NIGO 1 CyberAgent 2 CyberAgent CyberAgent Ameba Technology & Creativity CA8 CA18
21
PC InstagramLINE 10Ameba10 NIGO NIGO NIGO NIGO NIGO Mac 20Apple iphone Apple Apple
NIGO Ameba Ameba NIGO SNS OKNIGO OK OK NIGO
Ameba AWAAbemaTV NIGO NIGO NIGO Ameba 2000 2002 2002 2015 2015
M&A 20096 Ameba No.1 Ameba
Ameba
Ameba20049 6.52015912.9 20169 2020159 ROE24.4 5 1 5 2 23.7% UP 18.0% UP 15.2% UP 26.3% UP 23.9% UP 12011920159 22011920159
500 400 300 5 1 2010100 1 200 100 0-100 2014920 ROE 5 1 ROE 8,000 6,000 4,000 200711 9.9 200899.9 20022 15 2004611.9 20132 49.9 2013243.0 201110 19.9 ROE 8% 2,000 0 2013101100
Go Nakayama NEXT LEVEL 327 20169 17.93,000 20139 320159 280 20159 3 49 14140 7 200 90 20169
2004 5 70 2009Ameba 2013 80 8 Ameba M&A M&A 2015 2016 2013 Ameba Ameba
ROE 8% ROE 2 ROE ROE20159 Go Nakayama 1975 1998 1999 2004 2006 24.4%5 22.2% ROE 2016 9 50 22.4% 4 CyberAgentJigyo JinzaiCAJJ CAJJ 10 100 20169NEXT LEVEL
No.1 12 & Ameba Ameba 755 1 20159 2 20169
2014 1 201412%1 20141,200 2 39 6 3 36 24% 2014Yahoo! JAPAN 4 1 20157 20146Online Video Studio2015 4CyberBull No.1 1 2 2014112 3 273 4 Yahoo!Yahoo!DSP
5 6 5 201420141-12 6 CyberZ201420141-12 2015 2 5 Yahoo! JAPAN 1
5 PDCAPlan-Do-Check-Action 3 1 Yes 5
http://www.cyberagent-adagency.com/ Yahoo! JAPAN 2 0155 Yahoo! JAPAN YDN Yahoo! Yahoo! JAPAN YDN YDN 3 Yahoo! Advertimes CRITEO C RITEO 1302011 CRITEO20157 Criteo Certified Partners Criteo 20157 CRITEO Criteo 3 Criteo CRITEO CRITEO AMoAd CRITEO201310NASDAQ26201511
2012 2 1 App StoreGoogle Play Cygames RPG 20143 App Store2 92015 25 1 2 2 BNEI Cygames
201510App Store 50 6143 20159 100 1 20147.520159.7% 2 1 BANDAI NAMCO Entertainment Inc. Cygames 2 2015110 500 400 mixi 300 200 100 0 KLab enish 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2Q 3Q 4Q 1Q
2 KIZNA 100 App Store 2015922 1 BANDAI NAMCO Entertainment Inc. Cygames 2 2014,2015 ARMOR PROJECT/BIRD STUDIO/ SQUARE ENIX All Rights Reserved. Developed by Cygames, Inc. Cygames 1 3 9 3 9 3 9
Ameba 2 10 20 30 40 50 PV72.920156 Nielsen Mobile NetView 3.0 20156 20049 Ameba10 Ameba 20139 70 3,100MUB Ameba 108201510 2015Ameba MUBMonthly Unique Browser
Ameba 2 1 Ameba 100 Ameba2,70020159 by.s Ameba 44 3 1 by.s Google Analytics 1,000 AmebaGoogle Analytics3,100
Ameba 2014 83% JR AmebaFRESH!Studio 13 20155,000 20154 AbemaTV20161 AmebaFRESH! AmebaFRESH!AmebaFRESH!Studio Ameba 10009
Abema
TECHNOLOGYOGY CREATIVITYTY 2006 2015 4520159 2015527AWA AbemaTVAmebaFRESH!
