[Conference Call] Kakao: "KakaoTalk AI Service Monthly Users to Surpass 10 Million by Year-End"

ChatGPT for Kakao Surpasses 13 Million Subscribers

"Our Goal is Double-Digit AI Revenue Share in Talk Biz in the Second Half"

Kakao plans to expand its revenue by increasing the number of monthly active users (MAU) of its artificial intelligence (AI) services to around 10 million by the end of this year. The cumulative subscribers for "ChatGPT for Kakao," a service provided in collaboration with OpenAI, have surpassed 13 million.

On August 6, during the company's second-quarter earnings conference call, Kakao CEO Shin-A Jeong stated, "By the end of the year, the number of monthly active users who are becoming accustomed to using AI services in KakaoTalk will exceed 10 million."

Kakao Pangyo Ajit, Seongnam, Gyeonggi Province. Photo by Jinhyung Kang aymsdream@

CEO Jeong continued, "As of the second quarter, ChatGPT for Kakao has reached approximately 13 million cumulative subscribers, and the service has now entered a phase where usability and activity levels are more important than the sheer number of subscribers. The average number of outgoing messages per user per day has exceeded six, and the average time spent at the end of the quarter was close to eight minutes."

She added, "In the second half of the year, we will continue to enhance both the image generation and chatbot features of ChatGPT for Kakao in order to further expand the use of AI services within KakaoTalk."

CEO Jeong emphasized, "Our goal is to increase the share of AI-related revenue in 'Talk Biz' sales—which includes KakaoTalk-based businesses—to double digits by 2028. AI will be a key driver in reaccelerating the growth of Talk Biz."

This content was produced with the assistance of AI translation services.