Kao Corp Ord (KAOCF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and good evening. Thank you all for joining today. We'll now begin Kakao's Q3 2025 earnings conference call. This conference will start with a presentation followed by a divisional Q&A session. If you have a question, please press star 1, that is star and 1 on your phone during the Q&A. I will now turn it over to Kakao. Hello, I'm Jeffrey from Kakao IR. Let's begin with the third quarter 2025 earnings conference call. Today, I'm joined by Sheena Chung, the CEO, and Jayden Shin, the CFO. Please be reminded that the earning results are consolidated estimates under the KIFRS basis and are subject to change upon the auditor's review. Also, forward-looking estimates are based on assumptions, so actual results may differ from figures included in today's presentation. Now, we will have a presentation from CEO Shina Chang. Good morning. This is Shina, CEO of Kakao. Before going into the details of our third quarter results, let me first briefly touch on the KakaoTalk revamp that took place in September. As this was the largest revamp since KakaoTalks launched 15 years ago, users have shared a wide range of feedback. Kakao is carefully listening to those voices and will continue to make ongoing improvements, including the Friends tab revamp scheduled for the fourth quarter. At the same time, since Kakao's roots lies in messaging, we will also actively enhance the core messaging experience by gradually introducing many of the customized convenience features that users have long requested. First, we plan to further strengthen the custom folder feature, which allows users to organize numerous chat rooms within the chat tab according to purpose and view different types of conversations at a glance. Similar to the unread folder that has already been introduced, users ...