社名の「網」は、同社がインターネットのインフラを構築してきたことに由来する。創業当時はオフィスなど限られたエリアで接続されるネットワークであるLANを、広域ネットワークであるWANにつなぐ事業を展開していた。その後、内部不正対策やサイバー攻撃対策などサイバーセキュリティ市場の需要増を背景に、サイバーセキュリティカンパニーとして舵を切り、着実な事業拡大を続けている。自社でサイバーセキュリティ製品を開発できる技術力が強みだ。■Amiya ＜4258＞ Company Overview
● Management Policy
In addition to developing the log management service “ALOg Series” as a domestic manufacturer, it also provides a cloud service “Network All Cloud” for communication infrastructure. “SECURE THE SUCCESS. We have set a vision of “-Towards a society where everyone can enjoy safety through automation-”, and our mission is to realize a “safe and secure information communication infrastructure” and support corporate DX promotion.
The company name “network” comes from the fact that the company has built internet infrastructure. At the time of establishment, it was developing a business connecting LAN, which is a network connected in a limited area such as an office, to a WAN, which is a wide-area network. After that, it steered as a cybersecurity company against the backdrop of increased demand in the cybersecurity market, such as internal fraud countermeasures and cyber attack countermeasures, and continued steady business expansion. Our strength is our technical ability to develop cybersecurity products in-house.
■Business Overview
Develop on 2 axes: data security business and network security business
1. Business content
The company's business consists of two businesses: the “data security business,” which protects the safety of information, and the “network security business,” which protects the safety of communication. The sales structure ratio for the second quarter of the fiscal year ending 2024/12 was 41.5% for the data security business, 58.5% for the network security business, 55.2% for the segment profit structure, and 44.8% for the network security business.
The company has set ARR as an important KPI for each business. ARR is sales obtained every year, and it is also called “annual ordinary profit” or “annual regular income.” Since one-year sales from continuous purchases and monthly/yearly subscription services are also included in ARR, it is an important indicator in the SaaS business in particular. In the second quarter of the fiscal year ending 2024/12, the data security business grew steadily to 960 million yen (up 28.0% from the same period last year) and the network security business to 1510 million yen (up 21.8% from the same period). Additionally, all-subscription sales of the “ALOg Series,” which is our main product, began in the 2nd quarter of the 2024/12 fiscal year, and we expect further stability in the profit structure and improvement in LTV.
(Written by FISCO Guest Analyst Ryoji Mogi)
