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    Yifan (Maggie) Ye

    Research Analyst at CLSA

    Yifan (Maggie) Ye is an Analyst at CLSA specializing in China internet and media sector research, with coverage of companies such as iQIYI Inc. and Tencent Music Entertainment Group. While detailed performance metrics or platform rankings are not publicly cited, she actively participates in earnings calls with major Chinese digital entertainment firms and offers insight-driven analysis on business growth drivers. Ye began her career in equity research and joined CLSA as an equity analyst, focusing on leading internet platforms; previous positions or professional credentials such as securities licenses have not been disclosed. She is recognized within the industry for her sector expertise and ability to engage with top management teams at covered companies.

    Yifan (Maggie) Ye's questions to iQIYI (IQ) leadership

    Yifan (Maggie) Ye's questions to iQIYI (IQ) leadership • Q1 2025

    Question

    Yifan (Maggie) Ye of CLSA requested an update on the overseas business, including membership and content distribution, and its financial contribution and outlook for the next 1-3 years.

    Answer

    CEO Yu Gong stated that after a slow start due to COVID, the overseas business has entered a rapid development phase. The company has determined an effective content mix, with Chinese content accounting for about half, and has seen growing global demand for it. He noted that while current revenue contribution is low, future growth depends on investment levels. CFO Jun Wang added that the overseas business has been profitable from a management accounting perspective, and the strategy is to reinvest these profits to drive greater future growth rather than maximizing current profitability.

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