Core Insights - Perfect Corp. is a leading provider of AI and AR beauty and fashion technology, known for its 'Beautiful AI' solutions and the YouCam suite of apps, which has surpassed 1 billion downloads globally [1] Group 1: Company Overview - Perfect Corp. has announced its 2025 Halloween activations across its YouCam apps, which include YouCam Makeup, YouCam Perfect, YouCam Video, YouCam Enhance, and YouCam AI Pro [1] - The upcoming activations will feature over 90 AI and AR-powered looks, avatars, fashion effects, and creative elements [1]

Summary of Perfect Corp. Presentation at Lithium Partners Fall 2025 Investor Conference Company Overview - **Company Name**: Perfect Corp. - **Ticker Symbol**: PERF - **Founded**: 2015 - **Employees**: Over 400, primarily in engineering roles - **Headquarters**: Taipei, Taiwan - **Market Focus**: Beauty and fashion industries, leveraging AI innovations for consumer shopping experiences [2][3] Financial Performance - **Revenue**: - Last year: $60 million - Current year projection: $68-70 million - First half of the current year: $32 million, with a growth rate of 14.8% [7][29] - **Gross Margin**: Approximately 78% [29] - **Net Adjusted Income**: - Last year: $8.3 million (13.8% margin) - First half of the current year: $2.4 million (7.5% margin) [31] - **Cash Position**: $167.8 million in cash and cash equivalents at the end of Q2 [30] Business Models - **B2C Model**: - Contributes 60-70% of total annual revenue - Six mobile apps and one online service on a freemium model [5][6] - Key apps: YouCam Makeup and YouCam Perfect, generating 80% of B2C revenues [7][8] - **B2B Model**: - Traditional enterprise SaaS model with 15 solutions across various beauty and fashion sectors [5][6] Market Presence - **Geographic Revenue Distribution**: - 50% from the U.S., followed by France and Tokyo [3] - **Client Base**: Over 800 brands, including major names like Estée Lauder and Dior [12][28] Technological Innovations - **AI and AR Solutions**: - Pioneered AI in beauty tech since 2015, with continuous updates every two years [6][7] - Generative AI for photo and video expected to grow 30-40% over the next decade [10] - **Product Features**: - Virtual try-on technology for makeup and skincare, enhancing consumer engagement and conversion rates [11][16][17] - New generative AI solutions for fashion, allowing users to visualize clothing on themselves with a single photo [21][23] Growth Opportunities - **Expansion in Generative AI**: Strong momentum in subscriber growth for YouCam Makeup apps [32] - **Cross-Selling Opportunities**: Potential to upsell to sister brands within top beauty groups [32] - **New Market Penetration**: Focus on skincare and fashion, including jewelry and accessories [33][34] - **Strategic Acquisitions**: Completed acquisition of WANNA to enhance fashion solutions [28] Conclusion - Perfect Corp. is positioned for continued growth through innovative AI solutions in the beauty and fashion sectors, with a strong financial foundation and expanding market presence [30][34]

Core Insights - Perfect Corp. has launched the AI Editing Agent in its YouCam Perfect app, enhancing user experience by allowing image edits through natural conversation [1] - The new version of the app supports the latest Gemini 2.5 Flash Image model, indicating a technological advancement in the company's offerings [1] Company Developments - The AI Editing Agent is designed as an intelligent assistant, streamlining the editing process by removing the need for manual tool selection [1] - This innovation positions Perfect Corp. as a leader in the AI and AR beauty and fashion tech sector, potentially attracting more users and increasing engagement [1] Industry Impact - The introduction of conversational AI in image editing reflects a broader trend in the tech industry towards more intuitive user interfaces [1] - By integrating advanced AI capabilities, Perfect Corp. is likely to enhance its competitive edge in the beauty and fashion technology market [1]