Earnings Call Summary | LY CORPORATION(YAHOF.US) Q3 2023 Earnings Conference
Earnings Call Summary | LY CORPORATION(YAHOF.US) Q3 2023 Earnings Conference
The following is a summary of the LY Corporation (YAHOF) Q3 2023 Earnings Call Transcript:
以下是 LY 公司 (YAHOF) 2023 年第三季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
LY Corporation reported an adjusted EBITDA for Q3 of JPY109.8 billion, a 17.4% increase YoY and revised its full-year guidance upward.
Revenue reached a record high for Q3 of JPY475 billion with total advertising revenue growing by 3.7% YoY.
Adjusted earnings per share (EPS) are recovering at a faster-than-expected pace, with a revision for Q4 to JPY18.7, mainly driven by tax effects.
Significant increase in adjusted net income was observed due to the increase in operating income and improvement in equity in earnings of affiliates.
Revenue and income from commerce business grew by 2.7% YoY.
Adjusted EBITDA in the commerce segment grew by 6.1% YoY.
Full-year profitability is expected with observed growth from cost optimization initiatives.
Full-year guidance for fiscal 2023 was revised upward, with adjusted EBITDA expected to reach JPY390 billion.
LY公司報告稱，第三季度調整後的息稅折舊攤銷前利潤爲1,098億日元，同比增長17.4％，並向上修訂了全年預期。
第三季度收入創歷史新高，達到 JPY475 億美元，廣告總收入同比增長3.7％。
調整後的每股收益（EPS）正在以快於預期的速度回升，第四季度上調至18.7日元，這主要是受稅收影響的推動。
由於營業收入的增加和關聯公司權益收益的改善，調整後的淨收入大幅增加。
商業業務的收入和收入同比增長2.7％。
商務板塊調整後的息稅折舊攤銷前利潤同比增長6.1％。
隨着成本優化舉措的顯著增長，預計全年盈利。
2023財年的全年預期向上修正，調整後的息稅折舊攤銷前利潤預計將達到 JPY390 億美元。
Business Progress:
業務進展：
LY Corporation plans to implement strategic initiatives to plan for the direction of the upcoming fiscal year.
They aim to exceed e-commerce market growth in the next fiscal year despite a deceleration in the current fiscal year.
LYP premium continues to grow steadily, reaching 23.22 million at the end of January.
Plans to improve the efficiency and effectiveness of ad operations are underway.
The strategic business recorded a 17.5% YoY revenue growth mainly due to growth in PayPay and PayPay card.
Stunning growth has been observed in PayPay bank and Baby card with transaction volume growing by 28.1% YoY.
The company plans to increase membership numbers by several million members, with adjustments being made to enhance shopping experiences for users.
Collaborations between LINE and PayPay are underway to increase user base and utilize PayPay points across multiple engagement platforms.
Distinguished growth has been reported in the strategic segment, largely propelled by the acquisition of cardholders for the PayPay card and the promotion of the PayPay app.
LY Corporation reported a positive traction in digital advertising, significantly improving the revenue from display ads and receiving favorable feedback for product development initiatives.
LY Corporation計劃實施戰略舉措，以規劃下一財年的方向。
儘管本財年出現減速，但他們的目標是在下一財年超過電子商務市場的增長。
LYP保費繼續穩步增長，截至1月底達到2322萬英鎊。
提高廣告運營效率和有效性的計劃正在進行中。
該戰略業務的收入同比增長了17.5％，這主要是由於PayPay和PayPay卡的增長。
PayPay銀行和嬰兒卡出現了驚人的增長，交易量同比增長了28.1％。
該公司計劃將會員人數增加數百萬人，並正在進行調整以增強用戶的購物體驗。
LINE和PayPay之間的合作正在進行中，以增加用戶群並在多個互動平台上使用PayPay積分。
據報道，戰略領域實現了顯著增長，這主要是由收購PayPay卡持卡人和推廣PayPay應用程序推動的。
LY Corporation報告了數字廣告的積極吸引力，顯著提高了展示廣告的收入，並獲得了對產品開發計劃的積極反饋。
More details: LY CORPORATION IR
更多詳情： LY 公司的 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。