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Kakao Corp (035720) investor relations material
Kakao Corp Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Achieved record-high quarterly revenue for two consecutive quarters, with consolidated revenue up 9% YoY and 3% QoQ in Q3 2025, reaching KRW 2.087 trillion; platform and content segments contributed 51% and 49% respectively.
Operating profit increased 59% YoY and 12% QoQ to KRW 208 billion, with a 10% margin, the highest in four years.
Net profit surged 146% YoY and 12% QoQ to KRW 193 billion, with a net profit margin of 9.2%.
Major KakaoTalk revamp in September led to increased user engagement and time spent, reversing a downward trend.
Launched new AI services, including on-device Kanana in Talk and ChatGPT for Kakao, with strong early adoption.
Financial highlights
Consolidated revenue: KRW 2.087 trillion (+9% YoY, +3% QoQ).
Operating profit: KRW 208 billion, operating margin 10% (+3pp YoY).
Net income: KRW 193 billion, net profit margin 9.2%.
CAPEX: KRW 178.4 billion, up significantly YoY and QoQ due to server investments.
Operating expenses increased 5% YoY and 2% QoQ, with notable rises in outsourcing and infrastructure costs.
Outlook and guidance
Expect double-digit YoY growth in TalkBiz advertising revenue in Q4.
Commerce revenue growth to accelerate in Q4, driven by deferred transactions and year-end seasonality.
Platform segment to see continued positive results; content segment expected to decline QoQ due to game and music softness.
Continued focus on profitability and operational efficiency, especially in entertainment and story segments.
Strategic marketing expansion and investment in AI and digital transformation initiatives.
Detail server investment for AI initiatives
Clarify Talk Biz Commerce revenue recognition
Identify drivers of non-controlling interest profit
AI monetization strategy for new services
Kakao Talk revamp: traffic quality impact
Drivers of Q3 structural profit improvement
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Next Kakao Corp earnings date
Q4 202519 Mar, 2026
Next Kakao Corp earnings date
Q4 202519 Mar, 2026
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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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