Search results for Talk Biz
Games & Commerce
Naver boosts investment, Kakao protects profit as AI bets diverge
Naver and Kakao posted diverging third-quarter results and outlined different strategies for execution-based AI. Naver’s revenue rose but operating profit fell as depreciation, operating costs, sports rights fees and commerce marketing spending increased. Kakao’s revenue and operating profit both rose on growth in its Talk Biz platform, led by advertising and commerce, despite weaker content sales. Both aim to expand AI services that perform tasks such as purchases and reservations, but their paths to monetisation differ.
Games & Commerce
Kakao Q2 operating profit up 36 percent as profitability improves on platform growth
Kakao said on Thursday its second-quarter operating profit rose 36 percent from a year earlier to 277.0 billion won under K-IFRS on a consolidated basis. Revenue climbed 9 percent to 2.10 trillion won and the operating margin was 13 percent, while operating costs rose 6 percent to 1.82 trillion won. Platform revenue rose 17 percent and content revenue increased 1 percent. Kakao plans to roll out agentic AI experiences in KakaoTalk.
Games & Commerce
Naver, Kakao face growing pressure to deliver AI results despite record second-quarter outlook
Naver and Kakao are expected to post their best-ever second-quarter sales and operating profit, but both are struggling to gain market traction as their share prices remain weak. Naver hit a 52-week high last month before falling to a fresh 52-week low, while Kakao saw broker target prices cut despite an expected jump in operating profit. Analysts say the market is weighing the lack of clear, measurable AI business contributions, making second-half AI performance the key focus.
