4497 M-ロコガイド 2020-08-13 16:00:00
2021年3月期第1四半期決算説明資料 [pdf]

2021   3               1




       2020   8   13
                                             ×


© 2020 Locoguide Inc. All Rights Reserved.       1
   2021 3                               1


             n                     368                  93           90

                             •               2020   3        4   24.3%    93

                             •




             n

                             •

                             •

© 2020 Locoguide Inc. All Rights Reserved.                                     2
   2021 3                               1
   ü                        2020         3       4                            2020    3     4
   ü                            2020         3       4            24.3%       93


                                                           2021 3         1

                                                                                                        (   :   )


                                                         2020 3                    2021 3
                                                         4      (    )                1


                                                            387                       368       は4.8%


                                                             75                        93       +24.3


                                                             75                        90       +20.7%




© 2020 Locoguide Inc. All Rights Reserved.                                                                          3
   2021 3                               1
   ü                                               2020   3   4
   ü

   (    :      )

            400
       百万




            350



            300



            250



            200



            150



            100



             50
                                                                  IT


              0
                                      2021 3   1
© 2020 Locoguide Inc. All Rights Reserved.                             4
   2021 3                               1
   ü
   ü

    (    :         )

             300




             250


                                                   99
             200




             150




             100




              50




               0
                                      2021 3   1
© 2020 Locoguide Inc. All Rights Reserved.              5
Locoguide Inc.
   ü



           (                )
                                                                                                                                                                                          1,045
               12,000,000




               10,000,000




                8,000,000




                6,000,000




                4,000,000




                2,000,000




                       0
                                2016年9⽉   2016年12⽉   2017年3⽉   2017年6⽉   2017年9⽉   2017年12⽉   2018年3⽉   2018年6⽉   2018年9⽉   2018年12⽉   2019年3⽉   2019年6⽉   2019年9⽉   2019年12⽉   2020年3⽉    2020年6⽉

                                *2017 3
                                *2017 6
© 2020 Locoguide Inc. All Rights Reserved.                                                                                                                                                           7
   ü
   ü
                                                                                                                                   *

             (            )
                 30,000
                                                                                                                                                                                                       24,349

                 25,000




                 20,000




                 15,000




                 10,000




                  5,000




                     0
                              2016   9   2016   12   2017   3   2017   6   2017   9   2017   12   2018   3   2018   6   2018   9   2018   12   2019   3   2019   6   2019   9   2019   12   2020   3   2020   6



                               *

© 2020 Locoguide Inc. All Rights Reserved.                                                                                                                                                                        8
          ü                                  ü

          ü
                                             ü


          ü




© 2020 Locoguide Inc. All Rights Reserved.       9
   ü




          •                                  •   PC
          •
          •                                  •




© 2020 Locoguide Inc. All Rights Reserved.            10
   ü
   ü




            (               )




© 2020 Locoguide Inc. All Rights Reserved.   11
© 2020 Locoguide Inc. All Rights Reserved.   12
   ü
   ü




                                             •
                                             •




                                             •


                                             •




© 2020 Locoguide Inc. All Rights Reserved.       13
Locoguide Inc.
           ü

           ü

           ü

© 2020 Locoguide Inc. All Rights Reserved.   15
     ü
     ü                                              3,559   (2019     ) *1


                                                                                                                                *4


         • 2000                                100%          •                            •
         •             草                     2019            •        1 13 /
                                                                                              6,000
                    66%
                                                                                              5,000
                              2000                                           1

                                                                             4,662   *3       4,000


                                                                                              3,000

                                       *2
                            99.9%                                                             2,000



                                                                                              1,000


                                                                                                 0
                                                                                                        2000年   2013年   2016年    2019年

*1                2019
*2                                                               *3                                   2019         *4
© 2020 Locoguide Inc. All Rights Reserved.                                                                                               16
         •                                             •                                            •
                            57.4             *2
                                                       •                   1,419                                     草
                                                           3.5       *1




              3,642            *1

                                                             2,110        *1


                                                                                                        1,207   *1




              ü                                                                        ü IT

         *1                2019                   *2                               1      (2017 )

         *    AC(soeG, umii,          )


© 2020 Locoguide Inc. All Rights Reserved.                                                                               17
   ü
   ü




                         Google Play         2   *




       * Google Play            2017
         Google Play            2018
© 2020 Locoguide Inc. All Rights Reserved.           18
   ü                                                            SaaS
   ü




                                             5,000




                                             100




                      *                              1 10   8     1    12,500


© 2020 Locoguide Inc. All Rights Reserved.                                      19
   ü



                          1
                                             •
                                             •



                          2
                                             •
                                             •   SaaS



                          3                  •
                                             •




© 2020 Locoguide Inc. All Rights Reserved.              20
   ü                                                                           1,900




                                              3,559         *1             •
                                                                           •
                                                                           •




                                                      1,894           *3


                                                           (53% *2)




                     *1                2019           *2                               2019
                     *3

© 2020 Locoguide Inc. All Rights Reserved.                                                    21
   ü                                                                       2


                                                                   1,665

                                                                                                      3,559   *1

                                                                                        5%*2

                                                                                 6%*2


                                                                               7%*2


                                                                                           22%*2


                    *1                2019                     *2                              2019
                    *3
                           AC(               , FineGraphics,   )
© 2020 Locoguide Inc. All Rights Reserved.                                                                         22
   ü                           2.5                                   5


                                                                         248   *2




                                                          25,282*1

                                              51,711*1                                                 0.8
                                                                               64.0          32.3



                                                  99.0


                                                                                                8.3
                                                                                      10.7
                                                                               27.0                   1.5
                                                                                              5.3

                   *1 2020 3                 *2          28


© 2020 Locoguide Inc. All Rights Reserved.                                                                   23
© 2020 Locoguide Inc. All Rights Reserved.   24