3788 GMOGSHD 2020-11-11 18:30:00
2020年12月期 第3四半期決算説明資料 [pdf]

       3788




2020
    n


        証



    n




2
    1. GMO    HD
    2. 2020
    3.
         1.
         2.
         3.




3
    1. GMO   HD




4
     GMO                                            HD

    GMO
    3788

    1997     5




                                        ID
                          IoT     O2O


    GMO                                      9449        51.8
     2001 5         GMO

    16           14 (           7 )      2     2020

           945     2020



5
    GMO        HD




                    IoT
                    O2O

          ID




6
         IT
    IT        ×
7
    2. 2020




8
        l                                            PDF
    2
    0
        l SSL
    2
    0




        l   ITreview Grid Award 2020 Summer   2      3




        l                                     No.1

        l



9
         2020

                2019 Q           2020   Q
 2
 0                       9,675          10,052      +3.9
 2
 0
                         1,071              1,089   +1.7

                         1,092              1,179   +8.0

                          920                885    び3.8%




     l
     l



     l
     l

10
                 2020


              クラウド・ホスティング        セキュリティ      ソリューション
 2
 0                                 +3.9
     12,000                                             l
 2
 0                 9,675    1
                                          10,052    2

     10,000                                 818
                    738         + 10.8


      8,000

                   5,042        +4.2
                                           5,253
                                                        l
      6,000



      4,000



      2,000        4,166        +3.4
                                           4,306

                                                        l

                   2019Q3                  2020Q3
      1                             272
      2                             325
11
             2020


 2
 0
                                         l
 2
 0
                        1.7

             1,071             1,089
     1,500



     1,000
             1,222     +5.3     1,287    l
                                                   /
      500


              252      +0.01     252

              -402              -450
                                         l
     -500                                    O2O
              2019Q3            2020Q3



12
         2020
     l
     l                                                  証
 2
 0
            2019      2019    2020    2020    2020
 2
 0
                Q        Q       Q       Q


            3,212     3,434   3,445   3,336   3,271     1.8%    び2.0%


                324     367     415     396     277   び14.5%   び30.1%


                338     393     493     428     257   び23.9%   び39.9%


                287     153     359     338     186   び35.1%   び44.9%




13
         2020
     l
     l                 SSL
 2
     l                                        証   O2O
 0
 2
 0
                2019         2020                       2019       2020
                   Q            Q    視                     Q          Q        視


                1,403        1,429   + 1.8%                78        84        + 8.3%

                1,658        1,695   + 2.3%              381        376        び 1.3%

                 237          263 + 10.9%               び135        182             -

                 び87          117         -                    0          0         -

                3,212        3,271   + 1.8%              324        277       び 14.5%


14
                                                     2019 12           2020
                                                               6,864          7,256     +5.7%
                                                                                                  l
 2   (                   )                                     4,433          5,120    +15.5%
                                                                                                      687
 0   (           )                                             1,509          1,361      9.8%
 2                                                                                                l
                                                               3,089           3,550   +14.9%
 0                                                                                                    148
         (                           )                         1,141           1,530   +34.0%
                                                                                                  l
         (           )                                             -               -          -
                                                                                                      388
         (                           )                          617             538     12.8%
                                                                 57              57
             規                                                 9,954          10,807    +8.6%

                                                               3,519           3,842     9.2%
         (           )                                         1,753           1,788     2.0%     l
                                                                                                      300
         (                                   )                  284             533     87.9%
                                                               6,434           6,964     8.2%
         (                   )                                 6,204           6,541     5.4%     l
                                                                                                      158
     (                                           )              203             107    47.2
         (                               )                       26             315    1090.0%    l
                                 規                             9,954          10,807    +8.6%         108

15
                                       2020


 2
                                                                                   3Q
 0                                                     2,300
                                                                                           %
 2   16,000
 0            73.4%                                                                73.9%
     14,000                                            1,800
                                                                   70.7%
     12,000

     10,000                                            1,300

      8,000                      73.4%
                       75.1%                            800
      6,000

      4,000
                                                                           83.7%
      2,000                              61.6%          300

                                                                                               SOL
                            CH    SE      SOL                               CH      SE
                                                       -200
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                                 SE




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                                                       -700

                      CH:                        SE:           SOL:
16
                   2020

     l


                   2019 12           2020   12
 2       :                                          2019
 0
                                        (     )
 2
 0
                        13,109          13,691             + 4.4%
                             1,439          1,542          + 7.1%
                             1,485          1,570          + 5.7%

                             1,073          1,132          + 5.5%
     1
             ( )             93.18          98.27               -

17
         2020
     l
     l                              規
 2
 0
 2
 0       2019     2020                  2019         2020
         12       12       2019         12           12           2019
         (    )    (   )                (    )        (   )


          5,611    5,734    +2.2%            291        301        +3.4%

          6,884    7,161    +4.0%       1,677         1,742        +3.9%

          1,013    1,328   +31.1%       び530            495

          び400       532                 +       0            6

         13,109   13,691    +4.4%       1,439         1,542        +7.1%

18
     3-1.




