4751 http://www.cyberagent.co.jp/
Ameba 1
2
4751 12 1 21 3 20 14 4 3 15 13 2 9 1998 3 18 67 4,344 7,584 2007 3 1,5812007 3 28.32007 3 601 2006 9 3
1995 1997 Windows95 1998 1999 2000 2001 2003 2004 2006 2007 4751 3328 Ameba 3 Ameba Web of the Year 2006 NO.1 Ameba170 Yahoo! Internet Guide 5 170% Web2.0 4
20069 333 63 20069 601 292 39 5
4689 2121 4324 2433 2389 4755 4293 6
2005 10 2006 9 No.1 No.2 No.3 No.4 811 1 4689 178 JASDAQ 4755 123 31 2121 2005 10 2006 9 No.1 No.2 No.3 No.4 292 228 JASDAQ 2389 215 1 4324 154 JASDAQ 4293 7
8
% 8,000 7,000 6,000 5,000 4,000 2005 3.1% 4.7% 2004 2006 Web1.0 Web2.0 3.1 4.7 6.1 3,630 4,534 5,434 6,204 6,898 7,558 7.0 6.0 5.0 4.0 3,000 2,000 1,000 0 0.0 16 1996 2003 1 70% 0.1 60 1997 0.2 114 1998 0.4 241 1999 1.0 590 2000 1.2 735 2001 1.5 845 2002 2.1 1,183 2003 1,814 2004 2,808 2005 2006 2007 2008 2009 2010 2011 3.0 2.0 1.0 0.0 (%) 2006 18 2007 4 9
10
7,000 05 9 7,000 06 9 6,472 5,000 5,000 3,235 3,000 3,650 1,413 3,000 1,000 2,237 1,000 3,236 0-1,000 Ameba -67-932 -999 0-1,000-980 Ameba -1,150-3,000-3,000-2,130 11
2007 9 2006 10 2007 9 2007 9 75,000 5,000 5,000 2,500 2007 9 37,450 2,069 1,996 770 49.9% 41.4% 39.9% 30.8% 2007 9 2007 9 75,000 5,000 5,000 2,500 2006 9 60,115 4,342 3,722 4,300 24.8% 15.2% 34.3% -41.9% 12
40,000 30,000 41.6 38.6 39.5 43.1 43.7 42.2 41.4 41.9 24,573 27,133 38.0 32,982 40.3 37,450 37.6 % 50 40 30 20,000 18,700 14,976 20 11,751 10,000 0-1,000 7,293 6,108 4,716-51 -227-486 8,909 344 845 881 753 1,898 1,217 3,125 2,069 10 0 2002 2002 2003 2003 2004 2004 2005 2005 2006 2006 2007 13
2007 9 PL 06/10-07/3 05/10-06/3 37,450 27,133 38.0% 14,082 10,319 36.5% 37.6% 38.0% -0.4points 12,012 9,102 32.0% 32.1% 33.5% -1.4points 2,069 1,217 70.0% 5.5% 4.5% 1.0points 1,996 1,284 55.5% 1,730 6,719-74.3% 770 4,783-83.9% 2,287 2,006 14
20073 1,581 20074 191 1,800 1,200 429 333 1,228 1,235 1,561 1,581 4.0% 9.6% 20.1% 799 1,040 18.3% 600 609 14.8% 8.5% 24.7% 0 04/ 3 04/ 9 05/ 3 05/ 9 06/ 3 20049 20059 20069 06/ 9 07/ 3 20079 411 162 36 584 178 37 781 210 5 44 894 283 7 44 883 300 7 45 1,098 395 14 54 1,076 432 14 59 2005 7-9 2007 9 1 15
2007 9 BS 2007 3 2006 3 41,388 34,327 20.6% 17,431 18,208-4.3% 9,959 9,112 9.3% 51,347 43,439 18.2% 18,003 13,145 37.0% 371 315 17.8% 32,973 29,979 10.0% 16
2007 9 CF 06/10-07/3 05/10-06/3 CF CF CF 66-2,399-494 -2,984 17,044-358 2,576 4,761 6,978 18,167 2,340 1,800 17
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Ameba 19
35,000 30,000 25,000 22.6% 27,183 33,339 2006 9 22.6% 20,000 15,000 18,146 7.4% Ameba Web 10,000 5,000 EC( ) 33.8% ( ) EC 0 2004 9 2005 9 2006 9 8,216 11,491 12,342 9,930 15,692 20,997 20
No.12007 5 30,000 25,000 20,000 48.6% 29,221 2006 9 48.6% 19,668 11,521 Yahoo! 15,000 10,000 11,978 5,000 0 2004 9 2005 9 2006 9 11,521 457 18,481 1,038 149 26,057 1,668 1,336 142 18 21
20% 4,000 3,764 3,000 2,000 2,000 1,604 1,000 IPO 0 20059 20069 1,604 3,764 1,413 3,235 22
Web2.0 18,000 20% 15,881 3 53 12,000 10,835 AQ3838 2138 2007228 2007214 13,703 8,290 2122 2121 2006919 2006 914 6,000 8,862 6,346 3808 3793 2006620 2006 2 9 0 133 2004 12 430 504 2005 3 2005 6 1,536 821 280 1,256 2005 9 2005 12 3,796 3,568 2,041 1,755 2006 3 1,912 1,656 2006 6 2,178 2006 9 1,973 2006 12 1,944 2007 3 8943 2432 8767 3745 20051220 2005216 2004 921 200491 + = 4331 20011212 23
