【JP:215A】Stock Price

Timee is a company whose core business is "Timee," a gig work platform that allows people to work at their preferred times. The company operates a paid job placement service that matches "when people want to work" with "when employers need workers," offering a system where people can start working in as little as one hour without submitting a resume or attending an interview. As of the end of October 2025, the platform has 12.74 million registered workers and 417,000 registered client business locations, operating as Japan's largest gig work platform.

The company's primary customers are businesses in logistics, food service and retail, hotels and accommodations, and care services—sectors facing chronic labor shortages. The revenue model is performance-based, with client fees set at approximately 30% of worker wages. Workers use the service free of charge and can receive payment immediately after completing their work, which is a key feature of the platform.

Although the company operates a single business segment called "Timee," it comprises three service categories: ①the gig work service "Timee," ②the full-time employment service "Timee Career Plus," and ③other services. In addition to the main gig work service, Timee Career Plus supports workers in securing full-time employment and career transitions, using the "Timee Resume" feature—which leverages work history on the platform—to create evaluation opportunities regardless of educational or employment background. Other services include project support for local governments, labor reduction projects for the logistics industry, and "Logi Hero," a logistics warehouse-specialized service.

Timee pursues a medium- to long-term strategy centered on "gig work shifts" and aims to expand its business in response to structural changes in the labor market. As of October 2025, the company recorded a gross transaction value of 117.2 billion yen, establishing Japan's largest platform with 12.74 million registered workers and 417,000 registered client business locations. Its flagship gig work service maintains a commission rate of approximately 30%, creating a revenue structure where growth in gross transaction value—representing wages paid to workers—directly translates to sales growth.

The core of the growth strategy is differentiation through business process redesign. Timee has accumulated expertise in Business Process Re-Engineering (BPR), breaking down and standardizing existing client operations so that gig workers can contribute immediately as productive resources. This expertise serves as a source of competitive advantage. The company also leverages "trust data" accumulated through worker performance records and peer reviews, continuously developing products that enhance engagement, including badge features, recommendation functions, and worker pool dashboards.

In new market development, the company pursues opportunities in existing markets such as staffing (919.4 billion yen) and job advertising (215 billion yen), while anticipating growth in the gig work market to 100 billion yen by fiscal 2030. "Timee Career Plus," a full-time recruitment service launched in earnest in 2024, targets the 844.2 billion yen recruitment market and creates hiring opportunities independent of educational or employment background through "Timee Resume," a novel evaluation framework leveraging gig work track records.

Regarding technological innovation, Timee aims to establish itself as social infrastructure based on accumulated trust data. Beyond traditional educational and employment credentials, the company is building proprietary trust information integrating work performance and ratings on its platform. Future plans include adjacent services such as education and credential support, employee benefits, wage advances, and preferential lending. Through this vision of "infrastructure that expands life possibilities," Timee seeks to create value beyond a simple matching platform.