Enigmo, Inc. · TSE:3665

Enigmo — FY2023 Earnings Presentation

55 slides from Enigmo's earnings presentation, Mar 16, 2023

  1. Slide 1: erugma

    erugma

  2. Slide 2: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  3. Slide 3: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  4. Slide 4: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  5. Slide 5: 68 11

    68 11 05

  6. Slide 6: 7,616 7,439 7,077 6,941 6,868 6,097 6,007 5,283 5,195

    7,616 7,439 7,077 6,941 6,868 6,097 6,007 5,283 5,195 06

  7. Slide 7: 07

    07

  8. Slide 8: 44.2% 3,500 42.9% 45% 40.6% 39.0% 3,033 40% 3,000 2,971 2,692 35% 2,500 30%

    44.2% 3,500 42.9% 45% 40.6% 39.0% 3,033 40% 3,000 2,971 2,692 35% 2,500 30% 2,143 2,000 25% 1,500 16.6% 20% 15% 1,000 1,138 10% 500 5% 0 0% 08

  9. Slide 9: 14,000 12,845 12,000 -323 -785 10,316 10,000 -1,422 8,000 6,000 5,273 4,000 2,000 0

    14,000 12,845 12,000 -323 -785 10,316 1 10,000 -1,422 8,000 6,000 5,273 4,000 2,000 0 09

  10. Slide 10: 10

    10

  11. Slide 11: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  12. Slide 12: 10,590,507 1,363,842 1,313,950 9,688,721 1,253,184 1,153,475 8,585,119 1,098,542 7,302,929 6,139,853 67,674 2,957,037…

    10,590,507 1,363,842 1,313,950 9,688,721 1,253,184 1,153,475 8,585,119 1,098,542 7,302,929 6,139,853 67,674 2,957,037 2,864,917 62,899 63,277 2,544,540 2,567,599 2,374,841 53,276 45,533 12

  13. Slide 13: ARPU

    ARPU 91.9% 101.8% 13

  14. Slide 14: ARPU

    ARPU 101.8% 94.5% 107.7% 14

  15. Slide 15: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  16. Slide 16: YouTube Instagram Twitter etc.

    YouTube Instagram Twitter etc. 128% 4 1.9 % 53 .6% 111% 11 .5 % 12. 8% 113% 12 .0% 13. 6% 121% 3 .9% 4.7% 16

  17. Slide 17: 17

    17

  18. Slide 18: 35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 0 18

    35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 0 18

  19. Slide 19: 120% 113% 109% 110% 100% 90% 86% 81% 80% 70%

    120% 113% 109% 110% 100% 90% 86% 81% 80% 70% 19

  20. Slide 20: 350

    350 300 250 200 150 100 50 0 20

  21. Slide 21: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  22. Slide 22: 22

    22

  23. Slide 23: ‣ ‣ ‣ ‣

    ‣ ‣ ‣ ‣ 23

  24. Slide 24: 24

    24

  25. Slide 25: ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣

    ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ 25

  26. Slide 26: Tier3 Tier2 Tier1

    Tier3 Tier2 Tier1 26

  27. Slide 27: gre?

    gre? “o Cykinso

  28. Slide 28: 28

    28

  29. Slide 29: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  30. Slide 30: 120% 100% 80% 60%

    120% 100% 80% 60% 30

  31. Slide 31: YouTube / Instagram / Twitter / etc.

    YouTube / Instagram / Twitter / etc. 31

  32. Slide 32: ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣

    ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ 32

  33. Slide 33: ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣

    ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ 33

  34. Slide 34: 2,500,000 100% 90% 2,000,000 80% 70% 1,500,000 0% 50% 150 1,000,000 40% 32% 100

    2,500,000 100% 300 90% 250 2,000,000 80% 70% 200 1,500,000 60% 50% 150 1,000,000 40% 32% 100 23% 25% 30% 21% 18% 18% 500,000 20% 50 10 0 0% 0 34

  35. Slide 35: ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣

    ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ 35

  36. Slide 36: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  37. Slide 37: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  38. Slide 38: RALRNEKO

    RALRNEKO BREDS5 38

  39. Slide 39: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  40. Slide 40: 40

    40

  41. Slide 41: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  42. Slide 42: Personal shoppers, customers

    STYLE HAUS Owned Media O cial SNS Over 6,170,000 items 206,000 Registered In 176 Countries Beauty Baby Kids Men’s & Ladies’ Lifestyle Sports 10,590,000 PERSONAL CUSTOMERS SHOPPERS Empower Engage Fake Detection Data & SEO Expertise Transaction Monitoring Technology LTV Forecast Fashion Trend Analysis

  43. Slide 43: HORROR REX OHHH EXE EX HEX REE

    HORROR REX OHHH EXE EX HEX REE ROR IE NRE IE OE IE RX GK IS YRRK) AOI X-OOGK) D6 ERK) KEIO XOOEK) I CRX) K-00) KX SOOKE YY SOOKE YY SOOKE YY SOOKE YY YHA 3 ROR IE NRE IE OE IE AN XXX L XX L XX L XX L XX L XX L XX L XX L XX L XX A KX NYE RODE AOE RELAXED AEE AEA EOE AL DAY34 ROR IE NRE IE OE IE RX GK

  44. Slide 44: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  45. Slide 45: 45

    45

  46. Slide 46: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  47. Slide 47: 47

    47

  48. Slide 48: Fashion is Borderless, BUYMA

    Fashion is Borderless, BUYMA 48

  49. Slide 49: SHOP / BUYMA

    7% 5% 5% SHOP 1 2 3 4 BUYMA 6 49

  50. Slide 50: 20.6 24,644 70% 30%

    617 20.6 176 24,644 34 70% 30% 50

  51. Slide 51: 51

    51

  52. Slide 52: 52

    52

  53. Slide 53: Travel Fashion New

    1 2 3 Travel Fashion New 53

  54. Slide 54: LI LLYS SAAS SALY YX YX YX YX YX YX YX YX

    LI LLYS SAAS SALY YX YX YX YX YX YX YX YX DLS CAS SC OAS OLS 8A CDS ACS 8 ACIS I AS OCS VY A VVVYY AAA AAA OA AINE ON ANIA ON AINA ON NAVAL OL SINISE LS NAINA LES NAA/ L/ XO HBO BOD AIDIBEX AED BEY AE OOS AEE AYN LAL NEAL VY NSS ON ANSON AUTON EUSTON AUCSONAUCSONAUCSONAUSONAOSOE Tages VY A VVVYY AAA

  55. Slide 55: erugma

    erugma

Enigmo — FY2023 Earnings Presentation on 6ix