Interspace Co.,Ltd.
2122・Standard Market・Services
Performance Marketing
Core segment centered on performance-based advertising and subscription-type solutions
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (H1 cumulative) | ¥3,633 million | ¥2,827 million (H1 FY2025 (ending September 2025)) | ↑ |
| Segment profit (H1 cumulative) | ¥374 million | ¥243 million (H1 FY2025 (ending September 2025)) | ↑ |
| Net sales YoY change | +28.5% | — | ↑ |
| Segment profit YoY change | +54.0% | — | ↑ |
| Share of consolidated net sales (external customer sales basis) | Approx. 73.5% (¥3,633 million / ¥4,946 million) | Approx. 63.3% (¥2,827 million / ¥4,466 million) | ↑ |
Business Details
Comprising two pillars in the Japan and Southeast Asia markets: performance-based advertising centered on the affiliate advertising platform "ACCESSTRADE," and marketing solutions offering a group of smartphone subscription services (nuisance call blocking, cloud backup, etc.). The segment acts as an intermediary between advertisers and partner sites, with fees and system usage charges generated upon conversion as its primary revenue source. Marketing Solutions adopts a recurring revenue model based on fixed monthly subscription fees. This is the core segment, accounting for approximately 73% of consolidated net sales (H1 FY2026 (ending September 2026)).
Recent Overview
Net sales up 28.5% and profit up 54.0%, driven by strong financial sector, overseas consolidation effects, and recurring revenue growth
In H1 FY2026 (ending September 2026) (October 2025 to March 2026), domestic ACCESSTRADE performed well, with the financial sector as a focus genre aligned with the advertising demand season, while some advertisers in the services industry saw an impact from reduced advertising budgets. Overseas operations saw progress in cost efficiency from base consolidation (into Indonesia and Thailand), with business in the two consolidated countries continuing to perform well. Darekana Block and Pocket Backup, operated by Storefront, saw steady membership growth due to expanded sales channels and strengthened new user acquisition, with recurring revenue continuing to expand.
Key Products
Growth Drivers
- Accumulation of subscription revenue through membership growth in marketing solutions (Pocket Backup, Darekana Block)
- Business expansion and revenue growth in key areas of overseas operations (Indonesia and Thailand)
- Continued progress in cost efficiency from consolidation of overseas bases (into Indonesia and Thailand)
- Concentrated investment in focus genres such as the financial sector within domestic ACCESSTRADE
- Steady expansion of the internet advertising market (2026 internet advertising media spend expected to increase 8.3% year on year)
- Expansion of customer value through addition of new services such as SiteLead nurturing
Risks
- Risk of reduced advertising budgets from advertisers in the services industry within domestic performance advertising (partially materialized in the current interim period)
- Possibility of economic downturn risk stemming from uncertainty in US trade policy spilling over into advertisers' budgets
- Risk of business environment deterioration in the two countries (Indonesia and Thailand) following the consolidation of overseas bases
- Risk of losing market share in the domestic affiliate market if differentiation from competitors becomes difficult
- Risk of rising cancellation rates and slowing new member acquisition in subscription services
- Impact of macro risks such as Middle East tensions and financial and capital market volatility on advertising demand
Last updated: December 22, 2025