1. Kakao IR: What’s on the Agenda?

Kakao’s IR presentation will review Q1 2025 earnings and unveil its future growth strategy. The company is expected to present concrete plans and achievements regarding its AI business, platform competitiveness, and content business.

2. Q1 2025 Earnings: A Mixed Bag

Kakao’s Q1 2025 performance presented both positive and negative aspects. While the content business showed growth and AI investment expanded, the platform business experienced revenue decline and profitability deterioration. Despite growth in Talk Biz, overall platform revenue decreased. Though the content sector grew, intensifying competition and profitability remain key challenges.

3. Key Points for Investors

  • AI Strategy: Concrete AI investment outcomes and new revenue generation plans are crucial.
  • Platform Competitiveness: Strategies to reverse the revenue decline and improve profitability are essential.
  • Content Business: Focus on global market expansion and IP value maximization strategies.
  • Risk Management: Strategies for navigating macroeconomic uncertainties are critical.
  • Shareholder Return Policy: Examine efforts to enhance shareholder value.

4. Post-IR Stock Price Outlook: Opportunities and Risks

If Kakao successfully addresses market concerns and instills confidence in its future growth during the IR, its stock price could gain momentum. Conversely, if uncertainties persist or the outlook is disappointing, a stock price decline is possible.