1 2 comprehensive internet business 3 sap and …pdf.cyberagent.co.jp/c4751/owm7/jvfx/kh4j.pdf*in...

0 Table of Contents

1

1 Overview of Consolidated Financial Results

SAP and Other Media Businesses

Ameba Business

FX Business

Comprehensive Internet Business2

3

4

5

6

Summary7

Opening “Ameba” Platform

1

2

Overview of Consolidated Financial Results

Overview of ConsolidatedFinancial Results

(January 2012-March 2012)

3

Second Quarter Highlights (Jan. – Mar. 2012)

■ Sales: 35.9 billion yenIncrease 17.2% over the same quarter of the previous year

■ Operating Profit: 6.1 billion yenIncrease 51.6% over the same quarter of the previous year

■ Operating profit margin: 17.1%(13.2% for the same quarter of the previous year)

■ Smartphone MAU: 2.55 million (Exceeds feature phones)

■ Sales: 6.6 billion yenIncrease 1.6 times over the same quarter of the previous year

■ Operating Profit: 2.3 billion yenIncrease 1.4 times over the same quarter of the previous year

Note 1: Sales by segment are reference number for before deductions for intracompany transfers.Note 2: “The Idol Master Cinderella Girls” released by NAMCO BANDAI Games Inc., developed and operated by NAMCO BANDAI Games Inc. and Cygames, Inc.

1

■ Many hits including “Shingeki-no Bahamut,” “The Idol Master Cinderella Girls,” “Sengoku SAGA,” “Furyodo – Gang Road”

■ Sales: 6.1 billion yenIncrease 3.5 times over the same quarter of the previous year

Record high performance

SAP Business


ConsolidatedFinancialResults

AmebaBusiness

4Note: netprice.com, ltd. was transitioned from consolidated subsidiary to our equity method affiliate in FY2010.

1

9,902 10,662 11,570

15,032 14,30615,573 15,888

16,984 17,903

18,362

18,64220,170 19,895

20,40719,860

20,594

21,419

24,238 24,611

26,381

28,770

30,681

29,169

30,957

32,146

35,964

3,373 3,195

3,010

3,370 3,781 3,789 2,915

2,769 2,898 2,914 3,104

3,101 3,448 3,292 3,239

3,160

13,275 13,85714,580

18,402 18,087

19,36218,803

19,75320,801

21,276 21,746

23,271 23,34323,699

23,09923,754

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

20,000

22,000

24,000

26,000

28,000

30,000

32,000

34,000

36,000

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

Sales excluding netprice.com Sales of netprice.com

FY2006 FY2007 FY2008 FY2009 FY2010 FY2011 FY2012

Quarterly Consolidated Sales

Quarterly Consolidated Sales(Unit: million yen)


Increased 17.2% over the same quarter of the previous year

-332 -215 -98 49465 645

205 862

1,262 1,655 1,648

2,267 2,335 2,382

627 767 508906

710

1,175

871

1,769

1,822 1,707

643

1,364 1,552

2,936

494 743

584

8341,002

1,057

1,202

580 530

647

999

1,056 1,097

900

-71 -116 -38 -163 -63 -176

-56 -49

-56

45

-66 -142 -69 -70

-864-1,035

721 1,179 956 1,626 2,115 2,700 2,222 2,298 3,558 4,055 3,224 3,510 4,915 6,148 -1,500

-1,000

-500

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

5,000

5,500

6,000

6,500

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

5


Quarterly Operating Profit by Business Segments

Note 1: From FY2012, Ameba Business includes the businesses of Ameba Business Headquarters, AMoAd Inc., and Sirok, Inc.MicroAd, Inc., Cyberbuzz, Inc., and TMN Inc. are included in Existing Business.

