1. 2 ...P.4
2. ...P.18
3. ...P.40
chapter
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22 ( ) 3 31 12 31
2021 12
2021 12 9 12
2021 12 ( 29
)
2021 12 2021 3 2021 12
2021 3
(
Copyright © Adways Inc. All Rights Reserved. 3
2
Chapter1 : Second quarter results
1 .
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2
[ ]
2021 12 2021 3 2
2
25,598 21,492 +4,105 +19.1%
5,764 4,771 +992 +20.8%
4,646 3,994 +652 +16.3%
3,855 3,311 +543 +16.4%
791 682 +108 +16.0%
1,087 866 +220 +25.5%
703 591 +111 +18.8%
41億 5百万円の増加 19.1% 1億 8百万円の増加 16.0%
Copyright © Adways Inc. All Rights Reserved. 5
[ ]
2021
12 2021 3 2 2021 12 1
2
13,244 11,489 +1,754 +15.3% 12,354 +890 +7.2%
3,010 2,576 +433 +16.8% 2,754 +255 +9.3%
2,478 2,189 +289 +13.2% 2,167 +311 +14.4%
1,993 1,696 +296 +17.5% 1,862 +130 +7.0%
485 493 ▲7 ▲1.5% 305 +180 +59.1%
636 636 ▲0 ▲0% 450 +185 +41.2%
453 413 +40 +9.8% 249 +204 +81.8%
17億 54百万円の増加 15.3% 7百万円の減少 1.5%
8億 90百万円の増加 7.2% 1億 80百万円の増加 59.1%
Copyright © Adways Inc. All Rights Reserved. 6
2021 12
[ ]
38,183 7,500 490 580 170
41,236 9,000 1,200 1,560 950
+3,053 +1,500 +710 +980 +780
+8.0% +20.0% +144.9% +169.0% +458.8%
2021 5 13 2021 3
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2021 12
2021 12
1 2 70
1 5 21 21%
3 2021 12 2023 12
22 23 24
2021 12 2022 12 2023 12
21% 22% 23%
1 2 70 1 2 80 1 2 90
2021 5 13 2021 3
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2021 12
[ ]
38,183 7,500 490 580 170
41,236 9,000 1,200 1,560 950
25,598 5,764 791 1,087 703
67.0% 76.9% 161.5% 187.5% 413.6%
62.1% 64.1% 65.9% 69.7% 74.0%
2021 5 13 2021 3
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2021 12 7.1
2021 12
9 7.1 4.9 12
2021 12 4.1
2021 12
9 4.1 12 16.1
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107 3
16,000 4 14 4.0%
14,000 13,244 67 40
12,354
11 63 20.9%
12,000
UNICORN 1
QR
10,000
39 62
8,000 PCWeb Web
7 48 15.9%
6,000
4,000
2,000 21 54
4 43 25.9%
0
2021 12 1Q 2021 12 2Q
2021 12 2 2021 4 6
Copyright © Adways Inc. All Rights Reserved. 11
16,000 24 78
13,244
3 11 14.4%
14,000
12,354 18.7% 1.2
12,000
10,000
18.7%
17.5%
8,000
6,000
4,000
2,478
2,167
2,000
0
2021 12 1Q 2021 12 2Q
Copyright © Adways Inc. All Rights Reserved. 12
1,993 19 93
2,000 1,862
1 30 7.0%
15.0% 0.1
1,500
68
1,000
15.1% 15.0%
500
0
2021 12 1Q 2021 12 2Q
Copyright © Adways Inc. All Rights Reserved. 13
600
4 85
485
1 80 59.1%
500 3.7% 1.2
400
305
300
3.7%
200
2.5%
100
0
2021 12 1Q 2021 12 2Q
Copyright © Adways Inc. All Rights Reserved. 14
700 636 500 453
450
600
400
500 450
350
400 300 249
250
300 200
3.4%
4.8%
200 3.6%
150 2.0%
100
100
50
0 0
2021 12 1Q 2021 12 2Q 2021 12 1Q 2021 12 2Q
6 36 4 53
1 85 41.2% 2 4 81.8%
4.8% 1.2 3.4% 1.4
Copyright © Adways Inc. All Rights Reserved. 15
700 ＋60 ＋11 636
＋78
600
485
500
400
300
200
100
0
78 11
60
Copyright © Adways Inc. All Rights Reserved. 16
800
39
700 636
600
▲31
453
500
400
▲190
300
200
100
0
39 の 31
の1 90
Copyright © Adways Inc. All Rights Reserved. 17
Second quarter
2
Chapter2 : business overview
.
