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NAVER Corporation (035420) investor relations material
NAVER Corporation Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 revenue rose 15.6% YoY to KRW 3.1381 trillion, driven by strong growth in advertising, commerce, and fintech.
Operating profit increased 8.6% YoY to KRW 570.6 billion, with a margin of 18.2%.
Net income surged 38.6% YoY to KRW 734.7 billion, supported by investment and equity method gains.
AI integration across services, especially in search and commerce, enhanced user engagement and monetization.
Financial highlights
Advertising revenue grew 10.5% YoY, outpacing the market.
Commerce revenue jumped 35.9% YoY to KRW 985.5 billion, with Smart Store GMV and take-rate rising.
Fintech revenue increased 12.5% YoY to KRW 433.1 billion, with TPV up 21.7% to KRW 22.7 trillion.
Content revenue rose 10% YoY to KRW 509.3 billion, led by Webtoon and SNOW growth.
Operating expenses climbed 17.2% YoY, mainly due to higher labor, infrastructure, and marketing costs.
Outlook and guidance
Continued investment in AI and infrastructure, with GPU CapEx expected to reach KRW 1 trillion this year and similar levels for GPUs alone from 2026 onward.
AI-driven advertising and commerce expected to further boost monetization and user engagement.
Ongoing expansion of AI Briefing coverage and rollout of AI shopping agent and integrated AI services by next spring.
Plans to drive further GMV and traffic in commerce through enhanced personalization, expanded delivery, and membership benefits.
Focus on global enterprise growth via partnerships and new projects in AI and digital infrastructure.
Saudi JV: Super App and Digital Twin impact?
Security Plus Unlisted: Future platform evolution?
Infrastructure expense: Impact of computing asset investments?
GPU business profitability timeline
AI agent environment revenue models
NAVER's physical AI software strategy
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Next NAVER Corporation earnings date
Q4 20255 Feb, 2026
Next NAVER Corporation earnings date
Q4 20255 Feb, 2026
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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.
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