1. NAVER’s September IR Conference: What to Expect?

NAVER will announce its business performance and future growth strategies to institutional investors at this IR conference. The key focus will be on strengthening AI technology competitiveness centered around ‘HyperCLOVA X’ and expanding global content business strategies. Investors are expected to have their questions answered regarding NAVER’s Q1 2025 earnings and future growth potential.

2. NAVER’s Present and Future: Key Analysis

NAVER recorded solid operating revenue growth (11.0% growth year-on-year) in Q1 2025. Positive factors such as the introduction of AI technology and expansion of the global content business played a role. However, macroeconomic uncertainties and intensifying competition in the e-commerce market are factors to watch out for. Increased AI investment and R&D costs can also be a burden in the short term.

3. IR Conference Impact on Stock Price

This IR conference is expected to have a significant impact on NAVER’s stock price. Anticipation for the announcement of AI performance and global strategies can stimulate investor sentiment and provide upward momentum for the stock price. Conversely, an announcement that falls short of market expectations could be a factor in a stock price decline.

4. Action Plan for Investors

  • Carefully analyze the IR presentation content (AI performance indicators, content expansion strategy, new business model profitability outlook).
  • Comprehensively assess how the content of the presentation contributes to strengthening NAVER’s competitiveness in the current market situation.
  • Make investment decisions based on NAVER’s long-term fundamentals (AI leadership, global growth potential, financial structure) without being swayed by short-term stock price fluctuations.