Copyright © Adways Inc. All Rights Reserved. 18
Second quarter
Copyright © Adways Inc. All Rights Reserved. 19
Copyright © Adways Inc. All Rights Reserved. 20
※1 ※2
/
MARKETING CONSULTING
DL / ADVERTISEMENT
MEDIA
DATA
CRM※3
※1
※2 PRODUCT
※3 CRM
Copyright © Adways Inc. All Rights Reserved. 21
Second quarter
Copyright © Adways Inc. All Rights Reserved. 22
2021 3 2Q 2021 3 3Q 2021 3 4Q 2021 12 1Q 2021 12 2Q 2021 3 2Q 2021 3 3Q 2021 3 4Q 2021 12 1Q 2021 12 2Q
領
Copyright © Adways Inc. All Rights Reserved. 23
UNICORN
Copyright © Adways Inc. All Rights Reserved. 24
Copyright © Adways Inc. All Rights Reserved. 25
Apple Search Ads Partner
Campaign Management Partner
UNICORN 7
Copyright © Adways Inc. All Rights Reserved. 26
UNICORN Apple Search Ads
50
Copyright © Adways Inc. All Rights Reserved. 27
Apple Search Ads
AppStore
Apple ID v IDFA
/
Search Results Search Tab
AppStore
Copyright © Adways Inc. All Rights Reserved. 28
UNICORN
e.t.c... / 24 / 365
1,000 * 100 ×
*
10
Apple Search Ads
Copyright © Adways Inc. All Rights Reserved. 29
UNICORN
⼈⼒運⽤ UNICORN – 新規KW UNICORN – 既存KW
100.00%
Case Study : 29.32%
75.00%
2.2
71.61%
15.2
50.00%
70.68%
25.00%
45.16%
28.39%
6.59%
0.00%
Yostar - KW Install
※1 3 vs UNICORN 3
※2 KW Install KW
UNICORN 2
15
Copyright © Adways Inc. All Rights Reserved. 30
UNICORN
Second quarter
UNICORN
1,400 1,310
1,200
1,018
969 958 958
1,000
800
765
624
600
442
394
400 317
259 242 269
191 157 170
200 120 135 153 139 130 138
69 89 109
48 54 60 54 59
0
4Q
1Q
2Q
3Q
4Q
1Q
2Q
3Q
4Q
1Q
2Q
3Q
4Q
1Q
2Q
12
3
3
3
3
3
3
3
3
3
12
3
3
3
3
21
19
20
20
20
21
21
18
19
19
19
20
21
21
21
魂 2021 3 1 2021 3 1Q
135%
About UNICORN
Copyright © Adways Inc. All Rights Reserved. 31
UNICORN
Second quarter
1,400
110
1,200
2021 12 2Q 128
1,000
24
85 331
8% 800
273
10% 600
400 739
25% 57% 586
200
0
2021 3 2Q 2021 12 2Q
VOD VOD
Web 4
About UNICORN
Copyright © Adways Inc. All Rights Reserved. 32
Second quarter
UNICORN Interactive AD
UNICORN
Banner／Video
Reward Video
Native／Interactive
approved list
Copyright © Adways Inc. All Rights Reserved. 33
Beacon Bank
ONLINE : OFFLINE :
1. 2.
v
3.
5. 4.
OMO
※OMO Online Merges with Offline
Copyright © Adways Inc. All Rights Reserved. 34
Copyright © Adways Inc. All Rights Reserved. 35
Second quarter
「IDEA Push」
2021 2021 2021 2021 2021
3 2Q 3 3Q 3 4Q 12 1Q 12 2Q
2021 12 2Q LINE
195%
Copyright © Adways Inc. All Rights Reserved. 36
Copyright © Adways Inc. All Rights Reserved. 37
Copyright © Adways Inc. All Rights Reserved. 38
2021 11 4
Copyright © Adways Inc. All Rights Reserved. 39
Second quarter
3
Chapter3 : Supplementary materials
.
