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Naver, Kakao shares lag despite solid earnings as AI monetisation delays cut valuation expectations

Brokerages forecast record first-quarter results for Naver and Kakao, but their shares keep falling this year. Analysts say weaker visibility on monetising artificial intelligence is lowering valuation expectations. Securities firms have cut target prices for both companies. For Naver, rising infrastructure and promotion costs and delays to a blockchain-related merger are weighing on sentiment. For Kakao, investors are watching the super-app push and proof of AI agent utility.

Games & Commerce

Naver, Kakao set to post record first-quarter results led by commerce and ads

Naver and Kakao are expected to post record first-quarter results, driven by commerce and advertising. Naver’s revenue is forecast to rise 12.8 percent to 3.14 trillion won, with operating profit up 11 percent to 560.9 billion won, led by strong commerce growth. Kakao is expected to report revenue of 2.01 trillion won and operating profit of 179.5 billion won, up 70.3 percent, on KakaoTalk ad growth and efficiency moves.

Games & Commerce

Naver to support digital transformation for 10,000 Place merchants, offer tools for external brand stores

Naver said on Wednesday it will roll out support programmes to extend its online digital transformation experience to offline merchants and an AI transformation ecosystem. From June, it will provide on-site consulting for 10,000 Naver Place merchants a year to help them datafy and analyse operations such as visits, orders, reservations and payments. It will also run Place School training, expand support for Smart Store sellers, widen AdVoost coverage and provide tools for external brand stores.