Kakao Sets 2030 Revenue Target of 6 Trillion Won for AI Business After Spin-Off

AI Agent to Be Unveiled in October
KakaoX Targets 10 Trillion Won in Non-AI Revenue

Kakao has set its 2030 revenue target for "KakaoAI," which will oversee its artificial intelligence (AI) business following a planned spin-off, at over 6 trillion won.

Kakao Pangyo Agit, Seongnam-si, Gyeonggi-do. Yonhap News Agency

Kakao announced this mid- to long-term roadmap during an online meeting with minority shareholders held on September 16. During the session, Do Young Kim, Head of Group Investment Strategy at Kakao, stated, "We plan to expand KakaoAI's revenue from 2.7 trillion won last year to more than 6 trillion won by 2030." Of this, the revenue target for AI services is approximately 1 trillion won. To achieve this, the company aims to secure 20 million daily active users (DAU) for its AI services and increase time spent on KakaoTalk by 50%.

KakaoAI will integrate AI into existing platforms such as KakaoTalk, maps, advertising, and commerce. The system adopts an "agentic AI" architecture capable of understanding users' conversational context and intent, enabling one-stop execution of actual services.

The company also announced plans to demonstrate an AI agent based on KakaoTalk this October. Hyunsoo Jeon, Head of Kakao Business, said, "We plan to showcase several agents at the upcoming developer conference in October," adding that users will be able to access and complete various services directly within KakaoTalk, without the need for separate applications (apps).

Additionally, Kakao announced that it is preparing a unified membership program that will connect key affiliate services, including mobility, content, and commerce. The company explained that this serves as an example of how collaboration among affiliates can continue based on services and contracts, even after the split-off.

To address privacy concerns, Kakao stated that key AI functions will operate using an "on-device" approach within smartphones, and that it intends to expand services by combining its proprietary large language model (LLM) with external specialized agents.

Meanwhile, "KakaoX," which will lead non-AI businesses and investments, aims to focus on future growth sectors such as virtual assets, live entertainment, and robo-taxi and physical AI to achieve 10 trillion won in revenue by 2030.

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