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(181710) NHN Corporation Q3 2025 Earnings Call: A Deep Dive Analysis for Investors (181710 Stock)
Investors are marking their calendars for a pivotal event: the NHN Corporation Q3 2025 Earnings Call scheduled for November 10, 2025. This isn’t just a routine financial update; it’s a critical moment that could significantly redefine the growth narrative and enterprise value of NHN Corporation stock (181710). With the market holding its breath due to a current scarcity of in-depth analysis, this investor relations (IR) event will serve as a powerful catalyst, potentially charting the stock’s course for the months ahead.

This analysis provides a multi-faceted preview of the upcoming call, exploring key performance indicators, potential market reactions, and a strategic guide for shareholders. We’ll examine what’s at stake as the company prepares to disclose its performance and future strategies to the investment community.

“Earnings calls for diversified tech companies like NHN are battlegrounds of perception. It’s not just about the numbers; it’s about the story they tell. The Q3 2025 call will be a crucial test of management’s vision and execution.”

Core Business Segments Under the Microscope

With a market capitalization hovering around 888 billion KRW (as of late October 2025), NHN’s valuation hinges on the performance of its diverse business segments. During the NHN Corporation Q3 2025 Earnings Call, analysts will be laser-focused on the growth, profitability, and strategic direction of these key areas:
- •Gaming: As the traditional backbone, what is the performance of flagship titles and the pipeline for new releases? Is the company successfully navigating shifts in the global gaming market?
- •Payments (PAYCO): How is the payment division competing? Investors will look for user growth, transaction volume, and profitability trends in this highly competitive fintech space.
- •Cloud & IT Services: A key growth driver. What is the adoption rate of NHN Cloud? Are they securing significant enterprise clients and expanding their market share against larger rivals?
- •Advertising & Commerce: Commentary on digital ad spending trends and the health of their commerce platforms will provide insight into the broader economic environment’s impact on NHN.
Potential Scenarios for NHN Corporation Stock (181710)

The market’s reaction will hinge on whether the results meet, beat, or miss expectations. Here are two potential scenarios for the NHN Corporation stock post-announcement.

Positive Scenario: Building Upward Momentum

A bullish outcome would be triggered if NHN reports revenue and profit figures that significantly surpass consensus estimates. This could be driven by breakout performance in the cloud division or a hit new game release. If management follows this with a confident Q&A session, outlining a clear and achievable strategy for future growth and margin expansion, investor sentiment could turn decisively positive, potentially leading to a significant rally in the 181710 stock price.

Negative Scenario: Facing Downward Pressure

Conversely, a bearish scenario could unfold if the NHN earnings fall short. This might stem from increased competition in payments, higher-than-expected costs in cloud infrastructure, or a slowdown in the gaming sector. If management provides vague answers or reveals a cautious outlook for Q4 and beyond, uncertainty could spook investors. Any unforeseen negative disclosures, which can be found in the Official Disclosure (DART), could amplify the downward pressure on the stock.

