Search results for MobileIndex
Industry
Naver commerce revenue share and user base climb; what is driving the growth?
Naver’s commerce business is extending a steep growth run, with its share of total revenue topping 30 percent for the first time and shopping app users reaching record highs. Multiple factors are seen driving the gains, including a revamped fee structure, expansion of overseas consumer-to-consumer platforms, efforts to strengthen fresh food offerings and the introduction of a shopping AI agent. Brokerages expect strong growth to continue this year.
Games & Commerce
Rogers dawn-delivery stint puts focus on Coupang results improvement, user rebound
Coupang\'s weekly active users are rebounding this month after falling sharply following a personal data leak, with industry data showing usage nearing pre-incident levels. Analysts link the recovery to measures to strengthen the lock-in effect of its paid Wow Membership, including coupons and changes to non-member free-shipping thresholds. Coupang has forecast 5 to 10 percent first-quarter revenue growth. Acting CEO Harold Rogers also joined a lawmaker for a dawn-delivery shift, drawing attention to external relations and consumer trust.
AI & Enterprise
C-commerce users drop after ad spending cuts
The growth of C-commerce platforms such as AliExpress, Temu and Shein has slowed in South Korea, with both user numbers and payment volumes falling, according to app analytics and payments data. Industry observers attributed the decline mainly to reduced performance marketing spending. Sensor Tower data showed large cuts in digital advertising budgets in 2025. MobileIndex data also showed a sharp drop in new installs. Surveys cited consumer concerns over data security and lower customer service satisfaction.
