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Julianne

Vice President and Equity Research Analyst at Goldman Sachs

Julianne Ross is a Vice President and Equity Research Analyst at Goldman Sachs, specializing in consumer retail and e-commerce sector research with a focus on apparel, footwear, and luxury goods. She covers major companies such as Nike, Lululemon, VF Corporation, Tapestry, and Deckers Outdoor, boasting a strong performance track record with a 68% success rate on TipRanks, ranking in the top 10% of retail analysts, and generating average returns of 12.5% per rating. Ross joined Goldman Sachs in 2021 after starting her career at Barclays in 2016 as a junior analyst and spending time at Jefferies, bringing over eight years of experience in consumer equities. She holds Series 7, 63, and 86 FINRA licenses, along with an MBA from the Wharton School.

Julianne's questions to WEBTOON Entertainment (WBTN) leadership

Question · Q4 2025

Julianne asked about the key learnings from the progress made with WEBTOON's recommendation algorithm in Korea and how these insights will be applied to other markets. She also sought updates on competitive dynamics for attracting and retaining creators, particularly within English language markets.

Answer

David Lee, CFO and COO, highlighted the success of the AI-driven personalization engine in Korea, driving MPU growth, and indicated plans to apply these learnings to Japan and other global markets. He noted that English Webcomic app MAU growth is now accompanied by MPU growth, strengthening the creator base. Lee emphasized that exciting crossover IP projects like 'Chasing Red' and 'Lore Olympus' serve as proof points for creators, maintaining a strong creator ecosystem. Yongsoo Kim, Chief Strategy Officer, added that in the U.S., WEBTOON focuses on developing strong English original content, balancing global IP with locally developed content.

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Question · Q4 2025

Julianne asked about the key learnings from the progress made with the recommendation algorithm in Korea and how these insights will be applied to other markets. She also sought updates on competitive dynamics for attracting and retaining creators, particularly within English language markets.

Answer

David Lee, CFO and COO, highlighted the success of Korea's AI/ML-driven personalization engine in driving MPU growth (+3% in Korea) and its planned application in Japan and globally. He noted English Webcomic app MAU growth (2.2% year-over-year) now accompanied by MPU growth, and cited crossover IP projects as proof points for creators, indicating no pressure on the creator ecosystem. Yongsoo Kim, Chief Strategy Officer, mentioned the focus on strengthening English original content development in the U.S., balancing global IP with locally developed content.

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