Naver has surpassed 12 trillion won in annual revenue, supported by balanced growth across key business units such as commerce and fintech last year.

On Feb. 6, Naver said it posted 2025 revenue of 12.04 trillion won and operating profit of 2.21 trillion won. That represents increases of 12.1 percent in revenue and 11.6 percent in operating profit from a year earlier.

Fourth-quarter results were also strong. Consolidated fourth-quarter revenue rose 10.7 percent from a year earlier to 3.20 trillion won. Operating profit increased 12.7 percent to 610.6 billion won, and the operating margin was tallied at 19.1 percent.

Fourth-quarter revenue by business segment was 1.06 trillion won for search platform, 1.05 trillion won for commerce, 453.1 billion won for fintech, 456.7 billion won for content and 171.8 billion won for cloud.

Commerce in particular posted strong gains. It surged 36 percent from a year earlier on solid growth in Smart Store and its global C2C business. Fintech also rose 13 percent, reflecting Smart Store growth and expansion of the external ecosystem. Fourth-quarter payment volume was 23.0 trillion won, up 19 percent from a year earlier.

The search platform grew 1.8 percent from a year earlier after removing the impact of LY settlement payments. Total platform advertising increased 6.7 percent, driven by AI ad placement optimisation and advancement of personalised services such as feed clips.

Naver also unveiled a new three-year (fiscal 2025 to fiscal 2027) shareholder return plan on the day. It plans to return 25 to 35 percent of the average consolidated free cash flow over the previous two years over the next three years through share buybacks and cancellations or cash dividends.

It also plans to change revenue classification starting in the first quarter this year to: Naver Platform (advertising and services), Financial Platform, and Global Challenge (C2C, content and enterprise), reflecting core businesses and opportunities for new businesses more clearly.

Naver CEO Soo-yeon Choi (최수연) said, "This year, we will create new value and monetisation opportunities through a shopping agent and an AI tab." She said, "We will continue strategic investment centred on content, AI infrastructure and N Delivery to secure mid- to long-term growth drivers."