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Investor Relations14 Oct 2025
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Kakao Corp (035720) investor relations material
Kakao Corp Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Achieved record Q2 operating profit and revenue, driven by cost optimization, strong affiliate performance, and platform growth.
Operating profit increased 39% YoY and 76% QoQ to KRW 186bn, with margin improving to 9.2%.
Net profit surged 97% YoY but declined 14% QoQ, totaling KRW 172bn.
Sequential launch of new services focused on KakaoTalk renewal and AI, targeting long-term growth.
Stable domestic KakaoTalk MAU at 49 million, global MAU at 54.3 million.
Financial highlights
Q2 consolidated revenue: KRW 2.28 trillion, up 1% YoY and 9% QoQ.
Platform revenue: KRW 1.055 trillion, up 10% YoY and 6% QoQ; content revenue down 7% YoY, up 12% QoQ.
TalkBiz revenue: KRW 542 billion, up 7% YoY, down 2% QoQ; ad revenue up 4% YoY, up 12% QoQ.
Commerce GMV: KRW 2.5 trillion, up 6% YoY, down 4% QoQ; gift service GMV up 8% YoY.
Operating expenses decreased 2% YoY but increased 5% QoQ, mainly due to higher outsourcing and infrastructure costs.
Outlook and guidance
Q4 expected to mark start of long-term structural improvement, with double-digit TalkBiz ad revenue growth targeted.
Sequential rollout of new KakaoTalk and AI services from September through year-end.
Revenue growth to outpace profitability in H2, with acceleration in TalkBiz and balanced growth expected next year.
Strategic marketing investments planned to diversify content IP and strengthen platform competitiveness.
Ongoing focus on profitability in music and efficiency in marketing spend.
How will Kakao ensure creator compensation?
What is the timeline for Kanana service launches?
What drove Q2's record operating profit?
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Next Kakao Corp earnings date
Q3 20257 Nov, 2025
Next Kakao Corp earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
Kakao Corp is a South Korean technology company specializing in internet services, digital content, and mobile platforms. The company operates KakaoTalk, a widely used messaging application, and provides a range of services including fintech, entertainment, e-commerce, and mobility solutions. Kakao Corp is also involved in digital advertising, gaming, webtoons, and music streaming through its various subsidiaries and business units. Kakao Corp is headquartered in Jeju, South Korea, and its shares are listed on the KRX.
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