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イード Research Memo(3):Webメディア・コンテンツを効率的に運用する自社開発システムが強み

i:eed Research Memo (3): A self-developed system for efficiently operating web broadcasting content is a strength.

Fisco Japan ·  Sep 13 10:33

■Overview of Iid <6038>

3. Features and Strengths

(1) 'iid-CMP'

The company's strength lies in building its own platform 'iid-CMP' (Iid Content Marketing Platform) to efficiently operate a large number of web media and content in the CP business. 'iid-CMP' mainly realizes early monetization of web media through four functions: 1) achieving increased sales through high traffic acquisition capabilities (SEO measures, SNS support, fast web page display, optimal user usability and user experience including smartphones), 2) cost optimization through low-cost operations (joint use of systems, CPU resource distribution, sharing of news article formats for portal sites, joint operation of optimal network advertising and affiliate advertising, etc.), 3) accumulation and management of databases (big data management acquired by content), 4) efficiency of editing through content management functions (posting news articles and photos, article proofreading, similarity checks).

(2) M&A Strategy

The company is actively pursuing the acquisition of web media and content through M&A, in addition to its in-house development. For M&A, it mainly relies on the personal network of the management team as the main source of information, and is constantly considering about 5 sites. When acquiring a business, the company establishes a plan with a target of a 5-year payback period, and achieving profitability within 2 years after acquisition is used as the judgment criteria for business continuation. Utilizing the 'iid-CMP' platform enables cost reduction and increased sales, resulting in the monetization of almost all the web sites it handles. With a track record of operating web media for over 20 years and successful M&A cases, there has been an increase in cases where the other party initiates sales negotiation, and the company is carefully examining promising media from these candidate cases. Another strength of the company is its ability to evaluate the fair price of acquisition targets.

In addition, the company actively carries out strategic investments for the purpose of collaboration in new business areas. Among the investment cases, there are two companies that have gone public with stock ownership: note <5243>, which operates the platform 'note' for creators, and Nile <5618>, which provides a subscription service for automobiles called 'Teigaku Car Mo-kun'. For unlisted companies, there are companies such as a camping car (stock) that expands sharing economy services in the MaaS field, and Jigowatts (stock) that develops virtual keys and small electric vehicle chargers. Recently, in October 2023, a capital business alliance was formed with (stock) Sinematudi, which operates the comprehensive internet film media 'Cinematudi'. In addition, the company invested in Arriba Studio PTE.LTD. (Singapore) in June 2022, which supports start-ups in the Web3/NFT field, aiming to collect the latest information through Arriba Studio and explore collaboration with leading Web3 start-ups at home and abroad to contribute to the growth of its own media.

(Written by FISCO guest analyst, Jo Sato)

The translation is provided by third-party software.


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