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2 1. SiLK VISION 2. 2

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8 Being The Net Frontier! SiLK VISION 2013 Post SiLK VISION

9 2020 9

11 Moore's Law transistor 18~24 Intel Gordon Moore 11

13 1997CPU 2010CPU CPU Power 175 Pentium processor Intel Core i7 processor 13

14 1997Server 2010Server 1751 Server 175 Server 1 14

15 Cloud Computing Freemium 15

17 2010CPU 2020CPU CPU Power 175 Intel Core i7 processor 17

18 2010Server 2020Server 100 Smart Phone 1 18

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23 2020 MVNO(3G) MVNO(3G) MVNO(WiMAX) MVNO(LTE) FTTH 23

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25 Being The Net Frontier! SiLK VISION 2013 Post SiLK VISION

26 26

27 27

28 EBITDA EBITDA 28

29 3,500 2,800 3, ,100 1, ,430 1, , /04 11/04 12/04 13/04 EBITDA EV/EBITDA

30 SV /04 11/04 12/04 13/04 30

31 2020 SiLK VISION

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33 SiLK VISION ,698 5,140 2,819 4,227 1,458 1,876 07/04 08/04 09/04 10/04 11/04 12/04 33

34 3.0% 4.1% 6.8% 2.7% 2.0% 33.6% 47.9% 34

35 EBITDA 35

36 Being The Net Frontier! SiLK VISION 2013 Post SiLK VISION 2013 EBITDA 36

37 SiLK VISION

38 SiLK VISION ,821 14,710 20,451 23, % 1,800 1, /04 11/04 12/04 13/04 38

39 39

40 SiLK VISION ,821 14,710 20,451 23, % 1,800 1, /04 11/04 12/04 13/04 40

41 M2MOS ServersMan 41

42 BII aigo IPv6Roadmap EmotionLink/ServersMan 42

SiLK VISION 2013 16,821 14,710 20,451 23,000

43 SiLK VISION ,821 14,710 20,451 23, % 1,800 1, /04 11/04 12/04 13/04 43

44 Cloud Mirror Flexible size monitor Cloud Doc/Media Player Simple UI. / Micro size Touch Interface Cloud Computer OS CPU Net +α I/O 44

45 SiLK VISION ,821 14,710 20,451 23, % 1,800 1, /04 11/04 12/04 13/04 45

46 12/04 12/04 IPv6 w/ VPN VDC w/ipv6 network) aigo Cloud VPS UI Plug in Cloud Smart Infra idc/isp aigo Cloud IPv6 2 aigo Cloud aigo Cloud Projector 46

47 SiLK VISION ,821 14,710 20,451 23, % 1,800 1, /04 11/04 12/04 13/04 47

48 Plug in 48

49 SiLK VISION ,821 14,710 20,451 23, % 1,800 1, /04 11/04 12/04 13/04 49

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51 14,710 16,821 20,451 23,000 10, ,493 2,936 3,974 3,562 3, , , , ,185 1, /04 02/04 03/04 04/04 05/04 06/04 07/04 08/04 09/04 10/04 11/04 12/04 13/04 51

53 SiLK VISION

54 SV2012 Ver.2 発表時点の計画と実績対比期初計画実績売上高 ,000 単位百万円 26,000~23,000 28,000 営業利益期初計画実績単位百万円 2,600~ 2,800 1,000 1, , /04期 11/04期営業利益率営業利益率期初計画実績 /04期予想単位 % 単位 % /04期期初計画実績 1,022 11/04期当期純利益 13/04期予想単位百万円 /04期 11/04期 13/04期予想 10/04期 11/04期 13/04期予想 54

55 SiLK VISION 2013(2012) 55

56 Being The Net Frontier! SiLK VISION 2013 Post SiLK VISION 2013 EBITDA 56

57 1. SiLK VISION 2. 57

58 20134 Smart Infra B2C (DTI) SI/ 58

59 7,434 7, , WiMAX 59

60 20134 Smart Infra B2C (DTI) SI/ 60

61 1,996 2, % MSP

62 20134 Smart Infra B2C (DTI) SI/ 62

63 4,515 4, % % <Middle> <Low> <High> 63

64 64

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66 20134 Smart Infra B2C (DTI) SI/ 66

67 7,325 8, % SEO Analyzer Display Ad Trader SEM Optimizer Social Analyzer % 67

68 20134 Smart Infra B2C (DTI) SI/ 68

69 % %

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72 apple outside apple 72

73 apple outside apple Unplugged 73

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77 M2M 77

78 M2M

79 M2M Software Update 79

80 M2M 80

81 81

82 M2M 82

83 83

84 M2M 84

85 Big Data 85

86 One More Thing. 86

87 87

88 itv 88

89 Smart TV 89

90 SmartTV ,204 1,217 1,227 1,232 1,232 1,229 1, % 17% 0% 9% 70% 20% 15% 49% 1,320 1,532 1,

91 Technical preview 91

92 ServersMan TV 92

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SiLK Night #3 nakama 2011/12/19 1

SiLK Night #3 nakama 2011/12/19 1 FB History from SiLK Night #1,2 2 3 Being The NET Frontier! 4 5 Smart Infra ISP 6 Smart Infra B2C (DTI) SI/ 7 V 400 300 200 100 0-100 -200 8 2010 IT 2 9 Smart Infra B2C