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Games & Commerce

Korea platform membership rivalry heats up: Naver points vs Coupang delivery vs Kakao connections

Kakao has launched a 4,900-won monthly integrated membership and started first-come, first-served sign-ups for a small group of users, intensifying paid membership competition among Korean platforms. Naver Plus Membership also charges 4,900 won and has expanded benefits from shopping points to content and delivery. Coupang’s Wow Membership costs 7,890 won and focuses on shipping and food delivery. Kakao is tying KakaoTalk users to shopping, payments, content, finance and insurance services.

Games & Commerce

Naver Smartstore marks 10 years as seller support expands from DX to AX

Naver has released a report analysing the past 10 years of Smartstore, saying its seller support system has expanded from digital transformation to artificial intelligence transformation. The D-Commerce Report 2026 was jointly researched by teams led by professors Yoo Byung-joon at Seoul National University and Choi Bo-reum at Yonsei University. It tracks support shifting from finance to content, data and logistics, and to personalisation and AI recommendations, and examines which support sellers value at different growth stages.

Games & Commerce

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.