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    John Marc Roy • Water Tower Research

    John Marc Roy's questions to Tuya Inc (TUYA) leadership

    John Marc Roy's questions to Tuya Inc (TUYA) leadership • Q1 2025

    Question

    John Marc Roy from Water Tower Research asked for insight into how Tuya is using AI for its internal processes, such as documentation and code development, and whether this could lead to increased margins and decreased costs.

    Answer

    CFO Yi Yang confirmed that AI is being used across various departments to improve efficiency. He provided examples including AI-generated content for marketing, AI-assisted resume screening and contract review for HR and legal, and AI tools for UI development, project management, and code debugging in R&D. Yang affirmed that leveraging AI internally is a key strategy to enhance operating leverage by lowering operational costs and improving overall efficiency.

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    John Marc Roy's questions to Tuya Inc (TUYA) leadership • Q4 2024

    Question

    John Marc Roy inquired about the growth prospects for the SaaS business and the company's stance on mergers and acquisitions, given its significant cash position.

    Answer

    Co-Founder and CFO Alex Young (Yi Yang) positioned SaaS as a long-term growth driver dependent on the expanding base of deployed PaaS devices, with a focus on increasing recurring revenue models. Regarding M&A, Young confirmed it is an open option for extending scenario coverage or adding vertical industry solutions, but the primary focus remains on building a strong global developer ecosystem organically.

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    John Marc Roy's questions to Tuya Inc (TUYA) leadership • Q3 2024

    Question

    John Marc Roy from Water Tower Research took a step back to ask about the long-term runway for the company's solid revenue growth given its current markets, and whether the current level of R&D investment is sufficient or might need to accelerate.

    Answer

    CFO Alex Yang reiterated the company's long-term vision, stating that IoT and AI will become fundamental technologies like the internet, and with current penetration at a low single-digit level, the runway is extensive over the next 10-20 years. Regarding investments, she confirmed that after adjusting strategy during the recent downcycle, the company has stabilized its expenses and investments to a reasonable level and is focused on maintaining profitability while continuing to invest in new use cases.

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