Summary of WanKa YiLian Conference Call Company Overview - **Company**: WanKa YiLian - **Industry**: Data services and AI applications Key Points Stock Option Plan - WanKa YiLian granted stock options to executives: Gao Jun Nan, Jia Yun, and Tong Hui received 50 million, 50 million, and 60 million options respectively, with an exercise price of 0.91 HKD [2][4] - The exercise of options is linked to the company's market capitalization, requiring an average market cap of over 4 billion, 8 billion, and 12 billion HKD for different tiers of option exercise [2][4] Business Expansion and Revenue Growth - The company aims to achieve its market cap goals by expanding into new businesses based on the Harmony OS and Apple iOS systems, targeting overseas markets like Facebook, Meta, Google Play, and TikTok [2][5] - Revenue growth for 2025 is projected at 50%, with a similar growth rate expected for 2026 [3][11] AI and Data Demand - Data demand is expected to surge, with top internet companies' data procurement projected to rise from 600-700 million RMB in 2024 to 20 billion RMB by 2026 [8] - WanKa YiLian has established a subsidiary focused on data annotation services for mobile manufacturers and internet companies, aiming to become a significant data supplier [9] Strategic Partnerships - The company is actively exploring partnerships with strategic investors to enhance its business development [7] - WanKa YiLian has received global market qualifications from Apple, allowing it to transition existing clients from Android to Apple platforms [14] Market Trends and Future Outlook - The commercialization of Harmony OS is expected to grow by 100% to 200% in 2026, with WanKa YiLian playing a crucial role in this growth [23] - The company anticipates a 200% growth in overseas markets in 2026, driven by effective advertising strategies [20][21] R&D and Investment - R&D investment is expected to exceed 50% of revenue in 2026, up from approximately 3% previously, to enhance ROI [25] - The company plans to establish local offices in Southeast Asia to support its overseas expansion [26] Changes in Advertising and User Interaction - The rise of AI will transform user interaction and advertising models, moving from traditional app-based engagement to voice-activated services [15][16] - WanKa YiLian is adapting to these changes by exploring new traffic entry points and AI-driven advertising models [15][16] Collaboration with Mobile Manufacturers - WanKa YiLian has become a data supplier for major manufacturers like OPPO, Vivo, and Xiaomi, with plans to expand its role [17][19] - The company is shifting its business model to provide processed data packages for large model training, enhancing its revenue streams [19] Conclusion - WanKa YiLian is positioning itself as a key player in the data and AI landscape, with strategic partnerships, a focus on R&D, and an adaptive business model aimed at capitalizing on emerging market trends and technologies [27]