【JP:9553】Stock Price

Microad is a company that supports corporate digital marketing using data and technology, with its core business being a data platform. The company operates primarily through proprietary products and consulting services, with particular focus on a service called "UNIVERSE" that integrates data with ad delivery.

The company's main customers include advertisers, advertising agencies, internet media companies, location owners such as retail stores, and overseas companies. Its sales channels include approximately 920 advertising agencies, and UNIVERSE accounts have reached around 3,300. Additionally, over 2,100 media outlets use "MicroAd COMPASS," a product for media companies. Revenue is generated through product sales, platform usage fees, and commissions from resale and consulting services.

The business is classified as a single data platform segment, operating through two service lines: data product services and consulting services. Data product services combine a data foundation that collects and analyzes consumer behavior with an ad delivery system, offering industry-specific product lines (for example, for beverages, automobiles, and healthcare). Digital signage is networked through MONOLITHS to organize ad inventory.

Consulting services are divided into ad revenue maximization support for media companies and marketing support for local companies and Japanese companies expanding overseas through subsidiary operations. In recent years, the company has also begun merchandise sales and IP collaboration businesses for overseas markets, combining its own products and services to expand revenue.

The company aims to drive revenue and operating profit growth by expanding its data platform business. The business consists of two pillars: proprietary data product services and consulting services, with particular focus on the high-margin data product "UNIVERSE." UNIVERSE has approximately 3,300 active accounts, growing 21% year-over-year in the fiscal year ending September 2025. The company has made further growth in active accounts a core management metric.

The company differentiates itself through prioritized investment in product development and data acquisition. Data product services generate a gross margin of approximately 35%, exceeding the approximately 25% margin of labor-intensive consulting services, so the company is prioritizing a model that scales profitably. Specific initiatives include expanding external data contracts, building industry-optimized analytical models, and improving ad delivery precision. The company aims to cross-sell across customers by expanding its product portfolio by industry vertical.

For new market development and business expansion, the company pursues both existing channel utilization and new market exploration in parallel. MicroAd COMPASS is used by over 2,100 media outlets, and the sales channel includes approximately 920 advertising agencies, through which the company seeks to expand the number of client companies and increase accounts by brand. Additionally, the company plans to broaden its scope through new ventures such as cross-border expansion and merchandise/IP partnerships, as well as offline ad network expansion via digital signage (MONOLITHS). It will develop products for new industries through diversifying external data sources.

Regarding technological innovation, the company prioritizes advancing AI-driven analytical capabilities while protecting privacy. It is implementing privacy-by-design system architecture, employee training, and strengthened internal controls, and has obtained JICDAQ certification for ad fraud and brand safety. The company continues third-party verified measures while investing in faster data processing, automated analysis, and improved delivery optimization to enhance return on investment.