Industry map/IT, Telecom & Internet
Cloud & Data Centers industry map
Who earns the money in Cloud & Data Centers, and who keeps it. When a company spans several industries, only the relevant segment is counted.
FY2025 · 19 companies · ¥618.8B
Industry map
Companies ordered by revenue, connected by ownership (major shareholders). Arrows point from the shareholder to the investee.
- Industry size (revenue)
- ¥618.8B
- Companies
- 19
- Avg. salary（parent only）
- ¥6.3M
- Industry weather
- Sunny
YoY +40.0%
Avg. age 40.3
Operating income +10.7%
Oracle Japan[4716]
Cloud and software
- Revenue
- ¥223B
- Operating income
- ¥85.7B
Margin 38.4%
Whole company: Revenue ¥263.5B · Net income ¥60.7B
Avg. salary ¥12.6M · 44.1（parent only）
GMO internet group[9449]
Internet infrastructure
- Revenue
- ¥174B
- Operating income
- ¥41.7B
Margin 24.0%
Whole company: Revenue ¥285.3B · Net income ¥16.7B
Avg. salary ¥8.4M · 39.0（parent only）
GMO Internet[4784]
Internet infrastructure
- Revenue
- ¥65.9B
- Operating income
- ¥8.63B
Margin 13.1%
Whole company: Revenue ¥78.5B · Net income ¥5.56B
Avg. salary ¥6M · 38.9（parent only）
- GMO internet group owns 90.6%
GMO Pepabo[3633]
Domain rental server(hosting) service
- Revenue
- ¥6.21B▲3.2%
- Operating income
- ¥1.9B▲0.2%
Margin 30.7%
Whole company: Revenue ¥11B · Net income ¥878.4M
Avg. salary ¥7M · 36.9（parent only）
- GMO internet group owns 58.8%
- GMO Internet owns 2.1%
GMO GlobalSign Holdings[3788]
Cloud Infrastructure
- Revenue
- ¥6.95B▲10.0%
- Operating income
- ¥194.4M▲25.7%
Margin 2.8%
Whole company: Revenue ¥20.7B · Net income ¥1.01B
Avg. salary ¥6.2M · 40.8（parent only）
- GMO internet group owns 52.0%
SAKURA internet[3778]
- Revenue
- ¥35.3B▲12.4%
- Operating income
- -¥403.7MTurned to loss
Margin -1.1%
Avg. salary ¥7.4M · 40.3（parent only）
Datasection[3905]
Domestic Business
- Revenue
- ¥32.5B▲1591.5%
- Operating income
- ¥5.06B▲5340.3%
Margin 15.6%
Whole company: Revenue ¥33.6B · Net income ¥2.8B
Avg. salary ¥7.9M · 44.5（parent only）
Japan Business Systems[5036]
Cloud Service
- Revenue
- ¥21.9B▲15.7%
- Operating income
- ¥3.29B▲15.3%
Margin 15.0%
Whole company: Revenue ¥172.6B · Net income ¥5.63B
Avg. salary ¥6.4M · 35.4（parent only）
AGS[3648]
Information Processing Service
- Revenue
- ¥12.1B▲1.4%
- Operating income
- ¥2.03B▲5.6%
Margin 16.7%
Whole company: Revenue ¥28.6B · Net income ¥1.93B
Avg. salary ¥6.9M · 43.3（parent only）
BroadBand Tower[3776]
Computer platform business
- Revenue
- ¥11.9B▲21.3%
- Operating income
- ¥562.7M▼0.7%
Margin 4.7%
Whole company: Revenue ¥15.3B · Net income ¥300.2M
Avg. salary ¥6.4M · 41.1（parent only）
eole[2334]
AIdatacenter
- Revenue
- ¥10.1B
- Operating income
- ¥422.2M
Margin 4.2%
Whole company: Revenue ¥14.2B · Net income -¥528.2M
Avg. salary ¥5.3M · 35.2（parent only）
Broadmedia[4347]
Technology Services
- Revenue
- ¥6.24B▲12.6%
- Operating income
- ¥906.3M▲38.5%
Margin 14.5%
Whole company: Revenue ¥15.8B · Net income ¥782.1M
Avg. salary ¥5.1M · 40.3（parent only）
※ Card revenue and operating income cover only the segment in this industry; “Whole company” shows consolidated revenue and net income.
Other companies: Link-U Group · PBsystems · IPS · Tripleize · Acmos · DigitalCube · Softfront Holdings
The weather is derived mechanically from year-over-year totals of revenue and operating income (both up = sunny, both down = rainy).
Who earns the money
Area = revenue from businesses in this industry. Color = operating margin.
Who makes a profit
Across = revenue (log scale), up = operating margin, bubble size = operating income.
