Group 1 - The article discusses a deal between Webtoon Entertainment and The Walt Disney Company, where Disney will provide both existing and new content to Webtoon [1] - The focus of the investment service offered by Crude Value Insights is on cash flow and companies in the oil and natural gas sector, highlighting their value and growth prospects [1] Group 2 - Subscribers to the service gain access to a stock model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] - A promotional offer is available for a two-week free trial to attract new subscribers interested in the oil and gas industry [3]

Core Points - Webtoon Entertainment Inc. experienced an 81% surge in stock price, marking its largest single-day increase since its IPO, following a partnership announcement with The Walt Disney Company [1] - The agreement includes the adaptation of 100 Disney-branded comics into Webtoon’s English app and the co-creation of original webcomics [1] - Webtoon reported quarterly earnings that exceeded analyst expectations, with adjusted earnings per share of $0.07 and revenue of $348 million, surpassing the Wall Street average estimates [1] Company Insights - Webtoon’s CEO David Lee indicated that the partnership is mutually beneficial, enhancing Webtoon’s comic resources with popular works while allowing Disney to reach younger audiences [1] - Webtoon’s Chief Strategy Officer Yongsoo Kim emphasized the goal of introducing legendary stories to a new generation of mobile comic enthusiasts [2] - Despite the stock price increase, Webtoon’s current price remains below the $21 IPO price due to previous underwhelming performance [2] Analyst Commentary - Morgan Stanley analyst Matthew Cost highlighted the partnership with Disney as an attractive development that could significantly expand user growth in the English market [2] - The key concern raised by analysts is whether Disney's audience will remain engaged with Webtoon for original content or only return for familiar brand content [2]

x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _________________________________________________________________________ FORM 10-Q _____________________________________________________ ...

Webtoon Entertainment (WBTN) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +250.00%. A quarter ago, it was expected that this online storytelling platform for comics and cartoons would post earnings of $0.02 per share when it actually produced earnings of $0.03, delivering a surprise ...

Financial Data and Key Metrics Changes - Revenue grew by 5.5% on a constant currency basis and reported revenue was up 8.5% compared to the prior year [10] - Net loss decreased to $3.9 million from $76.6 million in the previous year, primarily due to lower general and administrative expenses [10][23] - Adjusted EBITDA was $9.7 million, down from $20.4 million in the same quarter of 2024 [11][22] - Adjusted earnings per share was $0.07 compared to $0.18 in the prior year [23] Business Line Data and Key Metrics Changes - Paid content revenue grew by 2% on a constant currency basis, driven by strength in Japan, while declines were noted in Korea and the rest of the world [14] - Advertising revenue increased by 10.2% on a constant currency basis, with growth in Korea and Japan, but a decline in the rest of the world [15] - IP Adaptations revenue surged by 42.6% year on year on a constant currency basis, with significant contributions from Korea [16] Market Data and Key Metrics Changes - In Korea, revenue grew by 9.2% year over year on a constant currency basis, with MAU decreasing by 11.1% [18] - Japan saw revenue growth of 5.7% year over year, with MAU increasing by 2.8% [19] - The rest of the world experienced a revenue decline of 4.4% year over year, driven by declines in paid content and advertising [20] Company Strategy and Development Direction - The company is focusing on enhancing user experience through significant product updates and expanding its library with popular titles [6][7] - A partnership with Disney was announced to bring iconic comics to the platform, which is expected to drive user growth and engagement [7][31] - The company aims to maintain investment in marketing to drive future growth while improving product offerings [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong user engagement and the potential for monetization through new content and platform upgrades [9][24] - The company anticipates revenue growth in Q3 2025 in the range of 9.4% to 12.2% on a constant currency basis [24] - Management acknowledged challenges from external factors, such as government bans affecting user metrics, but remains focused on long-term growth strategies [12][68] Other Important Information - The company is experiencing a decline in overall MAU, primarily due to the impact of Wattpad, but is optimistic about future growth in this area [12][68] - Gross profit for the quarter increased by 5.1% to $87.3 million, with a gross margin of 25.1% [21] Q&A Session Summary Question: Impact of Disney partnership on user growth and monetization - Management highlighted the strategic significance of the Disney collaboration, emphasizing the potential for accelerated user growth and engagement without immediate financial impact [31][32] Question: Marketing arrangements related to the Disney partnership - Management noted the importance of reaching Gen Z consumers and attracting new users, but did not disclose specific marketing arrangements [34][35] Question: User trends and onboarding process impact - Management discussed the new onboarding process and product updates aimed at increasing user engagement and ARPU, with promising early results [39][40] Question: Advertising outlook for Q3 and beyond - Management indicated strong growth in advertising revenue, particularly in Korea and Japan, while acknowledging the need for foundational work in North America [44][46] Question: Strategy for user-generated content alongside established IP - Management stated that the collaboration with established IP complements the creator ecosystem, enhancing user acquisition and engagement [49][51] Question: Drivers of Q3 revenue growth and sustainability - Management clarified that the Q3 guidance does not include short-term impacts from the Disney collaboration, focusing instead on strong fundamentals in paid content and advertising [55][56] Question: Exclusivity of new original web comic series from Disney - Management expressed excitement about both original and existing series, noting that the collaboration acknowledges Webtoon as a leader in the format [60][62] Question: Advertising business performance excluding Wattpad impact - Management acknowledged the challenges posed by Wattpad but remains optimistic about the long-term potential of the rest of the world advertising market [68]

WEBTOON Entertainment Inc. Reports Second Quarter 2025 Financial Results Delivered Revenue and Adjusted EBITDA above the top end of Guidance Ranges Strong Balance Sheet With Cash and Cash Equivalents of Approximately $581.5 Million and No Debt LOS ANGELES, August 12, 2025 (GLOBE NEWSWIRE) -- WEBTOON Entertainment Inc. (Nasdaq: WBTN) ("WEBTOON Entertainment" or "the Company"), a leading global entertainment company and home to some of the world's largest storytelling platforms, today announced results for it ...

