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GMO internet,Inc.

GMO internet, Inc. engages in internet infrastructure business in Japan. The company offers cloud /hosting, membership management, internet connection, and domain registration services. It is also involved in online advertisement business. The company was formerly known as GMO AD Partners Inc. and changed its name to GMO internet, Inc. in January 2025. GMO internet, Inc. was incorporated in 1999 and is based in Tokyo, Japan.

Price · split & dividend adjusted
News & notes moving 4784.JP
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.
ダイヤモンド・オンライン·27dRead 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.
Simply Wall St·42dRead 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.
Reuters·44dRead more ▾