0
0 1 2 3 SAP 4 FX 5 Ameba 6 1
1 2
1 2011 10 2011 12 321 49 11.7 38.1 2,000 1,000 60 1.7 23 1.8 SAP 32 1.9 3
1 2010 9 4
1 32,000 30,000 28,000 26,000 24,000 22,000 20,000 18,000 16,000 14,000 12,000 10,000 8,000 13,275 13,857 14,580 3,373 3,195 3,010 21,746 21,276 3,101 3,448 20,801 19,753 3,104 19,362 18,803 2,914 18,402 2,898 18,087 2,769 3,789 2,915 3,370 3,781 17,903 16,984 15,032 15,573 15,888 14,306 18,362 18,642 23,271 23,343 23,699 23,099 23,754 3,292 20,170 19,895 20,407 3,239 19,860 3,160 20,594 21,419 24,238 24,611 26,381 28,770 30,681 29,169 11.7 30,957 32,146 6,000 4,000 9,902 10,662 11,570 2,000 0 2010 9 5
1 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0-500 -1,000-1,500 1,097 45 1,056 647 530 580 1,567 1,364 999 1,057 1,822 1,707 643 1,002 1,202 1,769 834 743 1,175 2,267 2,320 494 584 710 1,655 1,648 871 1,262 906 862 627 767 508 465 645-332 -215-98 49 205-49 -142-38 -163-63 -56-176 -56-66 -69-116 -71-864 -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 FX Ameba 2012 9 Ameba Ameba AMoAdTMN
1 15.3 2.9points 2011 10-12 2010 10-12 32,146 28,770 11.7 13,026 10,569 23.2 40.5 36.7 3.8 points 8,110 7,010 15.7 4,915 3,558 38.1 15.3 12.4 2.9 points 4,888 3,491 40.0 4,766 3,197 49.1 2,054 1,470 39.7 7
1 10,000 9,150 60.0% 9,000 8,000 7,000 6,000 7,380 7,165 7,309 7,222 5,858 6,092 6,684 7,500 7,010 7,229 8,070 8,110 50.0% 40.0% 5,000 4,000 3,000 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% 30.0% 20.0% 2,000 10.0% 1,000 0 0.0% - - - - - - - 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 96 90 89 78 71 80 73 75 82 72 77 89 84 651 709 696 706 566 466 382 416 409 438 462 513 544 668 645 693 677 301 316 352 470 547 595 589 707 846 1,157 936 992 890 706 685 1,428 1,014 1,293 1,260 1,723 1,489 1,244 3,410 3,314 3,405 3,474 3,033 3,091 3,206 3,190 3,335 3,364 3,711 3,512 3,728 2012 1Q 8
1 2012 9 700 4 295 400 2,000 1,641 1,683 1,806 1,793 1,771 1,664 1,758 1,771 1,799 1,879 2,100 2,089 2,166 1,500 1,000 500 0 64 68 74 74 75 74 70 71 71 72 65 62 70 47 47 47 48 50 52 55 59 61 63 67 68 72 758 806 826 820 821 725 730 720 740 767 829 845 858 586 574 630 622 594 577 621 623 632 671 732 676 669 186 188 229 229 231 236 282 298 295 306 407 438 497 Ameba Ameba AMoAd TMN 2009 9 9
1 2011 12 2011 9 96,359 97,414 1.1 % ( + ) 19,984 20,755 3.7 % 15,431 14,274 8.1 % 111,791 111,689 0.1 % 72,760 70,686 2.9 % 2,039 2,324 12.3 % 36,992 38,677 4.4 % 10
1 2012 9 2012 9 2012 9 130,000 17,000 16,700 8,500 2012 9 1 32,146 4,915 4,888 2,054 24.7 % 28.9 % 29.3 % 24.2 % 2012 9 2012 9 3,500 0 % 2011 9 3,500 59% 2010 9 2,200 120% 11
1 2012 9 2012 9 Ameba 100 59% 2011 2012 A. 2011 8 2,400 2010 3,841 3,232 5,536 1.5 5,000 B. +SAP C. Ameba 4,524 10,000 59 2,177 6,833 D. -864 2010 9 9,337-344 -1,035 2011 9 14,349-219 -400 2012 9 17,000 2012 9 Ameba Ameba AMoAd TMN 12
