)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
NAVER Corporation (035420) investor relations material
NAVER Corporation Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Q2 revenue grew 11.7% year-over-year and 4.6% quarter-over-quarter, driven by advertising, commerce, and fintech.
Operating profit reached KRW521.6 billion, up 100.3% year-over-year, with net income up 49.8% year-over-year and 17.4% quarter-over-quarter.
AI integration across search, advertising, and commerce enhanced user engagement and monetization.
Strategic investments in AI, C2C platforms, and global expansion underpin long-term growth.
Operating margin was 17.9%, slightly down sequentially, while net margin improved to 17.1%.
Financial highlights
Revenue reached KRW2,915.1 billion, up 11.7% year-over-year and 4.6% quarter-over-quarter.
Search platform revenue rose 5.9% year-over-year; total ad revenue up 8.7% year-over-year.
Commerce revenue increased 19.8% year-over-year, with Smart Store and on-platform GMV up 10.29%.
Fintech revenue grew 11.7% year-over-year; TPV reached KRW20.8 trillion, up 18.7%.
Content revenue rose 12.8% year-over-year; Webtoon and SNOW showed strong growth.
Outlook and guidance
AI Briefing coverage to expand to 20% of search queries by year-end, with an interactive AI tab launching next year.
Focus on expanding AI-driven ad optimization, commerce platform growth, and fintech ecosystem integration.
Plans to launch a shopping AI agent and expand early morning delivery services.
Ongoing investment in sovereign AI, cloud, and global AI infrastructure projects.
AI briefing: revenue impact & expansion?
Sovereign AI: global business opportunities?
C2C strategy: data acquisition & growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next NAVER Corporation earnings date
Q3 20255 Nov, 2025
Next NAVER Corporation earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
NAVER Corporation is a South Korean internet conglomerate primarily known for operating Naver, the country's leading search engine. The company was established in 1999, initially named Naver Comm, and quickly became a pioneer in web-based services and user-generated content. Over the years, NAVER has expanded its portfolio to include various internet-based services such as the mobile messaging app LINE, digital comics platform Webtoon, and cloud computing solutions through NAVER Cloud. It has also ventured into the e-commerce space, participating actively in South Korea's burgeoning online retail market. The company is headquartered in Seongnam, South Korea, and its shares are listed on the KRX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage