Search results for TalkBiz
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.
Games & Commerce
Kakao nears \'Talk Affiliate\' launch, shifts to participation-based ads
Kakao is preparing to launch \'Talk Affiliate\', a participation-based advertising service linking KakaoTalk short-form creators and Gift Giving transactions. After a trademark filing and a pilot test, Kakao has written into its ad policy that fees will be charged based on sales generated through the affiliate service, with commission rates to be announced. The move comes as display advertising has posted five straight quarters of declines and commerce growth has slowed.
