
Strengthening cooperation with affiliates from AI agents to finance, content, and mobility
AI-generated summary
Kakao is facing a spin-off and is pursuing a group-wide business reorganization centered on AI technology.
Kakao [035720] announced on the 14th that ahead of the spin-off, it held its first group joint IR (IR) with the participation of CEOs of major affiliates for securities analysts and others.
At the meeting held the day before at the Kakao AI Campus in Yongin-si, Gyeonggi-do, Kakao CEO Chung Shin-ah and CEOs of major affiliates such as Kakao Pay [377300], Kakao Bank [323410], Kakao Entertainment, SM Entertainment, and Kakao Pickcoma attended.
Participants explained the business direction of KakaoAI and KakaoX after the split, growth strategies for each affiliate, and cooperation plans.
CEO Chung Shin-ah, who was appointed as the CEO of Kakao AI, announced plans to develop KakaoTalk into an 'integrated agentic AI interface' that understands users' requests and context and performs necessary tasks on their behalf.
Kakao
Shin Won-geun, CEO of Kakao Pay, introduced strategies for building a digital asset ecosystem such as AI agent-based hyper-personalized finance and stable coins.
Kakao Bank CEO Yoon Ho-young announced plans to transform into an AI-centered bank, secure competitiveness based on its own Large Language Model (LLM), and expand its global business.
In the content field, Koh Koh, co-CEO of Kakao Entertainment, presented support for the global growth of intellectual property (IP), platform advancement, and overseas expansion of live entertainment as major growth axes.
SM Entertainment co-CEO Jang Cheol-hyuk emphasized the creation of new IP, expansion of global fandom, and growth of the performance business.
Kim Jae-yong, CEO of Kakao Pickcoma, revealed its goal strategy to grow into a Japanese multimedia content platform by expanding its business to AI videos and goods.
Kim Do-young, Kakao
Following its first minority shareholder meeting held last month, Kakao plans to hold its second minority shareholder meeting at the Financial Investment Center in Yeouido, Seoul on the 20th.
AI outlook — possibilities, not facts
The second minority shareholder meeting was held at the Financial Investment Center in Yeouido, Seoul on the 20th.
Very likely · Within days

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