フリービット（3843）
Contents
1. VOYAGE GROUP HD2. DSP Demand Side Platform DSP Sh
3. http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14
4. 2016 4 1 6 421 21 4 377 8 9 262 19 4
5. J GCA DIC TOKAIT
6. freebit mobile Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2014 8 20
7. CCC TSUTAYA TSUTAYA T TSUTAYA MUSICO TSUTAYA 2015 7 12 SIM 3
8. SR Inc SR Inc Shared Researcn SR Inc SR Inc SR Inc
9. MG Aiming SBS KLab
10. 3 B2C 3 476 7 9 146 78 2 freebit mobile ServersMan SIM LTE MVNO freebit mobile 6 458 12 59 858 59 6
11. 2015 4 1Q 5 291 2015 4 1Q 346 695 65 182 18 SIM 50 38 87 181 NW 90 2016 4 10 6 421 2016 4 10 377 SR CCC
12. CCC CCC CCC CCC CCC B2B MVNE B2C freebit mobile CCC TSUTAYA T
13. MVNO 2002 6 MVNO L2 2 2 IP MVNO 3 2 ISO OSI Open Systems Interconnection
14. Google Yahoo Japan API Application Programming Interface QASDAQ 2461 Sh ared hesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 PC B 30 Web SEO
15. VDC VCPU OFF UTM Unified Threat Management Disaster Recovery 2014 4 Cloud CloudDisk
16. 1 Alike SIM 2016 4
17. 718 1323 0 69 DTI 120 freebit mobile 413 227 127 119 EC DTI 110 16
18. 1 http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714 A A SR
19. freebit mobile DTI 2015 1 16 2015 3 1 2015 3 1 Ad Technology amp Marketing Company
20. 2 69 69 DTI 120 freebit mobile 413 227 127 119 EC DTI 110 16 398
21. Sh aredd Mesearch http www sharedresearch jpD Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 7 439 0 5 566 31 5 Fe U EC 36 77 3
22. 803 87 09 52 142 MVNO freebit MVNO Pack 5 4 SIM SIM 2015 7 SIM 7 1 DTI SIM ServersMan SIM LTE MVNO Pack freebit mobile http www sharedresearch jp Copyright
23. 103 353 76 5 127 2016 4 27 000 25 8 1 500 20 5 1 000 1 8 200 80 5 SR 3
24. MVNO Pack NW 2 MVNO Pack NW 2 BB MVNO Pack NW ISP 2 3 MVNO Pack 110 MVNO Pack MVNO Pack 1 7
25. g SR 09 4 2 920 2 222 57 154 2 022 SS 241 26 53 132 452 943 16 640 161 1 760 364 4 456 30 4 850 7 063 14 395 67 2 813 3 409 6 289 1 926 889 2 815 4 739 9 104 1 854 482 2 134 2 23 793 5 290 2 212 4 739 1 819 10 4 232 7 834 2 570 4 117 829 11 4 4 095 3 501 121 971 235 1 653 10 334 486 152 522 290 1 450 1 555 70 769 510 2 904 193 6 010 38 6 241 10 595 20 929 913 6 123 4 010 11 046 2 328 905 3 233 8 451 14 280 3 043 1 671 1 920 364 5 0 371 6 649 3 559 8 451 4 356
26. freebit mobile 1 248 160ICCC 0 SR CCC freebit mobile TSUTAYA CCC 2016 4 CCC 30 50 9 36 1 100
27. 9 DNA ServersMan SIM LTE Weaknesses
28. 1 3834 2016 4 B2C IH MVNE MVNO freebit MVNO Pack Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 freebit MVNO Pack NTT MVNO
29. SEM Search Engine Marketing Web 1 4689
30. 5 864 5 9 349 12 79 Ad Technology amp Marketing Company B RTB AdMatrix 33 35 79 158 183
31. SW Strengths Weaknesses Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714 09 4 10 4 11 4 12 4 13 4 14 4 15 4 16 4 10 767 14 709 23 180 21 004 20 660 20 665 21 469 27 000 33 4 36 6 57 6 9 4 1 6 0 0 3 9 25 8 4 517 5 253 8 442 6 915 7 507 7 998 7 560 56 4 16 3 60 7 18 1 8 6 6 5 OO 42 0 35 7 36 4 32 9 36 3 38 7 35 2 1 575 407 155 831 936 1 321 1 245 1 500 84 5 74 1 61 8 433 3 12 6 41 1 5 8 20 5 14 6 2 8 0 7 4 0 4 5 6 4 5 8 5 6 1 522 804 185 939 481 1 220 982 1 000 116 6 47 2 76 9 406 4 48 8 153 8 19 5 1 8 14 1 5 5 0 8 4 5 2 3 5 9 4 6 3 7 1 674 1 022 947 204 186 236 1 026 200 164 8 38 9 335 80 5