An Investor’s Action Plan

Given the information gaps, proactive research is paramount. A meticulous analysis of the actual earnings results and management’s commentary is non-negotiable for making an informed decision.
- •Analyze Competitor Data: Review recent earnings reports from competitors in the cloud, gaming, and fintech sectors to establish industry benchmarks. You can find excellent market analysis on platforms like Bloomberg Terminal.
- •Review Historical Performance: Examine how NHN Corporation stock has reacted to past earnings announcements to understand typical volatility and investor response patterns.
- •Consult Post-IR Reports: After the call, look for reports from major brokerage houses and financial analysts. Their revised estimates and opinions will heavily influence market sentiment.
- •Read Related Analysis: For more background, consider our deep dive into NHN’s Cloud Division strategy for a complete picture.
The upcoming NHN Corporation Q3 2025 Earnings Call is more than a report—it’s a signpost for the company’s future. Careful preparation and diligent analysis will be the key to navigating the opportunities and risks it presents.
10/19/2025
Devsisters Issues $300M Convertible Bonds: Will Cookie Run Rise or Fall?
Devsisters has decided to issue $300 million in convertible bonds. This move presents both an opportunity – securing funds for new investments based on the Cookie Run IP – and a risk – potential stock dilution. Let’s delve into the potential impact of this decision on Devsisters’ future and what investors should watch out for.
1. Devsisters’ $300M Convertible Bond Issuance: What’s Happening?
Devsisters plans to strengthen its financial structure and invest in new businesses by issuing $300 million worth of convertible bonds. These funds are intended for developing new games based on the Cookie Run IP, expanding into the global market, and establishing new business models.
2. Why Issue Convertible Bonds?
The company currently needs to secure cash flow due to share repurchases. Issuing convertible bonds is a way to raise necessary capital while minimizing shareholder backlash compared to issuing stocks. This is interpreted as a strategic choice to secure long-term growth momentum.
3. What Will Be the Impact?
- Positive Effects: Increased potential for securing growth engines, such as developing new Cookie Run IP-based games and expanding into the global market.
- Potential Risks: The current stock price is significantly lower than the conversion price of ₩61,800, posing a risk of diluting existing shareholder value upon future conversion to stocks. Concerns about increased financial burden if the funds are not utilized effectively.
- Macroeconomic Impact: Devsisters, with a high proportion of overseas sales, is sensitive to exchange rate fluctuations. Careful attention should be paid to exchange rate and interest rate volatility.
4. What Should Investors Do?
- Closely monitor Devsisters’ investor relations activities and fund utilization plans.
- Continuously check new game release schedules, game operation performance, and changes in the value of the Cookie Run IP.
- Consider the gap between stock price trends and the conversion price, and monitor market reactions to the possibility of conversion rights exercise.
Frequently Asked Questions (FAQ)
What are convertible bonds?
Convertible bonds are bonds that give the holder the right to convert them into shares of the issuing company’s stock after a certain period. Investors can earn interest income from the bonds or convert them to stocks to profit from stock price increases.
How will Devsisters’ convertible bond issuance affect the stock price?
In the short term, the stock price is likely to remain largely unaffected or neutral. However, in the long term, depending on the performance of the fund utilization, the stock price may rise or fall due to the dilution effect of stock conversion.
What should investors be aware of?
Investors should comprehensively consider the difference between the conversion price and the current stock price, fund utilization plans, the competitive landscape of the game industry, and macroeconomic volatility. Thoroughly reviewing the company’s IR materials and disclosure information is crucial.
09/22/2025
Com2uS Investor Relations (IR) Analysis: A Glimpse into the Future on September 24, 2025
Com2uS is holding an Investor Relations (IR) meeting on September 24, 2025. With recent improvements in financial indicators and a positive growth outlook, this IR session is attracting significant investor attention. This analysis provides key insights and investment strategies, offering a valuable glimpse into Com2uS’s future.
Com2uS IR: What’s Happening?
Com2uS will announce its key management status and future outlook through a Non-Deal Roadshow (NDR) hosted by iM Securities on September 24, 2025. This IR aims to strengthen communication with investors and enhance corporate value.
Com2uS IR: Why Is It Important?
Com2uS has recently shown positive growth driven by the continued success of the ‘Summoners War’ IP, new game releases, and investments in new businesses. This IR meeting will be a crucial opportunity to share these achievements with investors, backed by objective data, and present their future vision. Specifically, detailed information on the new game lineup, new business strategies, and overseas market entry plans are expected to be revealed.
Com2uS IR: So What?
- Positive Impact: Transparent information disclosure and direct communication with management can build investor confidence and create momentum for stock price increases.
- Negative Impact (Caution): If the announced content falls short of market expectations or unexpected risks are revealed, there is a possibility of a stock price decline.
Com2uS IR: What Should Investors Do?
- Investors should carefully review the information announced at the IR and develop an investment strategy by analyzing future growth potential.
- It’s essential to make investment decisions by comprehensively considering factors such as the potential success of new games, the competitiveness of new businesses, and overseas market entry strategies.
Frequently Asked Questions (FAQ)
When is the Com2uS IR meeting?
It will be held on September 24, 2025, at 9:00 AM.
What will be announced at the IR meeting?
Key management status, new game lineup, new business investment status, and financial status will be announced.
How can I participate in the IR meeting?
Participation is available through iM Securities. Please contact iM Securities for details.
09/18/2025
WeMade’s Treasury Stock Disposal: What Investors Should Know (September 2025 Analysis)
On September 3, 2025, WeMade announced the disposal of treasury shares. How will this news impact investors? This article delves into the background and significance of WeMade’s decision and highlights the key takeaways for investors. Going beyond simple event analysis, we’ll examine WeMade’s current situation and future prospects to help you formulate your investment strategy.
1. WeMade’s Treasury Stock Disposal: What Happened?
WeMade has decided to dispose of 21,666 common shares (approximately KRW 400 million) to facilitate the exercise of stock options. This represents a negligible portion (0.00%) of the total outstanding shares.
2. Why the Disposal?
The disposal is a procedural measure related to the exercise of stock options granted to employees. It’s a pre-planned event, distinct from raising new capital or a treasury stock buyback.
3. What Does This Mean for Investors?
The direct impact on fundamentals is expected to be minimal in the short term. The small scale of the disposal can be interpreted as a shareholder-friendly policy and a move to motivate employees.
4. WeMade’s Present and Future: Investor Action Plan
- Weak H1 2025 Performance: Decline in revenue, operating and net loss. Impacted by intensified competition in the gaming market and increased investment in blockchain business.
- Positive Factors: Efforts to improve financial soundness, competitive strength of the ‘Legend of Mir’ IP, growth potential of the blockchain gaming market.
- Key Variables: Utilization of ‘Legend of Mir’ IP, performance of the blockchain business, outcome of the lawsuit with Actoz Soft.
- Investment Strategy: Focus on long-term growth strategy and earnings improvement rather than short-term volatility. Consider business competitiveness, new game launches, blockchain business performance, and legal risk management capabilities comprehensively.
Investors should focus on WeMade’s business competitiveness and growth potential rather than the treasury stock disposal itself. Continuous monitoring is crucial to identify investment opportunities.
FAQ
Will WeMade’s treasury stock disposal negatively impact the stock price?
No. The disposal is related to the exercise of stock options and is too small to significantly impact the stock price.
What is the outlook for WeMade’s blockchain business?
While the blockchain gaming market has high growth potential, it is still in its early stages. It remains to be seen whether WeMade’s blockchain ventures will translate into substantial profits.
What should investors consider when investing in WeMade?
Factors to consider include intensifying competition in the gaming market, uncertainty surrounding the blockchain business, and the ongoing lawsuit with Actoz Soft. A long-term perspective focused on business competitiveness and growth potential is crucial.
09/03/2025
NCSOFT Earnings Call Analysis: Is it Time to Invest?

