GunosyにKDDIが推定12億円出資 ニュース配信サービスの今後の行方は

KDDIは2014年3月14日、ネット上でニュース配信サービスを手がけるベンチャー企業、株式会社グノシーに資本参加したと発表した。推定の出資金額は約12億円。今後、ニュース配信サービスはどのように変わっていくのだろうか。
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Gunosy

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KDDIがニュース閲覧サービスのGunosyに出資。一気にマス・マーケット化が進むか?

KDDIは2014年3月14日、ネット上でニュース配信サービスを手がけるベンチャー企業、株式会社グノシーに資本参加したと発表した。推定の出資金額は約12億円。元フェイスブック日本副代表で現在はKDDIに在籍する森岡康一氏を社外役員として派遣する。

このところスマホ向けのニュース配信サービス(ニュースアグリゲータ)を手がけるベンチャー企業が多額の資金調達を行っている。この分野の有力ベンチャーであるグノシーに大企業が資本参加したことで、この分野の囲い込みが活発化する可能性がある。

最近、急成長しているニュース配信サービスの多くは、閲覧者の興味や、ツイッターでの話題などをアルゴリズムを使って解析し、閲覧者の嗜好に合わせたニュースを選別したり要約する機能を備えている。

特にスマホ利用者を主なターゲットとしており、サービスはアプリの形態で提供されることも多い。このようなニュース配信サービスには、Gunosy(グノシー)以外にも、SmartNews、vingow、NewsPicksといったものがある。

Gunosyはこうしたサービスのさきがけといえるもので、先行者であるが故に、マニアックなユーザーを対象としたニッチ・サービスを得意としてきた。しかしニュース配信サービスが一般的なユーザーにも知られるようになり、市場が拡大してきたことから、同社は顧客の切り替えに踏み切ったと考えられる。

サービス画面を全面的にリニューアルし、3月からはテレビCMもスタートさせている。KDDIの資本参加と業務提携によって、一般ユーザー向けのサービスを一気に拡大させたい意向だ。

現在、同社アプリのダウンロード数は約180万。一般向けニュースアプリとしては比較的知名度の高いSmartNewsは300万を突破している。ダウンロード数は公表していないものの、vingowもサービス開始時から比較すると閲覧数が150倍になっているという。ただダウンロード数には重複が含まれている可能性が高く、各社が実質的なユーザーをどこまで増やせているかは微妙な状況だ。

また日本の場合、一般向けのニュースは提供元が限定されてしまうという問題がある。いくらユーザーの好みに合わせて選別を行っても、結局はどのサービスも内容が同じという状況にもなりかねない。

多額の資金調達や大企業との提携が始まったことで、ニュース配信サービス各社は、個別の技術や特徴を争うのではなく、マス向けにシェアを争う体力勝負のフェーズに入ったのかもしれない。

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