Safie

Basic Information

Stock Code
4375
Industry
Information and Communications
Category Detail
Systems & Software
Prefecture
Tokyo
Establishment Year
October 2014
Listing Year
September 2021
Official Website
https://safie.co.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Celsys, Broadleaf, PlusAlpha Consulting, Appier Group, G Security, Finatech Holdings, Smaregi, WingArc1st, Kaonavi, Sansan, Cybozu, Noil, Izumi Electric

Overview

Safie is a cloud video recording platform company founded in 2014 and based in Tokyo, holding a high market share in Japan's cloud recording camera market and providing services to a wide range of industries.

Current Situation

Safie recorded sales of approximately ¥9.2 billion and capital of ¥5.4 billion in the fiscal year ended December 2022, with its head office in Shinagawa-ku, Tokyo, and 469 employees. Its core cloud recording service stands out for high image quality and low cost, adopted across industries such as retail, dining, and construction, establishing competitive advantages. In recent years, it has focused on developing AI-based video analysis and anomaly detection technologies to promote operational efficiency. As a company, it goes beyond security applications to pursue solutions for social issues, emphasizing sustainability and safety measures, while strengthening partnerships through capital and business alliances for future growth. Listed on the Tokyo Stock Exchange Growth Market, it is raising funds to drive further technological innovation and market expansion.

Trivia

Interesting Facts

  • Achieved No. 1 domestic market share in cloud recording cameras
  • Technology-oriented company with about half of employees in technical roles
  • Rapid sales growth since listing on TSE Mothers (now Growth)
  • In-house developed AI video analysis technology highly regarded as proprietary
  • Expanding use beyond security as operational efficiency tools
  • Strengthening growth base through capital and business alliances with major firms
  • Focus on video management compliant with domestic and international safety standards
  • Achieved listing in about 7 years since founding, demonstrating rapid growth

Hidden Connections

  • Collaborates with major real estate companies to provide video services for smart building management
  • Active technology exchange through capital and business alliances with major firms like Canon MJ
  • High likelihood that its proprietary communication load suppression technology is patented
  • President Sadashima Ryūhei is a former IT executive proficient in both technology and management

Future Outlook

Growth Drivers

  • Growing societal demand for security and surveillance
  • Expansion of new markets for AI-powered video analysis
  • Service quality improvements from 5G and high-speed communication rollout
  • Expanding video applications through industry diversification
  • Strengthened business collaborations via capital and business alliances
  • Improved reliability of cloud systems amid regulatory developments

Strategic Goals

  • Maintain and expand domestic cloud recording camera share to over 60%
  • Grow AI video analysis service revenue to over 50% of total
  • Full-scale overseas market entry and global expansion
  • Thorough business operations aligned with SDGs
  • Further efficiency in networks and communication loads
  • Promote development and provision of solutions for diverse industries

Business Segments

Retail and Dining Stores

Overview
Provides video platforms for store security and operational efficiency.
Competitiveness
Market leader with the highest number of registered cloud recording cameras in the industry
Customers
  • Supermarket chains
  • Convenience stores
  • Restaurant chains
  • Franchise headquarters
  • Distribution and logistics companies
Products
  • Cloud recording service
  • Access control integration
  • Anomaly detection alerts
  • Remote monitoring system

Construction and Infrastructure Companies

Overview
Provides video systems to support safety and operations at construction sites and infrastructure facilities.
Competitiveness
High-quality video and communication efficiency technology tailored to site needs
Customers
  • Construction companies
  • Site supervision departments
  • Public works entities
  • Infrastructure management companies
Products
  • High-durability recording cameras
  • Communication load suppression storage
  • Remote site monitoring platform
  • Safety management integration solutions

Public and Medical Institutions

Overview
Deploys video platforms for public safety and medical site efficiency.
Competitiveness
Safety and privacy considerations for medical and public sites
Customers
  • Local governments
  • Hospitals and medical facilities
  • Educational institutions
  • Public facilities
Products
  • Security and surveillance camera systems
  • Cloud video management
  • AI anomaly detection service
  • Information security management tools

Manufacturing and Logistics Industry

Overview
Provides video solutions for safety management and efficiency in production and logistics.
Competitiveness
High customizability for diverse industries
Customers
  • Manufacturing plants
  • Logistics warehouses
  • Transportation companies
  • Quality control departments
Products
  • Video surveillance systems
  • AI anomaly detection analysis
  • Business integration API
  • Cloud recording service

Corporate IT Solutions

Overview
Deploys IT solutions including API integration and cloud video management for corporate clients.
Competitiveness
Strong technological development and customer support
Customers
  • IT service providers
  • System integrators
  • Cloud service providers
  • Corporate IT departments
Products
  • API integration services
  • Video data management platform
  • Custom application development
  • SDK provision

AI Technology and Video Analysis Services

Overview
Provides advanced video data analysis and anomaly detection using AI technology.
Competitiveness
Advanced AI algorithms and extensive implementation track record
Customers
  • AI vendors
  • Video analysis developers
  • Security companies
  • Research institutions
Products
  • AI anomaly detection platform
  • Video data analysis API
  • Real-time monitoring service
  • Data labeling support tools

Competitive Advantage

Strengths

  • No. 1 market share in Japan's cloud recording camera market
  • Low-cost, high-quality video platform
  • Diverse service offerings for a wide range of industries
  • Implemented AI-powered anomaly detection technology
  • Robust cloud communication load suppression technology
  • Listed on TSE Growth Market with strong fundraising capability
  • Extensive track record across various industries
  • Flexible customization capabilities
  • Excellent customer support system

Competitive Advantages

  • Possesses Japan's largest-scale cloud recording data management infrastructure
  • Differentiated services using AI technology and video analysis
  • High stability through video storage technology that reduces communication load
  • Diverse product lineup to meet needs across industries
  • Credibility and capital strength from TSE Growth Market listing
  • Easy integration with other systems via business linkage APIs
  • Diverse sales channels and corporate customer base
  • Compliance with regulations and safety management for video security
  • Continuous investment in R&D to drive technological innovation

Threats

  • Intensifying price competition from domestic and international rivals
  • Increasing cybersecurity risks
  • Increased compliance burden from stricter video data regulations
  • Rising development costs due to rapid technological evolution
  • Challenges in differentiation amid fierce AI analysis competition
  • Uncertainty in emerging markets and economic fluctuations

Innovations

2024: Advanced AI Anomaly Detection Technology

Overview
Significantly improved anomaly detection accuracy using the latest machine learning technology.
Impact
20% reduction in false positives, improved monitoring efficiency

2023: Communication Load Suppression Technology Development

Overview
Implemented technology to optimize communication costs for cloud storage of recorded video.
Impact
30% reduction in communication costs, enhanced stable operation

2022: Expansion of Business Integration APIs

Overview
Developed API suite for integration with external systems to promote efficiency.
Impact
30% increase in contracting companies

2021: Full Overhaul of Safie Cloud Platform

Overview
Major improvements to user interface and cloud functions.
Impact
Improved user satisfaction, reduced churn rate

2020: Multi-IoT Sensor Integration Service Development

Overview
Enabled integrated management of video with IoT sensors like temperature and motion.
Impact
Successful acquisition of new customers

Sustainability

  • Energy-saving initiatives in products and services
  • Reduced environmental impact of data centers for cloud services
  • Enhanced information security including identity verification
  • Recyclable product design and review of packaging materials
  • Promotion of workforce diversity and comfortable workplace environment