Wantedly, Inc. · TSE:3991
Wantedly — Q3 FY2025 Earnings Presentation
38 slides from Wantedly's earnings presentation, Jul 11, 2025
Slide 1: Wantedly, Inc. Q3 FY2025 Earnings Presentation
Wantedly, Inc. 2025 8 Q3 2025 7 11 ©2025 Wantedly, Inc
Slide 2: Agenda
1. 2. 2025 8 Q3 3. 2025 8 4. ©2025 Wantedly, Inc
Slide 3: ©2025 Wantedly, Inc
Ww Wantedly — 62025 wantealy, inc
Slide 4: Q3 highlights
2025 8 Q3 2025 8 Q3 1,225 QoQ-2% Q3 3,702 YoY+5% Q3 453 QoQ-7% Q3 1,378 YoY+21% 4,970 YoY+5% 1,600 YoY+0% ©2025 Wantedly, Inc 4
Slide 5: Q3 results
02 2025 8 ©2025 Wantedly, Inc Q3
Slide 6: Q3 results summary
2025 8 Q3 FY24 FY25 FY25 YoY QoQ Q3 Q2 Q3 1,188 1,251 1,225 3% -2% YoY 391 487 453 16% -7% YoY 3% 33% 39% 37% - - YoY 16% 390 484 456 17% -6% 33% 39% 37% - - 243 297 288 18% -3% 21% 24% 24% - - ©2025 Wantedly, Inc 6
Slide 7: Quarterly revenue trend
2025 8 Q3 QoQ 1,400 1,226 1,251 1,225 1,186 1,209 1,184 1,165 1,168 1,159 1,188 1,205 1,200 170 190 185 165 256 220 181 238 186 193 175 1,000 800 600 1,040 1,055 1,060 1,039 964 979 975 983 1,007 948 952 400 200 0 FY23.8 FY24.8 FY25.8 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 ©2025 Wantedly, Inc 7
Slide 8: Quarterly cost and breakdown
2025 8 Q3 1,200 Q3 1,000 841 810 807 797 789 800 761 774 764 771 744 747 201 187 170 178 300 164 149 148 172 244 210 600 Q4 Hire 246 259 239 225 223 235 197 261 195 202 196 400 119 124 118 121 111 113 117 110 103 110 121 200 251 248 268 255 263 262 279 234 218 220 225 0 FY23.8 FY24.8 FY25.8 Q1 Q2 Q3
Slide 9: Quarterly KPIs and ratios
2025 8 Q3 600 70% 60% 57% 500 487 54% 55% 448 457 453 440 437 50% 50% 51% 51% 50% 48% 48% 46% 47% 400 394 391 345 355 351 40% 38% 39% 300 37% 37% 36% 37% 34% 33% 30% 30% 30% 29% 200 20% 100 10% 0 0% FY23.8 FY24.8 FY25.8 FY23.8 FY24.8 FY25.8 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
Slide 10: Visit usage KPIs
2025 8 Q3 4,500 427 50 4.3 4,000 3,500 40 3,000 30 2,500 2,000 20 1,500 1,000 10 500 0 0 FY22.8 FY23.8 FY24.8 FY25.8 FY22.8 FY23.8 FY24.8 FY25.8 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Visit,People Wantedly ©2025 Wantedly, Inc 10
Slide 11: Forecast
2025 8 Ww Wantedly — 62025 wantealy, inc
Slide 12: FY2025 full-year forecast and progress
2025 8 FY24 FY25 YoY FY25 Q3 4,722 4,970 5% 3,702 75% 1,594 1,600 0% 1,378 86% 34% 32% - 37% - 1,579 1,580 0% 1,371 87% 33% 32% - 37% - 1,036 1,040 0% 866 83% 22% 21% - 23% - ©2025 Wantedly, Inc 12
Slide 13: Revenue forecast trend
