12489
JULY 2020
QPRESENTATION
MATERIALJULY 31,2020
2021 3 1
2020 7 31
FIRSTQUARTER
2Copyright © Adways Inc. All Rights Reserved.
11 .
2.
3.
chap
ter
. . .P.3
. . .P.14
. . .P.30
3Copyright © Adways Inc. All Rights Reserved.
1.1
first quarter
Chapter1 : First quarter results
4Copyright © Adways Inc. All Rights Reserved.
[ ]
2021 31
2020 3 1 2020 3 4
10,003 9,026 977 10.8% 10,155 ▲151 ▲1.5%
1,804 1,454 350 24.1% 1,854 ▲50 ▲2.7%
1,615 1,564 51 3.3% 1,656 ▲41 ▲2.5%
189 ▲109 298 − 198 ▲9 ▲4.5%
229 ▲75 305 − 264 ▲34 ▲13.2%
178 ▲266 445 − 309 ▲130 ▲42.2%
9 77 10.8%
1 51 1.5%
2 98 -
9 4.5%
5Copyright © Adways Inc. All Rights Reserved.
1
2021/1Q 2020/4Q
697 699 ▲2
▲77 ▲50 ▲26
619 649 ▲29
[ ]
UNICORN
4
12 1 3 2021 3 1
[ 3 49 ]
[ 1 55 ]
[ 3 52 ]
[ ] [ ]
[ ]
EC 4
2021/1Q 2020/4Q
5,306 4,957 349
3,629 3,784 155
814 1,167 352
9,750 9,909 159
6Copyright © Adways Inc. All Rights Reserved.
2021 3
[ ]
41,662 402 418 137
1 10,003 189 229 178
24.0% 46.9% 55.0% 130.2%
7Copyright © Adways Inc. All Rights Reserved.
0
2,000
4,000
6,000
8,000
10,000
12,000
2020/4Q 2021/1Q
10,115 10,003
12 2021 3 11 3
1 93 2.2
53 63 49 7.0%
UNICORN
36 29
1 55 4.1%
3 52 30.2%8 14
4
PCWeb Web
EC4
89 35
8Copyright © Adways Inc. All Rights Reserved.
0
2,000
4,000
6,000
8,000
10,000
12,000
2020/4Q 2021/1Q
10,115 10,003
1,854 1,804
18.3% 18.0%
50 2.7%
18 4
18.0% 0.3
9Copyright © Adways Inc. All Rights Reserved.
0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2020/4Q 2021/1Q
1,656 1,615
16.3% 16.1%
7
41 2.5%
16 15
16.1% 0.2
43
10Copyright © Adways Inc. All Rights Reserved.
0
50
100
150
200
250
2020/4Q 2021/1Q
198189
9 4.5%
1 89
2.0%1.9%
11Copyright © Adways Inc. All Rights Reserved.
0
50
100
150
200
250
300
2020/4Q 2021/1Q
34 13.2
2 29
0
50
100
150
200
250
300
350
2020/4Q 2021/1Q
1 30 42.2
1 78
264
229
309
1782.6%2.3%
3.0%
1.8%
12Copyright © Adways Inc. All Rights Reserved.
0
50
100
150
200
250189 6
132291010
613
1010
13Copyright © Adways Inc. All Rights Reserved.
0
50
100
150
200
250
300
350
229
66
56
1
の60178
66 6056
14Copyright © Adways Inc. All Rights Reserved.
2.C
hapter2 :business overview
first quarter
15Copyright © Adways Inc. All Rights Reserved.
c
(COVID-19)
VOD
2020 3 42021 3 1
c
c
c
1
1
2
1
2
1
1
2
1
1
2
16Copyright © Adways Inc. All Rights Reserved.
(COVID-19)
c
EC
c
c
c
1
1
2
3
1
2
3
1
7
2
1
1
2
12 11 3 2 4 6
2020 3 42021 3 1
Copyright © Adways Inc. All Rights Reserved. 17
first quarter
Copyright © Adways Inc. All Rights Reserved. 17
18Copyright © Adways Inc. All Rights Reserved.
19Copyright © Adways Inc. All Rights Reserved.
0
100
200
300
400
500
600
700
800
2018/2Q 2018/3Q 2018/4Q 2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
UNICORNUNICORN
first quarter
759
145
624
442
317269
242259
191
12011072
13510989
7059546054484031
394
About UNICORN
239
20Copyright © Adways Inc. All Rights Reserved.
UNICORN
About UNICORN
UNICORN
39%61%
2020 3 1Q
31%
69%
2021 3 1Q
first quarter
21Copyright © Adways Inc. All Rights Reserved.