2 13
2 2011 10 2011 10 2011 9 NEW 14
2 16.6% 18,000 16,915 30.0% 16,000 14,000 13,102 13,499 13,908 15,448 15,194 15,715 15,580 25.0% 12,000 10,000 9,839 11,126 10,693 10,945 10,899 10,880 10,186 10,701 11,191 2011 9 16.6% 20.0% 632 15.0% 8,000 11.4% 6,000 4,000 2,000 0 2010 9 517 2008 9 2009 9 5.2% 426 426 2.7% 1.2% 0.6% 0.2% 0.3% 0.6% 10.0% 5.0% 0.0% 9,839 11,126 10,693 10,945 10,899 10,867 10,186 10,701 11,168 13,067 13,419 13,823 15,270 16,466 14,405 13,928 12,998 23 35 80 85 178 449 789 1,787 2,582 1 2 3 15
2 2 100 250 30 10 SNS Facebook 0 46 20 110 80 26 30 200 50 9 月 12 月 3 月 9 月 16
3 SAP S A P SAP Social Application Provider 17
3 SAP SAP 10,000 9,764 9,000 8,706 8,962 8,575 8,499 8,000 7,458 7,498 7,925 7,892 7,797 7,622 7,860 7,562 8,132 7,000 6,781 6,813 6,000 6,125 5,000 2011 9 341 4,000 2010 9 317 3,000 2,000 1,000 2008 9 271 2009 9 311 0 237 492 627 1,242 1,701 1,749 1,737 1,850 3,221 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 1 2 2011 9 4Q 593 3 18
3 SAP 3,200 3,221 Mobage 1 6 1 12 11 mixi 5 1 23 2,800 2,400 Cygames Mobage mixi SAGA 2,000 1,701 1,749 1,737 1,850 1,600 1,200 1,242 800 492 627 400 237 0 19
3 SAP SAP 8 603 12 31 127 20 83 72 193 59 18 FP/SP(2 ) FP/SP SAGA FP/SP COORDE MANIA FP FP/SP Tinier Me PC Animal Land PC! SP SAGA FP/SP COORDE MANIA FP/SP FP FP FreeAppKing SP FreeAppNow SP ComingSoon ComingSoon FP:FeaturePhone SP SmartPhone 20
4 FX FX 21
4 FX FX 10 FX 2,500 2,000 1,500 1,000 649 975 1,259 1,834 1,389 1,415 1,437 85,716 71,263 63,811 1,633 94,679 1,766 101,733 1,897 110,345 2,191 119,061 135,642 127,482 1,530 1,540 145,183 1,739 2,213 154,889 2,258 164,724 171,345 12 511 6.6 2,027 180,000 160,000 140,000 120,000 100,000 80,000 60,000 500 29,366 38,777 54,119 46,943 2008 9 47 2009 9 58 2010 9 73 2011 9 77 40,000 20,000 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Q 0 2008 9 2009 9 2010 9 2011 9 2012 9 649 975 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 2,027 255 541 805 1,059 494 743 584 834 1,002 1,057 1,202 580 530 647 999 1,056 1,097 1 2 3 2010 8 50 2011 8 25 22
5 23
5 Ameba PV 340 320 315 309 328 300 280 260 240 220 200 180 160 140 120 100 80 60 40 20 0 290 289 124 123 270 122 252 252 123 120 120 117 224 223 116 PC 211 199 104 195 101 182 185 97 103 92 163 168 170 155 91 163 157 144 146 146 89 134 148 128 83 117 117 121 131 82 134 147 79 108 121.9 125 114 103 101 109 52 53 58 63 60 69 67 73 74 105 100 89 91 84 83 56 59 95 70 74 60 50 92 41 45 45 42 84 90 45 46 51 56 62 64 56 37 36 71 1 1 1 1 2 2 2 3 3 5 7 9 9 11 13 17 20 21 28 30 35 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 68 76 64 72 71 74 79 13 15 17 19 20 22 27 28 31 34 34 34 35 34 19 22 26 30 32 36 38 23 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 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 2008 9 2009 9 2010 9 2011 9 24