Copyright © Adways Inc. All Rights Reserved. 40
PC /
2020
49,020
50,000 53,771
42,329 41,501 41,857 12
39,613
37,304
40,000 35,890
41,236
31,521
9
30,000
22,639
2006 17,972
20,000 15,907
13,157
25,598
8,302 2
10,000
4,919 4,918
0
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
12
07
16
10
11
12
13
20
21
14
08
15
18
09
19
17
21
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
12 9 12
魂 2021 12 9
Copyright © Adways Inc. All Rights Reserved. 41
1,626
1,500
1,320 1,554
12
1,057 1,200
1,000 860 847
9
688 687 722
500 413 791
315 299 2
204 221 197
の 517
0
の500
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
12
10
11
12
13
20
21
14
08
15
18
09
19
07
17
16
21
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
20
12 9 12
魂 2021 12 9
Copyright © Adways Inc. All Rights Reserved. 42
15,566
16,000
13,244
14,000
12,354
11,961
11,489
12,000
10,155 10,003
10,000 8,997 9,125
8,000
6,000
4,000
2,000
0
2020 3 2Q 2020 3 3Q 2020 3 4Q 2021 3 1Q 2021 3 2Q 2021 3 3Q 2021 3 4Q 2021 12 1Q 2021 12 2Q
Copyright © Adways Inc. All Rights Reserved. 43
14,000
13,000
12,000
11,000
10,000
9,000
8,000
7,000
6,000
83.3% 82.4% 83.0% 82.3% 83.9% 83.6% 83.2%
5,000 81.8% 83.0%
4,000 83.2% 81.7% 82.0% 83.4% 82.5%
81.6% 82.0% 81.7% 81.3%
3,000
2,000
1,000
0
2020年3⽉期2Q 2020年3⽉期3Q 2020年3⽉期4Q 2021年3⽉期1Q 2021年3⽉期2Q 2021年3⽉期3Q 2021年3⽉期4Q 2021年12⽉期1Q 2021年12⽉期2Q
Copyright © Adways Inc. All Rights Reserved. 44
2,200
2,000
1,800
1,600
1,400
1,200
1,000
800
16.8% 17.3% 16.3% 16.1%
600
14.8% 15.0% 15.1% 15.0%
13.1%
400
200
0
2020 3 2Q 2020 3 3Q 2020 3 4Q 2021 3 1Q 2021 3 2Q 2021 3 3Q 2021 3 4Q 2021 12 1Q 2021 12 2Q
Copyright © Adways Inc. All Rights Reserved. 45
546
600
493 3.5%
4.3%
500 485
396
3.3% 3.7%
400 305
2.5%
300 198 189
2.0% 1.9%
200
103
1.1%
100 4
0.1%
0
2020 3 2Q 2020 3 3Q 2020 3 4Q 2021 3 1Q 2021 3 2Q 2021 3 3Q 2021 3 4Q 2021 12 1Q 2021 12 2Q
Copyright © Adways Inc. All Rights Reserved. 46
[ ]
2021 12 2Q 2021 12 1Q
17,822 16,543 +1,278 +7.7%
9,028 9,295 ▲266 ▲2.9%
3,393 3,304 +89 +2.7%
21,215 19,847 +1,367 +6.9%
9,364 8,405 +959 +11.4%
217 258 ▲40 ▲15.8%
9,582 8,663 +918 +10.6%
11,633 11,184 +449 +4.0%
Copyright © Adways Inc. All Rights Reserved. 47
15,566
16,000
13,244
14,000 11,961 12,354
11,489
12,000
10,000
8,000
6,000
4,000
2,000
0
2021 3 2Q 2021 3 3Q 2021 3 4Q 2021 12 1Q 2021 12 2Q
6,458 6,408 7,756 5,577 6,740 +1,163 +20.9%
3,446 3,429 5,312 4,711 3,962 ▲748 ▲15.9%
1,261 1,744 2,097 1,710 2,154 +443 +25.9%
190 202 216 198 219 +20 +10.6%
132 176 183 156 167 +10 +6.8%
11,489 11,961 15,566 12,354 13,244 +890 +7.2%
Copyright © Adways Inc. All Rights Reserved. 48
546 485
1,200 493
1,000
396 305
800
600
400
200
0
-200
-400
-600
-800
2021 3 2Q 2021 3 3Q 2021 3 4Q 2021 12 1Q 2021 12 2Q
960 828 1,068 752 942 +189 +25.2%
の34 の5 0 11 49 +38 +347.9%
17 20 0 17 21 +3 +19.5%
の27 の4 の9 の10 の25 の14 －
の423 の442 の512 の465 の502 の37 －
493 396 546 305 485 +180 +59.1%
Copyright © Adways Inc. All Rights Reserved. 49
較
1,200
982 992
961 973
900 904 915 924 913
1,000
800
600
400
200
0
2020 2020 2020 2021 2021 2021 2021 2021 2021
3 2Q 3 3Q 3 4Q 3 1Q 3 2Q 3 3Q 3 4Q 12 1Q 12 2Q
521 512 506 533 535 546 558 613 602
95 91 88 82 83 90 75 74 79
99 96 100 102 100 105 99 101 106
87 92 96 98 104 107 110 117 120
98 113 125 109 139 125 71 77 85
900 904 915 924 961 973 913 982 992
Copyright © Adways Inc. All Rights Reserved. 50
Adways Inc.
2001 2 28
1,630 [ 2021 9 ]
49,020 [ 2021 3 ]
992 [ 2021 9 ]
Copyright © Adways Inc. All Rights Reserved. 51