2025 8 6,000 5,000 4,970 5,000 4,746 4,722 4,497 4,000 902 714 3,370 3,245 3,156 3,127 4,000 938 3,000 671 1,185 956 3,000 4,970 2,000 971 699 855 2,000 3,844 4,007 3,559 383 461 445 1,000 1,000 977 898 1,023 0 0 FY22.8 FY23.8 FY24.8 FY25.8 FY22.8 FY23.8 FY24.8 FY25.8 ©2025 Wantedly, Inc 13
Slide 14: Profit forecast trend
2025 8 2,000 60% 54% 54% 1,589 1,594 1,600 50% 48% 46% 1,500 1,251 40% 33% 34% 32% 1,000 30%26% 20% 500 10% 0 FY22.8 FY23.8 FY24.8 FY25.8 FY22.8 FY23.8 FY24.8 FY25.8 ©2025 Wantedly, Inc 14
Slide 15: Shareholder returns and other forecast items
2025 8 FY24.8 FY25.8 2024 8 31 2025 8 31 20 20 109 110 18% 18% 189 189 ©2025 Wantedly, Inc 15
Slide 16: Business update
Ww Wantedly — 62025 wantealy, inc
Slide 17: Mission
TO CONNECT PEOPLE WITH THE RIGHT OPPORTUNITIES, CREATING A WORLD WHERE WORK DRIVES PASSION. ©2025 Wantedly, Inc 17
Slide 18: Business overview
Recruitment Employee Recruiting Marketing Engagement Blog SNS PR ©2025 Wantedly, Inc 18
Slide 19: Visit
FY23 Visit • Visit Perk Hire ©2025 Wantedly, Inc 19
Slide 20: Wantedly Visit
Wantedly Visit iOS, Android and Web ©2025 Wantedly, Inc 20
Slide 21: Wantedly Visit
Wantedly Visit - ©2025 Wantedly, Inc 21
Slide 22: Wantedly Assessment
Jo Wanledly ASSESSMENT | 24 bi Wantodly ASSESSMENT | t78i7% Ww Wantedly — ©2025 Wantealy, inc 22
Slide 23: Web user demographics
Web Z 10% 12% 8% 27% 34% 18% 20-29 30-39 16% 40-49 50 - 19% 18% 36% ©2025 Wantedly, Inc 23
Slide 24: Web updates
Web/ Web/ 4.3 /SI/ ©2025 Wantedly, Inc 24
Slide 25: Visit
Visit 1 2024 1 20 × 2 ©2025 Wantedly, Inc 25
Slide 26: Engagement
Engagement ©2025 Wantedly, Inc 26
Slide 27: Engagement - Perk
Engagement - Perk 1,000 ©2025 Wantedly, Inc 27
Slide 28: Engagement - Perk
Engagement - Perk - etc… ©2025 Wantedly, Inc 28
Slide 29: Perk KPI
Perk KPI 1 × 2 ©2025 Wantedly, Inc 29
Slide 30: Engagement - Story
Engagement - Story ©2025 Wantedly, Inc 30
Slide 31: Engagement - Pulse
Engagement - Pulse Slack ©2025 Wantedly, Inc 31
Slide 32: Wantedly Hire (ATS)
Wantedly Hire (ATS) ©2025 Wantedly, Inc 32
Slide 33: ©2025 Wantedly, Inc
7,000 (1) 360 (3) 3,700 (2) 52 (4) 427 4.3 12% 8% ©2025 Wantedly, Inc 33
Slide 34: ©2025 Wantedly, Inc
1 4,800 (1) + 5,500 (2) = 1 3 ©2025 Wantedly, Inc 34
Slide 35: Perk revenue trend
6,000 1 10 4,746 4,722 4,970 • Perk 5,000 4,497 4,000 3,000 6 22 2.7 2,000 6 12 24 12 24 350 10 1,000 0 FY22.8 FY23.8 FY24.8 FY25.8 ©2025 Wantedly, Inc 35
Slide 36: ESG / SDGs
ESG / SDGs SDGs Wantedly Assessment ©2025 Wantedly, Inc 36
Slide 37: Company information
Wantedly, Inc. 5-12-7 4 3991 2010.09 2012.02 2016.11 2017.03 2017.09 2021.09 2022.04 2024.11 (ATS) ©2025 Wantedly, Inc 37
Slide 38: ©2025 Wantedly, Inc
w Wantedly 62025 wantealy, inc 38