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    Oliver Matthew • CLSA Limited

    Oliver Matthew's questions to LY Corp (YAHOY) leadership

    Oliver Matthew's questions to LY Corp (YAHOY) leadership • Q4 2024

    Question

    Oliver Matthew asked for the background on the share buyback and inquired about how OpenAI fits into LY Corporation's future AI strategy, particularly in relation to SoftBank's investments.

    Answer

    Executive Ryosuke Sakaue explained the buyback aligns with their capital policy to return buffer capital, prompted by strong financial performance, and noted a similar structure could be used in the future. An executive confirmed that LY Corp already uses OpenAI for internal and some consumer-facing applications and is in discussions with SoftBank on its Cristal project. He emphasized a multi-LLM strategy, selecting the best model for each service, which includes extensive use of OpenAI.

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    Oliver Matthew's questions to LY Corp (YAHOY) leadership • Q1 2025

    Question

    Oliver Matthew from CLSA Limited asked for an explanation for PayPay's higher-than-expected profitability in Q1. He also inquired about the sustainability of this profit level going forward and asked about any new initiatives planned for PayPay.

    Answer

    Executive Ryosuke Sakaue attributed PayPay's strong Q1 start to effective cost control and nearly 20% transaction value growth, driven by product improvements that increased usage frequency per person. He confirmed that this level of profitability can be maintained and will not fall into a loss. Future growth initiatives will focus on further enhancing GMV and promoting PayPay Credit to increase interest income from revolving balances.

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    Oliver Matthew's questions to LY Corp (YAHOY) leadership • Q4 2023

    Question

    Oliver Matthew questioned the timing and rationale of the board structure change, noting it seemed strange during ongoing ownership discussions and that the new board lacked internet business experience. He also asked about potential areas of upside for revenue growth.

    Answer

    CEO Takeshi Idezawa defended the board change as a move to enhance corporate governance by separating management from execution, with a new majority of independent directors. He identified the finance business as a key growth driver and noted that the biggest upside in advertising could come from better data utilization and AI in display ads to increase revenue per user.

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