Lang, Inc. · TWSE:6165
Lang — Jye Tai Precision Industrial — Investor Presentation (November 2020)
23 slides from Lang's investor presentation, Nov 20, 2020
Slide 1: Jye Tai Precision Industrial Co. Ltd. Company Introduction
Ticker: 6165 Jye Tai Precision Industrial Co. Ltd. Shine Ray Co. Ltd. (Lang Live) Company Introduction
Slide 2: RESER
‘B RESER
Slide 3: Disclaimer
Disclaimer • This presentation material contains forward-looking statements and information, Shine Ray Co., Ltd. (‘’The Company’’) is not held responsible for any updates in accordance with any new events or situations. • The Company’s actual business operation results, financial status and achievem
Slide 4: Agenda
Industry outlook What is Lang LIVE What Lang LIVE has achieved What’s ahead of Lang LIVE Appendix: Key terms 3
Slide 5: Live streaming platform, MVP of the internet community
Live streaming platform, MVP of the internet community Live streaming platform is the answer to internet monetization End 90s to early 00s Early 00s Early to mid 00s Mid 00s Early to mid 10s Ex: Yahoo Ex: YouTube Ex: Facebook Ex: Tencent, iQiyi, Ex: Twitch, Huya, and Douyu and Netflix .COM Social Me
Slide 6: Industry outlook of live streaming platform
Industry outlook of live streaming platform Artists Copyrights Tech Supports MCN ✓ Content Dist. ✓ Game publishers Cultivation network providers Profits ✓ Cyber Game and organizers ✓ Cloud server Management Sharing providers ✓ Music / Video KOL / Contracted Copyrights ✓ Payment service artists/ User
Slide 7: What is Lang LIVE
Industry outlook What is Lang LIVE What Lang LIVE has achieved What’s ahead of Lang LIVE Appendix: Key terms 6
Slide 8: Lang LIVE, an interactive platform with gaming DNA inside
Lang LIVE, an interactive platform with gaming DNA inside 7
Slide 9: 'Streaming +' demonstrated by a variety of PGC shows
‘’Streaming +’’ demonstrated by a variety of PGC shows 8
Slide 10: From artists on live to stars on earth
From artists on live to stars on earth 余姿昀 發行單曲 《你愛的我愛你》 國際編曲大師Skot Suyama陶山製作 作詞人吳易緯填詞 劉玉婷 發行單曲《一冬一工》 全才音樂人 Haor許書豪製作 陳妍如Lily 發行單曲《了了》 創作女神藍又時製作 9
Slide 11: From artists on live to stars on earth (cont'd)
From artists on live to stars on earth (cont’d) 10
Slide 12: Lang LIVE's trio to win
Lang LIVE’s trio to win Talent shows live streaming APP Gaming live streaming Channel - Lang Live – Lang Play Short Video APP - iM 11
Slide 13: Recognition from statespeople
Recognition from statespeople 2020/8/14 2020/8/24 Chief whip of DPP Mayer of Taipei City 鄭運鵬 柯文哲 Spokesman of DPP Deputy spokeswoman of Taipei City 廖泰翔 黃瀞瑩 2020/10/8 2020/9/30 Congresswoman Mayer of Taoyuan City 賴品妤 鄭文燦 Congresswoman Chief whip of DPP 林楚茵 鄭運鵬 12
Slide 14: What Lang LIVE has achieved
Industry outlook What is Lang LIVE What Lang LIVE has achieved What’s ahead of Lang LIVE Appendix: Key terms 13
Slide 15: Operating performance outlook
Operating performance outlook Lang’s user profile Gender mix Female 40% Male Geo. focus Taiwan for now 60% No. of download 4.6M+ DAU 80,000+ MAU 300,000+ 單位：% Age distribution ARPPU 11,000+ 40% 38% 32% No. paying users 16,000+ 30% Conversion Rate (Note 1) ~5.65% 20% 17% User Engagement (Note 2) ~0.2
Slide 16: Lang LIVE's contribution to Jye Tai in 3Q20
Lang LIVE’s contribution to Jye Tai in 3Q20 Revenues Unit: NT$ 000’ Operating income Unit: NT$ 000’ 257,602 28,957 292 直播平台部門 電子事業部門 (10,416) (旭瑞文化傳媒) (捷泰精密工業) 直播平台部門 電子事業部門 (旭瑞文化傳媒) (捷泰精密工業) Source: 3Q20 FS, MOPS 15
Slide 17: What's ahead of Lang LIVE
Industry outlook What is Lang LIVE What Lang LIVE has achieved What’s ahead of Lang LIVE Appendix: Key terms 16
Slide 18: Development strategies
Development strategies Live Vertical Integration Live streaming steaming + Game + E- • ‘’Live streaming + X’’ commerce • To boost profitability Acquisition Alliance Horizontal Expansion • To align or to acquire peers • To optimize return for stakeholders Cross Game industry Players Alliance Mapping
Slide 19: Reinforce market shares/ profitability at home
Reinforce market shares/ profitability at home 18
Slide 20: Replication to target markets nearby
Replication to target markets nearby China Japan India South East Asia 19
Slide 21: Live streaming + X
Live streaming + X What happen in China Lang’s water testing Douyu to co-op with Taobao Chinese influencer, aka. ‘’Lipstick Brother No 1" E-commerce streaming at Lang LIVE to co-op with Taobao ETMall Lang School, a trial version of online learning APP amid Covid 19 pandemic 20
Slide 22: Thanks
Thanks Download to touch the future https://www.langlive.com.tw/pc/index.html 21
Slide 23: Key terms for live streaming industry
Key terms for live streaming industry ➢ DAU/MAU：Daily/Monthly Active User，No. of users who logged on the APP during the time Traffic KPI ➢ Retention Rate: % of users who continue to log on app over a given period of ➢ User Engagement: DAU÷MAU>0.2 suggests decent level as industry practices ➢ ARPU or
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