Search results for TalkBiz
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.
Games & Commerce
Kakao to step up TalkBiz, AI and blockchain push in 2026
Kakao, which reduced its number of affiliates to 94 from 147 by the end of last year, plans to expand its artificial intelligence and blockchain ecosystems this year based on improved profitability in its core business. The company is betting on a rebound in KakaoTalk’s TalkBiz ad revenue, an AI service called “Kanana” due in the first quarter, and global growth driven by a “super wallet” and a consortium-backed won stablecoin ecosystem.