NCSOFT’s Earnings Call: A Glimpse into the Future

Gaming giant NCSOFT held its earnings call in September 2025. With positive H1 results and upcoming game releases creating buzz, this earnings call provides crucial insights into NCSOFT’s future. This article delivers everything you need for NCSOFT investment, from key takeaways to potential investment strategies.

What Happened? NCSOFT Holds Earnings Call

NCSOFT held an earnings call (IR) for domestic and international institutional investors on September 8, 2025. The primary focus was on announcing H1 2025 results and sharing future business strategies.

Why Does it Matter? Improved Earnings and New Game Momentum

Despite market slowdown, NCSOFT showed positive performance in H1 2025, including a return to profitability in operating income and improved net income. Consistent performance of the Lineage series, positive market reception for new titles like Hoyeon and Journey of Monarch, and efficient cost management were key factors. Planned releases of multiple new games, including Aion 2, raise expectations for future growth.

What’s Next? Stock Price Outlook

This earnings call is expected to be a significant factor influencing NCSOFT’s future stock price. The success of new game releases, securing global competitiveness, and sustainable efficient cost management will be key determinants. Potential risk factors include delays in game releases, increased competition, exchange rate volatility, and macroeconomic uncertainty.

What Should Investors Do?

The current investment recommendation is ‘Hold and Observe.’ Carefully analyze the earnings call content and monitor market reactions before making investment decisions. Pay close attention to the potential success of new games, global market competitiveness, and cost management strategies.

Q: What were the key takeaways from NCSOFT’s earnings call?

A: The key takeaways were the announcement of H1 2025 financial results and future business strategies, especially the new game release pipeline and global market entry plans.

Q: How did NCSOFT perform in H1 2025?

A: Despite a market slowdown, NCSOFT showed positive results, returning to profitability in operating income and improving net income. Efficient cost management and the positive reception of new releases were key factors.

Q: What is the outlook for NCSOFT’s stock price?

A: NCSOFT’s stock price may experience volatility depending on the details revealed in the earnings call and the success of new game releases. The current investment recommendation is ‘Hold and Observe.’ Investors should analyze the information from the call and market reactions before making any decisions.

