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Kakao
Kakao (035720) investor relations material
Kakao Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Q3 2025 consolidated revenue reached KRW 2,087 billion, up 9% YoY and 3% QoQ, with platform and content segments contributing nearly equally.
Operating profit rose 59% YoY and 12% QoQ to KRW 208 billion, with a 10% margin, the highest in four years.
Net profit surged 146% YoY and 12% QoQ to KRW 193 billion, with a net profit margin of 9.2%.
No notable one-off items contributed to Q3 profit; structural improvements across affiliates were key drivers.
Employee headcount decreased by 752 YoY due to divestments and conservative hiring.
Financial highlights
Platform revenue: KRW 1.598 trillion (+12% YoY), content revenue: KRW 1.267 trillion (+5% YoY, +6% QoQ).
TalkBiz advertising: KRW 325.4 billion (+11% YoY, +1% QoQ); business messaging up 22% YoY.
Commerce GMV: KRW 2.5 trillion (+4% YoY); TalkGift self-purchase GMV up 40% YoY.
CAPEX: KRW 178.4 billion, up significantly YoY and QoQ due to server investments.
Labor costs and cost of revenue both saw moderate increases, with labor cost at KRW 488.6 billion and cost of revenue at KRW 747.7 billion.
Outlook and guidance
Q4 platform segment expected to see continued strong growth in advertising, commerce, mobility, and pay.
TalkBiz advertising projected to deliver over 10% YoY revenue growth in Q4.
Content segment expected to see a QoQ revenue decline due to game and music segment softness.
Strategic marketing expansion and investment in AI and digital transformation initiatives.
Cost pressures from investments are within anticipated range; profitability framework remains intact.
Detail server investment for AI initiatives
Clarify Talk Biz Commerce revenue recognition
Identify drivers of non-controlling interest profit
AI monetization strategy for new services
Kakao Talk revamp: traffic quality impact
Drivers of Q3 structural profit improvement
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Next Kakao earnings date
Q4 202512 Feb, 2026
Kakao
Next Kakao earnings date
Q4 202512 Feb, 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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