NAVER Company unveiled its This autumn 2025 earnings, showcasing report annual income of 12.035 trillion received, up 12% year-over-year. Working revenue for the total 12 months climbed 12% to 2.208 trillion received, whereas This autumn figures highlighted resilient progress amid seasonal pressures.4857
This autumn and Full-12 months Monetary Highlights
Within the fourth quarter, income rose 11% to three.195 trillion received, with working revenue surging 13% to 610.6 billion received, surpassing analyst estimates of 602.6 billion received. Internet revenue for the quarter fell 68% to 164.6 billion received as a result of absence of a one-time cost from Japan’s LY Corp. from the prior 12 months.4857
Full-year web revenue totaled 1.82 trillion received, down 5.8% amid investments in progress areas. These outcomes mirror sturdy execution in core operations, with adjusted This autumn working revenue progress at 16.8% excluding one-offs.58
Section Efficiency Drives Progress
E-commerce led the cost with This autumn gross sales leaping 36% to 1.05 trillion received and full-year income up 26% to three.67 trillion received, boosted by Sensible Retailer gross merchandise worth progress of 10%.5758 Fintech gross sales elevated 13% to 453.1 billion received in This autumn, supported by a 19% rise in complete cost quantity to 23 trillion received yearly.
Search platform income dipped 0.5% to 1.06 trillion received in This autumn however grew 5.6% for the 12 months to 4.17 trillion received, with platform promoting up 6.7% quarterly. Content material edged down 2.3% to 456.7 billion received in This autumn, whereas enterprise gross sales fell 3.2% however confirmed adjusted progress of 16.6%.58
AI Integration Fuels Momentum
CEO Choi Soo-yeon highlighted AI’s pivotal position, stating, “In 2025, Naver centered its efforts on enhancing its core enterprise competitiveness, corresponding to promoting and commerce, by making use of synthetic intelligence to its wealthy content material and knowledge.” AI drove 55% of advert progress, with AI Briefing now masking 20% of search queries, doubling long-tail queries and boosting click-through charges by 20%.5758
Plans embrace doubling AI Briefing protection by end-2026, launching Buying Agent and AI Tab in H1 2026, and increasing into commerce and native providers for agentic AI experiences.
Shareholder Returns and 2026 Outlook
NAVER introduced a brand new three-year shareholder return program concentrating on 25-35% of prior two-year common free money movement via repurchases and dividends, with a 2025 dividend of 393.6 billion received. The corporate eyes double-digit commerce GMV progress and accelerated income from AI-enhanced adverts and providers in 2026.58
