Kakao projects record annual revenue and operating prof for 2025, surpassing all previous benchmarks. Company-wide revenue reaches 8.991 trillion South Korean won (KRW), marking a 3% year-over-year increase. Operating prof surges 48% to 732 billion KRW during the same period.
Strong Q4 Performance Drives Growth
Fourth-quarter sales climb 9% to 2.133 trillion KRW, while operating prof skyrockets 136% to 2,034 billion KRW.
Platform Division Leads Expansion
The full platform department posts sales of 1.223 trillion KRW, up 17% from last year. Key target business sales grow 13% to 627 billion KRW.
- Advertising revenue in target segments rises 16% to 373 billion KRW.
- Business messaging sales increase 19%.
- Display advertising expands 18%.
- Grocery, local deals, and other target commerce sales advance 8% to 253 billion KRW.
Commerce achieves a quarterly gross merchandise value (GMV) high of 3 trillion KRW in Q4, a 12% gain. Emerging areas like mobily and payments see base sales jump 30% to 524 billion KRW.
Content and Media Gains
Content department Q4 sales hold steady at 911 billion KRW, topping yearly figures. Music sales rise 12% to 5.25 trillion KRW, while media climbs 30% to 958 billion KRW. Store sales dip 5% to 1.92 trillion KRW.
AI and Ecosystem Focus Fuels Momentum
Kakao accelerates growth via AI integration and the KakaoTalk ecosystem. The company rolls out the ‘Kakao i KakaoTalk’ AI assistant on Android and iOS, boosting user engagement through precise recommendations.
This multimodal model enhances personalization and automates tasks effectively.
Kakao executive Jeong Sin-ah stated, “We priorize group-scale expansion in core operations while differentiating growth strategies for individual segments.”
She added, “Real personalization powers substantial contributions to Kakao’s core growth engine in the mobile era.”
