(6535) Stock Price

Market cap
¥28.7B
P/E ratio
8.9x
AI Mobile provides consumer services and internet advertising solutions, with its flagship "Furunavi" hometown tax donation platform serving municipalities, advertisers, and individual users.

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Business Overview

AI Mobile operates businesses centered on consumer services and internet advertising, creating valuable experiences through marketing. The company focuses particularly on "Furunavi," its hometown tax donation platform, while working to enhance consumer convenience through regional support initiatives, point loyalty programs, and travel services.

Its primary customers include advertisers, media companies (app and website operators), municipalities, and individual users. The company generates revenue from advertising fees paid by advertisers (charged based on clicks and video completions), influencer platform usage fees, and commissions from hometown tax donation services and point programs.

The business is divided into two segments: Consumer Business and Internet Advertising Business. The Consumer Business centers on "Furunavi" and offers services including premium concierge, crowdfunding-style donations, travel reservations, gourmet points, and member-exclusive point malls. The Internet Advertising Business operates multiple product lines including ad networks focused on cost-per-click and video advertising, influencer marketing (through the "Action" platform and performance-based i-mobile Affiliate), advertising agency services, revenue optimization support for media partners, and planning and operation of smartphone game applications.

Management Policy

AI Mobile aims to maximize corporate and shareholder value by providing valuable experiences through marketing, leveraging two core pillars: consumer services (primarily the hometown tax donation site "Furunavi") and internet advertising. The company has set a medium to long-term management target of 15% ROE and aims for total asset turnover of 1.0x or higher, seeking to improve capital efficiency while driving growth in revenue and operating profit. Revenue is primarily generated from advertiser fees, platform usage fees from influencer platforms and affiliate services, and commissions from hometown tax donations and point-related services. Stabilizing and expanding these revenue streams form the foundation of the company's growth strategy.

The company prioritizes acquiring new users and strengthening engagement with existing users. Specifically, it is expanding peripheral services including efficient advertising campaigns, premium concierge services leveraging the "Furunavi" brand, crowdfunding-style donations, travel bookings, gourmet points, and member-exclusive point malls to increase customer touchpoints and expand revenue opportunities. On the internet advertising side, the company differentiates itself by using statistical processing and machine learning to enhance ad delivery precision and bidding efficiency, thereby increasing value for both advertisers and media partners.

Regarding new market development and business portfolio expansion, the company plans to invest in emerging growth areas such as app operations and international expansion. Beyond organic development, it actively pursues business partnerships and M&A to create new businesses leveraging existing assets. As part of sustainability-focused business development, the company is also cultivating new revenue streams in regional support and environmental sectors, including solar power installation and the establishment of subsidiary "Furunavi Denryoku" (Furunavi Power), which operates a retail electricity business.

For technological innovation, the company is strengthening its development capabilities and accelerating investment in cutting-edge technologies including AI. Specific initiatives include implementing high-quality development methodologies, advancing machine learning-based ad delivery logic, improving targeting precision through abundant user data, and securing personnel and developing technology for system stability and rapid incident response—essential for web service operations. These efforts aim to maintain competitive advantage in both feature expansion and operations, driving long-term profitability growth.

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