Note 2: Operating profit by business segments are those before payment of earnings incentives

FY2009 FY2010 FY2011 FY2012

Existing Business

FX Business

Investment Development Business

Earnings Incentives

Operating Profit

(Unit: million yen) Quarterly Operating Profit by Business Segments

Ameba Business

Existing Business

FX Business

Investment Development

Business

Ameba Business

6

Unit: million yen Jan-Mar 2012 Jan-Mar 2011 Change

Net sales 35,964 30,681 17.2％Gross margin 15,682 11,285 39.0％

Gross margin rate 43.6 ％ 36.8 ％ 6.8 points

SG&A expenses 9,533 7,229 31.9％Operating profit 6,148 4,055 51.6％

Operating profit margin 17.1％ 13.2 ％ 3.9 points

Ordinary profit 6,080 4,007 51.7％Current net pretax profit 5,393 3,779 42.7％

Current net profit 3,035 2,286 32.8％

Record high performance (in sales, operating profit, operating profit margin, current net profit)Operating profit margin : 17.1％ (3.9 point increase from the same quarter of the previous year)


P L

7,3807,165 7,309 7,222

5,8586,092

6,684

7,5007,010

7,229

8,070

9,150

8,110

9,533

31.6%30.2% 31.6% 30.4%

27.3%25.1%

27.2%28.4%

24.4% 23.6%

27.7%29.6%

25.2%26.5%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

7


- - - - - - - 864 - - - 1,035 - -1,397 1,470 1,434 1,395 1,181 1,452 1,240 1,469 1,342 1,498 1,505 1,802 1,661 1,990

96 90 89 78 71 80 73 75 82 72 77 89 84 95651 709 696 706 566 466 382 416 409 438 462 513 544 605668 645 693 677 301 316 352 470 547 595 589 707 846 1,111

1,157 936 992 890 706 685 1,428 1,014 1,293 1,260 1,723 1,489 1,244 1,7203,410 3,314 3,405 3,474 3,033 3,091 3,206 3,190 3,335 3,364 3,711 3,512 3,728 4,012

SG&A expenses ratio

Earnings Incentives

OthersConsolidated adjustment

Office costs

Sales related costs

Personnel

Advertisement costs

FY2009 FY2010 FY2011 FY2012

*In the presentation material for 1Q of FY2012 and later documents, sales promotion cost is retroactively included in advertisement costs. (Previously, sales promotion cost was included in sales related costs.)

Quarterly SG&A ExpensesQuarterly SG&A Expenses(Unit: million yen)

8

1

1,641 1,683

1,806 1,7931,771

1,6641,758 1,771 1,799

1,879

2,100 2,0892,166

2,301

0

500

1,000

1,500

2,000

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

64 68 74 74 75 74 70 71 71 72 65 62 70 7247 47 47 48 50 52 55 59 61 63 67 68 72 75

758 806 826 820 821 725 730 720 740 767 829 845 862 892586 574 630 622 594 577 621 623 632 671 732 676 669 720186 188 229 229 231 236 282 298 295 306 407 438 493 542

Headquarters (management)

FX & Investment development

SAP/Other media

Comprehensive Internet business

Ameba

FY2009 FY2010 FY2011 FY2012

Note 1: Ameba Business indicates the number of employers and employees of Ameba Business Headquarters (including engineers), AMoAd Inc. and Sirok Inc.

Note 2: The number of employees of netprice.com, Ltd., which had been a consolidated subsidiary until FY2009, is excluded.

16.5%

41.0%20.8%

14.8%

6.9% Sales

EngineerOperation

Management

Administration

Percentage distribution by job type (2Q)

(Unit: person) Number of Employees in Consolidated Company

Scheduled to employ over 700 new employees in FY2012(295 new fulltime employees, 400 plus mid-career engineers)


Quarterly Number of Employees in Consolidated Companies

9

Unit: million yen End of Mar 2012 End of Dec 2011 Change

Current assets 107,849 96,359 11.9 %

(Cash deposits + Securities) 24,328 19,984 21.7 %

Fixed assets 17,430 15,431 13.0 %

Total assets 125,279 111,791 12.1 %

Current liabilities 82,104 72,760 12.8 %

Fixed liabilities 1,787 2,039 (12.4 %)

Net assets 41,382 36,992 11.9 %

1

Of net assets, the total of deposits and margin from foreign exchange trading is 55,160 million yen. (5% YoY increase at Dec end)


B S

10

1

Unit: million yen Sales Operating Profit

Ordinary Profit Net Profit

Forecast for FY2012 130,000 17,000 16,700 8,500

Results for 2Q (6 months) FY2012 68,110 11,064 10,969 5,089

Progress rate 52.4 % 65.1 % 65.7 % 59.9 %

Unit: yen Dividend per share Dividend increase rate (from the previous term)

