### 만화와 웹툰: 글로벌 성장과 투자자 인사이트

### 만화와 웹툰의 성장 잠재력 이해하기
* 🌍 현재 웹툰의 **60%가 일본과 한국 이외의 지역**에 거주하고 있는 만큼 투자자들은 웹툰의 글로벌 비즈니스 잠재력을 인정하기 시작했습니다.
* 🎬 북미의 많은 시청자들은 이미 **넷플릭스나 아마존 프라임과 같은 인기 플랫폼**을 통해 웹툰으로 제작된 스토리를 경험한 적이 있다는 사실을 잘 모를 수 있습니다.
* 📈 이 회사는 아직 **IPO 후 초기 단계**에 있으며, **글로벌 진출의 폭발적인 성장 잠재력**에 대해 투자자들을 교육할 필요가 있습니다.
* 🤖 웹툰은 AI를 프로세스에 통합하는 데 집중하고 있지만, **인간의 창의성과 스토리텔링의 중요성**을 굳게 믿고 있습니다.
* 📊 월간 활성 사용자 수가 **7천만 명**에 육박하고 매일 **12만 4천 개의 새로운 스토리**가 업로드되는 이 플랫폼은 시청자의 공감을 불러일으키는 스토리를 발굴하고 홍보하는 데 유리한 위치를 점하고 있습니다.
* 👩 미국의 핵심 소비자층은 다양한 장르와 예상치 못한 내러티브를 탐색하는 **25세 미만의 여성**으로 편향되어 있습니다.
* 📺 '우리 모두는 죽었다'와 같은 성공적인 프로젝트는 **유치원 선생님과 같은 창작자**도 웹툰을 통해 독특한 스토리텔링을 구현할 수 있다는 것을 보여줍니다.
* 💵 웹툰의 글로벌한 특성 덕분에 **단기적인 정치적 변화보다는 장기적인 전략에 집중**하면서 **경제 변동성에 대한 탄력성**을 유지할 수 있습니다.

투자자들은 전통적인 시장을 넘어 만화와 웹툰 스토리텔링의 폭발적인 글로벌 성장 잠재력을 인정하고 있습니다.

How did investors understand the growth
potential of what's happening with manga in your area?
Well, it's interesting. Webtoon is very new for most investors
Here we have a global business where stories are being consumed not just in
Asia, where the company started.

60% of our audience now is outside of
Japan and Korea. But people don't realize here, even in
North America, that they've probably seen a number of films on Netflix or
Amazon Prime and soon to be Friday after Thanksgiving on to be actually where
we've powered stories not just on our

platform, but we've powered stories that
turn into great films and great pieces of collateral and merchandise.
So it's so early for us that I think investors are still getting an
understanding of how explosive our global growth already can be.
And I think we're just going to have to

focus on educating the street quarter by
quarter, since we're only about a quarter and a half out.
Since going public, let's talk about the future of IP.
I can totally see how it transfers on to movies and on to streaming.
A lot of your just the names of some of

the content I almost think would be a
generative AI chatbot. I mean, a lot of them have those sorts
of names and likenesses. Is that something you've been plowing in
to the generative AI space? Well, we're very focused on A.I., but
what's interesting about our approach is

we believe in human creativity.
We think we are still the best storytellers.
But taking our A.I., we have 100 A.I. technologists, been hard at work for a
long time, and we may have one of the

largest repositories of data around
stories, enabling them to take hours out of the process to make sure that their
images are compelling, giving them a chance to really be heard by our global
audience. We have 100 million and nearly 70 million
monthly active users and enabling, for

example, that 124,000 stories, evergreen
stories that come to our platform every day means that I can help find the ones
that people care about. David, I'm a 2000s comic book kid, right?
I still have the X-Men editions

somewhere in my dad's garage.
The world is different now. I look at like streaming, the growth of
anime. Can you just distill your strategy
particularly for the US? So it's interesting.
Is our core consumer in the United

States look a lot different than you
and me? It's a sub 25 year old female skewing
passion. Sub 25.
David, I might be double that or more, but the
genres that we power, we power every

genre.
Let me give you an example. You know, one of the astounding facts is
on Netflix. Two of my all time top ten projects came
from us, and they weren't the anime and manga you might expect.
'All of us are dead'.

That kind of fits with that notion.
But through my window, which came from a kindergarten teacher, a full time
kindergarten teacher that was enabled by our platform to tell a story that's now
reaching the world. Yes, it kind of shows that we meet our
consumers with any genre they want, just

like you love the X-Men.
I think that our current consumers who are much younger than you and me, are
finding unexpected stories from all over the world.
So, I mean, David, those consumers, not just here in America, but in
international markets, are finding

themselves in a very different world
after the US election. How are you modeling for economic policy
around that and doing business across jurisdictions?
Well, one of the great benefits of Web tune as a global storytelling hub, we
don't have to focus for the long term on

short-term changes in administration.
In fact, in this day and age, with all the news that's coming out, I think
consumers want a good story. And we're seeing that focused guidepost
long term with the consumer. Now, having said that, there is going to
be a lot of volatility in and we are

benefited by the fact that we oftentimes
receive revenue in the same currency that we pay costs.
So we have the ability to be transparent with the street, to talk about economic
volatility and headline numbers and revenue.
But we're relatively immune and can

Webtoon: We're Relatively Immune to the US Election

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Investor Perception of Webtoon's Growth Potential

Webtoon's novelty for investors and its global reach beyond Asia are highlighted.

60% of Webtoon's audience is outside Japan and Korea, including North America, where its stories power films on platforms like Netflix and Amazon Prime.

The company's explosive global growth potential is still being understood by investors.

The company plans to educate investors about its growth quarter by quarter.

Webtoon's Approach to AI and Human Creativity

Webtoon prioritizes human creativity while utilizing AI to improve efficiency and story creation.

The company employs 100 AI technologists and possesses a large data repository of stories.

AI assists in image creation and helps find stories that resonate with the global audience of 100 million monthly active users.

Webtoon's US Strategy and Target Audience

The core US consumer is a sub-25-year-old female with a passion for various genres.

Webtoon's content spans various genres, including examples from Netflix that were unexpected successes.

Examples such as 'All of us are dead' and 'Through my window' demonstrate the diversity of successful stories on the platform.

The platform enables diverse storytellers to reach a global audience, catering to various tastes.

Webtoon's Approach to Economic Policy and Global Business

Webtoon's global nature allows it to focus on long-term goals rather than short-term policy changes.

The company observes increased consumer demand for good stories amidst current events.

Webtoon benefits from receiving revenue and paying costs in similar currencies, providing relative immunity to economic volatility.