How Television Research Memo (8): New Graduate Services Drive Revenue

Fisco Japan · Apr 8 14:08

■ハウテレビジョン＜7064＞の業績動向

2. サービス別の動向

サービス別の売上高は新卒サービス「外資就活ドットコム」が前期比23.7%増の1,536百万円、中途サービス「Liiga」が同1.3%増の305百万円だった。コロナ禍においては積極的に取り組めなかったリアルイベントを多数開催して会員数の拡大を図るとともに、顧客単価上昇に向けた価格改定やクロスセルへの取り組みを強化した結果、新卒サービス「外資就活ドットコム」において収益性の高い配信型商品が大幅に伸長した。

2024年1月期末時点の新卒サービス「外資就活ドットコム」と中途サービス「Liiga」の合計の累積取引社数は前期末比97社（12.2%）増加して893社、累積会員数は同56,103人（12.0%）増加して525,064人となった。クチコミ・SNSによる知名度向上なども寄与した。

新卒サービス「外資就活ドットコム」の累積送客数（掲載型商品）は同336,826人（14.8%）増加して2,616,803人、累積スカウト承諾数（配信型商品）は同23,688人（84.9%）増加して51,579人となった。2021年に実施したダイレクト・リクルーティング・サービスのリニューアル効果により、スカウト機能（配信型採用広告）の利用拡大が進み、スカウト承諾数が大幅伸長した。

中途サービス「Liiga」のエージェント登録数は同367人・社（57.8%）増加して1,002人・社、累積マッチング数は同26,482回（40.3%）増加して92,180回となった。ハイクラス人材を求める採用企業・転職エージェントが大幅に増加し、スカウトイベントの実施なども寄与してマッチング数も大幅に増加した。マッチング数が大幅に増加したものの売上高が横ばいにとどまり伸び悩む形となったため、今後はマッチングからの決定数の向上が課題となる。

（執筆：フィスコ客員アナリスト　水田雅展）

■HowTV's Performance Trends (7064)

2. Trends by service

Sales by service were 1,536 million yen for the new graduate service “foreign job hunting dot com,” up 23.7% from the previous fiscal year, and 305 million yen, up 1.3% from the same period for the mid-career service “Liiga.” In addition to expanding the number of members by holding many real events that could not be actively tackled due to the COVID-19 pandemic, as a result of strengthening price revisions and cross-selling efforts aimed at increasing customer unit prices, highly profitable distribution type products have grown drastically in the new graduate service “foreign job hunting dot com.”

As of the end of the 2024/1 fiscal year, the total cumulative number of trading companies for the new graduate service “foreign job hunting dot com” and the mid-career service “Liiga” increased by 97 companies (12.2%) compared to the end of the previous fiscal year to 893 companies, and the cumulative number of members increased 56,103 (12.0%) to 525,064. Raising name recognition through reviews and SNS also contributed.

The cumulative number of customers sent (published products) of the new graduate service “foreign-funded job hunting dot com” increased by 336,826 people (14.8%) to 2,616,803 people, and the cumulative number of scouting approvals (distribution type products) increased by 23,688 people (84.9%) to 51,579 people. Due to the renewal effect of the direct recruiting service implemented in 2021, the use of scouting functions (distribution type recruitment advertisements) has expanded, and the number of scouting approvals has increased drastically.

The number of agent registrations for the mid-career service “Liiga” increased by 367 people (57.8%) to 1,002 companies, and the cumulative number of matches increased 26,482 times (40.3%) to 92,180 times. Recruiting companies and job change agents seeking high-class human resources increased drastically, and the number of matches also increased drastically due to the implementation of scouting events, etc. Although the number of matches increased drastically, sales remained flat and growth was sluggish, so improving the number of decisions from matching will be an issue in the future.

(Author: FISCO Visiting Analyst Masashi Mizuta Exhibition)

The translation is provided by third-party software.

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ハウテレビジョン Research Memo（8）：新卒サービスが収益を牽引

How Television Research Memo (8): New Graduate Services Drive Revenue

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