Full Year 2025 LY Corp Earnings Call Transcript

May 7, 2025 / 08:00 AM GMT

Release Date Price: 円546 (+2.29%)

Transcript

Key Points

Positve

LY Corp (YAHOF) reported a 13.5% year-on-year growth in adjusted EBITDA, indicating strong financial performance.
The company announced a significant share repurchase plan of up to CNY150 billion to improve capital efficiency.
E-commerce transaction volume grew by 5.1% year-on-year, with Yahoo Japan shopping seeing a 6.7% increase.
The strategic business segment, including PayPay, showed significant growth with a 17.7% year-on-year increase in revenue.
LY Corp (YAHOF) is focusing on transforming PayPay into a comprehensive digital financial platform, which could drive future growth.

Negative

Revenue from commerce ads declined, indicating challenges in that segment.
The company faces difficulties in the search advertising segment, with revenue expected to be flat due to client budget constraints.
There is uncertainty regarding the monetization of AI initiatives, with significant investments required without immediate returns.
The strategic business segment's future projections are unclear, making it difficult to assess long-term profitability.
Security measures are expected to incur significant costs, with a budget of CNY10 billion for fiscal '25.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

4689.T - LY Corp
Full Year 2025 LY Corp Earnings Call
May 07, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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We have to start the AI Corporation earnings briefing for FI 20,244 year N4.

Thank you very much indeed for your participation.

During today's briefing, we will be using the presentation material that you can find on our website.

From corporation, first we have Mr. Takeshi Iwa, CEO, CFO.

Mr.

Yuki Ikehata, the CEO of Marketing Solution Company.

And Mr. Makotohide, the CEO of commerce company.

First, Mr. Ideawa will present the FI 20,244 year and Q4 results, and then we take questions.

We plan to spend about 60 minutes for the whole briefing session.

We are live streaming this session.

If you have any technical difficulties, please use the link at the bottom

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