Estimated dividend for FY2012 3,500 0 %

Dividend for FY2011 3,500 59%

Dividend for FY2010 2,200 120%


Progress rate with respect to the forecast for FY2012

Progress rate for 2Q (6 months) with respect to the forecast for FY2012

Dividend forecast

Dividend forecast for FY2012

11

2 Comprehensive Internet Business

Comprehensive Internet Business

12

2

Internet Advertising Agency Business

Maintain sales by strengthening top clients sales structure

⇒ 640 client companies (191 less than the same quarter of the previous year)

Agency Unit(Former Internet Advertising Agency Business)

Internet Business Unit

Many new businesses are being launched in the smartphone field.

⇒ 7 released, 30 being developed (12 scheduled to be released by July)


NEW


After October 2011

Before September 2011

Comprehensive Internet Business Our organizational structure was changed in Oct. 2011.

* Further details from page 32

9,839

11,12610,693 10,945 10,899 10,880

10,18610,701

11,191

13,10213,499 13,908

15,448

16,915

15,194 15,715 15,58016,094

0.2% 0.3% 0.6% 0.6% 1.2%2.7%

5.2%

11.4%

16.6%

20.2%

0.0%

10.0%

20.0%

30.0%

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

１ Q 2Q 3Q 4Q １Q 2Q 3Q 4Q １Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

13

2The ratio of smartphone ads sales has increased to 20.2%

FY2009

42.6 billion yen

FY2010

51.7 billion yen

FY2011

63.2 billion yen

FY2008

42.6 billion yen


Quarterly Agency Unit Sales

Sales on Agency Unit by Quarter(Unit: million yen)

FY2008 FY2009 FY2010 FY2011 FY2012

Smartphone ratio

PC 9,839 9,864 9,297 9,504 9,553 9,413 8,706 9,017 9,508 10,917 11,113 11,420 12,438 13,081 11,593 11,280 11,335 11,511Feature phone 0 1,262 1,396 1,441 1,346 1,467 1,480 1,684 1,660 2,150 2,306 2,403 2,832 3,385 2,812 2,648 1,663 1,329Smartphone 0 0 0 0 0 0 0 0 23 35 80 85 178 449 789 1,787 2,582 3,254

Note 1: Agency Unit correspond to the old advertising agency business.Note 2: Trenders,Inc. was retroactively transitioned from consolidated subsidiary to our equity method affiliate in FY2012.Note 3: Quarterly sales are the reference value before the deduction of internal transactions.

14

3 SAP and Other Media Businesses


*SAP: An abbreviation of Social Application Provider (providing game or service to game platform operated by other company)

6,125

6,781 6,813

7,458 7,498 7,925 7,892

7,797 7,622 7,860

7,562

8,706 8,962

8,575 8,132

8,499

9,764

12,559

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

11,000

12,000

13,000

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q １Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

15

1.5 times compared to the same quarter of the previous yearThe sales of the SAP business have increased steeply

FY2008

27.1 billion yen

FY2009

31.1 billion yen

FY2010

31.7 billion yen

FY2011

34.1 billion yen

3 SAP and Other Media Businesses

Sales on SAP and Other Media Businesses by Quarter(Unit: million yen)

Quarterly SAP and Other Media Businesses Sales

FY2008 FY2009 FY2010 FY2011 FY2012

SAP business 237 492 627 1,242 1,701 1,749 1,737 1,850 3,221 6,171Others (Ads, commerce etc.) 6,125 6,781 6,813 7,458 7,498 7,925 7,892 7,797 7,385 7,368 6,935 7,464 7,261 6,826 6,395 6,649 6,543 6,388

Note 1: SAP and Other Media Businesses correspond to the old Media Business. Note 2: Some businesses are included in Internet Business Unit (Sales for 4Q of FY2011: 593 million yen)Note 3: Quarterly sales are the reference value before the deduction of internal transactions

237

492627

1,242

1,701 1,749 1,7371,850

3,221

6,171

0

400

800

1,200

1,600

2,000

2,400

2,800

3,200

3,600

4,000

4,400

4,800

5,200

5,600

6,000

2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q1Q

16

3

Number of titles: 79 (As of the end of March)

SAP事業売上高（四半期） 3.5 times compared to the same quarter of the previous yearQuarterly SAP Business Sales


(Unit: million yen) Sales on SAP Business by Quarter

* Quarterly sales are the reference value before the deduction of internal transactions.

