Wantedly, Inc. · TSE:3991
Wantedly — Q2 FY2025 Earnings Presentation
39 slides from Wantedly's earnings presentation, Apr 11, 2025
Slide 1: Wantedly, Inc. Q2 FY2025 Earnings Presentation
Wantedly, Inc. 2025 8 Q2 2025 4 11 ©2025 Wantedly, Inc
Slide 2: Agenda
1. 2. 2025 8 Q2 3. 2025 8 4. ©2025 Wantedly, Inc
Slide 3: Wantedly
Ww Wantedly — 62025 wantealy, inc
Slide 4: Q2 highlights
2025 8 Q2 2025 8 Q2 1,251 QoQ+2% Q2 2,477 YoY+6% Q2 487 QoQ+11% Q2 924 YoY+24% 4,970 YoY+5% 1,600 YoY+0% ©2025 Wantedly, Inc 4
Slide 5: Q2 FY2025 results
02 2025 8 ©2025 Wantedly, Inc Q2
Slide 6: Quarterly financial summary
2025 8 Q2 FY24 FY25 FY25 YoY QoQ Q2 Q1 Q2 1,159 1,226 1,251 8% 2% YoY QoQ 351 437 487 39% 11% QoQ 11 30% 36% 39% - - 346 430 484 40% 12% 30% 35% 39% - - 205 281 297 45% 6% 18% 23% 24% - - ©2025 Wantedly, Inc 6
Slide 7: Quarterly revenue trend
2025 8 Q2 1,400 QoQ 1,200 1,186 1,209 1,184 1,165 1,168 1,159 1,188 1,205 1,226 1,251 170 190 165 256 220 181 238 186 193 175 1,000 800 600 1,040 1,055 1,060 964 979 975 983 1,007 948 952 400 200 0 FY23.8 FY24.8 FY25.8 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 ©2025 Wantedly, Inc 7
Slide 8: Revenue breakdown by quarter
2025 8 Q2 1,200 Q2 1,000 841 810 807 797 789 800 761 774 764 744 747 201 187 170 178 300 164 149 148 244 210 600 259 239 223 235 261 246 225 195 202 196 400 119 117 124 118 110 111 113 103 110 121 200 234 251 248 268 255 263 262 218 220 225 0 FY23.8 FY24.8 FY25.8 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 ©2025
Slide 9: Quarterly cost and margin trends
2025 8 Q2 600 70% 60% 57% 500 487 54% 55% 448 457 440 437 50% 50% 51% 50% 48% 48% 46% 47% 400 394 391 345 355 351 40% 38% 39% 300 37% 37% 36% 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 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 ©2025 Wante
Slide 10: Quarterly KPI trends
2025 8 Q2 4,500 420 50 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 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Visit,People Wantedly ©2025 Wantedly, Inc 10
Slide 11: Balance sheet and cash flow
2025 8 Q2 FY24.8 FY25.8 Q2 FY24.8 Q2 FY25.8 Q2 4,960 6,105 415 1,535 4,521 5,716 735 933 281 282 156 105 12 4 308 474 - 800 81 81 -332 -202 226 392 -9 -151 5,268 6,579 -9 -9 1,262 1,376 - 800 - -142 1,262 2,176 -189 -189 4,005 4,402 3,919 5,716 3,991 4,385 406 1,383 5,268 6,579 ©2025 Wantedly, Inc 1
Slide 12: Full-year forecast
2025 8 Ww Wantedly — 62025 wantealy, inc
Slide 13: FY2025 forecast
2025 8 FY24 FY25 YoY FY25 Q2 4,722 4,970 5% 2,477 50% 1,594 1,600 0% 924 58% 34% 32% - 37% - 1,579 1,580 0% 915 58% 33% 32% - 37% - 1,036 1,040 0% 578 56% 22% 21% - 23% - ©2025 Wantedly, Inc 13
Slide 14: Revenue forecast trends
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 1,185 956 971 3,000 4,970 2,000 855 671 2,000 3,844 4,007 699 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 14
Slide 15: Profit forecast trends
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 15
Slide 16: Shareholder returns
2025 8 FY24.8 FY25.8 2024 8 31 2025 8 31 20 20 109 110 18% 18% 189 189 ©2025 Wantedly, Inc 16
Slide 17: Business overview
Ww Wantedly — 62025 wantealy, inc
Slide 18: Mission: connect people with the right opportunities
TO CONNECT PEOPLE WITH THE RIGHT OPPORTUNITIES, CREATING A WORLD WHERE WORK DRIVES PASSION. ©2025 Wantedly, Inc 18
Slide 19: Product lines: Recruiting, Marketing, Engagement
Recruitment Employee Recruiting Marketing Engagement Blog SNS PR ©2025 Wantedly, Inc 19
Slide 20: Visit and Engagement strategy
FY23 Visit • Visit Perk Hire ©2025 Wantedly, Inc 20
Slide 21: Wantedly Visit
Wantedly Visit iOS, Android and Web ©2025 Wantedly, Inc 21
Slide 22: Wantedly Visit features
Wantedly Visit - ©2025 Wantedly, Inc 22
Slide 23: Wantedly Assessment
Jo Wanledly ASSESSMENT | 24 bi Wantodly ASSESSMENT | t78i7% Ww Wantedly — ©2025 Wantealy, inc 23
Slide 24: User demographics
Web Z 10% 11% 9% 27% 34% 18% 20-29 30-39 16% 40-49 50 - 19% 18% 36% ©2025 Wantedly, Inc 24
Slide 25: Web service update
Web/ Web/ /SI/ 4.2 ©2025 Wantedly, Inc 25
Slide 26: Visit update
Visit 1 2024 1 20 × 2 ©2025 Wantedly, Inc 26
Slide 27: Engagement
Engagement ©2025 Wantedly, Inc 27
Slide 28: Engagement - Perk
Engagement - Perk 1,000 ©2025 Wantedly, Inc 28
Slide 29: Engagement - Perk
Engagement - Perk - etc… ©2025 Wantedly, Inc 29
Slide 30: Perk KPI
Perk KPI 1 × 2 ©2025 Wantedly, Inc 30
Slide 31: Engagement - Story
Engagement - Story ©2025 Wantedly, Inc 31
Slide 32: Engagement - Pulse
Engagement - Pulse Slack ©2025 Wantedly, Inc 32
Slide 33: Wantedly Hire (ATS)
Wantedly Hire (ATS) ©2025 Wantedly, Inc 33
Slide 34: ©2025 Wantedly, Inc
6,900 (1) 360 (3) 3,700 (2) 52 (4) 420 4.2 11% 8% ©2025 Wantedly, Inc 34
Slide 35: ©2025 Wantedly, Inc
1 4,800 (1) + 5,500 (2) = 1 3 ©2025 Wantedly, Inc 35
Slide 36: 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 36
Slide 37: ESG / SDGs
ESG / SDGs SDGs Wantedly Assessment ©2025 Wantedly, Inc 37
Slide 38: Company profile
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 38
Slide 39: ©2025 Wantedly, Inc
w Wantedly 62025 wantealy, inc 39