Ameba Ameba 24
Web2.0 Web2.0 Ameba CGM Ameba AmebaVision SNSmixi Web2.0 myspace Long Tail 25
Web2.0 Ameba 5 5 20,000 15,000 55 13,020 15,364 16,900 17,576 10,000 5,000 3,350 8,680 10 60 % 70 64.9 59.5 60 57.3 56.1 55.4 51.8 50 45.7 48.4 45.5 42.3 40.7 40 35.0 30 0 2004 2005 2006 2007 2008 2009 2004 2005 2006 NRI 20 10 0 10 20 30 40 50 60 2006 4 2006 26
Web2.0 Ameba SNS Web2.0 58 40.8% 2,000 1,600 1,200 800 58 824 1,186 1,522 1,706 (n=3,859) SNS (n=1,348) 13.9% 40.8% 400 0 484 222 2006 2007 2008 2009 2010 2011 NRI 0 5 10 15 20 25 30 35 40 45 % 2007122 27
Ameba Ameba 2007 4 2006 7 2007 4 2006 8 AmebaVision 2006 7 AmebaPR 2007 4 2006 10 2006 8 Top 2006 11 28
Ameba Ameba PV PV 1,200 AmebaPV 20075170 AmebaStudioOPEN 1,157 1,000 150 Web of the year 2006 1 914 903 800 806 600 BLOPPA 100 440 423 400 400 381 348 351 406 50 313 370 291 301 287 286 260 317 317 361 343 10 224 273 270 262 264 285 200 172 276 138 216 207 95 107 191 71 68 147 177 9 30 45 48 113 96 9 70 21 23 24 28 28 31 34 38 39 0 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 20059 20069 20079 PC mobile 502 536 654 507 698 521 615 698 696 899 29
Ameba 30 PV PV AmebaPV 0 400 600 1,200 200 0 4 8 12 16 20 800 1,000 2006/ 05 381 2 2006/ 06 400 4 20069 20079 PV % 2006/ 07 440 4 2006/ 08 502 14 2006/ 09 536 18 2006/ 10 654 41 2006/ 11 2006/ 12 2007/ 1 2007/ 2 2007/ 3 93 806 914 114 903 117 1,157 186 0.7% 1.0% 2.8% 74 698 694 3.5% 6.3% 10.7% 11.6% 12.5% 13.0% 16.1% 1.1%
Ameba Ameba AmebaPV 2007417 20074425 2007 2007325 AmebaStudio x avex 2007325 AmebaStudio YS 31
Ameba Ameba 2007214 AmebaStudio 20071 4,000 POPEYE 200612 BLOG of the year 2006 BLOG of the year 2006 200611 TV TBS 32
Ameba Ameba 300,000 1 267,843 60,000 57,262 250,000 200,000 186,745 237,406 226,153 45,000 37,396 42,165 39,880 45,495 46,599 150,000 146,136 172,469 30,000 26,107 32,937 36,329 35,186 100,000 50,000 100,318 89,350 79,379 67,632 15,000 25,002 26,314 10,357 3,568 7,861 13,104 10,489 19,992 14,085 0 0 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 20069 20079 20069 20079 overture PC mobile 33
Ameba AmebaRoom SNS PV SNSMySpace AmebaRoom m-flo SNS 2007SNS 86,500 52,500 MySpace emarketer 34
AmebaPR Ameba Click Click 35
Ameba AmebaPR Ameba PR 170 36
Ameba Ameba 35 37
Ameba Ameba 38
20069 20059 200610 51 134 163% PV 2.6PV 6.5PV 150% 20079 2006122 17 39
1 2006 9 2007 9 900 1,000 2007 3 659,968 40
2007 3 20049 20059 20069 20079 1 1,400 227 1 1,200 1 1,000 393 1 900 593 0 100 200 300 400 500 600 700 659 2007 9 1 2006 11 7 2006 9 659,424 2.5% 3.0% 17.5% 2.3% 74.7% 0% 45,991 700,000 2 600,000 4,526 4 2 2 2 2 20073 659,968 500,000 400,000 300,000 200,000 100,000 00/03 00/09 01/03 01/09 02/03 02/09 03/03 03/09 04/03 04/09 05/03 05/09 06/03 0 06/09 07/03 41
IR 2007 9 6 2006 9 18 20069 1 2 20054 20059 20064 20069 20071 20073 20074 IR IR GomezIR IR IR 518 1 42
IR http://ir.cyberagent.co.jp/ http://ir.cyberagent.co.jp/ir_e/ http://ir.cyberagent.co.jp/personal/ http://ameblo.jp/cair/ http://m-ir.jp/c/4751/ 43
VISION 21 44
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