Business Synergy

GMO Internet is a comprehensive Internet company that provides seamless support to its customers—from disseminating information to attracting visitors to their websites—built upon a customer base of more than 13 million Internet infrastructure service contracts in Japan and overseas (as of the end of June 2026) and a solid recurring revenue base generated on a subscription basis. With the pursuit of business synergies and the building of our community of partners positioned as our growth strategy, we aim to walk alongside our customers' businesses, growing together with them, and to endure as a company that continues for a century and beyond.

Our Growth Strategy

Under the new structure established in January 2025, when we succeeded the Internet Infrastructure Business from GMO Internet Group, we are pursuing growth across the following four areas.

1. Stable and Continuous Growth of Existing Businesses

Building on the bedrock revenue base of our Internet Infrastructure Business — services that "will never disappear and are indispensable" — together with the strong in-house development capabilities behind them, we will pursue further growth.

2. Synergies between Internet Infrastructure and Online Advertising and Media

By combining the customer bases, cutting-edge technologies, and expertise of our Internet Infrastructure Business and our Online Advertising and Media Business, we will accelerate growth.

3. New Businesses

Beginning with "GMO GPU Cloud," our cloud service for generative AI, we will take on ambitious challenges in cutting-edge technology domains.

4. Expanding Our Circle of Partners

By welcoming as new partners those companies whose strengths intersect with ours to create new possibilities, we will maximize the value we deliver.

The reorganization and integration of our marketing businesses in October 2026 advances two of these areas at once: the pursuit of business synergies (2) and the expansion of our circle of partners (4).

January 1, 2025 | A New Structure: The Start of GMO Internet

Our company has succeeded the Internet Infrastructure Business, the core business of our parent company, GMO Internet Group, Inc., as GMO Internet Group, Inc. transitions into a holding company.

By integrating the Internet Infrastructure Business with our existing Online Advertising and Media Business, we have changed our company name from GMO AD Partners, Inc. to GMO Internet, Inc., marking a new beginning.

  • (Effective Date: January 1, 2025)

Synergy Effects

Advertising Business Strengths Supporting Infrastructure Business Growth

The primary customer acquisition method for the Internet Infrastructure Business is Internet advertising. By leveraging the marketing capabilities of the Advertising Business, we will further expand the customer base of the Infrastructure Business and enhance profitability.

Applying the Infrastructure Business's Stock-Based Business Model to the Advertising Business

The strong stock-based business model of the Infrastructure Business serves as a foundation for stable revenue generation. By applying this expertise to the Advertising Business, we will strengthen revenue potential and develop new long-term revenue-generating products.

Creating New Services with AI Technology

As we aim to become the "No.1 corporate group that creates the future with AI," we are actively promoting AI research and development. By utilizing cutting-edge technologies that support generative AI platforms, we are working on developing next-generation digital marketing services that enhance targeting and customer experiences.

Disclosure Information

June 25, 2024 - GMO Internet Group, Inc.

Announcement on the Transition to a Holding Company Structure and the Execution of an Absorption-Type Company Split Agreement for a Simplified Absorption Split with GMO AD Partners, Inc., a Consolidated Subsidiary

June 25, 2024 - GMO AD Partners, Inc.

Announcement on the Execution of an Absorption-Type Company Split Agreement with GMO Internet Group, Inc. Related to the Reorganization of the Internet Infrastructure Business

October 1, 2026 | Strengthening Our Comprehensive Capabilities in Marketing

We have acquired the shares of GMO Commerce Co., Ltd. (TSE Growth Market, Securities Code: 410A) held by GMO Internet Group, Inc., representing 65.96% of total shares issued (excluding treasury shares). At the same time, GMO Commerce acquired all shares of GMO NIKKO, Inc. and GMO Insight, Inc. previously held by our company, and we have transitioned to a marketing business structure centered on GMO Commerce. This reorganization and integration simultaneously advances two areas of our growth strategy: "Synergies between Internet Infrastructure and Online Advertising and Media" and "Expanding Our Circle of Partners." As a listed company, GMO Commerce will expand its business domain across the entire marketing field and work to maximize corporate value.

  • (Effective Date: October 1, 2026)

Synergy Effects

Cross-Selling and the Shift to Stock-Based Revenue

We will promote cross-selling to the existing customers of GMO Commerce and GMO NIKKO, improving retention rates and expanding revenue opportunities. In addition, we will develop new proposal areas such as AIO (AI Search Optimization) for retail stores, drawing on our expertise in AI search measures, while combining monthly subscription services with the flow-based revenue of the advertising agency business to advance the shift to stock-based revenue.

Synergies with the Internet Infrastructure Business

The Internet Infrastructure Business maintains ongoing relationships with more than 13 million customer contracts (as of the end of June 2026). By offering AI-powered marketing products to this customer base, and by broadening the range of services we can provide as a consolidated group, we will expand revenue opportunities and build a solid management foundation that allows us to grow together with our customers over the long term.

Development of New Businesses

By combining the in-store behavioral data, advertising operations data, and media browsing data held by each company, we will drive the creation of new marketing services and businesses.

Disclosure Information

September 24, 2026 - GMO Internet Group, Inc.

Notice Regarding Transfer of Shares of GMO Commerce Co., Ltd. to GMO Internet, Inc. to Further Create Group Synergies

September 24, 2026 - GMO Internet, Inc.

Notice Regarding the Transfer of a Subsidiary (GMO Commerce Co., Ltd., Securities Code: 410A) and Second-Tier Subsidiaries for the Purpose of Reorganizing the Internet Advertising Business, and the Recording of Extraordinary Profit in Non-Consolidated Results [Japanese only]

September 24, 2026 - GMO Commerce Co., Ltd.

Notice Regarding the Acquisition of Shares in GMO NIKKO and GMO Insight (Making Them Subsidiaries) toward Building a Marketing Platform for the AI Era [Japanese only]

Maximizing Individual Strengths within the Organization

All partners in GMO Internet Group value the "Spirit Venture Declaration," a shared language that defines our mission, societal contributions, and the business strategies needed to achieve them.

With a common grand vision, we will complement the strengths of different cultures, organizations, diverse talents, and individuals, while optimizing human and technological resources.

Spirit Venture Declaration

GMO Internet, Inc. promises to continue delivering the highest value to our customers, shareholders, business partners, and all stakeholders while contributing to society. We invite you to look forward to our ongoing challenges and innovations.