(479A) Stock Price

PRONI operates "PRONI Aimizu," a B2B procurement platform for small and medium-sized enterprises (SMEs), supporting the resolution of management challenges through optimal matching between ordering companies and service providers. Its core business focuses on matching services centered on IT service and SaaS implementation support, driving digital transformation and productivity improvements for companies.

The company's primary customers are ordering-side SMEs and service-providing companies on the provider side, including IT vendors. Ordering companies use the platform free of charge. Revenue is generated from matching fees, monthly subscription fees, and commissions on initial registration and successful transactions from service-providing companies. The company's revenue base is strengthened by its scale: 640,000 cumulative matching transactions, 240,000 ordering company members, and over 1,000 paying service providers.

PRONI offers matching services across a wide range of service categories, including system development, business software implementation, sales support, and services for accounting, human resources, and general affairs functions. The company accelerates candidate selection through automated analysis using "Data × AI," while simultaneously delivering high-quality matching and continuous additional proposals through DX concierge consultation and ongoing support.

The company aims for sustained growth and expanded revenue. This strategy is driven by rapid expansion in the AI, SaaS, and DX markets. According to forecasts from IDC and Fuji Chimera Research Institute, the AI market is expected to grow from 1.3 trillion yen in 2024 to 4.2 trillion yen by 2029, SaaS from 1.3 trillion yen in 2023 to 2.0 trillion yen by 2028, and DX from 4.2 trillion yen in 2023 to 8.4 trillion yen by 2028. In response to these market conditions, the company uses the number of successful matches and average revenue per client company (ARPU) as key growth metrics. Results show that successful matches have increased consistently since 2022, recently exceeding 40,000 on a quarterly basis, while ARPU has risen to several million yen on an annualized basis. Additionally, the company is transitioning to stable profit generation from 2025 onward and working to stabilize revenue through expanded recurring revenue.

The company's priority investment area is deepening its matching business focused on IT-related sectors including SaaS, AI, and DX. Specifically, it leverages primary data from approximately 240,000 client companies and over 640,000 cumulative successful matches. Using AI analysis, the company identifies factors leading to successful deals and strengthens its ability to present optimal proposals for each client company. The company also employs an omnichannel strategy combining online customer acquisition through web advertising and content with face-to-face and phone consultations from DX concierge staff to generate additional orders from existing clients. This approach differentiates the company by going beyond simply presenting candidates to deeply understand customer challenges and drive high-probability successful matches.

For new market development and business expansion, the company is applying insights gained in the IT sector to non-IT business support areas. It is executing targeted acquisition strategies for high-growth sectors, such as launching "AI Saikyou Navi," an AI-dedicated satellite website, to increase awareness among client companies and grow the number of paying vendor companies. The company also monitors vendor revenue by pricing tier and aims to increase monthly recurring vendors paying 100,000 yen or more, thereby raising the proportion of recurring revenue and strengthening the revenue base. Increasing brand awareness and service capacity through marketing investment and talent recruitment are also explicit priorities.

For technological innovation, the company prioritizes advancing its matching system and strengthening system stability. Specifically, it is improving the speed and accuracy of candidate extraction through AI matching algorithms based on accumulated data and optimizing pricing using supply-demand data from similar past projects. Simultaneously, the company is expanding server capacity to handle traffic spikes and strengthening information management systems (ISO/IEC 27001 certified) to ensure client companies can use the platform with confidence and continue their engagement. Through these efforts, the company aims to improve matching quality and customer retention simultaneously, realizing long-term growth.