2007910 4751 http://www.cyberagent.co.jp/
2008 9 IR 1
2
4751 12 1 21 3 20 14 4 3 15 13 2 9 3
1,6432007 9 28.22007 9 20 65% 40 1.0% 30 20 20 30 18.7% 46.7% 28.0% 5.7% 0 20 40 60 80 100% 3 75% 6 7 8 4.0% 1.7% 3.0% 1 2 3 4 5 24.5% 28.1% 22.7% 9.0% 6.9% 0 20 40 60 80 100% 2007 10 4
1998 3 18 67 4,616 7,584 2007 9 760 2007 9 5
1995 1997 Windows95 1998 1999 2000 2001 2003 2004 4751 3328 Ameba 5 170% Web2.0 2007 5 Ameba No.1 6
7
8,000 6,000 4,000 2,000 0 2005 2003 1 70% 0.0 16 1996 0.1 60 1997 2004 0.2 114 1998 0.4 241 1999 1.0 590 2000 1.2 735 2001 1.5 845 2002 2006 Web1.0 Web2.0 2.1 1,183 2003 3.1 1,814 53.3% 2004 2,808 54.8% 2005 2007 SNS 6,204 4,534 24.9% 2007 5,434 19.8% 2008 14.2% 2009 (%) 4.7 6.1 3,630 29.3% 2006 6,898 11.2% 7,558 9.6% 2010 2011 % 7.0 6.0 5.0 4.0 3.0 2.0 1.0 0.0 2007 4 SNS Social Networking Service Web 8
800 600 20079 760 26.4% 55 26.7% 601 760 100 432 55 400 43 50 267 200 0-100 0.1-0.02 1998 9 4.5-0.3 1999 9 32-16 2000 9 63-1 2001 9 108-2 2002 9 162-1.4 2003 9 17 2004 9 26 2005 9 2006 9 2007 9 0-20 9
20079 666 20079 760 Ameba 18 76 10
Ameba 11
2007 9 2006 10 2007 9 760 26.4% 683 76 21.2% 104.0% 55 26.7 1Q -1.6 2Q -2.1 3Q +2.1 4Q +4.4 Ameba 5 No.1 Ameba 1 PV PV2006 95.316.72007 9211.9% 2007 10 18.7 PV PV Page View Web 1 1 12
13
400 350 300 250 200 150 100 50 271 333 14.8% 382 2007 9 14.8% 12.3% Ameba EC( ) 16.3% 0 2005 9 2006 9 2007 9 EC 114 156 123 209 138 244 14
No.12007 11 400 350 300 250 200 150 100 285 19,668 192 11,978 24.7% 355 2007 9 24.7% SEO 2006 10 2007 9 50 0 SEO 2005 9 2006 9 2007 9 59 86 127 61 92 107 61 76 80 0.7 2.3 6.4 4.6 18 20 4.6 8.3 13 355 1 277 JASDAQ 2389 2 218 1 4324 3 208 JASDAQ 4293 SEO Search Engine Optimization 4 15
20% 80 9 58 76 2,000 60 40 37 IPO 20 16 0 20059 20069 20079 16 37 76 14 32 69 16
180 158 20% 9 58 200711 IPO SEO 2007822159 2001 1 4 120 108 IPO 2007228JASDAQ3838 2000 3 1 60 0 4.3 2005 3 5.0 2005 6 8.2 2005 9 15 2.8 12 2005 12 37 20 17 2006 3 + = 35 19 16 2006 6 137 21 2006 9 88 19 2006 12 82 63 19 2007 3 56 37 19 2007 6 30 11 18 2007 9 IPO IPO IPO IPO 20072142138 2006 9 19 2122 SNS 2006 9 142121 CRM 2007 11 20 3859 2007 12 26 2001 5 24 1999 11 8 1999 6 3 2005 6 1 1995 5 25 2003 11 7 2003 11 7 17
Ameba SNS Web2.0 5 8 2,000 1,706 1,500 58 1,186 1,522 1,000 824 500 484 222 0 2006 2007 2008 2009 2010 2011 NRI 18
