Search results for TalkBiz
Games & Commerce
KakaoTalk Gift Giving targets self-purchases. Why?
KakaoTalk\'s Gift Giving service is expanding beyond birthdays and anniversaries into a shopping space for users themselves. Self-purchases still account for about 20 percent of total Gift Giving transaction value, but their growth is far outpacing overall TalkBiz commerce growth, which includes Gift Giving and Talk Deal. Kakao has rolled out promotions, new tabs and ranking features, and strengthened benefits during shopping events. The push could lift advertising and tie into membership and AI features, but also raises competitive pressure against major shopping platforms.
Games & Commerce
Kakao focuses on everyday AI linking orders, reservations and payments in KakaoTalk
Kakao is prioritising agent services in KakaoTalk that identify user intent and link it to orders, reservations and payments, rather than entering AI infrastructure such as data centres and GPU cloud. CEO Chung Shin-a outlined a plan to start with food delivery through a Coupang Eats tie-up and expand to commerce, reservations and travel. Kakao aims to raise monthly AI users to 10 million by end-2026 and begin monetisation via fees and subscriptions in 2027.
Games & Commerce
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.
