Prosus
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Prosus (PRX) investor relations material

Prosus Investor update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor update summary12 Mar, 2026

Vision and Strategy for AI-Driven Commerce and Ecosystem Expansion

  • Building a global AI-powered lifestyle and commerce ecosystem, leveraging unique data from billions of interactions across Latin America, India, and Europe.

  • Focus on embedding AI at the core of operations, aiming for a trillion-dollar scale and empowering the everyday economy.

  • Deep AI innovation and investment since 2018, with over 10,000 tech staff, including 1,000 in AI.

  • Transitioning from loyalty-based engagement to life assistance and agentic operating systems, with loyalty programs increasing customer retention and cross-selling.

  • Over 5 million partners, $115 billion in total payment volume, and $65 billion in gross merchandise value.

Large Commerce Models (LCM) and Technology Advancements

  • LCMs are proprietary large language models trained on billions of real-world commerce interactions, powering intelligence for all applications and agents.

  • LCMs enable deep personalization, intent recognition, predictive capabilities, and are more cost-effective than commercial LLMs.

  • Already deployed at scale in over 40 applications, driving significant business impact and operational efficiency.

  • LCMs are being rolled out across all group companies, with ecosystem-wide intelligence and further expansion planned through 2026.

  • LCM for ecosystems and Toqan for Partners will launch in phases through 2026, starting in Latin America and Europe.

Agentic Workforce and Toqan Platform

  • Toqan enables employees to build custom AI agents, democratizing automation and workflow optimization.

  • Over 40,000 agents created, with 5,000 used daily across operations, HR, legal, sales, and engineering, delivering over 1,000 FTE equivalent impact.

  • Agents automate complex tasks, saving significant time and enabling greater agility and independence.

  • Toqan background tasks allow agents to proactively execute work triggered by real-world events.

  • The platform is being extended to partners, allowing them to build and deploy their own agents.

Explain the 10x cost advantage of LCM vs LLMs
Quantify the 1000+ FTE impact from Toqan agents
Impact of AI agents on iFood partner onboarding
Analyze LCM impact on promotion efficiency
Evaluate operational gains from Toqan agents
Assess cross-selling via life assistants
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H2 202622 Jun, 2026
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