32. 2013 7 RTB Sh ared hesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 IaaS SaaS VPN 2016 4 B2C
33. ISP 6 59 MVNO Pack 25 89 ISP 100 829 10 2016 4 14 2 036 8 2 120 16 VDC
34. Sh aredd Mesearch http www sharedresearch jpD Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2 2 053 2 5 120 24 29 AdMatrix DSP Demand SidePlatform EC 11 14 3 49 39 M2M Plug in Cloud
35. 2014 4 23 freebit mobile freebit mobile 3 lt 500 60 45 1 510 Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 50 150Kbps 200Kbps 250Kbps 300Kbps PandA Soft 2 0 Cloud freebit mobile 020 ATELIER 5 2014 4 16 STIM
36. M amp A 2015 4 CCC 30 50 9 180 49 1 4 2013
37. SR Inc SR Inc SR Tnc 3 31 12 03 5834 8787 http www sharedresearch jp Email info sharedresearch jp http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved
38. Sh aredd Mesearch http www sharedresearch jpD Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 VDC 3 984 1 6 232 20 6 Ad Technology amp Marketing Company Bl RTB AdMatrix
39. 5 3 B2C B2C ISP TS 6 9 EEA MVNE Web Web
40. DTI DTI SIM ServersMan SIM LTE iPhone 767 Android iPhone http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 1995 8 CFO
41. 1 2015 8 28 SHOPPING JAPAN 50 000 S N S WEB SNS SNS 5 486 5 59 19 87 6 Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14
42. 2015 3 1 Tone mobile CCC http Www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2015 3 12 10 200 1 104 705 1 068 CCC 2015 1 27 SiLK VISION 2016 2015 4 1
43. 57 32 56 97 Web Web 100 56 979 Web Web 100 100 M amp A 49 2015
44. shared esearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714 6 0 24 6 0 6 5 99 103 353 76 59 127 23 8 25 19 26 29 6 63 69 1
45. 8 883 14 4 1 162 50 2 E YourNet MVNO Pack Sh ared GYcsea ch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2
46. PandA Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 freebit mobile
47. PandA M2M PandA PandA PandA B2C SI 83 39 79 13 13 Sh ared hesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2015 4 1 2015 4 1 2014 5 7 5 291 0 7 346 12 7 325 17 6 2014 5 1
48. http www sharedresearch D 6 915 32 9 831 4 0 1 856 8 8 1 0 4 7 3 2 1 1 22 3 16 4 3 547 132 6 100 5 0 21 26 9 0 2 63 1 12 Copyright C Shared Research Inc All Rights Reserved 13 4 14 4 7 507 7 998 7 560 36 3 38 7 35 2 936 1 321 1 245 4 5 6 4 5 896 2 307 2 667 2 524 11 296 12 9 11 8 1 1 4 8 2 6 7 1 5 496 3 9 12 9 1 1 1 2 1 2 61 0 111 1 131 0 6 0 3 3 2 8 3 215 2 989 3 261 136 1 126 7 180 4 100 8 98 26 146 2 0 21 0 22 0 30 24 6 4 8 35 59 0 1 0 2 0 3 61 3 55 3 53 6 002 226 271 3843 SR Research Report 2015 10 14 MM 2014 11 2014 9 FTTH ADSL CATV LTE BWA 1 214 1 FTTH 2014 3 71 3 3 2 609
