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Perfect Corp (PERF) investor relations material
Perfect Corp Lytham Partners Fall 2025 Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Lytham Partners Fall 2025 Investor Conference summary30 Sep, 2025
Company overview and business model
Focuses on AI-driven solutions for beauty and fashion, serving both B2C and B2B markets globally.
U.S. is the largest market, accounting for about 50% of revenue, followed by France and Japan.
B2C segment includes six mobile apps and a web service, contributing 60%-70% of annual revenue.
B2B segment offers SaaS solutions for beauty and fashion brands, with over 15 modules.
Both segments leverage a shared AI engine, enabling efficient monetization across platforms.
Product innovation and technology
Pioneered AI and AR in beauty tech, with regular technology upgrades every two years.
YouCam Makeup and YouCam Perfect apps generate 80% of B2C revenue, offering advanced photo and video editing features.
Generative AI features drive user engagement, enabling photo-to-video, virtual try-ons, and advanced editing.
AI-powered solutions allow consumers to virtually try on makeup, skincare, and fashion items, enhancing conversion rates.
New GenAI solutions enable realistic virtual try-ons for clothing, shoes, bags, and jewelry using a single photo.
Market position and client partnerships
Serves over 800 brands, including major names like Estée Lauder, Dior, and Shiseido.
Platform hosts over 914,000 products for virtual try-on, with about 20 new brands added each quarter.
Solutions are integrated with major retailers like Walmart, Sephora, and Amazon, offering AR-powered shopping experiences.
Strategic acquisition of WANNA expanded offerings to include fashion shoes, clothing, and accessories.
AI solutions are used in both online and offline retail environments, including kiosks and ad formats.
GenAI's impact on B2C subscriber growth
Fashion/jewelry brand penetration strategy
WANNA acquisition's Q2 net income impact?
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Next Perfect Corp earnings date
LD Micro Main Event XIX Investor Conference20 Oct, 2025
Next Perfect Corp earnings date
LD Micro Main Event XIX Investor Conference20 Oct, 2025
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Frequently asked questions
Perfect Corp. is a company in the beauty and fashion technology sectors, known for its use of artificial intelligence (AI) and augmented reality (AR) solutions. Established in 2015, the company focuses on offering a wide range of SaaS solutions designed to enhance customer engagement and drive sales growth for beauty and fashion brands. These solutions encompass Beauty AI, Skin AI, Fashion AI, and Generative AI, aimed at supporting brands through digital transformation. Perfect Corp.'s offerings include AR- and AI-powered makeup, skin analysis, hair, jewelry, accessories, glasses, watches, nails, men's grooming, product recommendations, face analyzer, beauty advisor services, AR live casting for web and app, in-store QR code try-on, and various virtual try-on applications. It also develops popular consumer apps such as YouCam Makeup, YouCam Perfect, YouCam Video, YouCam Cut, YouCam Nails, and YouCam Fun. The company is headquartered in New Taipei City, Taiwan, and its shares are listed on the NYSE.
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