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Games & Commerce

Naver launches beta of conversational search AI Tab for Naver Plus members

Naver on April 28 launched a beta version of its AI search service, AI Tab, for Naver Plus membership users. The conversational search feature is designed to understand user intent and context and broaden exploration through dialogue. It strengthens links across Naver services such as integrated search, Shopping, Place, Blog and Cafe, supporting steps from browsing to action on a single screen, including reservations and purchases.

Games & Commerce

Google targets portal entryway, putting Naver AI search to the test

Google has expanded its AI-enabled browser, Gemini in Chrome, in South Korea, raising a key test for market leader Naver\'s AI response. The update adds in-browser tools such as webpage summaries, cross-tab comparisons, email drafting, image conversion and integrations with Gmail, Maps, Calendar and YouTube. Naver plans to launch an AI tab in the second quarter and aims to link search with its vertical services, including shopping, places and payments, while managing rising GPU-related infrastructure costs.

Games & Commerce

Naver, Kakao shares lag despite solid earnings as AI monetisation delays cut valuation expectations

Brokerages forecast record first-quarter results for Naver and Kakao, but their shares keep falling this year. Analysts say weaker visibility on monetising artificial intelligence is lowering valuation expectations. Securities firms have cut target prices for both companies. For Naver, rising infrastructure and promotion costs and delays to a blockchain-related merger are weighing on sentiment. For Kakao, investors are watching the super-app push and proof of AI agent utility.