AWA AWA 2015 AWA 2014 1 2 3% 11% CDDVD CDDVD 97% 89% 1 2015 2 IFPIIFPI DIGITAL MUSIC REPORT 2015
IT CA Tech Kids IT 6 IT IT 2013CA Tech IT 201511 iphone2d Kids
Makuake 1 1 20138 Makuake1,000 PROGRAM MakuakeISETANMakuake PROGRAM2015520Makuake PR Makuake https://www.makuake.com/landing/isetan/ Woman&Crowd Woman&Crowd macalon+ STRIDE
8 22 Susumu Fujita Yusuke Hidaka Yasuo Okamoto Go Nakayama
Ameba Masahide Koike Takahiro Yamauchi So Miyazaki Hiroki Urabe
Gaku Miyata Koki Ukita AbemaTV Jun Yokota CA8810 113 Tatsuhiko Taniguchi
Manabu Date Takahito Naito Masato Sato Tetsuhito Soyama Ameba Yuka Yokoyama Riku Yamada
21 CyberAgent Mission Statement 2 2 8 201516 81 1 1 201513 2 CA8 8
22 2008 2015930 424,800 0.7979,564,200 29.7 20145 mamaca longmacalon 20159 2014121217 32 2222 5 19.6 96.6 Toko Shiotsuki 1996 4 1999 10 2000 7 Masao Horiuchi 1992 4 1995 4 1998 3 2009 4 USEN 2010 5 2010 12 U-NEXT Isao Numata 1988 4 2000 7 2000 12 2009 12 SBL
OS EC EC
5 101930 2011 2012 2013 2014 2015 119,578 141,111 162,493 205,234 254,381 14,349 17,410 10,318 22,220 32,747 12.0% 12.3% 6.4% 10.8% 12.9% 14,114 17,146 10,570 22,188 32,314 7,323 8,522 10,504 9,556 14,792 111,689 136,366 81,425 100,545 131,188 38,677 43,594 50,587 63,175 77,702 33.0% 30.6% 56.0% 54.2% 50.8% 8,268 13,627 4,980 15,024 29,021 8,564 10,913 10,837 11,457 19,492 1,665 1,548 7,081 765 2,362 18,108 19,248 28,448 31,439 38,716 1 1 112.81 131.62 166.41 153.07 236.18 1 564.99 645.18 731.86 872.69 1,062.74 20131011100 1 201392FXFX77,542201212 20153 60.6% 1 2015 29.8%3,903 2 13.3%7,462 2 77.9% 254,38123.9% 32,74747.4%32,314 45.6%14,792 54.8% 1 273 2 CyberZ2015
1 300,000 250,000 254,381 35,000 % 35 32,747 30,000 30 200 236.18 200,000 205,234 25,000 22,220 25 150 166.41 153.07 162,493 150,000 141,111 119,578 100,000 50,000 20,000 20 17,410 15,000 14,349 15 12.9 10,000 12.0 10,318 10 12.3 10.8 5,000 6.4 5 100 50 112.81 131.62 0 2011 2012 2013 2014 2015 0 0 2011 2012 2013 2014 2015 0 2011 2012 2013 2014 2015 % 25,000 ROE % 00,000 60 56.0 54.2 50.8 30 24.0 24.4 40 20 21.9 21.7 33.0 19.1 30.6 20 10 0 2011 2012 2013 2014 2015 0 2011 2012 2013 2014 2015
101930 2011 2012 2013 2014 2015 20,755 20,925 28,455 31,446 38,723 14,917 21,192 22,881 28,807 38,095 184 92 164 39 65 3,069 3,638 5,619 9,517 10,818 34,023 51,644 14,170 12,252 1,538 1,326 1,581 1,431 2,278 8,807 5,243 2,260 2,410 3,702 53 46 47 46 152 97,414 116,268 60,916 73,605 93,532 1,378 1,987 2,150 2,406 3,013 603 510 635 692 810 775 1,476 1,514 1,714 2,203 4,386 5,888 6,791 9,103 11,047 2,977 3,702 4,229 4,856 5,660 1,409 2,186 2,561 4,247 5,386 148 261 19 13 8 28 26 2,204 3,825 4,346 5,989 7,616 3,102 2,991 2,812 3,735 4,551 2,507 4,981 4,812 7,042 7,625 945 2,046 2,792 3,561 5,778 6,555 10,019 10,417 14,339 17,955 3,693 2,740 2,613 2,708 6,682 382 898 1,233 1,353 2,148 1,515 2,666 1,917 2,606 3,391 77 53 19 58 138 5,514 6,252 5,744 6,609 12,083 14,274 20,097 20,509 26,939 37,656 111,689 136,366 81,425 100,545 131,188 20159 201392FXFX77,542201212
