Kakao Group holds first joint IR event, unveils Kakao AI and Kakao X strategy
Kakao CEO nominee Jung Shin-a said KakaoTalk will become an agentic AI interface at the group's October 13 event in Yongin.
Kakao Group held its first group-wide joint investor relations event at the Kakao AI Campus in Yongin, Gyeonggi Province, on October 13, 2026, for securities analysts and capital market participants, according to techm.kr. The CEOs of major affiliates, including Kakao Pay, KakaoBank, Kakao Entertainment, SM Entertainment and Kakao Piccoma, attended and explained their post-split business strategies.
The group presented a two-pillar structure after the spin-off. Kakao AI is to focus on AI services centered on KakaoTalk, while Kakao X is to pursue new growth through fintech, content and mobility affiliates. Kakao X aims to operate as a future-value investment company supporting those affiliates and cross-business cooperation.
Kakao AI CEO nominee Jung Shin-a said KakaoTalk will evolve into an integrated agentic AI interface that understands user requests and situations and performs the required tasks. Kakao X CEO nominee Kim Do-young cited autonomous driving and physical AI as future growth drivers for the mobility business group.
Affiliate plans
Kakao Pay CEO Shin Won-keun presented plans for hyper-personalized AI agent financial services and a digital asset ecosystem centered on stablecoins. KakaoBank CEO Yoon Ho-young presented a transition to an AI Native Bank built on its own large language model and expanded entry into global markets.
Kakao Entertainment co-CEO Go Jung-hee presented global commercialization of K-content IP through partnerships and the expansion of global live entertainment. SM Entertainment co-CEO Jang Cheol-hyuk said the company will focus on securing new artist IP, strengthening overseas fandoms and growing its concert business. Kakao Piccoma CEO Kim Jae-yong said the company aims to become Japan's leading multimedia content platform, fostering new businesses such as AI video and goods.
Kakao held its first small-shareholder meeting regarding the spin-off on September 1, 2026, and plans to hold a second small-shareholder meeting at the Financial Investment Center in Yeouido, Seoul, on October 20, 2026.
Quick answers
When did Kakao Group hold its first joint investor relations event?
The group-wide joint IR event was held on October 13, 2026, at the Kakao AI Campus in Yongin, Gyeonggi Province, for securities analysts and capital market participants.
What are Kakao AI and Kakao X?
They are the two pillars of Kakao Group's post-spin-off structure: Kakao AI focuses on AI services centered on KakaoTalk, while Kakao X pursues new growth through fintech, content and mobility affiliates.
When is Kakao's second small-shareholder meeting?
Kakao plans to hold its second small-shareholder meeting at the Financial Investment Center in Yeouido, Seoul, on October 20, 2026.