Q2 2025 Kakao Corp Earnings Call Transcript

Aug 6, 2025 / 12:00 AM GMT

Transcript

Key Points

Positve

Kakao Corp (XKRX:035720) recorded the highest quarterly revenue in its history, driven by solid growth in business and visible performance from affiliates.
Operating profit reached an all-time high due to ongoing company-wide cost optimization efforts.
Kakao Corp plans to launch various new services focused on its key pillars, Kakao Talk and AI, to drive top-line growth.
The company is preparing a large-scale overhaul of Kakao Talk services, enhancing user experience and increasing user engagement.
Kakao Corp is investing in AI, aiming to integrate AI into daily life and redefine user experiences with new AI services.

Negative

Display ad revenue declined by 5% year-over-year due to a base effect from the previous year's temporary surge in marketing spend by Chinese e-commerce players.
Portal revenue was down 11% year-over-year due to a decline in search queries and preparations for a business transfer.
Content business revenue decreased by 7% year-over-year, although it saw a 12% quarter-over-quarter increase.
There is concern about potential user fatigue due to increased advertisements, which could undermine user experience.
Kakao Corp was not included in the government's shortlist for the AI foundational model initiative, raising questions about its AI strategy compared to the government's.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

035720.KS - Kakao Corp
Q2 2025 Kakao Corp Earnings Call
Aug 07, 2025 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, I'm Jeffrey from Cacao IR. Let's begin with the 2nd quarter of 2025 earnings conference call. Today I am joined by Shia Cheng, the CEO, and Jayden Shin, the CFO. Please be reminded that the earnings results are consolidated estimates under the KRFRS basis and are subject to change upon the auditor's review.

Also, forward-looking estimates are based on assumptions, so actual results may differ from figures included in today's presentation.

Now we will have a presentation from CEO Xina Cheng.

Good morning. This is Gina, CEO of Cacao. This quarter, Cacao recorded the highest quarterly revenue in our history, driven by the solid growth of biz and visible business performance from our affiliates.

In addition,

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