Education
About Us
Working with TipRanks
Follow Us
NAVER (NHNCF)
OTHER OTC:NHNCF
Earnings Data
Report Date
May 08, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
1.96Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a generally positive operational and strategic picture: broad-based revenue growth, strong commerce momentum, meaningful AI-driven gains in advertising, improved AI product adoption (AI Briefing) and infrastructure cost efficiencies (inference cost down >30%). These positives are tempered by near-term pressure from higher infrastructure and marketing investments, a significant Q4 net income decline driven by goodwill impairments, reduced free cash flow due to CapEx, and some content and enterprise segment softness. Management framed several negatives as one-off or invest-to-grow items and laid out clear targets (e.g., doubling AI Briefing coverage, delivery coverage expansion, double-digit Smart Store GMV growth), supporting a constructive outlook.Company Guidance
Revenue Growth — Q4 and Full Year
Q4 revenue increased 10.7% YoY to KRW 3.2 trillion; full-year 2025 revenue rose 12.1% YoY to KRW 12.0 trillion.
Operating Profit and Margin Expansion
Q4 operating profit grew 12.7% YoY to KRW 610.6 billion with an operating margin of 19.1%; full-year operating profit increased 11.6% YoY to KRW 2.2 trillion. Excluding one-offs, Q4 operating profit grew 16.8% YoY.
Commerce Momentum and Smart Store Acceleration
Commerce revenue jumped 36.0% YoY in Q4 to KRW 1.05 trillion and increased 26.2% YoY for the full year to KRW 3.67 trillion. Smart Store GMV accelerated to 10% YoY growth in 2025. NAVER Plus Store cumulative downloads surpassed 12.9 million and new membership sign-ups rose 71% month-on-month in December.
Advertising Resilience and AI Contribution
Platform advertising revenue grew 8.8% YoY for the full year and 6.7% YoY in Q4. NAVER estimates AI contributed 55% to advertising growth in 2025, with AI-driven ad optimization and ADVoost adoption supporting expansion.
AI Briefing Adoption and Behavioral Shifts
AI Briefing reached coverage of 20% of integrated search queries. Long-tail query volume (15+ characters) more than doubled versus early post-launch; clicks on follow-up questions increased over 6x and follow-up CTR rose 20%+ after personalization. NAVER targets ~2x AI Briefing coverage by end-2026.
Infrastructure Efficiency — Lower Inference Costs
By consolidating GPUs and moving to lightweight models, NAVER achieved a reduction in inference cost of more than 30%, and plans to extend these efficiencies to additional AI services (e.g., AI Tab).
Fintech Growth and Payment Volume Expansion
Fintech revenue rose 13% YoY in Q4 to KRW 453.1 billion and 12.1% YoY for the full year to KRW 1.61 trillion. Q4 total payment volume reached KRW 23 trillion, up 19% YoY; off-platform payment volume hit a record 56% of total.
B2B Wins and Global DX Traction
Enterprise software and AI projects progressed with deployments at Korea Hydro & Nuclear Power and a financial/economic AI platform with the Bank of Korea (noted as first central bank employment). Commercial revenue related to Saudi Arabia digital twin and super app initiatives began in Q4, supporting sovereign AI monetization.
C2C and International Marketplace Performance
Wallapop delivered solid double-digit performance in Europe; Poshmark rebounded with >20% YoY growth in both revenue and GMV in Q4. Wallapop results will be consolidated from Q1 2026 under a separate classification to improve visibility.
Shareholder Return Program
New 3-year shareholder return policy (2025-2027): return 25%–35% of average consolidated free cash flow (preceding 2 years) via buybacks/retirements or cash dividends. 2025 dividend expected at KRW 393.6 billion (≈30% of 2-year average consolidated FCF), subject to AGM approval.
NHNCF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NHNCF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2026 | $146.83 | $146.83 | 0.00% |
Nov 05, 2025 | $146.83 | $146.83 | 0.00% |
Aug 08, 2025 | $146.83 | $146.83 | 0.00% |
May 09, 2025 | $146.83 | $146.83 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NAVER (NHNCF) report earnings?
NAVER (NHNCF) is schdueled to report earning on May 08, 2026, TBA (Confirmed).
What is NAVER (NHNCF) earnings time?
NAVER (NHNCF) earnings time is at May 08, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NHNCF EPS forecast?
Currently, no data Available