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NAVER
NAVER (035420) investor relations material
NAVER Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
Focused on strengthening AI-driven personalization, expanding content, and launching new AI-powered features like AI Briefing and Shopping Agent to enhance user engagement and monetization opportunities.
Achieved double-digit revenue and operating profit growth year-over-year, with commerce, advertising, and fintech as key drivers.
Net profit declined 68% year-over-year in Q4 due to increased goodwill impairment losses.
Continued investment in AI, infrastructure, and strategic partnerships to support long-term growth and competitiveness.
Financial highlights
Q4 revenue rose 10.7% year-over-year to KRW 3,195.1 billion; full-year revenue up 12.1% to KRW 12,035.0 billion.
Q4 operating profit increased 12.7% year-over-year to KRW 610.6 billion; full-year operating profit up 11.6% to KRW 2,208.1 billion.
Q4 net income declined 68% year-over-year to KRW 164.6 billion; full-year net income down 5.8% to KRW 1,820.3 billion.
Q4 free cash flow was KRW 185 billion, down KRW 252.8 billion year-over-year due to higher CapEx.
Operating expenses grew 10.3% year-over-year in Q4, with marketing expenses up 12.9%.
Outlook and guidance
Plans to double AI Briefing coverage by end of 2026 and expand AI-driven features across search, shopping, and local services.
Targeting double-digit Smart Store GMV growth in 2026 and a 20%+ increase in active membership users.
Continued expansion of sovereign AI and GPU-as-a-service businesses domestically and globally.
New three-year shareholder return program with 25%-35% of average free cash flow returned via buybacks or dividends; 2025 dividend set at KRW 393.6 billion.
Focus areas for 2026 include enhancing delivery experience, scaling membership subscriptions, and leveraging AI for user experience improvements.
What assets caused the goodwill impairment loss?
Webtoon's path to profitability given revenue decline
Enterprise AI B2B monetization strategy and timeline
AI search monetization strategy
Commerce delivery expansion strategy
Sovereign AI business outlook
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Next NAVER earnings date
Q1 20268 May, 2026
NAVER
Next NAVER earnings date
Q1 20268 May, 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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