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    Leking Xu • Goldman Sachs

    Leking Xu's questions to JOYY Inc (JOYY) leadership

    Leking Xu's questions to JOYY Inc (JOYY) leadership • Q1 2025

    Question

    Leking Xu from Goldman Sachs asked for an update on new initiatives for 2025 and for more detail on the underlying reasons for Bigo advertising's accelerated growth and its future outlook.

    Answer

    Chairperson & CEO Ting Li attributed the success of BIGO Ads to meeting advertiser demand for high-ROI, diversified channels, which in turn attracts more publishers and expands the platform's traffic pool. She emphasized that JOYY's large user base, deep expertise in user profiling, and AI-powered models enable precise targeting and positive ROI for advertisers. Li noted that BIGO Ads is already profitable by leveraging the group's existing global infrastructure and is expected to be a long-term growth engine for both revenue and profitability.

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    Leking Xu's questions to JOYY Inc (JOYY) leadership • Q1 2025

    Question

    Leking Xu from Goldman Sachs asked for an update on new initiatives for 2025, the underlying reasons for Bigo advertising's accelerated growth, and the future outlook for this business.

    Answer

    Chairperson and CEO Ting Li explained that Bigo Ads' growth is fueled by meeting advertisers' needs for diversified, high-ROI channels. She highlighted the platform's advantages, including a large first-party user base, advanced user profiling, and growing third-party traffic. Li stated that Bigo Ads is already profitable due to its ROI-focused model, AI-powered targeting, and cost efficiencies from leveraging JOYY's existing global infrastructure, expressing confidence in its long-term contribution to revenue and profitability.

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