Ranking and momentum
| Rank | Company (business) | Revenue | Share | Op. margin | CAGR | FCF* |
|---|---|---|---|---|---|---|
| 1new | Oracle JapanCloud and software | ¥223B | 36.0% | 38.4% | — | ¥64.6B |
| 2new | GMO internet groupInternet infrastructure | ¥174B | 28.1% | 24.0% | — | ¥43.5B |
| 3new | GMO InternetInternet infrastructure | ¥65.9B | 10.6% | 13.1% | — | ¥11.7B |
| 4▼2 | SAKURA internet | ¥35.3B | 5.7% | -1.1% | +15.2% | -¥31.2B |
| 5▲7 | DatasectionDomestic Business | ¥32.5B | 5.2% | 15.6% | — | -¥10B |
| 6▼3 | Japan Business SystemsCloud Service | ¥21.9B | 3.5% | 15.0% | — | -¥3.32B |
| 7▼3 | AGSInformation Processing Service | ¥12.1B | 2.0% | 16.7% | +2.4% | ¥1.65B |
| 8▼3 | BroadBand TowerComputer platform business | ¥11.9B | 1.9% | 4.7% | +5.9% | ¥444.3M |
| 9new | eoleAIdatacenter | ¥10.1B | 1.6% | 4.2% | — | ¥879.2M |
| 10▼4 | GMO GlobalSign HoldingsCloud Infrastructure | ¥6.95B | 1.1% | 2.8% | +5.5% | ¥1.25B |
| 11▼3 | BroadmediaTechnology Services | ¥6.24B | 1.0% | 14.5% | +14.0% | ¥493.1M |
| 12▼5 | GMO PepaboDomain rental server(hosting) service | ¥6.21B | 1.0% | 30.7% | — | ¥1.27B |
| 13▼4 | Link-U Group | ¥4.84B | 0.8% | 6.8% | — | -¥96.4M |
| 14▼4 | PBsystemsSecure Cloud System business | ¥2.55B | 0.4% | 16.1% | +4.4% | ¥175.9M |
| 15▼4 | IPSDomestic Telecommunications Business | ¥2.4B | 0.4% | 16.5% | -11.9% | -¥2.49B |
| 16▼3 | TripleizeGPU server business | ¥1.1B | 0.2% | -0.0% | — | -¥174M |
| 17▼3 | AcmosIT infrastructure | ¥1.04B | 0.2% | 15.7% | — | ¥217.9M |
| 18▼3 | DigitalCube | ¥641.2M | 0.1% | -11.3% | +18.0% | — |
| 19new | Softfront HoldingsAIDC segment | ¥118M | 0.0% | -14.7% | — | -¥284.6M |
* FCF is company-wide (not disclosed by segment). CAGR covers the available years, up to five.
How they make money differently
Where each company's ¥100 of sales goes, and how much it keeps (company-wide).
- Cost of sales
- SG&A
- Other
- Operating profit
- Oracle Japan541333
- IPS422632
- GMO internet group403821
- Datasection81811
- GMO Internet672310
- AGS74179
- Acmos64279
- GMO Pepabo46468
- GMO GlobalSign Holdings41527
- Broadmedia61327
- Link-U Group52437
- BroadBand Tower7916
- PBsystems7322
- Japan Business Systems90
- eole6831
- SAKURA internet7724loss ¥1
- Tripleize7031loss ¥1
- DigitalCube7537loss ¥12
- Softfront Holdings5656loss ¥12
Ownership links
From the major-shareholder section of annual securities reports.
- GMO internet groupIn industry
- SubsidiaryGMO Internet90.6%
- SubsidiaryGMO Pepabo58.8%
- SubsidiaryGMO GlobalSign Holdings52.0%
- 野村ホールディングス㈱Outside
- AffiliateNomura Research Institute20.1%
- 双日株式会社Outside
- StakeSAKURA internet14.8%
- 株式会社三菱総合研究所Outside
- StakeJapan Business Systems14.7%
- 株式会社キューブシステムOutside
- StakeTripleize3.6%
The company on each card is a major shareholder of the companies listed under it (latest 'major shareholders' disclosure). 50%+ is labelled subsidiary and 20%+ affiliate, based on ownership alone. Stakes under 3% are omitted.
Compare the leaders side by side
- Oracle Japan vs GMO internet group
- Oracle Japan vs SAKURA internet
- Oracle Japan vs Nomura Research Institute
- GMO internet group vs SAKURA internet
- GMO internet group vs Nomura Research Institute
- SAKURA internet vs Nomura Research Institute
- Oracle Japan vs GMO internet group vs SAKURA internet vs Nomura Research Institute
All companies in Cloud & Data Centers (by revenue)
All 20 companies in this industry, ranked by revenue in each company's latest fiscal year. For companies that belong through one business segment, the figure is that segment's revenue.
- Oracle Japan¥244.5B · 38.1%
- GMO internet group¥174B · 24.0%
- Nomura Research Institute¥67B · 45.3%
- GMO Internet¥65.9B · 13.1%
- SAKURA internet¥35.3B · -1.1%
- Datasection¥32.5B · 15.6%
- Japan Business Systems¥21.9B · 15.0%
- AGS¥12.1B · 16.7%
- BroadBand Tower¥11.9B · 4.7%
- eole¥10.1B · 4.2%
- GMO GlobalSign Holdings¥6.95B · 2.8%
- Broadmedia¥6.24B · 14.5%
- GMO Pepabo¥6.21B · 30.7%
- Link-U Group¥4.84B · 6.8%
- PBsystems¥2.55B · 16.1%
- IPS¥2.4B · 16.5%
- Acmos¥1.33B · 16.0%
- Tripleize¥1.1B · -0.0%
- DigitalCube¥641.2M · -11.3%
- Softfront Holdings¥118M · -14.7%
Revenue · Op. margin
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