101930 2011 2012 2013 2014 2015 8,594 12,226 14,268 17,681 24,599 3,536 6,608 5,076 8,235 9,294 220 220 30 20 4,353 4,711 6,971 4,604 10,605 187 47,896 63,468 6,086 4,343 3,545 5,778 7,307 70,686 91,579 29,861 36,329 52,013 1,515 315 47 130 122 267 344 530 364 624 658 695 710 439 124 3 100 2,319 1,187 976 1,040 1,472 5 4 5 4 73,011 92,771 30,837 37,369 53,486 7,177 7,203 7,203 7,203 7,203 5,512 5,400 2,289 2,393 2,549 24,268 30,379 37,439 44,745 55,788 1,388 1,933 1,522 940 36,958 41,595 44,999 52,819 64,601 76 310 436 1,415 1,678 183 138 157 301 426 107 171 594 1,717 2,105 64 121 152 199 234 1,761 1,705 4,840 8,439 10,761 38,677 43,594 50,587 63,175 77,702 111,689 136,366 81,425 100,545 131,188
101930 2011 2012 2013 2014 2015 6,771 7,177 7,203 7,203 7,203 406 25 406 25 7,177 7,203 7,203 7,203 7,203 5,106 5,512 5,400 2,289 2,393 4,305 137 9 103 156 406 25 1,203 406 111 3,110 103 156 5,512 5,400 2,289 2,393 2,549 18,374 24,268 30,379 37,439 44,745 1,426 2,282 2,265 2,180 3,749 1,203 3 128 24 70 7,323 8,522 10,504 9,556 14,792 5,893 6,111 7,060 7,306 11,042 24,268 30,379 37,439 44,745 55,788 1,388 1,933 1,522 1,999 4,999 4,305 611 149 410 582 1,388 545 410 582 1,388 1,933 1,522 940 30,252 36,958 41,595 44,999 52,819 812 51 1,426 2,282 2,265 2,180 3,749 1,999 4,999 611 140 513 738 137 3 128 24 70 7,323 8,522 10,504 9,556 14,792 6,706 4,636 3,404 7,819 11,781 36,958 41,595 44,999 52,819 64,601 20159
2011 2012 2013 2014 2015 24 76 310 436 1,415 51 233 126 979 262 51 233 126 979 262 76 310 436 1,415 1,678 121 183 138 157 301 61 44 296 144 124 61 44 296 144 124 183 138 157 301 426 96 107 171 594 1,717 10 278 422 1,123 387 10 278 422 1,123 387 107 171 594 1,717 2,105 27 64 121 152 199 36 57 30 46 35 36 57 30 46 35 64 121 152 199 234 3,281 1,761 1,705 4,840 8,439 1,519 56 3,135 3,598 2,322 1,519 56 3,135 3,598 2,322 1,761 1,705 4,840 8,439 10,761 33,464 38,677 43,594 50,587 63,175 1,426 2,282 2,265 2,180 3,749 1,999 4,999 474 140 513 738 812 51 3 128 24 70 7,323 8,522 10,504 9,556 14,792 1,493 279 3,588 4,768 2,745 5,213 4,916 6,992 12,588 14,526 38,677 43,594 50,587 63,175 77,702
101930 2011 2012 2013 2014 2015 119,578 141,111 162,493 205,234 254,381 73,767 84,301 104,907 133,891 162,160 45,810 56,810 57,585 71,342 92,221 31,461 39,399 47,266 49,122 59,473 14,349 17,410 10,318 22,220 32,747 19 39 9 10 3 3 3 0 50 11 8 39 2 84 205 68 21 9 0 55 80 49 106 67 67 114 121 371 149 261 45 29 21 4 3 53 141 100 618 250 214 97 76 73 349 385 119 181 695 14,114 17,146 10,570 22,188 32,314 593 1,081 16,661 134 3,069 466 67 290 187 203 1,059 1,148 16,952 321 3,272 960 1,436 3,835 1,932 3,747 758 588 2,714 2,099 1,119 1,718 2,024 6,549 4,032 4,866 13,455 16,270 20,973 18,477 30,719 6,179 7,971 10,482 8,601 14,632 285 467 873 527 1,573 5,893 7,503 9,608 8,074 13,059 7,562 8,767 11,364 10,402 17,660 239 244 860 846 2,868 7,323 8,522 10,504 9,556 14,792 20159
