Cyberlink (5203 TT): Investors like AI & AR growth potentials

2021-11-14 Tech
Post 3Q21 results conference call

  • CyberLink hosted 3Q21 earnings call on October 27th, 2021 with the new IR communication format. IPR Advisors are honored to play a role during the revamp of CyberLink's IR communication slides and the website.
  • Business transformation covering Technology & Product, Target Markets and Sales & Marketing. Artificial Intelligence (AI) and Augmented Reality (AR) have reinforced CyberLink's core competencies.
  • Assuming a more controlled pandemic, business development of facial recognition engine "FacdMe" should lead to rising revenue contribution. More details to be followed.
  • Another re-rating driver for CyberLink is the Beauty Tech focused PERFECT. During the earnings call Chairman indicated it would be part of CyberLink over a mid-term with a divestment schedule likely to be finalized after the IPO of PERFECT.
  • The 3Q21 revenue mix continues to improve, with growing business units (BU) accounted for 60% of revenue. The rising subscription rate of PC-Create is solid proof of SaaS business model transformation.