Kakao and Naver have shown core performance since July 2026, leading to a shift in profitability. Both companies have secured market response by introducing new AI‑based services and enhancing AI features in existing platforms.
Performance analysis shows that Kakao’s advertising and payment systems increased efficiency via AI algorithms, resulting in a 15% increase in revenue compared to the previous year. Naver also integrated AI into search and ad services, providing personalized results, increasing average user dwell time by 20%.
In the long term, both companies are exploring diversified revenue models using AI technology. Kakao's case uses chat‑bot and cloud‑based AI services to expand ad revenue; Naver improves search and content recommendation algorithms to increase user acquisition.
These results and strategies aim to strengthen competitiveness in AI while targeting profitability improvement. The industry notes that Kakao & Naver's expansion of AI business has potential impact on overall digital economy.