101930 2011 2012 2013 2014 2015 7,562 8,767 11,364 10,402 17,660 76 231 58 1,069 290 56 28 185 200 10 3 13 196 23 55 17 273 441 1,293 356 7,579 9,040 11,806 11,696 18,016 7,312 8,801 10,927 10,679 14,954 267 238 878 1,016 3,062 20159 2014/1Q 2014/2Q 2014/3Q 2014/4Q 2015/1Q 2015/2Q 2015/3Q 2015/4Q Ameba 7,233 9,059 8,329 9,388 9,550 8,872 7,982 7,847 11,421 12,988 12,603 13,786 14,393 15,589 16,755 22,254 24,449 29,968 28,533 309,146 33,186 34,971 35,355 38,596 3,387 3,810 3,858 4,135 4,449 4,802 4,658 4,974 345 86 732 3,182 5,682 344 700 483 46,836 55,912 54,057 61,408 67,262 64,580 65,452 74,156 3,121 3,465 2,767 3,626 3,811 4,070 4,297 4,890 43,715 52,447 51,290 57,781 63,451 60,510 61,154 69,265 Ameba 43.9% 53.4% 48.3% 52.5% 53.6% 51.0% 43.4% 40.4% 52.6% 52.5% 48.5% 49.0% 51.5% 52.3% 52.4% 57.8% 19.4% 19.1% 18.5% 17.7% 19.0% 20.9% 19.1% 18.1% 39.9% 38.4% 39.1% 34.1% 35.8% 39.5% 41.3% 41.2% 63.9% 11.8% 62.7% 88.7% 90.5% 66.8% 48.3% 47.5% Ameba 22 1,304 219 741 2,095 1,689 822 347 2,057 2,309 1,477 2,634 3,505 3,620 3,485 5,356 2,072 3,021 2,303 1,732 2,886 3,780 2,894 1,973 76 121 153 152 489 716 524 661 56 163 255 2,634 4,847 32 138 38 22 42 349 243 309 211 561 518 4,263 6,549 4,060 7,345 12,535 8,193 6,254 5,763 20159 Ameba... 2 3... 12... Ameba2
101930 2011 2012 2013 2014 2015 13,455 16,270 20,973 18,477 30,719 2,345 3,334 4,276 4,447 5,757 322 376 418 398 529 960 1,436 3,835 1,932 3,747 141 18 100 618 584 1,081 16,606 53 3,069 2,701 7,103 1,710 6,116 9,482 938 347 1,735 2,212 838 1,098 3,959 2,133 3,023 6,864 1,393 3,065 1,410 1,375 1,240 245 190 76 1,946 415 1,550 1,199 1,549 819 241 208 9 313 857 2,479 1,101 13,235 21,131 12,695 25,904 37,603 24 33 9 2 53 50 29 21 3 3 4,942 7,507 7,703 10,880 8,632 8,268 13,627 4,980 15,024 29,021 1,329 2,898 2,273 2,944 3,084 3,199 6,963 6,693 7,919 10,174 112 30 110 51 3,651 3 289 7,065 161 3,545 736 340 296 193 1,588 927 2,199 2,177 542 595 13,647 32 1,534 1,565 500 509 1,465 8,564 10,913 10,837 11,457 19,492 220 30 11 3,300 49 200 1,212 1,231 1,003 364 30 200 200 200 100 201 687 1,518 183 507 1,273 349 75 440 462 95 475 716 1,429 2,280 2,263 2,180 3,750 1,999 5,004 3,002 3,002 677 9 53 7 98 1,665 1,548 7,081 765 2,362 89 26 464 190 109 2,051 1,139 9,200 2,990 7,276 20,134 18,108 19,248 28,448 31,439 25 18,108 19,248 28,448 31,439 38,716 20159
20159 CyberAgent, Inc. 150-0043 121 4751 101930 1998318 7,203 76 3,566 9 12 100 20131011100 1100 20159 33.69% 49.02% 13.25% 0.70% 0.73% 2.60% 63,213,300 15,753 2013930 1 100 20159 % 13,554,800 21.44% TAIYO FUND, L.P. 3,109,300 4.92% NORTHERN TRUST CO. (AVFC) SUB A/C NON TREATY 2,766,649 4.38% 1,789,900 2.83% 1,751,000 2.77% JP MORGAN CHASE BANK 380055 1,097,141 1.74% SAJAP 1,058,700 1.67% THE BANK OF NEW YORK 133524 911,000 1.44% THE BANK OF NEW YORK 132812 828,100 1.31% BBH FOR OPPENHEIMER GLOBAL OPPORTUNITIES FUND 800,000 1.27% 3 444,800 201548 4,716,9007.46 2015421 7,019,90011.11
7620159 AbemaTV TVAbemaTV 7gogo 755 CyberZ RTBDSPSSP AMoAd CA CyberBull Cygames KIZNA
1998 3 8 1999 12 2000 3 2003 9 2004 9 2006 3 4 5 9 1999 FX Ameba Ameba100 Ameba 2012 4 6 10 11 2013 1 Rage of Bahamut No.1 Ameba 4 Ameba Ameba FX 3 3,000 6 8 10 2014 2 4 5 6 9 CA Tech Kids Ameba3,000 RightSegment CA18 macalon 1,000 Ameba10 2007 7 2008 4 10 2009 1 CA8 10 2015 1 4 Ameba4,000 19 CA36 Ameba CyberBullAbemaTV 2 4 CyberZ 7 AmebaFRESH!Studio 5 10 9 Ameba 2010 7 Ameba1,000 2011 4 AMoAd 20159 IR www.cyberagent.co.jp/ir/library/ 5 9 12 Cygames 1,000 Ameba2,000