REAL-TIME GLOBAL RESEARCH
GMO Payment Gateway (3769): Takeaways from GMO Financial Gate briefing on large deals
Key takeaways
- Takeaways from GMO Financial Gate briefing on large
- At a briefing held by GMO Financial Gate, a consolidated subsidiary of GMO Payment Gateway, Tomoya Ikemoto, general manager of the solution department in the solution partner division, and Tsuyoshi Araki, general manager
- Although initial sales in FY9/27 will reflect the dropout of these deals, which could affect GMO Payment Gateway’s earnings, we think it could be able to win more large deals from other developers if it uses these deals
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Research evidence excerpt
GMO Payment Gateway (3769)
Takeaways from GMO Financial Gate briefing on large
Insurance, Securities, Diversified
At a briefing held by GMO Financial Gate, a consolidated subsidiary of GMO Payment Gateway, Tomoya Ikemoto, general manager of the solution department in the solution partner division, and Tsuyoshi Araki, general manager of the partner promotion department in the same division, explained the background to its winning of large deals (from Mitsui Fudosan Commercial Management and JR East), as well as Digital Restaurant byGMO, which launched in October 2025.
Although initial sales in FY9/27 will reflect the dropout of these deals, which could affect GMO Payment Gateway’s earnings, we think it could be able to win more large deals from other developers if it uses these deals as a foothold. The main points of the briefing are as follows.
Mitsui Fudosan and JR East deals: Mitsui Fudosan and JR East faced issues such as a proliferation of multiple devices around cash registers and a lack of solutions suited to their business formats. GMO Financial Gate won the deals by flexibly responding to the companies’ needs through a common cashless platform enabling payment terminal management, security, and data linkage.
The Mitsui Fudosan deal (involving 82 retail facilities and about 15,000 active IDs; Apr–Nov 2026) and the JR East deal (involving 180 facilities and about 16,000 active IDs; March 2025–November 2027) each involve collaboration with specific POS vendors (which handle store applications), and management explained that these deals helped deepen its relationships with POS vendors.
The company could expand its share of POS vendors’ business when terminals are replaced. Furthermore, management noted that the development and proposal structure enabling it to meet demands competitors find difficult to handle is largely based on its expertise, and it can generate greater profits than competitors even if it spends a certain amount of time and cost on design.
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