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3.3%O2O 21 20.1%18.3%12.1%UserTracker UserTracker 61.8%29.1%4.4%4.7%mUserTracker-2021 3737 2021+IT%27 293 40%30 7.5 T11 1 C 26 90 12%18 71 10%16 275 38%87 729 100%2021 3838 61.4%58.2%56.3%51.2%51.2%47.9%0.2%AR/2021/61.4%58.2%/AR HMS Core AR Engine 3D AR N=1286 2022 1+/AR Ikea Place Snapchat AR 3939 2021 6%4040 11675 13096 13649 13620 2021Q1 2021Q2 2021Q3 2021Q4 70.6%54.9%52.2%50.3%49.7%44.0%1.3%21 6%70.6%UserTracker N=1202 2022 1+6%mUserTracker-2021 4141%15 61 71%O2O 1.77 RunningQuotient/A 3 10 6 7%6 2 3%5 17 19%36 86 100%89%52%+IT 2021 4242 N=849 2022 1 65.6%65.1%65.4%59.5%56.0%53.4%52.9%51.5%48.5%48.3%0.8%65.6%65.1%50%HMS Core Health Kit 4343 2021 13%7 4444 75.9%73.4%72.8%69.9%2021 13%70%75.9%UserTracker N=721 2022 1 19278 20767 18489 17269 2021Q1 2021Q2 2021Q3 2021Q4 mUserTracker-2021+13%4545 70.8%69.7%62.3%62.0%51.8%0.1%AR 70.8%HMS Core 70%N=1448 2022 1 4646 31%36%52%82%95%69%64%48%18%5%2018 2019 2020 2025e 2030e%62.2%58.7%54.9%53.8%50.0%0.4%2020 52%50%N=1020 2022 1 2018-2030 4747 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