AmebaPV PV 2,400 AmebaPV 2,195 1,451 1,600 20079200 1,867 1,663 1,672 1,300 170 1,177 1,498 1,150 AmebaStudioOPEN 800 10 0 71 50 95 107 138 172 68 224 260 291 287 286 270 21 264 23 262 24 100 313 301 285 28 273 28 348 351 317 31 BLOPPA 150 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 20059 20069 20079 20089 PC 317 34 Web of the year 2006 1 381 400 440 370 343 361 38 39 70 mobile 502 536 406 96 423 113 654 698 507 147 521 177 806 615 191 914 903 698 696 1,157 1,164 881 851 216 207 276 313 1,348 1,066 1,303 977 958 345 371 432 513 495 567 744 19
PV 1,162 2007 11 1,200 1,500 PV 2,400 PV % 30 2,195 27.6% 1,162 24.4% 24.8% 24.7% 1,867 23.4% 1,000 1,600 19.8% 17.9% 17.7% 1,663 1,672 1,498 20 813 16.1% 1,349 1,303 500 451 505 656 800 654 13.0% 12.5% 11.6% 10.7% 914 903 806 698 1,157 1,164 10 0 9 12 3 6 9 0 2006 2006 2007 20089 9 20079 536 3.5% 18 2006/ 09 6.3% 41 2006/ 10 74 2006/ 11 93 2006/ 12 114 2007/ 1 117 2007/ 2 186 2007/ 3 208 2007/ 4 230 2007/ 5 267 2007/ 6 345 412 391 2007/ 7 2007/ 8 2007/ 9 462 2007/ 10 PV 607 2007/ 11 0 20
PV 21
Ameba livedoor NEWS 2007 8 8 2007 11 27 22
Ameba Ameba 6 Ameba 4 2006 9 10 4.4 2007 9 18.6 4.1 4.5 5.5 3.2 3.3 2 2005 9 1.1 1.4 2.0 0.8 0.3 0 20053Q 20054Q 20061Q 20062Q 20063Q 20064Q 20071Q 20072Q 20073Q 20074Q Ameba 23
2008 9 2008 9 24
2008 9 2008 9 2008 9 1 2008 9 800 20 18 8 300 2007 9 760 55 51 20 1,000 5.3% -63.6% -65.0% -60.3% -70.0% 1 2007 9 660,224 20089 20079 2008 9 800 20 2007 9 683-14 17.1% 27 28 25
2008 9 2008 9 800 600 2008 9 800 20 601 760 683 800 100 432 563 55 400 267 416 43 50 200 0 0.1-0.02 4.5-0.3 32-16 63-1 108-2.7 162-1.4 17 26 20 0-100 1998 9 1999 9 2000 9 2001 9 2002 9 2003 9 2004 9 2005 9 2006 9 2007 9 2008 9-20 2007 9 69 27 28 26
2008 9 2008 9 80 60 2007 9 55 72.6 69.8 2008 9 20 40 20 0 0.4% 5 4 3 2 1 0-1 -2-3 -1.6 1Q -2.1 2.8 Ameba 2.1 4.4 2Q 3Q 4Q 37 37 4.6% Ameba Ameba -20-17.6-17 -30 Ameba Ameba Ameba PR 07 9 0.5 08 9 0.8 28 27
2008 9 800 600 2008 9 Ameba 432 601 760 55 800 100 400 43 50 267 200 0 0.1-0.02 4.5-0.3 32 63-1 108-2.7 162-1.4 17 26 20 0-100 1998 9 1999 9 2000 9 2001 9 2002 9 2003 9 2004 9 2005 9 2006 9 2007 9 2008 9-20 V 27 28
2008 9 Ameba 27 28 29
28 30
21 27 28 31
27 28 32
27 28 33
27 28 34
12 11 1996 1 31 1997 2 7 10 1998 3 18 10 9 1998 9 1999 6 27 28 35
27 28 36
27 28 37