19
                                         CloudCREW




                  AWS




                                 • CI
          • AWS                  • MSP
                                 •



                        -3   -           -           -

     1.
                                                         PoC




     2.
     3. 24

20
                                                             CloudCREW

                                                                                                     VPS
                                           VPS
                                                               500
     150                                                                       OEM
                     OEM


                                                               400
     120



                                                               300
      90




      60                                                       200




      30                                                       100




       0                                                         0
           Q3   Q4   19Q1   Q2   Q3   Q4    20Q1   Q2   Q3           Q3   Q4   19Q1   Q2   Q3   Q4   20Q1   Q2   Q3



21
                              CloudCREW

     500

                                                  (CloudCREW)


     400
                                                                                  2020

     300

                                                                                         436
     200
                                                                                   CloudCREW   105M

     100
                                                                                         :   +22.1
      0
           1

                3

                     1

                          3

                               1

                                    3

                                         1

                                              3

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                                                         18

                                                              19

                                                                   19

                                                                        20

                                                                             20
22
     3-2.




23
                                       SSL


                                       ※1                                            2


                                                    (     )
     100,000                                            150                                  1,950

      90,000
                                                                                             1,850
      80,000

      70,000                                                                                 1,750
                                                        100
      60,000
                                                                                             1,650
      50,000
                                                                                             1,550
      40,000
                                                        50
      30,000                                                                                 1,450

      20,000
                                                                                             1,350
      10,000

          0                                              0                                   1,250
                     2


                         3


                             4




                                            2


                                                3
                 1




                                   1
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               19




                                 20




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                                                                                .3
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                                                                       9




                                                                                     6


                                                                                         9
                                                                           12
                                                          19




                                                                                20
      1
      2
24
                                                                            PDF

                          API




     URL   https://www.gmogshd.com/news/press/globalsign/200918_3087.html


25
     3-3.




            IoT



26
                                                           9/30
                                                                                  No.1
                                                           10.7
                                                       9.2                11/8
                                                                          7
                                      5.6
                                                       9/30

                                                      4.8
                                                                          10/26

                                                                          6.0            16
                                                      0.8
                                      0.3

     Q1    Q2   Q3     Q4       Q1   Q2     Q3   Q4   Q1     Q2   Q3 11
            2018                      2019                    2020

                     2021   3

27    11
     (万件)                                                          57.0
                                                                          ※


                                                        49.1




                                                                              2.4
                                                               30.3
                                       24.5



                                                            22.7
                                           12.5

        Q1   Q2   Q3        Q4   Q1   Q2    Q3    Q4   Q1    Q2    Q3
              2018                     2019                 2020

                     2021    3
28
                                                                             12




     1.



                                                                                  No.1
     2.
                          20,000             8,800         56     OFF


     3.                                                              1
          1     8,000     /


          URL   https://www.gmogshd.com/news/press/gmo-hs/201027_3098.html

29
                              No.
              Agree
              &                Standard

             8,800             10,000



     ≒       100                200



         ≒   300                 ×

                  み               み

               み                 ×

               み                 ×
                      8,000

30
     8,000

31
32
     EU            eIDAS


     E-Signature           e




33
     IoT




34
                                                                                   No.1




           PC



          99.8%                                  7                                  24

     Netcraft   Netcraft SSL Survey   Certificate Authority Market Share in Japan (JP) using Subject Country 2019   12
35
                                           GMO                              Agree



                                                                        (Agree   DSS   )




     URL   https://www.gmogshd.com/news/press/gmo-hs/201009_3090.html

36
            GMO                   Agree


            No.1

                   l AI


                   l

     No.1          l      Agree


                   l


                   l
                                   AI




37
                    GMO       Agree   Appendix

             DX

     9/18                 3

     9/18         PDF

     10/14                5

     10/27                6
     11/8                 7
     12/1




38
39
40
                                 20




                                            3,000
                                                    4,000
                                                            5,000
                                                                    6,000
                                                                                7,000




     O2O
                                   19
                                     年
                                       2月




           URL
                                 20
                                   19
                                     年
                                 20    4月
                                   19
                                     年
                                 20    6月
                                   19
                                     年
                                20     8月
                                  19
                                    年




           https://gmo-app.jp
                                      10
                                20
                                  19    月
                                    年
                                      12
                                 20     月
                                   20
                                     年
                                 20    2月
                                   20
                                     年
                                 20    4月
                                   20
                                                                                             Web




                                     年
                                 20    6月
                                   20
                                     年
                                       8月
                                                                                        32


                                                                               6,717
                                                                                             O2O




                                                                            No.1
                                                                               Pay
                                   Web                               O2O

                     LINE
                                                             byGMO




     URL   https://www.gmogshd.com/news/press/cmt/200831_3070.html
41
                                  AI/IoT

                                                                                         IoT
     ZETA Alliance




            ZETA Alliance
      IoT                                                                ZETA Alliance
                                                                 視                       規

                                hakaru.ai        AI



     URL    https://www.gmogshd.com/news/press/gmo-hs/200825_3074.html
42
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