08/29/2025
Krafton IR Analysis: Decoding the Future Beyond PUBG – Investment Strategies
Krafton at a Crossroads

Krafton, the company behind the global phenomenon PUBG, faces challenges. With disappointing first-half 2025 earnings, all eyes are on their September 3rd Investor Relations (IR) presentation. Can Krafton convincingly articulate its future strategy and growth potential? This article analyzes the key takeaways from the Krafton IR and provides actionable insights for investors.
1. Krafton IR: What was discussed?

On September 3, 2025, Krafton held its IR presentation as part of its conference and Corporate Day participation. The company shared its 2025 first-half performance and future strategies, and addressed investor questions. Key takeaways include:
- Sluggish Performance: Declining performance of ‘PUBG Mobile’ and weakening PC sales contributed to a significant drop in revenue and operating profit.
- Future Growth Engines: Krafton aims to secure new growth drivers through the launch of its new IP ‘inZOI’ and investments in AI technology.
- Business Diversification: The company is expanding beyond gaming into areas like short-form dramas and ad tech.
2. Why is this important?

This IR is a crucial indicator of Krafton’s future trajectory. Investors should pay close attention for the following reasons:
- Overcoming Slowing Growth: Krafton faces the challenge of overcoming slowing growth. The IR needs to present concrete strategies to address this issue.
- New IP Success: The market has mixed expectations regarding the success of ‘inZOI’. The IR needs to provide concrete information and a clear vision for ‘inZOI’ to gain investor confidence.
- Leveraging AI: Krafton is actively investing in AI technology. The IR needs to clearly explain how this technology will be applied to game development and operations.
3. What should investors do?

Investors should carefully analyze the information presented in the IR and focus on the following:
- ‘inZOI’ Launch Plan and Projected Performance: Look for specific details such as release date, target market, and projected sales.
- AI Investment Results and Commercialization Plan: Examine the roadmap for integrating AI into game development and operations.
- Global Market Strategy: Assess the plans for expansion into key markets and strategies for improving performance.
4. Action Plan for Investors

Develop an investment strategy based on the information presented in the IR.
- Positive Signals: Concrete and achievable growth strategies, strong potential for ‘inZOI’ success, and successful commercialization of AI are positive signs.
- Negative Signals: Vague future strategies, uncertain prospects for ‘inZOI’, and lack of a clear plan for AI utilization are negative signals.
It is crucial to make investment decisions based on a comprehensive consideration of the IR content and market conditions.
How was Krafton’s performance in the first half of 2025?

Krafton experienced a decline in both revenue and operating profit in the first half of 2025. This was primarily due to the underperformance of ‘PUBG Mobile’ and weakening PC sales.

What is Krafton’s new IP ‘inZOI’?

‘inZOI’ is Krafton’s new intellectual property. The IR is expected to reveal more concrete information and launch plans for ‘inZOI’.

How is Krafton investing in AI technology?

Krafton is actively investing in core AI research and development. The company plans to leverage AI to improve efficiency in game development and operations.
08/29/2025
Neptune Merges with Nexsports: What Does This Mean for Investors?
Shake-up in the Gaming Industry: Will Neptune’s Merger with Nexsports Create Synergy?

Neptune’s announcement to merge with its subsidiary, Nexsports, has caught the attention of investors. What impact will this merger have on Neptune’s future? This article analyzes the background and prospects of the merger, highlighting key points for investors to consider and predicting the potential impact on Neptune’s stock price.
1. Neptune’s Merger with Nexsports: What’s Happening?

On August 27, 2025, Neptune announced its decision to merge with its subsidiary, Nexsports. The merger date is set for October 31, 2025, with Neptune remaining as the surviving entity and Nexsports dissolving.

2. Background and Objectives of the Merger: Why Merge?

The primary objective of this merger is to increase management efficiency. Neptune aims to improve profitability through cost integration and streamlining of overlapping functions. They also anticipate strengthening their game business competitiveness through synergy with Nexsports, which specializes in game development and supply.

3. Expected Effects and Risks of the Merger: What are the Potential Outcomes?

Positive Effects
- Increased management efficiency and cost reduction
- Enhanced game business synergy and IP acquisition
- Opportunity for profit improvement through integrated management of the loss-making subsidiary
Risk Factors
- Short-term financial burden due to Nexsports’ deficit
- Uncertainty surrounding synergy realization
- Increased market uncertainty during the merger process
4. Action Plan for Investors: What Should You Do?

While the merger could be positive in the long term, there are also short-term risks. Investors should consider the following:
- Whether synergy effects are realized after the merger is complete
- New game releases and Ad-tech business performance
- Changes in the macroeconomic environment
It’s crucial for investors to make informed decisions by monitoring Neptune’s business restructuring and growth potential from a long-term perspective.
Frequently Asked Questions

What will happen to Neptune’s stock price after the merger?