5 2003 41 2004 101 2005 61 2005 816 J2 40 36 36 20033 30 20 14 18 28 27 24 16 19 20 25 25 22 10 0 10 11 12 1 2 3 4 5 6 7 8 9 10 20079 20089 27 28 38
4 J1 2004 41 2005 61 2006 41 80 70 20043 60 40 20 17 13 11 35 29 26 30 26 35 34 44 44 0 10 11 12 1 2 3 4 5 6 7 8 9 10 20079 20089 27 28 39
3 J3 2005 41 2006111 2006 91 20 20053 15 10 10 11 11 10 14 5 0 5 5 4 2 2 1 1 0 10 11 12 1 2 3 4 5 6 7 8 9 10 20079 20089 27 28 40
7 J2 20023 2002 41 2004 11 2005 41 1 2006 61 2006101 2007 41 15 SEO 10 11 8 12 5 0 4 3 1 5 6 7 8 9 10 20079 20089 27 28 41
1 8 2 2 2 27 28 42
27 28 43
CAJJ CyberAgent Jigyo& Jinzaiikusei program CA CAJJ J2 J2 J1 J1 and more J3 J2 3 3 J1 3 3 200711 27 28 44
CAJJ CA and more 27 28 45
CAJJ CA and more CA 27 28 46
CAJJ CA and more 27 28 47
27 28 48
L-cafe 2 1 and more 27 28 49
L-cafe 2 1 and more 27 28 50
27 28 51 1 2 L-cafe and more 2 2 200710 23 55 49.0%
L-cafe 2 2 5 5 1 1 1 and more 27 28 52
L-cafe 2 1 cyberagents and more 27 28 53
IR IR 36 54
IR IR 1 http://ir.cyberagent.co.jp/ IR IR IR IR IR 55
IR IR 2007 11 4 3 IR Gomez 1 3 20061 2006 4 IR 2005 4 IR http://ir.cyberagent.co.jp/ir_e/ http://ir.cyberagent.co.jp/personal/ http://ameblo.jp/cair/ http://m-ir.jp/c/4751/ 56
IR IR 20072 518 2007 9 6 Ameba 2006 9 18 2007 8 Ameba 57
IR IR 200610 200510 2007 2 8 2007 8 24 50 58
59
36 60
20049 1 1,400 227 20059 1 1,200 393 20069 1 900 593 20079 1 1,000 660 0 100 200 300 400 500 600 700 2007 9 2007 9 660,224 2002 2 27 9 17 1,505,084,000 2004 6 2 1,190,722,792 2007 11 14 11 15 999,989,100 36 61
20079PL 20079BS 20079CF CAJJ 62
2007 9 PL 2007 9 2006 9 76,007 60,115 26.4% 29,153 23,600 23.5% 38.4% 39.3% -0.9points 23,652 19,257 22.8% 31.1% 32.0% -0.9points 5,501 4,342 26.7% 7.2% 7.2% 0.0points 5,143 3,722 38.2% 4,137 7,567-45.3% 2,016 4,300-53.1% 2,346 1,999 63
2007 9 BS 2007 9 2006 9 39,393 50,483-22.0% 18,414 20,170-8.7% 9,768 8,928 9.7% 49,162 59,411-17.3% 17,536 20,451-14.3% 455 351 29.6% 31,170 38,608-19.3% 5,107 7,252 4,025 64
2007 9 CF CF CF CF 2007 9 2,912-4,694-102 -2,180 17,848 2006 9 2,171 1,073 5,452 8,841 20,028 65
2007 9 2.5% 2.1% 2.8% 82.1% 10.5% 0% 45,554 700,000 2 600,000 2 4 2 4,526 2 2 20079 660,224 500,000 400,000 300,000 200,000 100,000 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 07/09 66
67 CAJJ J1 1 2 1 2 3 4 5 6 7 8 9 10 11 12 13 J2 1 2 3 J3 1 2 EC FX cybozu.net CA Web2.0 SNSEC 200711