Financial information contained in this document is based on consolidated K-IFRS that have not been audited by an independent auditor.
Therefore, the information and financial data of Kakao and its subsidiaries (the "Company", or
"Kakao") contained in this document are subject to change upon an independent auditor's audit.
The Company does not make any representation or accept liability, as to the accuracy or completeness of the information contained in this material.
The format and contents of this document are subject to change for future filings and reports. Kakao is not liable for providing future updates on all figures included in this document.
Therefore, this presentation contained herein should not be utilized for any legal purposes in regards to investors' investment results. The Company hereby expressly disclaims any and all liability for any loss or damage resulting from the investors' reliance on the information contained herein.
From real-time communication service for 1% to interest driven interaction service for 99%
AS IS
TO BE
Intentional
Acquaintance
Unintentional
Strangers
Real-time
Friends, Family
Light
Common Interest
Conversation
50M Domestic
Interaction
5B Global
Kakao Talk - more light interaction
Open Chat - interest-oriented service
3
KakaoTalk Monthly Active Users
Monthly Active Users in Korea grew by +880K YoY, +72K QoQ
(in thousands)
46,809
47,035
47,431
47,503
46,356
46,623
45,981
45,508
45,793
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
Korea
45,508
45,793
45,981
46,356
46,623
46,809
47,035
47,431
47,503
Global
52,133
52,299
52,223
52,976
53,808
54,256
53,451
53,366
53,302
Average of monthly MAUs. Global includes domestic MAUs.
4
Revenue
Q2 Revenue YoY +35% / QoQ +10%
Mix - Platform 51% : Content 49%
Platform
Content
(in billion KRW)
1,740.8
1,785.7
1,822.3
1,651.7
1,352.2
930.7
778.7
1,004.8
(45%)
886.0
(51%)
(56%)
(54%)
761.8
(56%)
962.1
780.9
891.7
(55%)
765.7
(49%)
590.4
(44%)
(46%)
(44%)
2Q21
3Q21
4Q21
1Q22
2Q22
Revenue Breakdown
Advertising
- Bizboard, Talk channel, Emoticon
Talk Biz
Commerce
- Gift, Store, Makers, Kakao Friends
Online
Platform
Daum PC / Mobile
Portal Biz
Kakao Story / Style / Page
Other Subsidiaries' Ad
Platform-
Mobility, Pay, Enterprise, Blockchain,
Others
Other Subsidiaries, Kakao Friends-
Others
Game
Mobile, PC, Other
Music
Melon, Digital Music Distribution,
Album Distribution, Music Production
Content
Entertainment
Story
Piccoma
Media
Video Production, Talent Agency
5
This is an excerpt of the original content. To continue reading it, access the original document here.
Attachments
Original Link
Original Document
Permalink
Disclaimer
Kakao Corp. published this content on 02 November 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 November 2022 14:54:02 UTC.
Kakao Corp is a Korea-based company principally engaged in the mobile services business. The Company operates its business through two segments. The Content segment produces mobile messengers, portals, games, music, and paid content such as webtoons, and Web novels. In addition, it sells character products using intellectual property (IP) called Kakao Friends through online and offline stores. The Platform segment sells advertisements such as search advertisements and display advertisements. In addition, it engages in businesses of mobility, pay and manufacturing communication terminals for children using IP called Kakao Friends.