FY2010 FY2011 FY2012

SAP Business Successive releases of strong IP titles

17

3

“The Idol Master Cinderella Girls” released by NAMCO BANDAI Games Inc., developed and operated by Cygames, Inc.

“Saint Seiya Galaxy Card Battle” released by TOEI ANIMATION CO., LTD.developed and operated by DeNA CO.,Ltd. and Cygames,Inc.

“Furyodo – Gang Road” released by Applibot, Inc.

“Sengoku SAGA” released by Grenge, Inc.

“Shingeki-no Bahamut” released by Cygames, Inc.

Nov Apr

SepFeb Nov


18

4 FX Business

FX Business

649

975

1,259

1,834

1,389 1,415 1,437

1,633

1,7661,897

2,191

1,5301,540

1,739

2,213 2,258

2,027 1,999

29,36638,777

46,94354,119

63,81171,263

85,71694,679

101,733110,345

119,061127,482

135,642145,183

154,889164,724

171,345181,969

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

200,000

0

500

1,000

1,500

2,000

2,500

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2Q1Q

There is exchange volatility, and progress is stable

19

4 FX Business

Quarterly FX Business Sales

Sales on FX business and number of opened account by quarter(Net sales unit: million yen) (Number of opened accounts)

Asset on deposit as of the end of Mar.

53.9 billion yen (5.6% increase from the

previous quarter)

FY2008 FY2009 FY2010 FY2011 FY2012

Note 1: FX Business is foreign exchange trading business operated by consolidated subsidiary, Cyber Agent FX, Inc.Note 2: Operating profit by business segments are those before payment of earnings incentivesNote 3: Leverage regulations; 50 times in Aug. 2010, 25 times in Aug. 2011

Sales Number of opened accounts

Sales 649 975 1,259 1,834 1,389 1,415 1,437 1,633 1,766 1,897 2,191 1,530 1,540 1,739 2,213 2,258 2,027 1,999Operating profit 255 541 805 1,059 494 743 584 834 1,002 1,057 1,202 580 530 647 999 1,056 1,097 900

5

20

Ameba Business

Ameba Business

1 1 1 1 2 2 2 3 3 5 7 9 9 11 13 17 20 21 28 30 35 45 47

61

6 7 9 11 12 14 15 18 18 20 22 23 25 27 29 33 37 42 41 44 46 51 54 55 59 61 62 71 68 76 64 72 71 74 79 84

90 92

95 103 101

114 109

125 121

134 147

148

163 157

170

187 165

158

13 15 17 19 20 22 23 27 28 31 34 34 34 35 34 37 36 41

42 45 45 50 52 53 58 56 59

63 60 69 67 73 74 79

82 83

89 91

97 103 92

101 104

116 117

120 123

120

124 122

123

126 122

141

19 22 26 30 32 36 38 45 46 51 56 56

60 62 64 70 74

84 83 89 91

100 105 108 117 117 121

134 128

144 131

146 146 155

163 168 182

185 195

211 199

224 223

252 252

270

290 289

315 309

328

359

335

360

0

20

40

60

80

100

120

140

160

180

200

220

240

260

280

300

320

340

360

380

21

5

Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar

Monthly page views of “Ameba”(Unit: hundred million PV)

Ameba Business

“Ameba” Monthly Page Views

Smart-phones

Feature phones

PC

FY2008 FY2009 FY2010 FY2011 FY2012

Smartphones Feature phones PC

213 225 237 255 272 286 299 314 330 346 363 378 395 411 429 451 473 497 517 539 561 589 618 645 676 703 728 760 795835

882941

9881,032

1,0791,123

1,1661,243

1,2921,3461,410

1,4751,535

1,5831,6451,702

1,7591,823

1,8721,9432,002

2,0682,125

2,202

5 10 23 33 42 54 70 96 122 142 156 181 207 237 271 323 361 392 426 457

495548 583 619

662708

749 788 820 856 892935 9771,0101,052

1,0981,1361,190

0

500

1,000

1,500

2,000

2,500

22

Ameba Piggs

Ameba subscribers

5 Ameba Business

Monthly Number of “Ameba” Subscribers

Number of “Ameba” Subscribers by Month(Unit: ten thousand subscribers)

Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar

FY2008 FY2009 FY2010 FY2011 FY2012Number of subscribers

Number of Ameba Pigg (Avatar)

TV CM for “Ameba Pigg” Dec. 24 to Jan. 29

Mar. 6 to Apr. 22

Next commercials are scheduled to air

from May to June

6170

8088

102

116

128

142153

169

200213

255

276 275 272266 262

253244 240

226 221

0

20

40

60

80

100

120

140

160

180

200

220

240

260

280

3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 2月 3月

単位：万人

MAU

スマートフォンフィーチャーフォン

Smartphones exceed feature phones in MAU (2.55 million)

23

5

9 911

13

17

2021

2830

35

4547

61

0

5

10

15

20

25

30

35

40

45

50

55

60

65

3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 2月 3月

単位：億PVPV数

Ameba Business

Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar

(Unit: hundred million PV)(Unit: 10 thousand persons)

MAU PVs

Smartphone

Smartphone Feature phone

0 5 18 25 44 84 151 320 565 649

824 1,166

1,710

2,229

2,507

3,161

3,753

4,127

329 453 427 595 606 676 701 837

1,056 1,206 1,116

1,407

1,788

1,801

1,903

2,379

2,323

2,517

329 458 445 620 650 760 852

1,157

1,621

1,855 1,940

2,573

3,499

4,030

4,410

5,540

6,076

6,643

-

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

5,000

5,500

6,000

6,500

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

Ameba事業売上高（四半期）

Note 1: From FY2012, Ameba Business includes the businesses of Ameba Business Headquarters, AMoAd Inc., and Sirok, Inc.Note 2: The sales from charging is calculated based on the AmeGold amount purchased and consumed by users.Note 3: Based on figures before some segment internal transactions were removed

1.6 times compared to the same quarter of the previous year

FY2008

1.8 billion yen

FY2010

7.9 billion yen

FY2011

17.4 billion yen

24

Ads, other sales38%

Virtual content sales62%

5

FY2009

3.4 billion yen

Ameba Business

Quarterly Ameba Business Sales(Unit: million yen)

Quarterly Sales of Ameba Business

Virtual content sales Ads, other sales

FY2009 FY2011 FY2012FY2010FY2008

82

344 398

720

126203 208 282

394 433 385544

715764 757

776700 609

479473 492

555

662

771 731

857

1,0701,014

1,063

1,258

1,2261,188

606 676 701

837

1,056

1,206 1,116

1,407

1,788 1,801 1,903

2,379 2,323

2,517

-

500

1,000

1,500

2,000

2,500

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

25

5

(Unit: million yen) Quarterly Ads Sales of Ameba Business

Smartphone Feature phone PC

FY2009 FY2011 FY2012FY2010

Note 1: From FY2012, Ameba Business includes the businesses of Ameba Business Headquarters, AMoAd Inc., and Sirok, Inc.Note 2: Based on figures before some segment internal transactions were removed

1.4 times compared to the same quarter of the previous yearSudden growth in smartphone advertising

Ameba Business Quarterly Advertising Sales

Ameba Business

0 5 18 25 44 84 151

320

565 649

824

1,166

1,710

2,229

2,507

3,161

3,753

4,127

0

400

800

1,200

1,600

2,000

2,400

2,800

3,200

3,600

4,000

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

26

5

FY2009

0.5 billion yen

FY2010

3.2 billion yen

FY2011

9.6 billion yen

FY2008

0.04 billion yen

Note1: *The sales from charging is calculated based on the AmeGold amount purchased and consumed by users.Note 2: Device percentages are based on money spent on each.