The merger has both positive and negative factors, making it difficult to definitively predict the stock price. The price may fluctuate depending on various elements, including synergy effects, new game releases, and macroeconomic conditions.

Will Nexsports’ deficit be a significant burden on Neptune?

Considering Neptune’s financial soundness, Nexsports’ deficit is not expected to pose a major burden, though there may be a short-term financial impact immediately after the merger.

When will the merger synergy effects be visible?

The merger synergy effects are expected to appear gradually after the merger is completed, following an integration process.
08/27/2025
Devsisters IR Presentation: Cookie Run IP Expansion and Investment Opportunities (September 2025)
Devsisters IR Presentation on September 3rd: Key Insights for Investors

Devsisters, the creators of the global hit game Cookie Run, will hold an Investor Relations (IR) presentation on September 3, 2025. The presentation will cover their H1 2025 earnings and future growth strategies. This article analyzes key information, including the increasingly competitive gaming market, new IP development, and global expansion plans, to help you make informed investment decisions.
1. Devsisters IR Presentation: What to Expect

Devsisters will share their H1 2025 performance and future growth strategies with investors on September 3rd. Key topics include the current state of their gaming business, IP and venture capital diversification strategies, and plans to navigate the intensifying market competition. This IR presentation provides crucial information for investors evaluating Devsisters’ growth potential.

2. Why is this Important?

Devsisters’ primary revenue source, mobile gaming, faces increasing competition. The IR presentation will address crucial aspects of their future growth, including new game development, IP expansion strategies, and global market penetration plans. Transparent communication and proactive engagement are vital for building investor confidence and enhancing the company’s value.

3. Understanding Devsisters

Devsisters is a global company with H1 2025 revenue of approximately ₩181.1 billion, with 96.78% generated from gaming and 73.7% from overseas markets. Their strong ‘Cookie Run’ IP has cultivated a loyal fan base. Diversification into venture capital contributes to their pursuit of stable growth. Their robust financial health (debt-to-equity ratio of 56.32% and current ratio of 3.57x) is also noteworthy.
- Strengths: Stable gaming business, global market competitiveness, diversified IP and venture capital portfolio
- Weaknesses: Intense market competition, reliance on new game success
4. Actionable Insights for Investors

Carefully analyze the information presented during the IR and assess your confidence in the company’s growth strategy and vision. Consider the current stock price, market conditions, and the specific characteristics of the gaming industry when making long-term investment decisions. Pay close attention to Devsisters’ differentiation strategies and IP expansion roadmap within the context of heightened competition.
Frequently Asked Questions (FAQ)

When is the Devsisters IR presentation?

It’s scheduled for September 3, 2025, at 9:00 AM KST.

What are the key topics of the IR presentation?

H1 2025 earnings results, future growth strategies (gaming business updates, IP and venture capital diversification strategies, and responses to market competition).

What is Devsisters’ core business?

Mobile game development and service, intellectual property (IP) business, and venture capital investments. Their flagship title is the Cookie Run series.

What are the key investment considerations?

Factors to consider include intense competition in the gaming market, the success of new game releases, and macroeconomic volatility. Carefully review the IR presentation and make investment decisions based on a long-term perspective.
08/21/2025
Webzen (069080) Investor Relations: Can they overcome their slump? Key takeaways for investors
Webzen’s Q2 Earnings Slump and the Key Takeaways from their Latest Investor Relations Meeting

Webzen’s first half of 2025 has been challenging, marked by declining sales and a sharp drop in operating profit. Over-reliance on the ‘MU’ IP and a lack of new titles have hampered their performance. On August 20th, they held an investor relations meeting to address investor concerns and outline their growth strategy. What were the key takeaways, and what does the future hold for Webzen? This analysis provides investors with the critical information they need.
1. What Happened? Webzen Holds IR Meeting Amidst Earnings Slump

On August 20, 2025, Webzen held an investor relations (IR) meeting to address its disappointing first-half performance and outline future business strategies. The company reported a significant decline in sales (-19.6%) and operating profit (-49.4%) year-over-year, primarily attributed to declining sales of its ‘MU’ IP-based games, delayed new releases, and intensified competition. Could this IR meeting alleviate investor concerns?