Core Insights - WEBTOON Entertainment reported strong second quarter results, with revenue and Adjusted EBITDA exceeding the top end of guidance ranges [1][3] - Total revenue for the second quarter was $348.3 million, reflecting an 8.5% increase year-over-year, while revenue growth on a constant currency basis was 5.5% [1][6] - The company experienced a net loss of $3.9 million, a significant improvement compared to a net loss of $76.6 million in the same quarter last year [1][6] Financial Performance - Adjusted EBITDA for the second quarter was $9.7 million, down from $20.4 million in the prior year, resulting in an Adjusted EBITDA margin of 2.8% compared to 6.3% [1][6] - The diluted loss per share was $0.03, compared to a diluted loss per share of $0.70 in the prior year [6] - Cash and cash equivalents stood at approximately $581.5 million, with no debt reported [1][6] Revenue Breakdown - Revenue growth was driven by all three revenue streams: Paid Content, Advertising, and IP Adaptations [3][6] - Paid Content revenue was $274.9 million, up 5.4% year-over-year, while Advertising revenue increased by 11.9% to $45.2 million [6][35] - IP Adaptations revenue saw a significant increase of 41.8%, reaching $28.1 million [6][35] Strategic Initiatives - The company announced a strategic collaboration with Disney to bring iconic comics from Marvel, Star Wars, and other franchises to its platform [4] - Recent updates to the English-language webcomic app aim to enhance user experience and engagement [3] Outlook - For the third quarter of 2025, the company expects revenue growth on a constant currency basis to be in the range of 9.4%-12.2%, translating to revenue between $380 million and $390 million [7]

Core Insights - WEBTOON Entertainment Inc. plans to report its second quarter 2025 financial results on August 12, 2025, after market close [1] - A conference call will be held at 4:30 p.m. ET to discuss the results [1] Company Overview - WEBTOON Entertainment is a leading global entertainment company known for its storytelling platforms and is a pioneer in the mobile webcomic format [3] - The company has transformed comics and visual storytelling for fans and creators [3] - WEBTOON Entertainment's CANVAS UGC platform allows anyone to become a creator, contributing to a diverse range of content [4] User Engagement and Partnerships - The company boasts approximately 150 million monthly active users across its platforms [5] - Its ecosystem includes WEBTOON, Wattpad, WEBTOON Productions, and other brands, enhancing its reach in the digital storytelling space [5] - WEBTOON Entertainment has partnerships with major platforms like Netflix, Prime Video, and Crunchyroll, as well as collaborations with brands such as Discord, HYBE, and DC Comics [4]

Summary of WEBTOON Entertainment (WBTN) FY Conference Call Company Overview - WEBTOON Entertainment operates as a global storytelling hub with a significant user base of 153 million active users, primarily outside Asia, despite its origins in South Korea [5][6][12] - The company has a diverse set of brands, including Line Manga, and has achieved significant market penetration in Japan, where it is the number one consumer app [10][11] Financial Performance - In 2024, WEBTOON reported GAAP revenue of $1.35 billion, with a 13% growth in constant currency [8][9] - The company achieved a 4.2% growth in total company MAU and a 19% growth in web comic app MAU in North America [9][10] - The average revenue per user (ARPU) is approximately $14 in South Korea, $23 in Japan, and around $6 to $8 in the rest of the world [34][40] User Engagement and Content Creation - Users spend an average of 30 to 60 minutes daily on the platform, exploring user-generated content from over 24 million creators [6][7] - The platform has successfully transformed amateur creators into professionals, with average earnings of nearly $50,000 per year, and top creators earning up to $1 million annually [7][8] - The company has a unique revenue-sharing model, having distributed $2.8 billion to creators, which fosters a strong creator ecosystem [15][27] Business Model and Monetization - WEBTOON's monetization strategy includes microtransactions for content access, with prices ranging from $0.15 to $0.70 per episode [17][41] - The company has a dual revenue model, with approximately 12% of revenue coming from advertising and 8% from crossover IP [43] - The ad model is still in its early stages outside Korea, with plans for significant growth in North America as the company builds its ad capabilities [46][47] Market Expansion and Growth Strategy - The company is focused on geographic expansion, particularly in North America and Japan, where it has seen rapid growth [16][36] - WEBTOON aims to leverage its unique content and creator ecosystem to capture a larger share of the global market, with a specific focus on the 18 to 25 demographic [32][38] - The addressable market is substantial, with plans to increase penetration in the rest of the world, which currently stands at less than 5% [35][28] Competitive Landscape - WEBTOON positions itself as a unique player in the market, claiming no direct competition due to its extensive creator ecosystem and global reach [66][72] - The company differentiates itself from competitors like Kakao and Pikuma by allowing creators to publish globally and providing a supportive revenue-sharing model [68][70] IPO and Future Outlook - The recent IPO was motivated by the desire to transition from a subsidiary of a South Korean tech company to a globally recognized entity, enhancing its operational capabilities and market presence [58][59] - The management expresses confidence in the company's long-term growth potential, emphasizing the importance of patience and strategic execution in building the business [60][65] Key Takeaways - WEBTOON is a rapidly growing global storytelling platform with a strong user base and creator ecosystem - The company has demonstrated solid financial performance and user engagement metrics - Future growth will be driven by geographic expansion, enhanced monetization strategies, and leveraging its unique content offerings

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