(7352) Stock Price

TWOSTONE&Sons operates primarily at the intersection of technology and talent, offering services across three domains: an IT engineer platform, digital marketing services, and consulting/M&A advisory. The group comprises multiple subsidiaries and provides end-to-end support—from engineer training and employment assistance to corporate resource provision, marketing support, and strategic advice.

Key customers include companies seeking to strengthen development capabilities or digital initiatives, advertisers and D2C businesses, and individual users such as engineers, marketers, and job seekers. Revenue streams are diversified, comprising success fees from matching and referrals, personnel dispatch and resource provision under quasi-consignment contracts, contracted development and consulting fees, CMS and ASP usage fees and performance-based compensation, and M&A advisory fees.

The business is organized into three platforms. The engineer platform offers freelance-focused matching (Midworks), contracted development, engineering department establishment support, programming schools, and career transition services. The marketing platform provides digital strategy consulting, closed ASP services, freelance marketer matching, and B2C matching services. The consulting and advisory platform supports corporate growth and business succession through strategic consulting and M&A advisory services.

TWOSTONE&Sons pursues growth through three core pillars: an engineer platform, digital marketing, and consulting/M&A advisory services. The company aims to capture share in the rapidly expanding IT investment market (projected at approximately 15.89 trillion yen in fiscal 2024 and 17.10 trillion yen in fiscal 2026) and the internet advertising market (approximately 3.31 trillion yen in fiscal 2024), thereby increasing revenue, operating profit, and year-over-year growth rates. The company prioritizes revenue and operating profit growth as key performance metrics for management evaluation.

The engineer platform Midworks receives the company's primary resource allocation. To strengthen recruitment of both salaried engineers and freelancers, the company is implementing concrete measures including expanded freelancer benefits, increased hiring advertising investment, and leveraging its proprietary engineer database. To ensure stable service quality while reducing dependency on individuals, the company is also improving operational efficiency through internal matching systems and enhancing per-capita productivity. On the marketing side, the company differentiates through ad operations as its core offering and expanded web marketing services.

The company pursues new market development and business expansion through both strategic M&A and new business creation. M&A is positioned as a growth driver, with acquisitions conducted following external due diligence and board approval, targeting business expansion into education, career support, and entrepreneurship support sectors. For new ventures, the company makes investment decisions through careful market analysis and revenue balance assessment with existing operations, pursuing phased business development within acceptable risk parameters.

Regarding technological innovation, the company promotes data utilization and platform development. Using its engineer database and internal matching systems, the company optimizes talent-to-project allocation and advances proposal capabilities through knowledge systematization and data analytics. Additionally, recognizing growing market demand for AI and analytical technologies, the company invests in online services and automation technologies to improve service quality and productivity.