49. 2010 4 2014 4 13 4 7 615 2 896 2 290 15 496 157 8 196 4 398 2 696 7 473 3 9 446 13 296 150 62 396 1 872 20 660 1 696 13 153 7 507 8 696 36 396 6 571 31 896 936 12 696 4 596 45 500 481 48 896 2 896 44 789 186 SR Research Report 2015 10 14 14 4 7 766 2 39 2 217 4 296 36 396 5 062 15 196 439 0 596 238 60 0 2 092 20 665 0 0 12 667 7 998 6 5 38 7 6 678 32 3 1 321 41 1 6 4 60 161 1 220 153 8 5 9 16 326 236 1 1 15 4 8 883 14 496 2 036 8 2 33 6 1 4 53 10 496 8 071 8 596 150 3 196 2 241 21 469 996 13 909 7 560 5 596 35 296 6 316 29 496 1 245 5 896 5 896 56 318 982 19 596 4 696 613 77 1 026 335 1 4 896 09 4
50. 44 29 5 59 NW ServersMan050 VPS 2015 4 3 2015 4 3 15 764 2 5 837 7 9 728 12 9 2014 5 1 DTI 2
51. API VoIP MVNO 1 freebitMVNO Pack U NEXT U mobile d M2M
52. 2 451 4 69 409 24 8 37 680 28 219 DTI DTI with NW NW DTI with
53. 457 861 324 99 3 124 79 121 79 478 79 45 7 40 0 37 99 119 79 Sh aredd Mesearch http www sharedresearch jpD Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2 1 DTI
54. 68 5 74 49 55 8 68 8 53 9 68 5 132 99 71 0 4 2 4 CCC 1 2 3 156 257 i03 6 203 1 2
55. ISP ISP 2016 4 B2C IH ISP ISP ISP ISP
56. VPN Virtual Private Network iDC
57. freebit mobile B2B MVNO freebit mobile freebit mobile PandA
58. 1 freebit mobile 2014 11 4 2014 9 4 2 80 2015 4
59. VDC VDC TIP 2015 sSh ared 1 ch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714 16 4 14 4 15 4 16 4 6 Pc 5
60. sSh ared lesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714
61. 2014 8 20 10 1 10 400 PandA 2 B2C 2 338 3 1 129 73 2
62. Sh aredd Mesearch http www sharedresearch jpD Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 YourNet MVNO Pack 1 529 9 19 96 55 VDC
63. Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 SDN Software Defined Network SEO Search Engine Optimization
64. M2M PandA M2M PandAl 2015 4 2 2015 4 2 2014 5 10 10 522 1 2 600 2 6 511 Sh aredd Mesearch http www sharedresearch jpD Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10714 4 79 2014 5 1 DTI 2
65. EC 274 75 AdMatrixk 2 16 000 2Q 23 23 79 101 115 M2M
66. Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714 2015 4 2015 4 21 469 3 9 1 245 5 8 982 19 59 DTI 4 freebit mobile 1 026
67. 4 7 511 DTi 14 718 850 407 freebit mobile 2 3 180 2 16 3 BI
68. IDTI 540 64 94 32 freebit mobile 156 134 54 74 EC 24 DTI 35 1
69. ISP http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 YourNet ISP ISP ISP SR 300 700 Web 50 ISP ISP DTI
70. 3 NW YourNet MVNO Pack 2 4 2015 3 CCC
71. 797 Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714 376 2 105 DTI 195 freebit mobile 516 277 201 143 EC DTI 120 72 444
72. 499 CCC 519 6 CCC TSUTAYA TSUTAYA T TSUTAYA MUSICO TSUTAYA B2C DTI DTTI DTI SIM 2013 8 Sh aredd Mesearch http www shared
73. 7 086 7 410 4 6 1 945 1 984 2 0 1 936 718 62 9 B2C 4 065 4 515 11 1 4 380 7 194 64 2 SI 666 514 22 896 4 974 398 92 0 1 875 1 733 10 767 14 709 23 180 21 004 33 4 36 6 57 6 9 4 6 249 9 456 14 738 14 088 4 517 5 253 8 442 6 915 56 496 16 396 60 796 18 196 42 096 35 796 36 496 32 9 2 942 4 846 8 287 6 085 27 396 32 996 35 796 29 0 1 575 407 155 831 84 5 74 1 61 896 433 396 14 696 2 8 0 7 4 0 9 510 467 420 62 113 438 312 1 522 804 185 939 116 696 47 296 76 996 406 496 14 196 5 596 0 8 4 596 34 257 51 50 8 42 1 005 407 1 674 1 022 947 204 164 896 38 996 15 596 6 9 1 0 SR
