August 12, 2003

Yahoo! BB

ZAKZAK:ソフトバンクの孫社長「黒字は時間の問題」

同社の4-6月期決算は1-3月期から改善したが、347億円の最終赤字。重しとなっているのが、街頭や駅頭でのモデム無料配布など顧客獲得費で、1-3月期が300億円、4-6月期も290億円。ピーク時の3月には、顧客1人に6万円近い費用がかかったという。

四半期で300億円ですよ、だんな。あの街頭キャンペーンで、毎日3億円以上使ってるってことですな。たしかに、焼津おさかなセンターの中でまで、モデム配ってたのには笑ったが…
しかしCPA @60,000円にもビックリ。

今後は効率化を図り、顧客獲得費を含めた黒字化は「時間の問題」としながらも、具体的な時期はノーコメント。いわゆる“営業コスト”への収支決算は先送り状態ともいえる。

まぁ確かに、amazon.com なんかも、当初は設備投資とマーケティングコストで、売上増大ながらも大赤字が続いていたが、クリティカルマスを超えたとたんに黒字を出せるようになったわけだし、孫社長の言うことにも一理なくはない。

でも元記事にもあるが、最初は「100万人で黒字化」って言ってたんだよな…

NTT独占も嫌いだが、alternate な選択肢が Softbank しかない状況も、困ったもんだ。
メガコンソーシアムとか、最近ぱっとしないなぁ。1200万人も会員抱えてるとか言ってるんだから、もう少しプレゼンスを示してほしいところだ。

Posted by ryo at August 12, 2003 01:32 PM | TrackBack (87)
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