Naver Q3 revenue hits 3.4724 trillion won, AI factory deal disclosed

Naver reported third-quarter revenue of 3.4724 trillion won and operating profit of 451.3 billion won, the company announced on November 12, 2026, according to digitaltoday.co.kr. Alongside the earnings, Naver disclosed a computing service supply contract worth about 2 trillion won tied to its AI factory business, saying the deal has secured initial customers.

The AI factory business, run with Brookfield and Nvidia, will begin contributing revenue to Naver's results in the first half of next year, the company said.

In commerce, Naver plans to set up a logistics subsidiary to strengthen its business and expand delivery infrastructure, starting from leased logistics centers. Naver Financial is targeting the top spot among domestic operators by active terminals in the first half of next year through wider distribution of the Npay Connect offline integrated payment terminal.

On the AI product side, Naver intends to launch a personal AI agent application within the year, following AI Briefing and AI Tab.

Segment performance and prior-year comparison

Naver Platform revenue came to 1.9484 trillion won, up 7.3% year on year, while Financial Platform revenue reached 487.7 billion won, up 14.1%. Global Challenger revenue was 1.0364 trillion won, up 15.9%.

In the same quarter a year earlier, revenue was 10.7% lower and operating profit 20.9% higher than the Q3 2026 figures. Compared with the previous quarter, revenue rose 2.5% and operating profit fell 13.3%. Naver attributed the operating profit decline to increased investment in AI capabilities, including infrastructure, content and offline data.