"Naver reported 2025 revenue of 12.35 trillion won ($9.15 billion) and operating profit of 2.21 trillion won ($1.64 billion), up 12.1% and 11.6%, respectively, from a year earlier, during its fourth-quarter earnings call. Fourth-quarter revenue rose 10.7% to 3.20 trillion won ($2.37 billion), while operating profit increased 12.7% to 610.6 billion won ($453 million), lifting the operating margin to 19.1%."
"Commerce and fintech led the gains. Fourth-quarter commerce revenue surged 36% year-on-year to 1.05 trillion won ($780 million), while annual transaction volume on Naver's Smart Store platform grew 10%. The company said revamped membership benefits and guaranteed delivery services helped strengthen user retention, while AI-driven personalized recommendations boosted conversion rates and advertising and commission revenue."
"During the call, Naver declared 2026 the first year of full-scale AI monetization. Choi said AI accounted for about 55% of advertising revenue growth last year, highlighting what she called tangible returns from the company's AI investments. Naver plans to roll out hyper-personalized AI agents across its services, beginning with a shopping agent for Naver Plus Store later this month following an internal beta test. Vertical AI agents covering restaurants, locations, travel and finance are set to follow later this year."
Naver achieved 2025 revenue of 12.35 trillion won and operating profit of 2.21 trillion won, increases of 12.1% and 11.6% year-on-year. Fourth-quarter revenue reached 3.20 trillion won and operating profit 610.6 billion won, raising operating margin to 19.1%. Commerce revenue surged 36% in Q4 to 1.05 trillion won while Smart Store annual transaction volume grew 10%, aided by revamped membership benefits, guaranteed delivery, and AI-driven personalized recommendations. Fintech payment volume rose 19% to 23 trillion won, producing full-year fintech revenue of 1.69 trillion won. Naver plans full-scale AI monetization in 2026 with hyper-personalized agents and platform integrations.
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