Media acquisition and launch strategy leveraging GAFA traffic

「During the third quarter of the consolidated fiscal year, while maintaining a platform capable of operating a small number of highly focused media businesses, we pursued the newly acquired business centered on digital marketing. We rolled out services providing digital marketing support that leverage the experience gained through media operations, and advanced the development of the business foundation and growth strategy.」

「In the digital marketing business, while continuing to operate part of the existing media business, we began rolling out a service providing digital marketing support that we acquired in January 2023. We are also building the business foundation needed to expand the business and generate synergies with the fintech business.」

「During the first quarter of the consolidated fiscal year, we sold nearly all of our media businesses while retaining some existing media. While continuing to maintain a platform capable of operating a small number of highly focused media businesses, we acquired a new business centered on digital marketing and worked to build the business foundation needed to develop services providing digital marketing support that leverage the experience gained through media operations.」

「However, given the nature of the business, we believe that we cannot ignore the possibility of periods in which external factors, including the macroeconomic environment, have a major direct impact on the business KPIs, making business operations difficult to control. We therefore concluded that it was unavoidable to replace a certain portion of the business with businesses capable of achieving a more stable management environment and absolute profit growth, and decided to transfer the businesses “すーちゃんモバイル比較,” “漫画大陸,” and “脱毛ドコイコ,” operated by the GAFA Media business. Going forward, the GAFA Media business will expand its marketing capabilities in addition to media operations consulting and seek to strengthen these as revenue channels, while also aiming to grow as the company-wide marketing platform by leveraging synergies with the fintech business.」

「In the third quarter, the sales growth rate of the major media outlets temporarily slowed due to changes in the external environment surrounding SEO and the impact of the easing of COVID-19 restrictions. Nevertheless, we worked to stabilize operations, focusing on the 4 acquired media businesses. We will continue to actively pursue new media launches and business strengthening while acquiring media to maximize profits.」

「In the second quarter, in addition to the acquired online entertainment content introduction media outlet and low-cost SIM comparison media outlet, we newly acquired the lifestyle media outlet “脱毛ドコイコ” and the fintech media outlet “クレジットカードマイスター” and carried out renewal initiatives. We also launched more than 20 in-house media outlets and worked to increase the business value of each media outlet.」

「In the first quarter, in addition to the acquired online entertainment content introduction media outlet and low-cost SIM comparison media outlet, we launched and began operating an in-house introduction media outlet providing information on debt restructuring. We will continue to actively pursue new media launches and business strengthening while acquiring media to maximize profits.」

「In the third quarter, we renewed the online entertainment content, and in the fourth quarter we also carried out a major renewal of the low-cost SIM comparison media outlet. Using the expertise gained through these acquisitions, we are continuing to acquire media to maximize profits while pursuing partnerships with other companies, launching new media, and developing new businesses.」

「In the third quarter, we renewed our online entertainment content. Following the renewal, it achieved substantial growth, representing significant progress toward absolute profit growth. We will continue acquiring media to maximize profits while launching media with a view to expanding in the same field. In addition, we are pursuing business development aimed at creating synergies with existing businesses for the next fiscal year.」

「To create a new, highly productive business model capable of continuing to grow for 10 years, we are pursuing the acquisition and launch of highly profitable new media businesses using GAFA traffic, which drives growth in the internet sector. During the fiscal year, we advanced initiatives toward stable business operations, beginning with the acquisition of an online entertainment content introduction media outlet, a low-cost SIM comparison media outlet, and 2 web media businesses. Going forward, we will continue acquiring media to maximize profits while launching media with a view to expanding in the same field. In addition, we are pursuing business development aimed at creating synergies with existing businesses for the next fiscal year.」

「During the fiscal year, the company sold its shares in リアルＸ, which operates “Gendama,” a business positioned in the mature point-affiliate market. It also absorbed 株式会社AI Marketing and 株式会社カチコ, formerly consolidated subsidiaries, to reduce administrative costs. At the same time, it acquired an introduction media outlet for online entertainment content, a comparison media outlet for low-cost SIMs, and 2 web media businesses, and pursued its business mainly through operating the acquired media.」

「Under the “GAFA Media Strategy,” which leverages GAFA traffic driving growth in the internet sector, we are pursuing the acquisition and launch of highly profitable new media businesses. We aim to acquire target media businesses at a price equivalent to approximately 2 years of their expected operating profit. We have set a target of operating profit growth of at least 20% one year after acquisition.」