Tom(SZ:300459)2024-05-12 07:52Group 1: AI Business Development - The company has made significant progress in AI applications, including the completion of testing for the "Talking Tom AI Storytelling" product in collaboration with West Lake Xincheng [3] - The first phase of the intensive computing center in Gansu will be completed in the first half of the year, providing essential support for AI business development [3] Group 2: AI Team Structure - The company has strategically invested in West Lake Xincheng, which has over 60 AI professionals, including a founder with experience at Google [4] - The technical lead for AI robotics has extensive experience in AIoT architecture and has led the development of multiple IoT patents [5] Group 3: Game Product Launches - The company has several new games ready for launch, including "My Hank Dog: Island" and "Sonic Boom," with the former already in testing since November 2023 [6] Group 4: Offline Theme Park Operations - The company operates over 20 Tom Cat IP theme parks across various provinces, with strong performance and positive user feedback [7] - The second Tom Cat theme park in Zhuhai received over 450 family groups daily shortly after opening, indicating high demand [7] Group 5: Collaboration with Apple Vision Pro - The company has launched key IP titles on Apple Arcade for the Vision Pro, marking a significant collaboration with Apple [8] - Ongoing discussions with Apple for deeper cooperation and new product development are in progress [8] Group 6: Revenue Structure - The majority of the company's revenue comes from advertising, leveraging a user base of over 4.7 million monthly active users and 23 billion downloads across its applications [9][10] - The company utilizes an ad mediation platform to optimize ad revenue through real-time bidding [10]