GO (581A) Investor presentation summary

Company overview

• Founded in 1977, the company operates Japan’s leading taxi app, with about 600 employees as of June 2026 and a group structure including several subsidiaries.

• The mission is to bring happiness through mobility, aiming to become a core social infrastructure in Japan.

• The executive team includes experienced leaders from consulting, automotive, and legal backgrounds.

Business model and operations

• Operates the 'GO' taxi app, boasting 35 million downloads and coverage across all 47 prefectures, offering both user and driver value through efficient matching and diverse payment options.

• Business segments include app-based taxi dispatch, premium vehicles, corporate services, payment solutions, advertising, and new mobility ventures like EV charging and autonomous driving.

• Revenue is primarily from matching fees and related taxi services, with a focus on maximizing lifetime value and operational efficiency.

Market environment

• Japan’s taxi and ride-share market is among the largest globally, with significant growth potential for app-based dispatch compared to other major markets.

• App-based dispatch rates in Japan remain lower than in countries like Korea, the US, and Singapore, indicating room for expansion.