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    Yijia Zhai • UBS Group AG

    Yijia Zhai's questions to LY Corp (YAHOY) leadership

    Yijia Zhai's questions to LY Corp (YAHOY) leadership • Q4 2024

    Question

    Yijia Zhai requested details on the monetization methods for LINE MINI Apps and their potential linkage to AI agents, and also asked about the timing and target valuation for the PayPay IPO.

    Answer

    Executive Yuki Ikehata explained that LINE MINI App monetization will include in-app purchases, subscriptions, and advertising, while also indirectly boosting LINE Official Account ad revenue. He noted MINI Apps are key to the AI strategy by bringing local business content onto the platform for conversion. An executive declined to provide specifics on the PayPay IPO's timing or valuation, stating that preparations are still underway.

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    Yijia Zhai's questions to LY Corp (YAHOY) leadership • Q3 2024

    Question

    Yijia Zhai requested the specific contribution of the hometown tax initiative to the Commerce segment's GMV growth and asked for a breakdown of the drivers for the Strategic Business's strong EBITDA, questioning the balance between revenue growth and cost management.

    Answer

    Makoto Hide, CEO of Commerce Company, clarified that the Yahoo! JAPAN Hometown Tax contributed approximately 1% to 1.5% of the 9.5% GMV growth in Yahoo! Shopping. He also explained that the Strategic Business's EBITDA outperformance was driven equally by both strong revenue from successful campaigns and significant cost control improvements, particularly from reducing outsourcing expenses.

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