2012 1 2012 7 25
P3 P.3 P16 P.16 P.46 25 3 1 2
718 775 8.0% 388 421 8.6% 392 427 8.8% 233 250 7.6% 3
800 775 600 400 200 0 02/ 4-6 03/ 4-6 04/ 4-6 05/ 4-6 06/ 4-6 07/ 4-6 08/ 4-6 09/ 4-6 10/ 4-6 11/ 4-6 12/ 4-6 4 2008 2008 4-6
YOY 10% 8% 8.0% 6% 4% 2% 0% 09/ 4-6 10/ 4-6 11/ 4-6 12/ 4-6 5
775 +57 800 718 +8.0 600 400 456 514 +12.5 200 +1.2 270 274 0 11/4-6 12/4-6 6
+49 500 12% 400 300 381 274 430 10% 10% 8% 307 6% +13.0 +12.1 +15.2 200 4% 3% 100 0 107 123 11/4-6 12/4-6 2% 0% 7
YOY 20% 15% 10% 15.2% 12.1% 5% 0% -5% -10% -15% 09/ 4-6 10/ 4-6 11/ 4-6 12/ 4-6 8
YOY +33.2 +33.2 +12.1 +14.0 +6.6 +5.9 +3.9 +3.8 +1.8-5.7 9
YOY +16.2 +16.2 +15.2 +5.0 +5.0 +3.2 +3.1 +2.8 +2.7-0.3-5.5 10
+28 4,000 3,000 2,000 3,949 3,977 717 746 1,700 1,667 +0.7 +4.0-1.9 +2.1 1,000 1,531 1,564 0 7.6 17.6 11/4-6 12/4-6 11
500 60% 400 50% 40% 300 200 30% 20% 100 10% 0 02/ 4-6 04/ 4-6 06/ 4-6 08/ 4-6 10/ 4-6 12/ 4-6 0% 12 2008 4-6
YOY 14% 12% 10% 8% 6% 4% 2% 8.6% 0% 09/ 4-6 10/ 4-6 11/ 4-6 12/ 4-6 13
2012 1 2012 4 24 775 730-769 421 389-412 427 394-417 250 244-258 14
2012 2 2011 2 2012 1 2012 2 737 775 778-820 405 421 428-452 410 427 433-456 242 250 269-284 15
Yahoo! JAPAN 16
2 201X2 2 1,650 2012 3 201X 3 17
Only 18
Only1 19
No.1 20 No.1 Only1 20
20 20 20 21
20 DUB 2010.1Q 2011.1Q 2012.1Q 22
23 5 20 21
20 24
Yahoo! BUSINESS PC Android 25
MLB.jp GyaO! MLB MLB.jpB j 26
Yahoo! 27
28
No.1 No.1 29
SoftBank 30 Yahoo!
O2O 53.1 60 1,000 1,795 31
ASKUL No.1 No.1 2011 7 32
% % 33
CEO 180 2013 5 34
No.1 No.1 35
36
DEJIMA Yahoo! JAPAN JV Yahoo! JAPAN 37
38
39
DUB DUB UB 15 10 5 40 0 2011.4 2012.6 DUB
Yahoo! JAPAN 6 DUB 140% 190% 41
Yahoo! ios Android 1 2 42
Yahoo! JAPAN ios 100 ios+android DL Android 3,000 DL 43
iphone ipad ipad 44
Black Belt 45
46
P.48 P59 P.59 P.61 47
2012 1 2011 2012 1 1 718 775 8.0 % 67 72 7.3 % 650 703 8.0 % 262 281 7.2 % 388 421 8.6 % 392 427 8.8 % 233 250 7.6 % 401 432 7.6 % 5,800 5,801 0.0 % 48
2012 1 514 421 59 30 2 71 176 265 266 51.7% 51.9% 274 274 154 93 9 16 4 85 184 185 67.2% 67.6% 6% -12-3 19-28 -24 - - 775 72 281 421 427 54.3% 55.1% *P50 49
BS Yahoo! Yahoo! Yahoo!Yahoo! * Yahoo! Yahoo! * Yahoo! Yahoo! BB ISP Yahoo! Yahoo! BB 50 *
11/1Q 11/4Q 12/1Q 84 84 91 32.6% 9.3% 8.8% 35 35 38 13.6% 7.5% 6.4% 25 36 27 96% 9.6% -25.3% 56% 5.6% 20 23 22 7.9% -3.2% 7.6% 20 26 22 7.9% -15.5% 9.6% 16 17 17 62% 6.2% 21% 2.1% 65% 6.5% 14 16 16 5.9% 0.9% 13.5% 14 15 15 5.5% 0.1% 8.0% 11 12 13 46% 4.6% 71% 7.1% 17.0% 5 5 5 2.1% 1.7% 3.1% 5,524 524 472 9.3 2 4 3 1.4% -16.0% 31.0% GyaO! 4 3 2 0.8% -35.4% -47.7% 0 1 1 0.5% -33.2% 34.1% 0 0 1 0.4% 14 55.4% 4 7 3 1.1% -58.5% -35.5% 262 289 281 100.0% -2.7% 7.2% 51
