ＲＯＢＯＴ ＰＡＹＭＥＮＴ（4374 TSE Growth）
＋English Summary on This Page
Provider of online payment settlement agency service and invoice management cloud service
Strong in Services Targeting Subscription Business Operators
ROBOT PAYMENT provides an online payment settlement agency service since its establishment in 2000. By adding its unique functions, it has strengths in services targeting subscription business operators. Furthermore, it is also engaged in an invoice management automation service started in 2015, as a solution for accounting aiming to streamline invoice work, and it also has various functions that respond to operations of subscription business operators.
Both services are provided as SaaS type services, and the recurring business, which generates stable revenue, accounted for 95.6% of revenue in the fiscal year ended December 2020.
The company’s businesses are divided into two reporting segments: the payment business that provides the online payment settlement agency service, and the financial cloud business that provides the invoice management automation service. The payment business accounts for around two thirds of net sales and the financial cloud business for around one third, but the financial cloud business is achieving higher revenue growth recently.
The Payment Business
In the payment business, the company provides an online payment settlement agency service targeting operators conducting sales or transactions via the internet. The service integrates contact points with various payment settlement business operators on behalf of the company’s customers which are the member stores, and consolidates management of their payment settlement procedures, etc. The service can handle most payment settlement methods.
The Financial Cloud Business
In the financial cloud business, the company provides an accounting digital transformation service, which streamlines and automates monthly invoice management operations, and enables customers to automatically handle their series of invoicing operations, including invoicing, payment collection, payment recording and payment reminding, which are large in volume and could be complex.
Strong in Services Targeting Subscription Business Operators
ROBOT PAYMENT provides an online payment settlement agency service since its establishment in 2000. By adding its unique functions, it has strengths in services targeting subscription business operators. Furthermore, it is also engaged in an invoice management automation service started in 2015, as a solution for accounting aiming to streamline invoice work, and it also has various functions that respond to operations of subscription business operators.
Both services are provided as SaaS type services, and the recurring business, which generates stable revenue, accounted for 95.6% of revenue in the fiscal year ended December 2020.
The company’s businesses are divided into two reporting segments: the payment business that provides the online payment settlement agency service, and the financial cloud business that provides the invoice management automation service. The payment business accounts for around two thirds of net sales and the financial cloud business for around one third, but the financial cloud business is achieving higher revenue growth recently.
The Payment Business
In the payment business, the company provides an online payment settlement agency service targeting operators conducting sales or transactions via the internet. The service integrates contact points with various payment settlement business operators on behalf of the company’s customers which are the member stores, and consolidates management of their payment settlement procedures, etc. The service can handle most payment settlement methods.
The Financial Cloud Business
In the financial cloud business, the company provides an accounting digital transformation service, which streamlines and automates monthly invoice management operations, and enables customers to automatically handle their series of invoicing operations, including invoicing, payment collection, payment recording and payment reminding, which are large in volume and could be complex.
概要（レポートから抜粋）
ROBOT PAYMENT（以下、同社）は、00年の創業来、インターネット決済代行サービス「ROBOT PAYMENT」を提供している。決済代行サービス事業者は多く存在するが、同社独自の機能を付加することで、サブスクリプションビジネスを展開する事業者へのサービスを得意としている。
また、15年に開始した請求管理自動化サービスの「請求管理ロボ」は、請求業務の効率化を目指す経理向けソリューションとして展開しているが、こちらも、サブスクリプションビジネス事業者の業務に対応する機能を多く搭載していることを特徴としている。
両サービスともSaaS型で提供されているため、安定的な収益を獲得できるリカーリングビジネスが、20/12期の同社の収益の95.6%を占めている。
同社の事業は、インターネット決済代行サービスのペイメント事業と、請求管理自動化サービスのフィナンシャルクラウド事業の2つの報告セグメントに分類されている。
売上構成では、ペイメント事業が約3分の2、フィナンシャルクラウド事業が約3分の1を占めているが、直近はフィナンシャルクラウド事業の増収率の方が高い。
ただ、フィナンシャルクラウド事業は費用が先行していたため、20/12期まではセグメント損失が発生し続けていたが、増収により、21/12期第2四半期累計期間（以下、上期）のセグメント利益は黒字となった。
また、15年に開始した請求管理自動化サービスの「請求管理ロボ」は、請求業務の効率化を目指す経理向けソリューションとして展開しているが、こちらも、サブスクリプションビジネス事業者の業務に対応する機能を多く搭載していることを特徴としている。
両サービスともSaaS型で提供されているため、安定的な収益を獲得できるリカーリングビジネスが、20/12期の同社の収益の95.6%を占めている。
同社の事業は、インターネット決済代行サービスのペイメント事業と、請求管理自動化サービスのフィナンシャルクラウド事業の2つの報告セグメントに分類されている。
売上構成では、ペイメント事業が約3分の2、フィナンシャルクラウド事業が約3分の1を占めているが、直近はフィナンシャルクラウド事業の増収率の方が高い。
ただ、フィナンシャルクラウド事業は費用が先行していたため、20/12期まではセグメント損失が発生し続けていたが、増収により、21/12期第2四半期累計期間（以下、上期）のセグメント利益は黒字となった。
