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GMO internet,Inc.

509.00-52.6%1Y · JPY

GMO internet, Inc. operates an internet infrastructure business in Japan, offering cloud and hosting, membership management, internet connection, and domain registration services. It is also involved in online advertising. The company was formerly known as GMO AD Partners Inc. and changed its name to GMO internet, Inc. in January 2025. Incorporated in 1999, it is based in Tokyo, Japan.

Price · split & dividend adjusted
News & notes moving 4784.JP
Japan
Robotics & Physical AI▲2

GMO Group Company Introduces Ambulance Exclusively for Humanoid Robots

GMO AI & Robotics Shoji (Tokyo), a subsidiary of the GMO Internet Group, announced on the 8th that it has introduced an "ambulance" exclusively for humanoid robots. The vehicle is equipped with major parts and tools, and engineers ride along to rush to the scene and perform repairs in the event of a malfunction or trouble. Ahead of the full-scale proliferation of robots, the aim is to accumulate know-how in maintenance services that minimize downtime. President Tomohiro Uchida stated, "We are committed to playing a role in supporting the social implementation of humanoid robots."
About megatrends
Robotics & Physical AI › Humanoid Robots ▲Demand
GMO AI & Robotics Shoji Co., Ltd. · Technology · Positive The company itself introduced the dedicated humanoid-robot ambulance with engineers to repair robots on site.
4784.JP · Technology · Positive Subsidiary GMO AI & Robotics Shoji launched a humanoid-robot ambulance service, advancing the group's robotics maintenance know-how.
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時事通信·27dRead more →
4784.JP▼

GMO Internet CEO Sparks Controversy with 'Remote Work Is a Negative' Remark, Return-to-Office Trend Driven by Perceived Inequity Among Employees

GMO Internet Group has completely abolished its remote work recommendation policy, and CEO Masatoshi Kumagai's social media post stating 'remote work is a negative' has caused a stir. Kumagai later apologized for the excessive expression, but maintained the policy of requiring employees to work in the office in principle. Major companies are increasingly moving back to in-office work, with LINE Yahoo eliminating full remote work in 2025 and raising the requirement to three days a week in the office starting this year, and Accenture Japan also adopting a principle of full five-day office attendance. From management's perspective, a disparity in the burden of miscellaneous tasks such as answering phone calls and handling visitors has emerged between in-office and remote employees, and the resulting sense of unfairness is pointed to as the 'real enemy' that causes organizational division. On the other hand, there are also drawbacks, such as the outflow of highly marketable talent who dislike the return to the office and headwinds against diversity.
4784.JP · Regulation · Negative GMO Internet Group abolishes remote work policy, and CEO's controversial remarks may harm company reputation and employee relations, potentially leading to talent loss.
4689.JP · Regulation · Negative LY Corporation (LINE Yahoo) eliminates full remote work and raises in-office requirement to three days a week, which could lead to talent outflow and lower morale.
ACN · Regulation · Negative Accenture Japan adopts full five-day office attendance, which may increase operational costs and reduce flexibility, potentially affecting employee satisfaction and retention.
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ダイヤモンド・オンライン·66dRead more →
Artificial Intelligence

GMO Internet establishes AI division amid ongoing fair value debate

GMO Internet has set up a Group AI Acceleration Division following a July 14 board meeting, appointing Executive Vice President Hirofumi Yamashita to lead group-wide AI transformation efforts. The move comes as the stock has gained 27.93% over the past 30 days but remains down 39.45% year to date, with a three-year total shareholder return of 40.14% contrasting with a 72.07% decline over the past 12 months. The company trades at a price-to-earnings ratio of 29 times, above the JP Media industry average of 13.7 times and a peer average of 20 times, while a Simply Wall St discounted cash flow model estimates a fair value of ¥1,054.86 per share, implying a 46.2% discount to intrinsic value. Analysts caution that AI investments could pressure margins and that weaker contributions from internet advertisement and media segments pose risks.
About megatrends
Artificial Intelligence › AI Applications & Copilots Competition
4784.JP · Technology · Neutral Establishes AI division, but impact on margins and fair value debate create uncertainty.
9449.JP · Technology · Neutral Establishes AI division, but impact on margins and fair value debate create uncertainty.
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Simply Wall St·81dRead more →
4784.JP▼

GMO Internet Group Ends Remote Work Recommendation Entirely, Says Founder Masatoshi Kumagai

GMO Internet Group founder Masatoshi Kumagai announced on his X account on the 14th that the group had completely abolished its recommendation for remote work as of the 13th. The company had allowed one day of remote work per week even after the pandemic, but has now discontinued this practice. GMO was known for its early adoption of large-scale remote work in late January 2020 in response to the novel coronavirus, and had continued safety measures such as mask-wearing and a ban on face-to-face dining even after employees returned to the office.
4784.JP · Regulation · Negative GMO Internet Group completely ends remote work recommendation, reversing a long-standing policy.
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Reuters·83dRead more →