Revenue Distribution by Industries:

• Internet Infrastructure: 40%
• Online Advertising and Media: 30%
• Internet Financial Services: 20%
• Mobile Entertainment: 10%

Top 3 Markets:

1. Japan: 60%
2. Southeast Asia: 20%
3. North America: 10%

GMO Internet Group, Inc. generates the majority of its revenue from Internet infrastructure, highlighting its strong position in providing hosting and domain services. The Japanese market is the dominant revenue driver, attributed to the strong market presence and customer trust in the region.

The expansion into Southeast Asia and North America demonstrates the company's commitment to increasing its global reach and benefiting from the growing markets in these regions.

Production Sites: Mainly in Japan

GMO Internet Group, Inc. is a Japanese company specializing in internet infrastructure, online advertising, internet security, and mobile entertainment. Most of their services and products are developed and provided in Japan. However, the company also has international branches to offer its services globally. As it is primarily a service company in the internet and technology sector, the physical production of goods is not the main focus.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025)

GMO Internet Group, Inc. pursues a multi-pronged growth strategy based on strengthening its existing business segments and tapping into new markets. A key element of the strategy is the expansion in the digital infrastructure sector, including cloud services and data centers, to meet the increasing demand for digital solutions.

Additionally, the company is investing in the advancement of its FinTech services to capitalize on the growing digitization of the financial sector. This includes enhancing existing services as well as introducing new innovative products.

Another strategic focus is on internationalization. GMO Internet Group plans to enhance its presence in Asia and other emerging markets to benefit from growth opportunities in those regions. This expansion will be supported by strategic partnerships and acquisitions to expand the global network and leverage synergies.

Main Imported Raw Materials/Components: Electronic components, server hardware, fiber optic cables

Countries of Origin: China, Taiwan, South Korea, USA

GMO Internet Group, Inc. is a company that mainly focuses on internet infrastructure, online advertising, and financial services. For the operation of their data centers and IT infrastructure, the company imports electronic components and server hardware. These materials are mainly sourced from technologically advanced countries such as China, Taiwan, and South Korea, known for their electronics production.

In addition, GMO Internet Group imports fiber optic cables to support their network infrastructure. The USA is also an important trading partner, especially for specialized IT components and technologies. These imports are crucial for maintaining and expanding the company's technological capabilities.

Market share in web hosting: 25% (2025, estimate)
Revenue growth in the e-commerce segment: 10% (2025)
Net profit margin: 12% (2025)

GMO Internet Group, Inc. has established itself as a leading provider in the field of web hosting and internet infrastructure in Japan. With an estimated market share of 25% in the web hosting segment, the company demonstrates a strong market position. This dominance is supported by continuous investments in technology and infrastructure.

The company experienced a revenue growth of 10% in the e-commerce segment in 2025, attributed to the increasing demand for online services and the expansion of their product range. The net profit margin of 12% in 2025 indicates an efficient cost structure and the ability to operate profitably.

In summary, GMO Internet Group possesses a significant competitive advantage through its strong market position, continuous growth, and solid financial metrics. The ability to adapt to market changes and invest in new technologies further strengthens this advantage.

Institutional Investor Share: approximately 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in GMO Internet Group, Inc. is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in the long-term strategy and stability of the company.

In 2026, there were no significant insider transactions, which could indicate a stable internal assessment of the company's value by management. This may also mean that the management does not expect any significant changes in the company's value.

Market share of GMO Internet Group, Inc.: Estimate: approx. 5% (2026)

Top competitors and their market shares:

1. NTT Communications - approx. 20%
2. KDDI Corporation - approx. 18%
3. SoftBank Group Corp. - approx. 15%
4. Rakuten Group, Inc. - approx. 10%
5. GMO Internet Group, Inc. - approx. 5%
6. IIJ (Internet Initiative Japan Inc.) - approx. 4%
7. Yahoo Japan Corporation - approx. 3%
8. Fujitsu Limited - approx. 2%
9. NEC Corporation - approx. 2%
10. Sony Network Communications Inc. - approx. 1%

Moat of GMO Internet Group, Inc.:

GMO Internet Group, Inc. has a moderate moat, mainly supported by its strong position in domain registration and web hosting services. Their innovation in fintech and cryptocurrencies also provides a certain advantage.

In comparison to larger competitors like NTT Communications and KDDI Corporation, which have extensive network infrastructures and larger customer bases, GMO Internet Group's moat is less pronounced. These companies have a stronger competitive advantage due to their comprehensive services and established brands.

However, GMO Internet Group could remain competitive through specialized services and technological innovations in niche markets. A focus on digital transformation and new technologies could strengthen their moat in the long term.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Market Share in the Internet Services Sector: 12% (2025)

GMO Internet Group, Inc. has experienced solid revenue and profit growth in recent years. In 2025, revenue increased by 8.5%, while profit grew by 10.2%. This indicates an efficient cost structure and strong operational performance.

The company has further solidified its market position in the internet services sector with a market share of 12%. This positioning enables GMO Internet Group to benefit from the growing demand for digital services.

Additionally, the company continues to invest in new technologies and innovations to expand and enhance its services. These strategic investments could lead to further growth opportunities in the long term.

Overall, GMO Internet Group demonstrates positive trends in its financial metrics and market strategies, making it a potentially attractive investment. However, investors should also consider general market conditions and specific risks in the internet services sector.

Dividend Yield: 2.5% (2026, estimated)
Dividend History: Regular payout for over 10 years

GMO Internet Group, Inc. is known for regularly distributing dividends to its shareholders. The company's dividend policy is aimed at ensuring a constant and reliable cash flow to the shareholders.

Historically, the company has paid a stable dividend over the past years, indicating a solid financial foundation and a sustainable business model. Analysts estimate that the company will also be able to maintain a similar dividend policy in the coming years, provided that no significant market changes occur.