[Special Stock] Korean AI Recognized Worldwide... Eastsoft Gaining More Heat Overseas

ESTsoft is showing strong performance. The domestic and international membership of its AI human video production and auto dubbing service, 'Perso.ai,' has quadrupled in just three months, which appears to be influencing its stock price. Experts are advising attention to this, comparing it to overseas cases where company valuations surged by trillions of won after launching AI services.

As of 9:59 AM on the 21st, ESTsoft's stock is trading at 25,550 KRW, up 3.86% from the previous trading day.

ESTsoft, a specialist in AI services, announced that Perso.ai's domestic and international membership has surpassed 80,000.

The growth of Perso.ai has been led by overseas users. The proportion of overseas subscribers stands at 70%, significantly exceeding the 30% domestic subscriber base. By region, subscriber numbers have been steadily high in North America and Europe, including the United States, the United Kingdom, and France. Growth has been steep in Asia, including India, the Philippines, and Indonesia.

Perso.ai has shown rapid growth since November last year, when it introduced the AI Video Translator feature, an auto dubbing service. Currently, the average daily number of new subscribers is 500, with a daily maximum of 2,500.

The AI Video Translator is a feature that recreates the speaker's voice tone and even generates lip movements in the video. In January, an 'audio separation function' was added to improve dubbing quality, enhancing usability and strengthening service competitiveness.

As interest in the AI Video Translator grows, ESTsoft plans to aggressively target the global dubbing market through Perso.ai. Additionally, to enhance service competitiveness, it will introduce AI prompting-based editing features and team collaboration functions to support simultaneous work.

Kim Saeng-geun, head of ESTsoft Perso SaaS Center, said, "Continuous innovation considering usability, combined with globally competitive AI technology, is driving Perso.ai's growth." He added, "We will accelerate growth so that Perso.ai can become a global AI SaaS."

Researcher Park Sera from Daishin Securities stated, "This year, attention should be paid to ESTsoft's new AI human business." She explained, "PERSO.ai provides customized AI human solutions." She also noted, "It is an official customer of Microsoft (MS)" and "PERSO.ai has been integrated into MS Teams."

She continued, "In addition, services such as ▲AI Studio ▲AI Live Chat ▲AI Video Translator are being offered," and analyzed, "Due to AI services launched last year, PERSO.ai's revenue is expected to triple from the previous year to 6 billion KRW this year." She emphasized, "Global peers in the AI video translation business, such as Synthesia, saw their company valuation grow from 1 billion USD to 2.1 billion USD after product launch," and "Heygen recently received a 500 million USD valuation through Series A funding." She advised, "Although ESTsoft's AI revenue has not yet shown a large scale, it is necessary to pay attention as it can achieve external growth through AI services in the future."