74. 1 559 300 2015 9 14 2015 12 31 3 amp Sh aredd Mesearch http www sharedresearch jpD Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015710714 EE ti 15 4 16 4 16 4
75. 10 400 PandA 1 B2C 1 180 3 4 135 45 296 DTI 467 250Kbps ServersMan SIM LTE IP ServersMan 050 MVNO 2 000
76. 3 MCI Multi Layer Component Integration SiLK VISION 2013 3 Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 SiLK Experience MVNO M2M
77. 75 7 NTT FTTH LTE BWA 2014 9 FTTH ADSL CATV 34 79 LTE BWA 65 39 MM LTE Advanced WiMAX AXGP BWA 5 2015 3 8 246 2015 1 2019 3 79 89 1
78. VDC Virtual Data Center 1 1 UTM Unified Threat Management VPN Web
79. 3 PAS Third Party Ad Serving 3 3PAS RTB Real Time Bidding
80. 1 2 10 521 EC 4 0 2 6 64 5 1 013 freebit mobile ATELIER ATELIER TVCM 1 MVNO Pack SIM VDC Sh ared hesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 20
81. 7 2 3 Xi NTT LTE LTE Long Term Evolution 3 3G 4 4G 3 9G 3 9 4G Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 IPv6 IP IPv4
82. IoT Internet of Things 2 3 2016 4 MVNE amp MVNO MVNO DTI ToT 0 CCC 0
83. VDC 3 2 VPN 2016 4 8 071 8 5 584 7 0 fe U Ad Technology amp Marketing Company Bl RTB AdMatrix
84. 3830 ISP Hi Bitt ISP 300 400 1 3774 ISP 2015 4 6 5 ISP 64 59 100 829 10 2016 4 14 B2C B2C 100 DTI DTI
85. ON eo mm SR http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 i 16 17 4 154 17 17 300
86. freebit mobile 2 3 2014 10 80 90 ATELIER 80 90 ATELIER 8 20 10 1 10 11 1 313
87. 7 SiLK VISION Web SiLK SiLK VISION 2010 DT1 ISP ISiLK VISION 2013 Smart Infra M amp A MVNO 2013 3 SiLK VISION 2016
88. http www sharedresearch D 12 4 4 873 3 298 174 295 190 2 318 10 800 369 172 474 230 1 245 1 233 22 493 408 2 156 157 4 254 76 4 487 7 890 18 690 46 3 378 4 721 8 145 3 312 468 3 780 6 690 11 926 3 045 1 673 2 026 364 6 0 376 6 764 3 547 6 690 1 817 13 4 4 685 3 159 263 136 224 2 595 10 536 424 334 598 221 1 577 1 047 133 445 54 1 679 298 3 670 108 4 076 7 333 17 869 80 3 489 4 175 7 744 2 730 1 153 3 883 6 219 11 627 3 045 1 673 1 691 488 18 3 299 6 242 3 215 6 219 1 534 SR Research Report 14 4 4 762 2 948 159 92 220 2 169 10 031 597 334 784 223 1 938 967 43 376 61 1 448 247 2 900 168 3 316 6 702 16 733 50 3 449 4 416 7 915 1 622 709 2 331 5 071 10 246 3 046 1 674 1 782 489 29 443 6 487 2 989 5 071 309 Copyright C Shared Research Inc All Rights Reserved 2015710714 6 983 3 200 225 120 248 2 270 12 597 589 334 687 179 1 790 1 479 336 357 50 2 222 334 2 242 139 2 715 6 727 19 324 60 2 119 4 804 6 983 1 078 608 1 686 3 197 8 669 4 514 3 142 2 671 489 3 13 799 10 654 3 261 3 19 3 786 3843 09 4 10 4 11 4 12 4
89. 109 6 2016 2 810 Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 CloudDisk Cloud Disk ISP B2C B2C ServersManQVPS ServersMan GDisk 2015 4 100 ISP MVNO
90. freebit mobile 2 043 7 9 273 59 9 MVNO 513 5 2 13 51 IP VDC
