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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.

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.

Finance

Deposit tokens push into payment networks, accelerate capital market overhaul

Deposit-token trials are spreading from payment gateways and merchant networks to cross-border payments, shifting the commercialisation race from issuance to where tokens can be used. Payment and settlement at the same time could cut small merchants’ fees and settlement periods. Inclusive finance is expanding by borrower type as banks tailor products and fintechs support fees. Regulators are weighing tighter limits on single-stock leveraged products. Market reforms also tighten scrutiny of duplicate listings and low-PBR firms.