5 Ameba PV 2013 600 PV 600 150 100 300 200 129 98 350 150 97 5 21 2011 1 2011 9 2013 58 25
5 Ameba Ameba 2,000 1,000 Ameba 2,000 1,500 CM 9 12 10 29 12 14 24 1 7 15 1 21 29 Ameba 12 14 CM 2,002 1,872 1,943 1,823 1,759 1,645 1,702 1,583 1,535 1,475 1,410 Ameba 1,292 1,346 1,243 1,079 1,1231,166 1,052 941 9881,032 1,010 977 1,000 935 882 892 835 856 820 795 788 760 728 749 703 708 676 645 662 618 619 589 213 225 237 255 272 286 299 314 330 346 363 378 395 411 429 451 473 497 517 539 561 583 548 495 500 457 426 392 361 323 271 237 207 122 142 156 181 96 5 10 23 33 42 54 70 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 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 2008 9 2009 9 2010 9 2011 9 2012 9 26
5 Ameba 62 38 6,000 6,089 5,500 5,000 4,500 2011 9 174 4,410 5,540 2,379 2,337 38 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500-4,030 3,499 1,903 2010 9 1,801 3,753 79 2,573 1,788 3,161 2,507 1,407 1,855 1,940 2009 9 2,229 2008 9 34 1,621 1,116 18 1,157 1,056 1,206 1,710 852 760 837 1,166 620 650 458 701 824 329 445 676 565 649 453 329 427 595 606 84 151 320 0 5 18 25 44 62 2012 9 Ameba Ameba AMoAdTMN 27
5 2,500 2,379 2,337 241 305 2,000 1,788 1,801 1,903 51 1,031 1,500 1,407 1,023 949 935 981 1,000 500-1,206 1,116 1,056 824 1,157 837 1,001 787 670 676 701 917 606 738 851 611 765 481 522 461 584 418 445 318 145 195 179 226 2012 9 Ameba Ameba AMoAdTMN 28
5 PC 5.9 2011 4Q 23 2012 1Q 29 単 位 : 百 万 円 3,753 3,600 3,200 2011 9 96 3,161 Ameba 32 2,800 2,507 2,400 2,229 2,000 1,600 1,200 2010 9 32 1,166 1,710 PC 66 800 400 0 2009 9 824 2008 9 5 649 0.4 565 320 151 0 5 18 25 44 84 29
5 ARPPU ARPPU PC 12 Ameba 3,000 2,750 2,500 2,000 1,500 1,000 500-110 198 485 323 399 490 544 446 2,121 2,103 1,874 1,807 1,893 1,794 2,051 1,972 1,960 1,455 1,536 1,602 1,690 1,608 1,575 1,629 1,318 1,362 1,508 1,500 1,217 1,429 1,204 1,140 1,064 1,077 1,037 1,052 1,091 991 1,204 938 1,101 1,043 905 902 893 927 845 831 842 876 683 710 636 577 1,917 1,847 2,465 2,433 1,945 1,907 2,568 1,806 2,373 アメーバピグ (PC) Amebaモバイル ARPPU 1 Average Revenue Per Paid User 30
5 2,000 2012 2 1,834 282 1,500 1,308 407 250 1,000 531 690 820 428 271 786 1,144 2012 5 500 392-327 233 282 166 204 297 66 109 1 2 31
5 12 21 1,500 1,328 1,413 1,173 1,000 890 2010 9 2009 9 2010 9 573 500 364 0 2011 9 2011 11 2012 1 32
5 1 Ameba 169 180 169 35 35 160 140 120 100 80 60 61 70 80 88 102 116 128 142 153 30 25 20 15 11 13 17 20 21 28 30 10 9 9 40 20 5 0 0 33
5 2012 1 OPEN 2012 2 2012 2 2012 4 2 34
5 2011 6 2012 1 2012 4 2012 4 35
5 1 2 36
5 2011 12 1 iphone SNS My365 My365 2011 10 26 50 AppStore 1 2012 1 18 37
6 38
6 2013 600 PV 350 PV 2012 9 100 SAP 2 100 39
40