2. Why Did This Happen? Analyzing the Causes of Webzen’s Decline

The main factors contributing to Webzen’s recent struggles include:
- • Over-reliance on ‘MU’ IP and Declining Sales: Although ‘MU’ IP-based games still contribute significantly to revenue, sales have been declining year-over-year.
- • Delayed New Releases and Increased Competition: As the mobile games market becomes more competitive, delays in new game launches have weakened Webzen’s market position.
- • Post-Pandemic Impact: The overall decline in gaming engagement following the COVID-19 pandemic has also contributed to the decline in performance.
3. What’s Next for Webzen? Key Takeaways from the IR Meeting and Future Outlook

Webzen addressed the following key points during the IR meeting:
- • New Game Release Plans: Providing a concrete roadmap for new game releases is crucial for boosting investor confidence.
- • IP Expansion Strategy: Announcements regarding new businesses utilizing the ‘MU’ IP and global expansion plans are expected.
- • Profitability Improvement Measures: Addressing investor concerns requires presenting plans for cost optimization and new revenue streams.
Despite these efforts, Webzen’s recovery hinges on the success of its new games, strengthening its IP competitiveness, and efficient business operations.

4. What Should Investors Do? Investment Strategy Recommendations

Investors should carefully analyze the information presented during the IR meeting and evaluate the feasibility of Webzen’s proposed strategies. Focusing on the company’s long-term growth potential, rather than short-term stock fluctuations, is crucial. Key factors to consider include the potential success of new games, the continued competitiveness of the ‘MU’ IP, and the management team’s execution capabilities.
Frequently Asked Questions

What are Webzen’s main games?

Webzen’s main games are based on the ‘MU’ intellectual property (IP).

How did Webzen perform in the first half of 2025?

Webzen reported a decline in performance in the first half of 2025, with sales down 19.6% and operating profit down 49.4% year-over-year.

What were the key takeaways from the Webzen investor relations meeting?

The key takeaways from the Webzen IR meeting were the company’s plans for new game releases, IP expansion, and profitability improvement.
08/21/2025
NHN H1 2025 Earnings Analysis: Gaming Slump, Cloud Growth, and Investment Strategies
NHN’s H1 2025: Gaming Sector Slump, but Cloud Growth Shines. Is it a Good Investment?

NHN has released its H1 2025 earnings report. Despite a decline in the gaming sector, the growth in cloud, payments, and advertising stands out. This article analyzes NHN’s current performance and future outlook by business segment and presents key investment strategies.
1. NHN H1 2025 Earnings Analysis: Key Highlights

NHN’s H1 2025 revenue reached ₩1.205 trillion, a 0.1% increase YoY. Despite underperformance in the gaming sector, growth in payments, advertising, and other businesses (cloud, commerce, content) offset the decline.

What Happened?
- Gaming: ₩237 billion revenue (50.12% decrease YoY)
- Payments & Advertising: ₩6.145 trillion revenue (1.96% increase YoY)
- Other Businesses: ₩3.535 trillion revenue (2.98% increase YoY)
Why?

The decline in gaming is attributed to a slowdown in the PC online game market and intensified competition in mobile games. Conversely, the payments and advertising business benefited from the expansion of ‘PAYCO’ users and the incorporation of NHN KCP. In other businesses, NHN Cloud’s success in winning public sector cloud transition projects drove growth.

What’s Next?

NHN aims to rebound its gaming business with new game releases in H2 2025 and will continue to invest in cloud and AI to secure future growth engines. The payments and advertising business is expected to maintain stable growth.

2. Key Investment Strategies

Investors considering NHN should pay attention to the following:
- Gaming Turnaround: The success of new game releases in H2 2025 will significantly impact stock prices.
- Cloud Growth Potential: Monitor NHN Cloud’s growth potential and its AI technology competitiveness.
- Payments/Advertising Stability: Stable revenue generation is expected, centered around PAYCO and NHN KCP.
- Macroeconomic Environment: Pay attention to external factors such as exchange rate fluctuations and interest rate changes.
NHN Investment FAQs

What are NHN’s main businesses?

NHN operates various businesses including gaming, payments and advertising, cloud, commerce, and content.

How was NHN’s performance in H1 2025?

Revenue slightly increased YoY, but operating profit decreased due to underperformance in the gaming sector. However, the growth in cloud and payments businesses is positive.

What are NHN’s future growth drivers?

NHN is focusing its investments on cloud and AI to secure future growth engines. They also aim for a gaming business rebound through new game releases.
08/21/2025