological progress. Just as the automobile industry once changed the world, this will reshape the industrial structure and rewrite human civilization itself.

This is the beginning of a "civilizational turning point."

We are now standing on the entrance of that historic moment.

https://www.kumagai.com/?eid=16919

AI / Robotics

Humanity's Greatest Tech Revolution

Co-founder of OpenAI & head of AI at Tesla

Andrej Karpathy

AI Agents, Prompts, Tools, and Workflows

If you master a new layer such as

Even though productivity can increase tenfold, The reason why we can't do that is "lack of skills"

I have no choice but to study on my own

Even a co-founder of OpenAI says he feels a sense of urgency about

the speed of the AI revolution

Can you share that same feeling - or not?

A crossroads between apes and humans