Feature phone30％

Smartphone5％

PC64％

1.9 times compared to the same quarter of the previous year

Ameba Business

Ameba Business Quarterly Virtual Content Sales

FY2009 FY2011 FY2012FY2010FY2008

(Unit: million yen) Quarterly Virtual Content Sales of Ameba Business

109

786

1,144

1,422

66 204

297 282

271

407

349

166

327

392

428

250

282

359

233

531

690

820

1,308

1,834

2,131

-

500

1,000

1,500

2,000

4Q 1Q 2Q 3Q 4Q 1Q 2Q

Pigg Life Casino Game Fishing Game

27

Successive releases of large-scale games scheduled starting May 2012

5Fourth large-scale game “Pigg Island” to be released in May 2012

Fifth large-scale game “Café Game” to be released in July 2012

Sixth large-scale game “Pigg World” to be released in August 2012

Ameba Business

“Ameba Pigg” (PC)

(Unit: AmeGold)Game in “Ameba Pigg” (PC)

Quarterly transition in the consumption of AmeGold

Note 1: Games to be released are under development, and so its contents may be changed.Note 2: Consumption amount of AmeGold includes those not yet used. (it dose not include in sales amount)

FY2010 FY2011 FY2012

61

256364

573

890

1,173 1,328

1,413

1,495

364

573

890

1,173

1,328

1,474

1,751

-

500

1,000

1,500

4Q 1Q 2Q 3Q 4Q 1Q 2Q

Smartphone Feature phone

28

Sales from smartphone charges account for 15%

5

“mogg” opened in June 2011

“Ameba Pigg” opened in January 2012

SF15％

FP85％

Ameba Business

“Ameba Mobile”

(Unit: AmeGold)

“Ameba Mobile”Quarterly transition in the consumption of AmeGold

*Consumption amount of AmeGold includes incentives. (it dose not include in sales amount)

FY2010 FY2011 FY2012


29

6 Opening “Ameba” Platform

30*Products to be released are under development, and so its contents may be changed.

(1) Evolve the smartphone version “Ameba ” into an SNS

(2) Add many internally developed community services

(3) Add successive internally developed social games

Renewal open in May, evolve “Ameba” into an SNS


～～～～～～～～～～～～～

Roadmap toward Opening “Ameba” Platform


31

(1) Evolve the smartphone version “Ameba ” into an SNS

Current users can join easily

～SNS connecting function ～ No need to become an “Ameba” subscriber

～～～～～～～～～～～～～

“DEKA GRAPH”*Products to be released are under development, and so its contents may be changed.


32

Attract users to Ameba (large social graph) from community services

*Products to be released are under development, and so its contents may be changed.



“DEKA GRAPH”


“Tell me” – Social Q&A service “intely” – Business-related social networking service

“GIRL’S TALK” – Completely anonymous community for women only “Commentator” – Community for enjoying news through comments




"Minnano Kokannikki wakka"– Social Diary sharing site

“Pashatto my Pet” – Social pet photo sharing site

“Boost” – Social matching service

“GIRLS UP” – Social dieting site




“ALLbum” – Album sharing service

“Pekoli” – Home cooking community “Pashaoku” – New type of social auctioning

“Simplog” – Easy sentence blogging service




“Kiiteyo! Mirucho (tentative)” – New type of community for connecting loosely by murmuring

“Mainichi Furima” – Social flea market service “babypic” – Child photo sharing site

“Tomodachi Nenkan” – Friends photo sharing site



37

(3) Add successive internally developed social games Substantial number of internally developed games

10 titles by June

*Products to be released are under development, and so its contents may be changed.


“DEKA GRAPH”


(3) Add successive internally developed social games


"Hugg Pet" - Pet raising game

"ULTIMATE RACER"- Car racing battle game

"Tenku no Kurisutaria" - Card battle game with rich graphic

39

Opening at the end of May to beginning of June!

31 titles at release


40

7 Summary

Summary

● Open platform by the beginning of June● Add many internally developed games

● Aim for steady growth regardless of influences from regulations and volatility

● Successive launch of new services from May● Strengthen collaboration with Ameba

● Maintain sales by focusing on top clients● Strengthen sales of smartphones advertising

● Share knowhow on card battle games● Strengthen overseas business

41

Strengthen the competitiveness in the field of “Smartphone”

7

Internet Business Unit

Agency Unit

FX Business

SAP Business

Com

prehensive Internet Business

Ameba Business

Summary

Summary

42

We create the company that symbolizes the 21st century.

1 2 comprehensive internet business 3 sap and …pdf.cyberagent.co.jp/c4751/owm7/jvfx/kh4j.pdf*in...

Documents