1. KT Genie Music Q2 IR: Key Takeaways

KT Genie Music’s Q2 IR will primarily focus on its core music streaming business and Milli’s Library. The market anticipates improved performance year-over-year and a clear strategy for securing future growth engines.

  • 1.1. Music Business: Finding a Breakthrough in a Competitive Market

    The key for the music business will be overcoming declining sales and presenting core strategies for defending MAU (monthly active users) and improving profitability. The market expects a detailed plan for strengthening differentiated services like the AI-powered ‘Quick Selection’ feature.

  • 1.2. Book Content Business (Milli’s Library): Sustainable Growth?

    Milli’s Library has improved profitability through price increases and cost efficiency measures. The key question is whether this growth is sustainable and what their future content acquisition and service enhancement strategies entail.

  • 1.3. New Businesses and Growth Strategies: Leveraging KT Synergy

    Integrating AI technology, securing new content, and leveraging synergies with the KT Group are key factors that will determine KT Genie Music’s future growth. Presenting concrete business plans and execution strategies is crucial.

2. Key Checkpoints for Investors

  • Music business profitability defense and enhancement strategies
  • Sustainable growth strategies for Milli’s Library
  • Specific plans for synergy creation with the KT Group
  • Maintaining financial soundness and investment plans

3. Investment Strategies Based on IR Outcomes

If the IR results meet or exceed market expectations, a long-term investment strategy considering growth potential can be explored. However, if the results fall short of expectations or future strategies seem unclear, investors should be wary of short-term stock price volatility.