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Telecommunications & Media

Korea mobile carriers\' Q2 operating profit seen near 1.5 trillion won, AI data centers and B2B in focus

South Korea\'s three mobile carriers are expected to post mixed second-quarter results, with combined operating profit forecast at about 1.46 trillion won. SK Telecom and LG Uplus are seen extending earnings gains on wireless subscriber growth and AI infrastructure, including AI data centers. KT is expected to see operating profit fall sharply due to base effects from large property-related gains a year earlier. Analysts also point to AI data centers and B2B growth pace as key variables for the second half.

Games & Commerce

Existing IPs, not new releases, to divide Korean game makers\' Q2 results

South Korean game makers\' second-quarter results are expected to diverge based on profits generated by existing intellectual property rather than whether they released new titles. Krafton and NC, which own PUBG and Lineage, are forecast to post sharp gains helped by new titles and acquisitions. Netmarble is expected to see weaker profitability due to marketing and IP fees, while Nexon expects a pause as some key titles soften despite stable live services.

Games & Commerce

Kakao expands AI commerce tests; payment is key beyond recommendations

Kakao is expanding AI commerce experiments inside KakaoTalk, aiming to keep users within the app from recommendation and search to booking and payment. The company has added a “Special Friend” gift feature and strengthened the “Kanana” place agent to broaden recommendations and enable reservations. Analysts say monetisation depends on whether recommendations translate into completed transactions and payments within KakaoTalk, not just feature launches.