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Naver steps up AI expansion from infrastructure to offline data

Naver is expanding AI infrastructure and consumer services, including an AI factory being developed with Nvidia and broader use of action-oriented AI across search, shopping, Place and payments. It plans to connect offline data through Npay Connect. Naver reported second-quarter revenue of 3.39 trillion won, up 16.2 percent, and operating profit of 520.3 billion won, down 0.2 percent, citing higher costs including AI infrastructure and Npay Connect terminals.

Games & Commerce

Naver Q2 operating profit down 0.2 percent on expanded AI infrastructure investment

Naver said second-quarter revenue rose 16.2 percent from a year earlier to 3.39 trillion won, while operating profit fell 0.2 percent to 520.3 billion won, reflecting expanded investment in AI infrastructure. Naver Platform sales increased on advertising and service revenue growth. Financial Platform revenue rose, with Npay payment volume climbing to 25.2 trillion won. Global Challenge revenue grew, led by C2C businesses including Wallapop, Poshmark and Soda.

Games & Commerce

Naver narrows commerce gap with Coupang by expanding from search to delivery

Naver is narrowing its gap with Coupang by expanding beyond search and price comparison into delivery and returns management. An analysis by Wiseapp.Retail put Naver and Naver Pay at 96.5 when Coupang is set at 100, though the figure may include external merchant payments. Broker estimates point to strong commerce revenue growth and rising user metrics for Naver Plus Store. The push into fulfillment is lifting transactions and orders, but costs are rising and user gaps remain.