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Games & Commerce
Kakao steps up AI shift under Jeong Shin-a second term; key test is proving monetisation
Kakao is accelerating its shift to artificial intelligence in the second term of CEO Jeong Shin-a, after a first phase focused on restructuring affiliates and governance. The company is redefining KakaoTalk as an AI-based execution platform and expanding external partnerships and global business initiatives. Kakao has set targets for revenue growth and profitability and plans shareholder returns. Investors remain focused on when and how AI monetisation will show up in earnings.
Games & Commerce
Naver, Kakao draw attention with different AI strategies
Naver and Kakao are sharpening their artificial intelligence strategies this year, drawing attention for their different approaches. Naver is pursuing an “expansive internalisation” strategy by embedding AI across businesses such as search, commerce, fintech, cloud and robots. Kakao is concentrating AI within its single platform, KakaoTalk, after two years of restructuring that reduced affiliates. Both are tying AI initiatives to revenue models such as advertising, commerce and subscriptions.
Games & Commerce
Kakao confirms Jeong Shina second term as CEO
Kakao said shareholders approved the reappointment of CEO Jeong Shina as an inside director at its annual meeting on March 26, extending her term to March 2028. The company said it will shift its management focus toward artificial intelligence and KakaoTalk-led growth and expand AI agent services. Kakao also plans to reduce 100 billion won in share premium capital, raise total dividends by 10 percent from a year earlier, and cancel more than half of its treasury shares.