GMO ペイメントゲートウェイ

Confidence: Likely Updated 2026-05-26 Review by 2026-11-15 Sources 6 Machine-translated Original (JA)
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This entry sits under payment-firms INDEX. Read it against FamiMa Digital One (FamiMa Digital One) for peer / contrast context and Three-Layer Structure of Japan's Stablecoin Regulatory Regime (JPYC, USDC, Project Pax) for the broader system / regulatory boundary.

TL;DR

One of the largest domestic payment service providers (PSP). It provides EC merchants a one-stop offering of card payment such as Visa/Master/JCB/Amex + convenience-store payment + bank transfer + electronic money. Established as “Card Commerce Co., Ltd.” in 1995-03-25, renamed in 2000 , listed on the TSE Mothers in 2005 , and listed on the TSE First Section in 2008 (now PRIME 3769). A consolidated subsidiary of the GMO Internet Group. Its strategic alliance with Sumitomo Mitsui Card (smfg affiliated) and its Asia expansion (Vietnam’s NextPay / Taiwan’s ECPay, etc.) are the pillars of its mid-term plan.

1. Company overview

Official name: GMO ペイメントゲートウェイ株式会社 English name: GMO Payment Gateway, Inc. Securities code: TSE PRIME 3769 Establishment: 1995-03-25 (former Card Commerce Co., Ltd.) Head office: Shibuya-ku, Tokyo Parent company: gmo-internet-group (consolidated subsidiary) Business type: payment service provider (PSP)

2. Business segment map

SegmentMain serviceCharacteristics
EC payment processingcredit card (Visa/Master/JCB/Amex) + convenience-store payment + bank transfer + electronic moneyactive stores 171,257 店 (as of 2026-03 ; 829,062 店 when including fincode byGMO, etc.)
BtoB paymentinter-corporate invoice payment / deferred paymentcredit / collection handled in one
Simple-payment SDKPay.JPfor developers; heavily adopted by startups
Overseas paymentglobal payment gatewaycompetes with Stripe / Adyen
Asia expansionNextPay (Vietnam) / ECPay (Taiwan) / Thailandinvestment / JV-based
Adjacent businessesfinancial services / remittance / transaction lendinglending using merchant data

3. Corporate history

Year/MonthEvent
1995-03-25Card Commerce Co., Ltd. established
2000renamed GMO Payment Gateway
2005listed on TSE Mothers
2008listed on TSE First Section
2015established the joint venture SMBC GMO PAYMENT with Sumitomo Mitsui Banking Corporation (reached a basic agreement on a next-generation payment platform with Sumitomo Mitsui Card in 2019 )
2015〜Asia expansion (investment in Taiwan’s Neweb Technologies / Z.com Payment, etc.)

Domestic strategy

  • EC merchant base: a merchant network of active stores 171,257 店 (as of 2026-03 ; 829,062 店 when including fincode byGMO, etc.) is the moat
  • Sumitomo Mitsui Card strategic alliance: deepening relations with the smfg-affiliated card company; SMBC GMO PAYMENT (a JV with SMBC, established 2015 ; reorganized in 2021 to Sumitomo Mitsui Card 50% / GMO-PG 40% / Sumitomo Mitsui Banking Corporation 10%) is also developed
  • Pay.JP: a developer-facing simple-payment SDK to rival Stripe

Overseas strategy

  • Asia concentration: investment / JV in Vietnam’s NextPay / Taiwan’s ECPay / Thailand, etc.

Competitive map

CompetitorStrengthPositioning
SB Payment Servicepaypay-fg / SoftBank group / PayPay coordinationone of the largest domestically, QR-payment affinity
DG Financial Technology (former VeriTrans)Digital Garage affiliated / veteran PSPEC long-established merchants
SMBC GMO PAYMENTSMBC × GMO-PG JVbank-affiliated channel
Stripe / Adyenglobal developer-firstcross-border EC
Square (Block)POS + online integrationSMB physical-goods sales

5. Regulation / policy

  • Supervising authority: FSA / Ministry of Economy, Trade and Industry (Installment Sales Act / Payment Services Act)
  • Business type: payment-processing business (not a registration system, but merchant contracts / PCI DSS compliance are a de facto barrier to entry)
  • Regulatory points:

6. Counterpoints

Subjective counterpoints (parent-company dependence vs independence / customer-cannibalization argument with SMBC GMO PAYMENT) are isolated in .opinions/JapanFG/gmo-payment-gateway.md (2026-05-29).

7. Open questions

  • What is the precise breakdown (active vs dormant) of the over-30 万-store merchant count?
  • What are the details of the numerical targets (revenue / operating profit / overseas ratio) of the 2024 mid-term plan?
  • What is GMO-PG’s positioning under the stablecoin regime (response to Progmat, etc.)?
  • What is the scenario for full-scale competition with Stripe / Adyen?
  • What is the cross-shareholding / dividend policy with the parent GMO Internet Group?
  • smfg (Sumitomo Mitsui Card alliance / SMBC GMO PAYMENT JV parent)
  • paypay-fg (SB Payment Service competitor)
  • jcb (card international brands)
  • mufg (card industry via Mitsubishi UFJ NICOS)
  • money-forward · freee (accounting-SaaS coordination)
  • paidy (deferred-payment competitor / complement)
  • mercari-hd (EC customer base)

Sources


[!info] Verification status confidence: likely (based on public information / created 2026-05-19; on 2026-05-29 the active-store count / SMBC JV / Taiwan investment were confirmed via the official IR). The active stores 171,257 店 are the official figures as of 2026-03 (subject to point-in-time variation; for the latest, refer to GMO-PG IR quarterly materials). The establishment year / listing history / parent-company relationship / SMBC GMO PAYMENT JV are confirmed by public information.