Intimate Merger, Inc.【JP:7072】Stock Price

Intimate Merger operates "IM-DMP," a data management platform built on proprietary browser-based IDs (IM-ID/IM-UID) and audience data such as browsing history. The company supports corporate marketing across online and offline channels, as well as digital transformation initiatives. It provides data utilization infrastructure through "AI-Ready Data" that integrates with generative AI, along with technologies including cookie-independent common IDs and consent management that function under cookie regulations.

The company's primary customers include advertisers, ad delivery providers, media operators, and corporate marketing departments and cross-tech sectors (finance, sales, human resources). It delivers data provision, analysis, and distribution support tailored to client needs. Revenue comes from multiple sources: data and ID usage fees, platform provision fees, consulting and ad delivery commissions, and performance-based operational services.

The business is divided into two segments: a data infrastructure business centered on IM-DMP, and marketing support services that leverage it. Specifically, the company offers a suite of products and services including databases that collect confirmed attributes and inferred preference information based on behavior, functions connecting to ad delivery and analytics tools, cookie-independent common IDs (IM-UID) and consent management (IM-CMP), performance-based "Performance DMP," and "Select DMP" which identifies companies with high purchase intent.

The company is pursuing business expansion under its mission to "simplify decision-making through data," capitalizing on the growing adoption of generative AI. It is transitioning its revenue model from traditional labor-intensive operations management to providing data infrastructure centered on IM-DMP, aiming to shift toward a scalable, high-margin infrastructure business. The company prioritizes revenue and operating profit as key growth indicators. Given projections that the global AI market will expand from approximately $184 billion in 2024 to $827 billion by 2030, the company is positioning itself to capture growing demand for data infrastructure.

Priority investment areas include data infrastructure, ID technology, and data preparation optimized for generative AI. To address the current situation where approximately 60% of browser environments cannot use third-party cookies, the company provides technologies such as a common ID (IM-UID), consent management (IM-CMP), and post-cookie advertising networks, differentiating itself from traditional distribution services. Specifically, the company is shifting toward a revenue model centered on data and ID usage fees and platform provision fees, expanding adoption through product offerings including performance-based "Performance DMP" and "Select DMP," which provides lists of companies with high purchase intent.

For new market development, the company is expanding beyond marketing into cross-tech (X-Tech) sectors including finance, sales, and human resources. By advancing data integration with generative AI and enterprise core systems, the company plans to provide analytics environments usable without specialized expertise and expand horizontally into solutions for sales and HR departments. Additionally, the company is broadening data distribution channels through partnerships with media companies, ad tech vendors, and AI platform providers, while strengthening advertising and sales activities to increase brand awareness.

Regarding technological innovation, the company is investing in preparing "AI-Ready data" and strengthening system development capabilities. Specifically, it is organizing data in formats conducive to generative AI learning, developing APIs for platform integration and automation tools, and advancing recruitment and development of talented engineers and data scientists. Furthermore, the company is addressing privacy regulations and algorithm transparency through enhanced internal audits and consent management, aiming to provide trustworthy data infrastructure.