Prosus (PRX) Investor update summary

Vision and Strategy for AI-Driven Commerce and Ecosystem Expansion

• Building an AI-centric lifestyle ecosystem to power digital commerce and the everyday economy, leveraging unique data from billions of interactions across Latin America, India, and Europe.

• Focus on seamless, agent-driven interfaces and loyalty programs to increase customer frequency, retention, and cross-selling.

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

• Commitment to open innovation, with open source tools and platforms for internal and external partners.

Large Commerce Models (LCM) and AI Technology Advancements

• LCMs are proprietary AI models trained on billions of real-world commerce interactions, enabling deep personalization and intent recognition.

• LCMs generate fully personalized user experiences and are more cost-effective than commercial LLMs, driving improvements in conversion rates and operational efficiency.

• LCMs are deployed at scale in platforms like iFood, powering 15 million orders and 40+ use cases, and leverage 500 million daily customer engagements.

• LCMs enable rapid, data-driven business decisions, reducing campaign planning from months to minutes.

Agentic Workforce and Toqan Platform

• Toqan enables employees to build custom AI agents, democratizing automation and boosting productivity across 25,000+ users.

• Over 40,000 agents created, with 5,000 used daily, automating workflows in compliance, HR, legal, marketing, and more, with over 1,000 FTE equivalent impact.

• Agents automate complex workflows, saving significant time and enabling broader coverage.

• Background tasks allow agents to proactively execute work, transforming organizational operations.