91%
8%1%
16%
71%
2%
11%
UNICORN
About UNICORN
VOD
VOD
2020 3 1Q 2021 3 1Q
first quarter
Copyright © Adways Inc. All Rights Reserved. 22
23Copyright © Adways Inc. All Rights Reserved.
Banner/Video
Reward Video
Native/Interactive ×
first quarter
UNICORN Interactive AD
approved list
Copyright © Adways Inc. All Rights Reserved. 24
AR
Brand ads
ARAR AR
first quarter
Copyright © Adways Inc. All Rights Reserved. 25
DY
26Copyright © Adways Inc. All Rights Reserved.
DY
2019 11 22
ADWAYS
×
DY
27Copyright © Adways Inc. All Rights Reserved.
DY
20/4Q 21/1Q
2020 7
2
first quarter
28Copyright © Adways Inc. All Rights Reserved.Copyright © Adways Inc. All Rights Reserved.
29Copyright © Adways Inc. All Rights Reserved.
2020 7 31
30Copyright © Adways Inc. All Rights Reserved.
3.C
hapter3 :Supplementary m
aterials
31Copyright © Adways Inc. All Rights Reserved.
PC/
2007
3
2008
3
2009
3
2010
3
2011
3
2012
3
2013
3
2014
3
2015
3
2016
3
2017
3
2018
3
2019
3
2020
3
2021
3
2006
4,919 4,9188,302
13,15715,907
17,97222,639
35,890
31,521
39,61342,329 41,501 41,857
37,304
41,662
10,0031
32Copyright © Adways Inc. All Rights Reserved.
2007
3
2008
3
2009
3
2010
3
2011
3
2012
3
2013
3
2014
3
2015
3
2016
3
2017
3
2018
3
2019
3
2020
3
2021
3
204
517
221
688
860
1,320
413
1,057
847
687
315 299
722
197
402
1891
33Copyright © Adways Inc. All Rights Reserved.
0
2,000
4,000
6,000
8,000
10,000
12,000
2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
10,003
11,44311,044
10,0389,330 9,026 8,997 9,125
10,155
34Copyright © Adways Inc. All Rights Reserved.
81.5% 83.7% 83.7%82.1%
83.9% 83.2% 81.6% 81.7% 82.0%
82.9%84.4% 83.7% 82.7% 83.5% 83.3%
81.8% 82.4% 83.0%
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
35Copyright © Adways Inc. All Rights Reserved.
0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
16.1%14.9% 15.1%
17.3% 17.3%16.8% 16.3%14.9%
17.6%
36Copyright © Adways Inc. All Rights Reserved.
-200
-100
0
100
200
300
400
500
600
2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
1.4%1.2%
121154
103
411
344
1.1%
3.6%
0.1%0.4%
109
-%
198
2.0%
189
1.9%
37Copyright © Adways Inc. All Rights Reserved.
[ ]
2021 3 1Q 2020 3 4Q
16,392 16,348 +44 +0.3%
10,800 9,727 +1,072 +11.0%
2,745 2,638 +107 +4.1%
19,137 18,986 +151 +0.8%
6,379 6,390 ▲11 ▲0.2%
185 147 +38 +26.0%
6,565 6,537 +27 +0.4%
12,572 12,448 +124 +1.0%
38Copyright © Adways Inc. All Rights Reserved.
0
2,000
4,000
6,000
8,000
10,000
12,000
2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
4,525 4,396 4,765 4,957 5,306 +349 +7.0%
3,567 3,670 3,379 3,784 3,629 の155 の4.1%
705 624 704 1,167 814 の352 の30.2%
150 156 153 162 146 の16 の9.9%
78 148 122 82 106 +23 +28.8%
9,026 8,997 9,125 10,155 10,003 の151 の1.5%
9,12510,155 10,003
8,9979,026
2020/1Q
39Copyright © Adways Inc. All Rights Reserved.
2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
416 480 605 699 697 の2 の0.4%
の94 の100 の79 の50 の77 の26 -
15 15 14 10 11 0 +4.5%
の41 1 の21 の38 の49 の10 -
の405 の393 の414 の423 の392 +30 -
の109 4 103 198 189 の9 の4.5%
-800
-600
-400
-200
0
200
400
600
800
1,000
103198 189
4▲109
2020/1Q
40Copyright © Adways Inc. All Rights Reserved.
2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q 2020/4Q 2021/1Q
521 512 509 510 533 521 512 506 533
72 80 80 78 84 95 91 88 82
84 82 93 90 102 99 96 100 102
98 91 91 90 85 87 92 96 98
144 143 129 123 110 98 113 125 109
919 908 902 891 914 900 904 915 924
0
200
400
600
800
1,000
1,200
915 924919 908 902 891 904900914
41Copyright © Adways Inc. All Rights Reserved.
Adways Inc.
2001 2 28
1,605
37,304
924
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