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Kakao
Kakao (035720) investor relations material
Kakao Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Streamlined organizational structure, reducing subsidiaries from 150 to 94, focusing on core businesses for sustainable growth.
Strategic shift towards AI and KakaoTalk as growth pillars, with rapid AI trials, new studio model, and launch of ChatGPT for Kakao and Kanana.
Announced strategic partnership with Google for on-device AI and continued collaboration with OpenAI for B2C AI services.
Q4 2025 revenue grew 9% YoY and 3% QoQ, with platform revenue up 17% YoY and 16% QoQ, while content revenue was flat YoY and down 11% QoQ.
Full-year 2025 revenue increased 3% YoY, driven by 11% growth in platform revenue, while content revenue declined 5% YoY.
Financial highlights
Achieved record high quarterly revenue in Q4, with consolidated revenue of KRW 2,133 billion, up 9% YoY and 3% QoQ.
Annual consolidated revenue surpassed KRW 8 trillion for the first time, reaching KRW 8,099 billion, up 3% YoY.
Q4 operating profit was KRW 203 billion (10% margin), up 136% YoY but down 7% QoQ; annual operating profit reached KRW 732 billion (9% margin), up 48% YoY.
Q4 2025 net profit was -KRW 39 billion due to impairment losses; annual net profit was KRW 526 billion.
ROE improved by 3.9 percentage points YoY to 4.4%.
Outlook and guidance
Targeting above 10% growth in annual consolidated revenue and 10% operating profit margin in 2026.
Q1 2026 expected to show double-digit top-line growth in platform businesses, with margin improvement.
AI monetization foundation to be built in 2025, with meaningful revenue expected from 2026.
Continued investment in AI within profitability limits, and expansion of agentic AI ecosystem with new partners.
Ongoing efforts to strengthen IP lineup in games and expand secondary IP business in music.
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Next Kakao earnings date
Q1 20267 May, 2026
Kakao
Next Kakao earnings date
Q1 20267 May, 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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