2021 2
JASDAQ 7357
2021 23
Copyright © GEOCODE Co.,Ltd. All rights Reserved.
1.
2. 2021 2
3. 2022 2
4.
5. Appendix
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 1
1.
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 2
GEOCODE CO.,Ltd.
算 算
4-1-6 JR
4-20
12-3
2005
348,787,500 2021
118 2021
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 3
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 4
•
•
•
•
•
•
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 5
2005 3,000
SEO
2006
Web
2007
2009 Web
2011
2012 12 IC
2015 SFA
2016
2018
2020 11 JASDAQ
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 6
革
Web
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 7
革
16 (CAGR)23%
3,040
2,968
2,415
( )
2,172
1,700
1,571
1,298
10 11 12 13 14 15 16 17
2005.9 2006.7 2007.7 2008.7 2009.7 2010.7 2011.7 2012.7 2013.7 2014.7 2015.7 2016.7 2017.7 2018.2 2019.2 2020.2 2021.2
14
14 2017 2018 28 12
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 8
革
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 9
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 10
SEO Web
Google Yahoo!
SEO
UI UX
算 Web
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 11
SEO
Google Yahoo!JAPAN
SEO 2005
Web
UI UX
UI User Interface Web UX User Experience Web
CV Conversion Web
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 12
Web
Web 2006
SEO Web
Web
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 13
Web
Web 2009
Google Premier Partner Awards (2018 2019 )
Yahoo!
(2019 2021 )
Google Premier Partner Awards
Yahoo! JAPAN Yahoo! JAPAN
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 14
SFA
革
UI UX
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 15
SFA
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 16
IC
革
IC
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 17
2. 2021 2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 18
2021 2
• 3,040 2.4%
• 192 25.6%
• 174 12.5%
• 111 1.9%
• 16 ( )
•
14 2017 2018 28 12
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 19
2021 2
• 2.4
25.6
•
•
20/2 21/2
革 2,968 3,040 71 102.4%
革 2,027 2,153 125 106.2%
革 940 886 54 94.3%
( 31.7%) ( 29.2%)
革 787 694 93 88.2%
153 192 39 125.6%
( 5.2%) ( 6.3%)
155 174 19 112.5%
109 111 2 101.9%
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 20
2021 2
• 95.8%
•
21/2 21/2
革 3,172 3,040 132 95.8%
191 192
0 100.5%
( 6.0%) ( 6.3%)
169 174 102.9%
4
( 5.4%) ( 5.7%)
105 111
5 105.6%
( 3.3%) ( 3.7%)
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 21
2021 2 革
•
/ Q Web
1,000 3,200
3,040
2,968 200%
900
863
785
812 2,800 175%
763
800 719 732
679 2,400 2,227 150%
700 652 2,105
600 2,000 125%
500 1,600 1,372
1,442 100% 100% 100%
400
1,200 73% 75%
71%
300
800 652 679 50%
200 46% 47%
100 400 22% 22% 25%
0 0 0%
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
20/2 21/2 20/2 21/2
2 1 3 2021 2 1
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 22
2021 2
• 3Q
192
80
72 71 200 200%
180
70 65 175%
160 153
60 150%
140
121
50 125%
42 40
120
40 100 100% 100% 100%
80
80
55
30 62 75%
19 18 60 63%
20 14 52% 50%
40 41%
10 19 14 29% 25%
20
12%
0 7%
0 0%
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
20/2 21/2 20/2 21/2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 23
2021 2 革
• Web Web
Web
• DX SFA
20/2 21/2
1,059 1,075 16 101.5%
Web SEO 895 880 14 98.3%
Web 164 195 31 118.8%
Web 1,774 1,825 50 102.9%
2,833 2,900 66 102.4%
SFA 26 51 24 192.8%
IC 107 87 19 81.5%
134 139 5 103.7%
2,968 3,040 71 102.4%
SEO Web
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 24
2021 2 革 SEO
Q Q Q
1.7%
•
880
300 1,000
895
235
900
236 241
250 229
220 800
209 206
196 700 658 644
200
600
150 500 429 403
400
100
300
209 206
200
50
100
0 0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
20/2 21/2 20/2 21/2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 25
2021 2 革 Web
• Q
100 91 250
195
90
80 200
70 164
60 150
49 49
50 45 115
39 103
40 100 89
30 73
26 27
30
20 50 39
27
10
0 0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
20/2 21/2 20/2 21/2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 26
2021 2 革 Web
• Q
/ Q
600
543
2,000 1,825
1,774
1,800
500
442
483 478
450 1,600
417 413 1,374
1,400
400 371 1,230
1,200
300 1,000 896
788
800
200
600
371
413
400
100
200
0 0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
20/2 21/2 20/2 21/2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 27
2021 2 革 SFA
• DX SFA
Q
15
14
16 60
51
14 13
50
12
40 37
10 9
8
8 30 26
6 6 24
6 5 18
20
4 11
9
10
2 5
0 0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
20/2 21/2 20/2 21/2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 28
2021 2 革 IC
•
30 28 120
26 26 107
25
25
22 22 22 21
100
87
81
20 80
66
15 60 53
44
10 40
26
22
5 20
0 0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
20/2 21/2 20/2 21/2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 29
2021 2 革
• Web 69
•
•
•
20/2 21/2
( ) ( )
1,464 (49.3%) 1,534 (50.5%) 69 (104.7%)
( ) 342 (11.5%) 371 (12.2%) 28 (108.3%)
( ) 101 ( 3.4%) 139 ( 4.6%) 38 (137.7%)
( ) 117 ( 4.0%) 108 ( 3.6%) 8 ( 92.4%)
( ) 1 ( 0.0%) 0 ( 0.0%) 0 ( 23.7%)
革 2,027 (68.3%) 2,153 (70.8%) 125 (106.2%)
1 69 72 3 (104.5%)
. 革
.
