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    Yoshitaka Nagao • BofA Securities

    Yoshitaka Nagao's questions to LY Corp (YAHOY) leadership

    Yoshitaka Nagao's questions to LY Corp (YAHOY) leadership • Q4 2024

    Question

    Yoshitaka Nagao asked for specific use cases of how AI agents will solve consumer pain points and questioned how the PayPay IPO would enhance LY Corporation's value beyond capital strategy, focusing on business synergies.

    Answer

    CEO Takeshi Idezawa explained that multiple AI agents across LY's services will streamline user actions like bookings and purchases, with monetization expected from FY'26 onwards. An executive added that PayPay's evolution into a digital financial platform is a core strategic goal, creating a powerful ecosystem that will generate synergies with the Media and Commerce businesses and enhance overall corporate value.

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    Yoshitaka Nagao's questions to LY Corp (YAHOY) leadership • Q3 2024

    Question

    Yoshitaka Nagao sought details on the product strategy for the postponed LINE and Yahoo! app renewals, especially regarding the use of GenAI to enhance user experience. He also asked for clarity on the potential size of the capital allocation buffer that might be rolled over to FY26.

    Answer

    CEO Takeshi Idezawa stated that the company is planning a 'game-changer' user experience with the app renewals but could not share specifics yet. On the capital buffer, he noted it was difficult to provide a clear answer on the rollover amount at this time but may offer an update with the full-year results.

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