91. 3 B2C freebit mobile DTI Full Speed 41 3 31 59 Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 3 freebit mobile 4 5 2014 4 21 0 2 900 41 9 1 318 7 766 2 3
92. ISP DTTI DTI DTI 2000 5 ISP ISP ISP s ISP 2001 12 1 6758 2002 12 2005 6 Emotion Link JSAT 1 9412 1 4733 2007 3 M amp A
93. R8D 2 MM CEO CCC 1SP SR
94. SIM DTI SIM 2013 11 freebit mobile 2 000 2015 2 TSUTAYA CCC freebit mobile CCC
95. 398 IP 7 1 3 BI 2 8 2 6 64 5 2015 4 2
96. ISP 20 906 82 197 10 1 014 11 2 48 62 VDC VDC 11 29 CC 110 VDC 5 4 VDC
97. ServersMan SIM LTE IP ServersMan 050 MVNO 2013 11 2 000 freebit mobile DTI 1 89 39 696 39 6 18 8 ServersMan050 VPS Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 e
98. 8 DTI 2009 3 DTI 2010 8 2011 3 NTT MVNO YourNet MOBILE 4 aigo IPV6 aigo 2013 11 freebit mobile 2015 3 freebit mobile ccc freebit mobile Sh aredd Mesearch http w
99. SR 2016 4 5 SI 2016 4 9 675 1 367 0 tee1l 6 SR Sh ared 1 ch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 14 10
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101. 2014 12 4 1 10 1 1 http www patentresult co jp news 2014 12 emergingmarket02 htmI 2015 4 4 DTI B2C 6 2015 6 2016 4
102. SR http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2 NW 370 210 DSP 75
103. 2 748 33 9 190 56 2 AdMatrix B 2016 4
104. 2 911 CCC 2 500 000 25 000 CCC 500 000 5 000 Fa Sh ared Kesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 49 60 3843 SR Research Report 2015 10 14 2015 3 2015 4 2018 4 MVNE 2015 5 2019 4 711 1 200 2015 5 2018 4 2015 2 18 2015 1 27 SiLK VISION 2016
105. 2015 2 18 2015 3 1 DTI 2015 2 18 CCC 100 499
106. 718 1 067 1 053 248 832 235 524 849 690 900 971 98 1 492 585 ROA 13 0 5 3 1 0 4 7 2 6 7 1 5 4 ROE 47 1 16 9 3 2 3 9 12 9 31 1 47 4 30 0 34 2 33 2 36 1 50 9 SR 2013 4 1 400 http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 2015 10 14 2015 9 11 2016 4 1 2016 4 1 350 000
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108. 12 1 417 6 11 17 1 152 8 B2B MVNO freebit mobile freebit mobile
109. freebit mobile ServersMan SIM LTE MVNO freebit mobile 3 19 73 2 12 7 ServersMan SIM LTE freebit mobile 12 7 freebit mobile 3 19 freebit mobile DTI
110. 2Q ISP ISP MVNO Pack U NEXT 2 217 4 2 74 39 VDC 29 49
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112. DTI DTTI 2000 2015 2 1967 1991 1995 DTTI 2000 2015 2 IR 2 sSh afedt 1 ch lp http www sharedresearch jp Copyright C Shared Research Inc All Rights
113. SEM 1 4751 GMO 1 9449 SEM SEO Search Engine Optimizatlon SEM 3PAS
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126. SEM Search Engine Marketing SEO API Application Programming Interface OS RTB Real Time Bidding 1
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132. C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14 MVNO Pack SIM 1 TSUTAYA STAND 2015 9 10 TSUTAYA
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136. 0 40 2015 5 SIM 5 5 MVNE MVNO 30 Sh aredd Mesearch http www sharedresearch jp Copyright C Shared Research Inc All Rights Reserved 3843 SR Research Report 2015 10 14
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