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 30
2021 2 革
•
• 29
• 10 10
20/2 21/2
( ) ( )
革 43 (1.5%) 28 (1.0%) 14 (66.5%)
( ) 513 (17.3%) 462 (15.2%) 51 (90.1%)
230 (7.8%) 202 (6.7%) 27 (88.0%)
787 (26.5%) 694 (22.8%) 93 (88.2%)
1 60 55 5 (91.2%)
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 31
2021 2
•
• 709
20/2 21/2
871 1,459 587 167.4%
革 256 228 27 89.2%
18 11 6 64.4%
280 235 44 84.1%
1,151 1,695 543 147.2%
746 641 105 85.9%
107 46 60 43.1%
853 687 166 80.5%
298 1,007 709 338.2%
1,151 1,695 543 147.2%
7.2% 5.2% 2.0%
25.9% 59.5% 33.6%
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 32
2021 2
20/2 21/2
597 1,192 199.6%
230 156 67.9%
367 1,035 282.1%
Win - Win - Win
40
27
27
19
15
12
6
5
156
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 33
3. 2022 2
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 34
2022 2
•
319 ( 10.5 )
• 策
17 ( 9.3 )
21/2 22/2
革 3,040 3,360 319 110.5
192 210 17 109.3
( 6.3%) ( 6.3%)
174 209 34 119.8
( 5.7%) ( 6.2%)
111 130 19 117.5
( 3.7%) ( 3.9%)
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 35
2022 2 革
• Web SEO Web
Web
Web
296
( 10 )
• DX S FA
22 ( 16%)
21/2 22/2
Web 1,075 1,191 115 110.7%
Web 1,825 2,006 181 109.9%
2,900 3,197 296 110.2%
SFA 51 83 31 160.7%
IC 87 78 8 90.1%
139 162 22 116.3%
3,040 3,360 319 110.5%
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 36
4.
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 37
•
• バ
500
200
50
50
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 38
( )
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 39
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 40
バ
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 41
Blue Ocean
SEO
Web
SFA
DX
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 42
SEO Web
• Web
•
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 43
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 44
× SFA
SFA
Google
•
•
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 45
Google
SFA Google
2021 30 https://prtimes.jp/main/html/rd/p/000000016.000006185.html
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 46
Google
Web
革
Google
2021 30 https://prtimes.jp/main/html/rd/p/000000016.000006185.html
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 47
•
•
• Google 2021
22/2 Google
1Q 2Q 3Q 4Q
• 2019
済
freee 2018
freee
•
• Sansan 2017
Sansan
• LINE WORKS 2020
• Chatwork 2021
Chatwork
• Marketo 2020 12
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 48
• 策
• 10
10 策 13
1,290
2021 11 https://prtimes.jp/main/html/rd/p/000000012.000006185.html
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 49
5. Appendix
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 50
2020 1,594
%
80,000 60%
69,399 70,191 69,381
68,235 66,926
70,000 65,300
61,522 61,710 62,880 63,907
61,594 50%
59,222 58,427 58,913 59,762
60,000 57,096
( , , , )
40%
50,000
36.2%
40,000 30%
30,000
20%
20,000
10%
10,000
0 0%
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
2020
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 51
2020 2,290 105.9
22,290
25,000
EC 21,048
20,000
17,589
15,094
16,630 17,567
15,000 13,100
11,594 14,480
10,519
9,381 12,206
10,000 8,680
7,747 8,062 10,378
6,983 7,069 9,194
6,003 8,245
4,826 7,203
5,000 3,777 6,077 6,189
6,629
5,373 5,448
4,591
3,630
2,808
0
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
2020
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 52
20,000
17,567
16,630 その他
14,480
成果報酬型広告
15,000
動画広告
12,206
10,000 ディスプレイ広告
5,000
6,683
5,708 6,787
4,831
0
2017 2018 2019 2020
2020 D2C
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 53
2018 6.1%
46
21.7%
6.1%
21.7%
1,745
6.1%
4.4%
2015 2018
30
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 54
SaaS
SaaS 2019 6,016
2019 2024 (CAGR) 13%
2024 1,178
12,000 11,178
10,000
8,000
6,016
6,000
3,871
4,000
2,579
2,000
0
2018
2016年 2017年 2018年 2019年 〜 2024年（予測）
2020
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 55
策
Copyright © GEOCODE Co.,Ltd. All rights Reserved. 56