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Games & Commerce

Naver search vs Kakao chats as AI booking race heats up

Naver and Kakao are accelerating efforts to keep information search, place recommendations and bookings inside their own platforms using AI. Naver is expanding its AI tab in search to connect results to maps and real-time reservations, and is disclosing engagement metrics. Kakao is enhancing travel features that begin in KakaoTalk chats and flow to KakaoMap and its booking service. Analysts say it remains to be seen whether these plans will translate into results.

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.

Games & Commerce

Naver, Kakao face growing pressure to deliver AI results despite record second-quarter outlook

Naver and Kakao are expected to post their best-ever second-quarter sales and operating profit, but both are struggling to gain market traction as their share prices remain weak. Naver hit a 52-week high last month before falling to a fresh 52-week low, while Kakao saw broker target prices cut despite an expected jump in operating profit. Analysts say the market is weighing the lack of clear, measurable AI business contributions, making second-half AI performance the key focus.