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    Mark Li

    Research Analyst at Citigroup Inc.

    Mark Li's questions to Cloopen Group Holding (RAASY) leadership

    Mark Li's questions to Cloopen Group Holding (RAASY) leadership • Q2 2021

    Question

    Mark Li from Citi inquired about the strong growth in the Contact Center (CC) business, asking for a revenue breakdown between UC&C and 7moor, the organic growth rate excluding the EliteCRM acquisition, and the industry profile of new clients acquired in Q2.

    Answer

    Executive Yipeng Li stated that UC&C revenue grew over 100% while 7moor grew around 40-50%. He clarified that after excluding the CNY 13.7 million contribution from EliteCRM, the core CC business still grew over 80%. CEO Changxun Sun added, via an interpreter, that new Q2 customers were primarily from the banking, brokerage, and financial sectors, but declined to provide specific names.

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    Mark Li's questions to iHuman (IH) leadership

    Mark Li's questions to iHuman (IH) leadership • Q1 2021

    Question

    Mark Li from Citi inquired about the development progress and outlook for iHuman's AI courses, as well as the company's perspective on potential regulatory changes in the education sector.

    Answer

    Dr. Peng Dai (Director and CEO) reported that the first AI course, iHuman Chinese Reading, showed better-than-expected conversion rates and a high 90% first-month completion rate in trial runs. Vivian Wang (Director and CFO) addressed regulations, stating that iHuman's edutainment model aligns with the government's focus on healthy, fun learning. She emphasized that their reliance on organic growth and product quality, rather than aggressive advertising, positions them well for potential industry consolidation and a more rational market.

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    Mark Li's questions to RAAS leadership

    Mark Li's questions to RAAS leadership • FY 2020

    Question

    Mark Li from Citigroup inquired about the growth drivers for the strong performance in the contact center (CC) business, specifically asking for details on per-seat and ARPU growth. He also requested color on the growth outlook for each major segment (CC, UC&C, and CPaaS) within the first quarter 2021 guidance.

    Answer

    Yipeng Li, an executive, explained that the company's current priority is gaining market share and acquiring new customers rather than increasing prices. The focus is on upselling customers to more premium product packages. For the Q1 2021 guidance, Li stated that overall revenue is expected to grow nearly 50%, with the strategically important CC and UC&C segments anticipated to grow at a much higher rate than the overall average, highlighting particularly strong expected performance from the CC business.

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