Message
Internet for Everyone
We would like to express our sincere gratitude to our shareholders for their continued support of GMO Internet Group.
Since our establishment as an Internet business in 1995, GMO Internet Group has operated under the corporate catchphrase "Internet for Everyone." We have concentrated our management resources on providing the "foundation" of the Internet, such as Internet infrastructure and service infrastructure, with the aim of making the Internet richer and more convenient.
GMO Internet Group manages its business based on a common value foundation called "GMOism" with a long-term perspective. GMOism includes our "Invariant Goal" as well as various management know-how, equivalent to our corporate motto and precepts that we have been reciting and practicing since we started our Internet business in 1995. Within this GMOism, we have an ultra-long-term plan called the "55-Year Plan" as an internal commitment, which aims to achieve net sales of 10 trillion yen and ordinary profit of 1 trillion yen by 2051. With the goal of achieving this "55-Year Plan" and becoming a corporate group that will continue for centuries, we are united in our efforts to create new Internet culture and industry, as well as our customers' "smiles" and "inspiration." We are dedicated to contributing to society and people through our business endeavors.
High profit levels continue, driven by solid recurring revenues
From the current fiscal year, as part of our long-term management approach, we have begun reporting quarterly results under International Financial Reporting Standards (IFRS). In conjunction with this transition, we have introduced a new KPI called "Business Profit," which represents the underlying earning power of our ongoing business activities. For further details, please refer to our earnings presentation materials.
In the first quarter of FY2026 ending December, we delivered results with both revenue and profit growth, achieving a record quarterly high in revenue and a record quarterly high in Business Profit excluding gains and losses from VC investment sales. The primary drivers were our Infrastructure and Financial businesses, both of which achieved record quarterly results. Our Group's core strength lies in our "solid recurring revenues," and the growing adoption of AI provides a further tailwind, supporting the structural expansion of these revenues going forward.
Regarding progress in our focus areas of security and AI & robotics, under the "Internet Security for Everyone" project progressing with the catchphrase "A Secure Future for Everyone," joint ventures with Mitsubishi UFJ Bank and Preferred Networks have launched. In March 2026, we held the cybersecurity conference "GMO Grand Conference 2026 Spring," which reaffirmed the importance of industry-academia-government collaboration in advancing cybersecurity measures. We will continue to hold the "GMO Grand Conference" on a regular basis as we work toward realizing a safe and secure Internet society.
We have positioned 2026 as "the inaugural year of humanoids," and are actively working to establish AI & robotics as a new growth driver — advancing efforts toward both top-of-mind brand recognition and real-world social implementation. In particular, our initiative with JAL Ground Service marked the first demonstration of humanoids at an airport in Japan, attracting significant attention both domestically and from overseas media. As a meaningful first step toward full-scale social implementation, we are committed to addressing social challenges through the use of humanoids.
Regarding shareholder returns, our basic policy is to target a total shareholder return ratio of 50%, with (1) a dividend payout ratio target of 33% or more of net income, and (2) share repurchase implementation based on 50% of net income minus total dividends, executed flexibly according to share price levels while comprehensively considering overall performance and financial conditions. Regarding the repurchase and cancellation of treasury stock, we believe that repurchasing and cancelling the 38.35 million shares issued during our withdrawal from the loan credit business in 2006–2007 for capital enhancement is an appropriate way to return profits to our shareholders. Since establishing a long-term share repurchase target in July 2015, we have now acquired 19.95 million shares, representing a progress rate of 52.0%. We will continue to execute the repurchase and cancellation of treasury stock in a steady and consistent manner.
In January 2025, GMO Internet Group transitioned from a business holding company structure to a position closer to a pure holding company. Simultaneously, GMO Internet (4784), which inherited our foundational infrastructure business, started under the new structure. In September, GMO Commerce (410A) was newly listed on the Growth Market. From October, GMO Product Platform (3695) and GMO TECH Holdings (415A) started under new structures. In December, GMO Prime Strategy (5250) joined our group as a new member. Furthermore, in May 2026, GMO Internet (4784) completed compliance with the Tokyo Stock Exchange Prime Market listing maintenance standards. We will continue to evolve our group structure further and maximize group synergies to accelerate our growth speed and ensure more reliable sustainable growth. As a result, we will work toward achieving our ultra-long-term "55-Year Plan" and expanding our corporate value. We would like to ask our shareholders for their continued understanding and support.
As of 5/2026
SincerelyMasatoshi Kumagai
Founder, Chairman and Group CEO