2012 1 2011 6 2012 6 2,375 4,085 1,710 1,752 2,151 398 337 423 85 20 1,216 1,195 2,205 1,411-793 300 369 68 113 120 7 424 761 337 1,226 29-1,197 4,580 5,497 917 654 728 74 139 165 26 133 152 18 26 34 7 680 762 81 BB BB 52 3861 3,861 4689 4,689 827 79 80 0 30 31 0 3,807 4,633 826 8 15 6 22 23 0 3,899 4,735 835 4,580 5,497 917
2012 1 2012 4-6 165 414 26 42 23-341 -386-36 -11-335 -200-201 -421 53
2012 1 12% 4 2011 1 2012 1 456 514 12.5% 234 265 13.3% 54
2012 1 15 IDC Yahoo!Yahoo! 55
2012 1 Yahoo! Yahoo! Yahoo! IXA Yahoo! IXA Yahoo! Yahoo! Yahoo! 2011 1 2012 1 270 274 12% 1.2% 177 184 3.6% 56
11/1Q 2Q 3Q 4Q 12/1Q 10.4% 10.3% 10.2% 99% 9.9% 99% 9.9% 7.9% 10.0% 7.4% 8.7% 9.3% 7.3% 6.8% 9.2% 7.1% 7.8% 71% 7.1% 72% 7.2% 67% 6.7% 63% 6.3% 70% 7.0% 6.1% 6.5% 6.5% 8.0% 6.8% / 6.9% 7.0% 6.8% 6.2% 6.7% 36% 3.6% 40% 4.0% 47% 4.7% 50% 5.0% 52% 5.2% 5.5% 5.6% 5.1% 6.1% 5.1% 5.1% 5.7% 5.7% 5.0% 5.1% DIY DIY 3.6% 3.3% 3.5% 3.1% 3.3% 5.6% 3.4% 3.3% 3.5% 3.2% 2.9% 2.9% 2.8% 3.6% 3.1% 28.0% 27.3% 28.1% 27.5% 27.5% 100.0% 100.0% 100.0% 100.0% 100.0% 57
11/1Q 2Q 3Q 4Q 12/1Q 12.0% 9.6% 10.7% 7.7% 13.1% 10.3% 10.9% 10.0% 12.9% 11.5% 14.9% 14.2% 12.9% 12.6% 10.8% 7.0% 7.7% 8.6% 10.0% 10.2% 9.1% 10.4% 9.0% 11.9% 8.8% 6.9% 6.3% 6.2% 5.8% 8.3% 3.1% 3.0% 4.5% 3.9% 6.7% 4.4% 3.8% 5.4% 4.0% 4.3% 4.2% 4.4% 4.8% 3.4% 4.3% 0.8% 1.6% 2.4% 2.0% 2.9% 7.0% 2.5% 1.2% 0.9% 1.6% 2.0% 3.3% 3.4% 2.9% 1.5% 18.3% 22.3% 20.9% 22.0% 16.0% 100.0% 100.0% 100.0% 100.0% 100.0% 58
2011 4-6 2012 4-6 PV 50,939 51,869 PV 1 2,461 7,525 Daily UB 1 2 48.39 51.63 Daily UB1 2 4.46 13.35 IDID 3 25.71 26.6868 Yahoo! IDID 7.72 7.86 1 Daily UBiPhone/iPod Android 7 WindowsPhone ipad Android 2 Yahoo! JAPAN 3 Yahoo! JAPAN ID 59
2011 4-6 2012 4-6 Yahoo! 1,700 1,667 1 717 746 Yahoo! + 1 2,417 2,413 184 425 Yahoo! + 1 e 2 3,949 3,977 1 Yahoo! Yahoo! Yahoo! 2 Yahoo!Yahoo! Yahoo! 60
/CEO CMO 2012 7 1 CSO * CSO ** CCO / COO CFO 951 1,015 607 170 SR TD Technical Director TD Technical Director TD Technical Director Yahoo! JAPAN 251 651 ID CEO Chief Executive Officer COO Chief Operating Officer CFO Chief Financial Officer CMO Chief Mobile Officer CSO * Chief Strategy Officer CSO ** Chief Security Officer CCO Chief Compliance Officer IDC 61
5,000 4,000 3,000 2,000 1,000 0 09/6 9 12 10/3 6 9 12 11/3 6 9 12 12/3 6 31 32 30 30 24 24 17 17 18 18 18 18 14 1,082 1,228 1,249 1,238 1,238 1,177 1,142 1,164 1,176 1,173 1,234 1,288 1,373 Yahoo! JAPAN 9 9 9 9 9 9 9 9 9 9 9 8 9 Yahoo! JAPAN 3,863 3,712 3,670 3,644 3,743 3,586 3,591 3,584 3,876 3,835 3,815 3,836 4,151 4985 4,985 4981 4,981 4,958 4921 4,921 5014 5,014 4,796 4759 4,759 4774 4,774 5079 5,079 5035 5,035 5,076 5150 5,150 5547 5,547 62
2012 6 IDC GyaOy JWord E 63
19 Web IR URL http://ir.yahoo.co.jp/