PRESENTATIONMATERIAL
24892020 3 32020 2 4
TH
IRD
QU
AR
TE
RFEBRUARY 4th, 2020
Feb. 2020
Copyright © Adways Inc. All Rights Reserved. 2
1.
2.
3.
chap
ter
. . .P.3
.. .P.15
. . .P.32
Copyright © Adways Inc. All Rights Reserved. 3
third quarter
.
3Chapter1 : Third quarter results
Copyright © Adways Inc. All Rights Reserved. 4
2020 33
2019 3 3
27,149 32,526 ▲5,377 ▲16.5%
4,649 5,553 ▲903 ▲16.3%
4,650 4,865 ▲214 ▲4.4%
▲1 687 ▲689 -
141 674 ▲532 ▲79.0%
▲144 392 ▲536 -
16.5%
3
Copyright © Adways Inc. All Rights Reserved. 5
2020 33
2019 3 3 2020 3 2
9,125 10,038 ▲912 ▲9.1% 8,997 +128 +1.4%
1,680 1,632 +47 +2.9% 1,515 +165 +10.9%
1,576 1,511 +64 +4.3% 1,510 +65 +4.4%
103 121 ▲17 ▲14.4% 4 +99 -
163 149 +14 ▲9.5% 54 +108 +200.9%
83 130 ▲47 ▲36.1% 39 + 44 +112.4%
9.1%
1.4%
14.4%
1,000
Copyright © Adways Inc. All Rights Reserved. 6
2020/3Q 2020/2Q
4,765 4,396 369
3,379 3,670 291
704 624 79
8,849 8,692 157
2020/3Q 2020/2Q
605 480 +124
▲79 ▲100 +20
525 380 +144
UNICORN QR
3 69
2 91
79
2Q
E C
Copyright © Adways Inc. All Rights Reserved. 7
0
2,000
4,000
6,000
8,000
10,000
12,000
2020/2Q 2020/3Q
8,997
12 2020 32 7 9
78
47 653 69 8.4%
UNICORNQR
33 79
2 91 7.9%
81 45
79 12.7%
7 4
PCWeb web
2Q
9,125
Copyright © Adways Inc. All Rights Reserved. 8
14.0%
16.0%
18.0%
20.0%
22.0%
24.0%
26.0%
28.0%
30.0%
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
2020/2Q 2020/3Q
1 65 10.9%
16 80
18.4% 1.6
8,997
1,680
16.8%
9,125
1,515
18.4%
Copyright © Adways Inc. All Rights Reserved. 9
0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2020/2Q 2020/3Q
1,510 65 4.4%
15 76
17.3% 0.5
16.8%17.3%
1,576
Copyright © Adways Inc. All Rights Reserved. 10
0
20
40
60
80
100
120
2020/2Q 2020/3Q
103 99
1 3
1,000
Copyright © Adways Inc. All Rights Reserved. 11
0
20
40
60
80
100
120
140
160
180
2020/2Q 2020/3Q
1 8 200.9%
163
0
10
20
30
40
50
60
70
80
90
2020/2Q 2020/3Q
44 112.4%
83
163 83
54
39
Copyright © Adways Inc. All Rights Reserved. 12
7
+14
4
103+7
+41163
41
14
4
Copyright © Adways Inc. All Rights Reserved. 13
60 9
60
19
19 4
163
83
Copyright © Adways Inc. All Rights Reserved. 14
2020 3
38,000 200 230 30
27,149 1 141 144
71.5% 61.7%
2019 11 1
Copyright © Adways Inc. All Rights Reserved. 15
third quarter
.C
hap
ter2 :business overview
Copyright © Adways Inc. All Rights Reserved. 16
third quarter
2019
2.5
2.0
1.5
1.0
02000 2010 2018
0.5
20181.7
intern
et exceed
sTV
Copyright © Adways Inc. All Rights Reserved. 17
PERFORMANCE AD BRANDING AD
3D AR
Copyright © Adways Inc. All Rights Reserved. 18
DY
DY 2,837,8002019 9 30 41,588,500 6.82
387,450 7.32
Copyright © Adways Inc. All Rights Reserved. 19
third quarter
DY
DY ADWAYS
Copyright © Adways Inc. All Rights Reserved. 20
third quarter
ADWAYSDY
Copyright © Adways Inc. All Rights Reserved. 21
third quarter
あ
Creative – Tech
UNICORN
POKKT
POKKTDY
ADWAYSDY
Copyright © Adways Inc. All Rights Reserved. 22
third quarter
Copyright © Adways Inc. All Rights Reserved. 23
third quarter
AD 3D AD AR AD
NEW!
BrandedMini-Game AD
Copyright © Adways Inc. All Rights Reserved. 24
third quarter
AR AD
Bran
d ad
s
AR動画配信バナー AR
AD
Copyright © Adways Inc. All Rights Reserved. 25
third quarter
Bra
nded
Min
i-G
ame
ADBranded
Bran
d ad
s
※海外事例
配信バナー ゲームクリエイティブ ゲーム完了画面
Mini-Game AD
Copyright © Adways Inc. All Rights Reserved. 26
third quarter
About UNICORN
UNICORN
UNICORN
Copyright © Adways Inc. All Rights Reserved. 27
third quarter
UNICORN
About UNICORN
UNICORN
ROAS
63%
UNICORNROAS
※2 5
(2019 12 )
※1 ROAS(ReturnOnAdvertisingSpend)
Copyright © Adways Inc. All Rights Reserved. 28
third quarter
37%
63%
30%
70%
39%
61%
UNICORN
About UNICORN
UNICORN
2020 3 1Q 2020 3 2Q 2020 3 3Q
Copyright © Adways Inc. All Rights Reserved. 29
third quarter
21%
75%
4%
16%
84%91%
1%8%
UNICORN
About UNICORN
2020 3 3Q2020 3 2Q2020 3 1Q
Copyright © Adways Inc. All Rights Reserved. 30Copyright © Adways Inc. All Rights Reserved.
