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GO Inc.

Category: AI in Supply Chain / Logistics

Japan's largest taxi-hailing app operator, providing the GO app with 80% market share by usage time, now expanding into robotaxis after Japan's biggest IPO of 2026. GO Inc. was founded in 1977. The company is led by Hiroshi Nakajima. Based in Minato, Tokyo, Japan. Total funding raised: $1.03B. Latest round: IPO. Key investors include Goldman Sachs, NTT Docomo, Toyota Motor Corporation, DeNA, Nihon Kotsu, Kakao Mobility, Fidelity International, Tokyo Century, Dentsu, KDDI, Aioi Nissay Dowa Insurance, Ryobi Group.

Founded
1977
Headquarters
Minato, Tokyo, Japan
Total funding
$1.03B

Value proposition

Japan's most widely used taxi app with 80% market share by usage time, covering 46 of 47 prefectures with 85,000+ partner vehicles, offering reliable dispatch, digital payments, and now robotaxi expansion via Waymo partnership.

Products and solutions

GO (taxi-hailing app), GO BUSINESS (corporate taxi management), GO CALL (taxi dispatch for public facilities), GO Dine (food delivery for high-end restaurants), Customer Search Navigation (AI demand-forecasting for drivers), DRIVE CHART (driving recorder & safe-driving support), GO Reserve / GO Crew (dedicated app-only taxi service), Taxi Industry GX Project (EV transition & decarbonization)

Unique value

The dominant taxi-hailing platform in Japan with unmatched nationwide coverage (46/47 prefectures), 80% app market share, and a unique position as the only ride-hailing app partnered with Waymo for robotaxi deployment in Japan.

Target customer

Individual passengers across Japan (35M+ downloads); corporate clients (GO BUSINESS); taxi operators (dispatch systems); international travelers (Alipay, WeChat Pay, Kakao T integration)

Industries served

Transportation & Mobility, Corporate Travel Management, Food Delivery, Tourism, Insurance (telematics via DRIVE CHART)

Technology advantage

AI-powered demand forecasting (Customer Search Navigation); nationwide dispatch platform with 85K+ vehicles; Waymo autonomous driving partnership for robotaxi deployment; integrated payment system supporting international cards, Apple Pay, Alipay, WeChat Pay; GX (Green Transformation) EV charging infrastructure project

How they differentiate

Unlike Uber which operates as a ride-hailing marketplace, GO partners deeply with existing taxi operators (rooted in Nihon Kotsu, Tokyo's largest taxi operator). This regulatory-compliant model gives GO 80% market share vs Uber's limited presence. GO is also the only Japanese ride-hailing app with a Waymo robotaxi partnership and went public as a profitable company.

Main competitors

Uber (UberTaxi in Japan via licensed taxi fleets), S.Ride (backed by Sony Group and major taxi operators), Didi Mobility Japan (joint venture between SoftBank and Didi Chuxing)

Key partnerships

Waymo (Alphabet) — robotaxi partnership for autonomous driving in Tokyo, Nihon Kotsu — strategic partnership and major shareholder, Kakao T — cross-app integration for Korean travelers, Alipay — payment integration for Chinese travelers, WeChat Pay — payment integration for Chinese travelers, Uber — international visitor booking through Uber app (via S.Ride partnership)

Notable customers

35M+ app downloads, 85,000+ partner vehicles, 46 of 47 prefectures covered, corporate clients using GO BUSINESS

Major milestones

1977: Founded as Nihon Kotsu Calculation Center, 2015: Rebranded to JapanTaxi Co., Ltd., 2020: Merged with DeNA's MOV division, became Mobility Technologies Co., Ltd., 2020: Launched GO app, 2023: Rebranded to GO Inc., 2023: Raised ¥10B Series D from Goldman Sachs at $1B valuation (unicorn), 2025: Launched Waymo robotaxi road trials in Tokyo, 2026: IPO on Tokyo Stock Exchange Growth Market, raised ¥88.6B ($553M) — Japan's largest IPO of 2026

Growth metrics

FY2025 (ended May 2025): Revenue ¥31.43B (~$210M), operating profit ¥2.73B, app-dispatched rides 96.31M (25% YoY growth). FY2026 forecast: Revenue ¥40.8B. 35M+ app downloads, 85K+ partner vehicles, 80% taxi app market share by usage time.

Market positioning

Dominant market leader in Japan's taxi-hailing app market with ~70-80% market share. Went public on June 16, 2026 on the Tokyo Stock Exchange Growth Market, raising ¥88.6B ($553M) — Japan's largest IPO of 2026. Shares surged 21% on debut. Positioned as the incumbent platform transitioning from traditional taxi dispatch to autonomous mobility via Waymo partnership.

Geographic focus

Japan (46 of 47 prefectures covered; headquarters in Tokyo with offices in Osaka, Sapporo, Nagoya, Hiroshima, Fukuoka, Okinawa)

Patents and IP

ISMS certified (ISO/IEC 27001:2013); AI-powered demand forecasting system (Customer Search Navigation); proprietary taxi dispatch platform

About Hiroshi Nakajima

Former Executive Officer & GM-Human Resources at DeNA; President & Representative Officer at Robot Taxi, Inc.

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