Hotto Link Inc.
3680・Growth Market・Information & Communication
Social Media Marketing Support Business
Core segment comprising two pillars: SNS marketing support and DaaS
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (cumulative Q1 FY2026, ending December 2026) | ¥997 million | ¥921 million (cumulative Q1 FY2025, ending December 2025) | ↑ |
| Segment profit (cumulative Q1 FY2026, ending December 2026) | ¥54 million | △¥12 million (cumulative Q1 FY2025, ending December 2025) | ↑ |
| SNS Marketing Support Business revenue (cumulative Q1 FY2026, ending December 2026) | ¥645 million | ¥570 million (up 13.1% year on year) | ↑ |
| DaaS Business revenue (cumulative Q1 FY2026, ending December 2026) | ¥352 million | ¥351 million (up 0.3% year on year) | — |
Business Details
Based on the collection, analysis, and utilization of social and big data, this segment consists of two divisions: the SNS Marketing Support Business, which provides SNS advertising, operation consulting, and analytics tools to domestic companies, and the DaaS Business, in which the U.S. subsidiary Effyis, Inc. sells SNS data access rights. Its competitive advantage lies in providing an integrated, one-stop service spanning analysis, planning, and effectiveness measurement, while also advancing the sophistication of AI-driven data analysis.
Recent Overview
SNS marketing support achieved double-digit revenue growth while DaaS was flat, and the segment turned profitable
In the first quarter of FY2026 (ending March 2026)... In the first quarter of the fiscal year ending December 2026, revenue in the Social Media Marketing Support Business was ¥997 million (up 8.3% year on year), and segment profit turned positive at ¥54 million (versus a segment loss of ¥12 million in the same period of the prior year). The SNS Marketing Support Business performed steadily at ¥644 million (up 13.1% year on year), driven by new operation methods and expansion of the customer base. The DaaS Business secured a slight increase to ¥351 million (up 0.3% year on year), despite the continuing impact of changes in the North American macro environment.
Key Products
Growth Drivers
- Increasing demand for domestic SNS advertising and operation consulting amid continued expansion of the SNS marketing market
- Deepening value co-creation with client companies and improving productivity through the sophistication of AI-driven data analysis
- Rollout of new services for new markets related to generative AI and digital security in the DaaS Business
- Building a foundation for renewed growth by developing new specialized data products and strengthening the provision of structured and analyzed data
- Expanding the scope of services from the SNS domain to internet advertising in general to increase revenue per customer
Risks
- Risk of contract terminations with data providers in the DaaS Business and contract reviews by clients due to changes in the North American macro environment
- Risk of additional impairment of goodwill and software related to Effyis, Inc. (a total of ¥1,567 million was already recorded in the fiscal year ended December 2025)
- Decline in profitability of the DaaS Business due to maturation of the SaaS market and changes in the competitive environment
- Impact on the SNS Marketing Support Business from client companies' restraint on selling, general and administrative expenses and policy changes by SNS operating companies
- Foreign exchange risk from the DaaS Business's revenue being denominated in US dollars (decrease in yen-converted revenue when the yen appreciates)
Last updated: March 26, 2026