Medium-Term Vision: Our Growth Strategy in the We-Time Economy

The We-Time Economy serves as the central strategic framework for future growth, predicated on the belief that artificial intelligence will increase leisure time and heighten the value of shared, trust-based human experiences. By facilitating social interaction through digital platforms and services, the organization aims to capture a significant portion of a global market estimated at US$10–15 trillion. The core thesis posits that shared emotional experiences—ranging from social betting and sports entertainment to family-oriented digital products—create high-retention, high-profitability ecosystems that rely on word-of-mouth growth and community engagement.

Financial targets for the medium term include doubling net sales to 300 billion yen, with a specific focus on scaling the sports and lifestyle segments. To achieve these objectives, the company is implementing a rigorous business portfolio management strategy. This involves classifying business units based on growth potential and profitability relative to a 6.18% weighted average cost of capital. Resources are dynamically allocated to high-growth areas, while underperforming units are subject to restructuring or divestment. Key growth drivers include the global expansion of social betting through PointsBet, the scaling of the FamilyAlbum economic sphere, and the continued monetization of domestic intellectual property like MONSTER STRIKE.

Operational efficiency and shareholder value are prioritized through a commitment to raising the EBITDA margin to 20% and the return on equity (ROE) to 15%. Governance reforms, including the appointment of independent directors to lead compensation committees and the alignment of executive incentives with long-term performance, support these financial goals. The company has also committed to a more robust shareholder return policy, targeting a 40% dividend payout ratio to reflect its transition into a sustained profit growth phase.