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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.
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.
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