[Click eStock] "Duzon Bizon, Full-Scale Start of 'ONE AI' Earnings Reflection"

Hana Securities analyzed on the 6th that the performance reflection of ‘ONE AI,’ which combines the company's core business solutions with generative AI ChatGPT, will begin for Douzone Bizon.

Seongho Kim, a researcher at Hana Securities, stated in the report on the same day, “After the launch of ‘ONE AI,’ the number of customers increased from 222 at the end of June to around 500 at the end of August, and surged to 1,008 by the end of October,” adding, “Since it is provided through existing cloud platforms such as Amaranth10, WEHAGO, and OmniEsol, there is potential synergy for increased sales with existing solutions, which is believed to be the reason for the rapid increase in ONE AI customers.”

Researcher Kim said, “In the second quarter, ONE AI did not contribute significantly to sales, but related sales are expected to start occurring in earnest from the third quarter,” and forecasted, “Due to the seasonal peak in the fourth quarter and the sales visibility of new products, consolidated sales for this year are expected to reach 406.1 billion KRW, and operating profit 83.8 billion KRW, representing increases of 14.8% and 21.3% respectively compared to the previous year.”

Furthermore, he analyzed, “We are currently pursuing the acquisition of new customers for OmniEsol, which was launched last July,” and added, “If new customers are secured for OmniEsol within this year, it is expected to be delivered in the form of an integrated solution compared to existing unit modules, which is positive in terms of expanding scale.”