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WEBTOON Entertainment Inc. (WBTN) UBS Global Technology and AI Conference 2025 December 1, 2025 2:15 PM EST
Company Participants
David Lee – CFO, COO & Director
Conference Call Participants
Stephen Ju – UBS Investment Bank, Research Division
Presentation
Stephen Ju
UBS Investment Bank, Research Division
All right. Great. I think we’re on. We’re going to go ahead and get started. Stephen Ju with the U.S. Internet team. To my right is David Lee, who serves dual roles, Chief Financial Officer and Chief Operating Officer. So welcome back to the conference, David, and — welcome and looking forward to chatting. So thanks for having us. You are a real gut for punishment because you seem to have dual roles at the company, right? So you are probably uniquely equipped to talk about what WEBTOON does.
David Lee
CFO, COO & Director
Well, we’ll see — we’ll see about that.
Stephen Ju
UBS Investment Bank, Research Division
I have the utmost confidence in you.
David Lee
CFO, COO & Director
I do enjoy — my passion has always been to join founder-led companies that I thought had something that could change the world, and it usually is as a Board member in multiple roles. So here we are.
Question-and-Answer Session
Stephen Ju
UBS Investment Bank, Research Division
Yes. Yes. So what is WEBTOON? Like what’s the vision of the founder and CEO? What is he looking at? What problem is he trying to solve? What’s he looking to accomplish?
David Lee
CFO, COO & Director
So WEBTOON is really different. It’s a global storytelling hub. We have, on the one hand, 24 million creators around the world that create 120,000 stories every day. And oftentimes, when I’ve come across great user-generated platforms, quality has been the issue. But what sets WEBTOON apart is that we have so much market signal. We have 155
