[Click eStock] "Polaris Office, Strength in Combining Naver, GPT, and Stable AI into One"

Sangsangin Securities analyzed on the 11th that Polaris Office's characteristic of not being dependent on a single artificial intelligence (AI) differentiates it from competitors.

Choi Seung-ho, a researcher at Sangsangin Securities, stated in a report on the same day, "Polaris Office is a global office solution company boasting a cumulative subscriber count of 120 million," and analyzed, "Its main revenue comes from office software, accounting for 64% of sales in the first half of this year, with approximately half of the annual office revenue estimated to be advertising revenue."

Researcher Choi Seung-ho explained, "As of the first half, sales amounted to 13.2 billion KRW, and operating profit was around 1.1 billion KRW," adding, "From the second half, Polaris Sewon, which operates in the automotive parts business, will be reflected in the profit and loss statement, and the volume of profits is expected to increase."

He emphasized, "The distinguishing feature of Polaris Office's AI solution, which sets it apart from competitors, is that it is not dependent on a single AI," and added, "For image generation, it utilizes Stable Diffusion, and for text output models, it leverages ClovaX and GPT, selectively applying the strengths of each generative AI."

However, he noted, "The stock price remains highly volatile," and added, "Since high volatility is expected to continue in the future, it is recommended to focus on the AI payment conversion rate and the intensity of collaboration with Naver when approaching."

This content was produced with the assistance of AI translation services.