Copyright © Adways Inc. All Rights Reserved. 31
本日はありがとうございました
本資料は株式会社アドウェイズの事業及び業界動向についての株式会社アドウェイズによる
現在の予定、推定、見込み又は予想に基づいた将来の展望についても言及しています。これ
らの将来の展望に関する表明はさまざまなリスクや不確かさがつきまとっています。既に知
られたもしくは未だに知られていないリスク、不確かさ、その他要因が、将来の展望に対す
る表明に含まれる事柄と異なる結果を引き起こさないとも限りません。株式会社アドウェイ
ズは将来の展望に対する表明、予想が正しいと約束することはできず、結果は将来の展望と
著しく異なるか、さらに悪いこともありえます。
本資料における将来の展望に関する表明は、発表日現在において利用可能な情報に基づいて、
株式会社アドウェイズにより2020年2月4日現在においてなされたものであり、様々な要因の
変化等によって、実際の業績とは異なる可能性がありますことをご了承ください。
Copyright © Adways Inc. All Rights Reserved. 32
third quarter
.C
hap
ter3 :Supplementary m
aterials
Copyright © Adways Inc. All Rights Reserved. 33
PC
2006
4,919 4,9188,302
13,15715,907
17,97222,639
35,890
31,521
39,61342,329 41,501 41,857 38,000
27,149
Copyright © Adways Inc. All Rights Reserved. 34
204
▲517
221
688
860
1,320
413
1,057
847
687
315 299
722
200
▲1
Copyright © Adways Inc. All Rights Reserved. 35
0
2,000
4,000
6,000
8,000
10,000
12,000
2018/3Q 2018/4Q 2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q
9,070
11,169 11,44311,044
10,0389,330
9,026 8,997 9,125
Copyright © Adways Inc. All Rights Reserved. 36
82.7% 83.5%81.5%
83.7% 83.7%82.1%
83.9%83.2%
81.6%
84.5%85.8%
82.9%84.4% 83.7%
82.7%83.5% 83.3% 81.8%
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
2018/3Q 2018/4Q 2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q
Copyright © Adways Inc. All Rights Reserved. 37
0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2018/3Q 2018/4Q 2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q
19.1%
15.7% 14.9% 14.9% 15.1%
17.6%16.8%17.3%
17.3%
Copyright © Adways Inc. All Rights Reserved. 38
-200
-100
0
100
200
300
400
500
600
2018/3Q 2018/4Q 2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q
154121
1.4%1.2%
103
165
88
411
344
1.1%
-%
0.8%
3.6%
0.1%0.4%
109
-%
Copyright © Adways Inc. All Rights Reserved. 39
2020 3 3Q 2020 3 2Q
15,077 14,153 +924 +6.5%
9,710 8,875 +834 +9.4%
2,791 2,776 +15 +0.5%
17,868 16,929 +939 +5.5%
5,360 5,550 ▲189 ▲3.4%
247 202 +44 +22.0%
5,608 5,752 ▲144 ▲2.5%
12,260 11,176 +1,084 +9.7%
Copyright © Adways Inc. All Rights Reserved. 40
0
2,000
4,000
6,000
8,000
10,000
12,000
2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q
4,695 4,198 4,525 4,396 4,765 +369 +8.4%
4,051 4,037 3,567 3,670 3,379 ▲291 ▲7.9%
1,031 871 705 624 704 +79 +12.7%
142 156 150 156 153 ▲3 ▲2.0%
118 67 78 148 122 ▲25 ▲17.4%
10,038 9,330 9,026 8,997 9,125 +128 +1.4%
9,125
10,0389,330 8,9979,026
2020/1Q
Copyright © Adways Inc. All Rights Reserved. 41
2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q
568 606 416 480 605 +124 +25.9%
▲49 ▲86 ▲94 ▲100 ▲79 +20 -
17 10 15 15 14 ▲1 ▲6.8%
▲23 ▲20 ▲41 1 ▲21 ▲23 -
▲392 ▲474 ▲405 ▲393 ▲414 ▲21 -
121 34 ▲109 4 103 +99 -
-800
-600
-400
-200
0
200
400
600
800
1,000
103121 344109
2020/1Q1,000
Copyright © Adways Inc. All Rights Reserved. 42
2018/3Q 2018/4Q 2019/1Q 2019/2Q 2019/3Q 2019/4Q 2020/1Q 2020/2Q 2020/3Q
516 509 521 512 509 510 533 521 512
77 73 72 80 80 78 84 95 91
99 92 0 0 0 0 0 0 0
76 79 84 82 93 90 102 99 96
113 106 98 91 91 90 85 87 92
189 189 144 143 129 123 110 98 113
1,070 1,048 919 908 902 891 914 900 904
0
200
400
600
800
1,000
1,200 1,070 1,048
919 908 902 891 904
2018 3 MBO 0
900914
Copyright © Adways Inc. All Rights Reserved. 43
quarter performance
Adways Inc.
2001 2 28
1,605
41,857
904
2019 3
2019 12
2019 12
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