Kakao | Results Presentation Deck | 36 slides

Kakao · 2022-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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4
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Slide inventory

36
every slide · same image gating as the playbook
01
Slide 1
Features Kakao Friends characters in an autumn field setting.front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
04
transition
Open slide detailBeat · Setup
05
The graphic features the Kakao character Ryan, a prism, an arrow, and a globe, symbolizing the company's vision.establish_context
Open slide detailBeat · Key MessagesLoop · Logic Chain
06
The slide uses two distinct timeline tracks: one for service launches and one for corporate milestones.establish_context
Open slide detailBeat · Key MessagesLoop · Logic Chain
07
The central hub is 'kakao 톡비즈' (TalkBiz) with sub-icons for Ads, Talk, and Commerce. The layout uses a hub-and-spoke diagram.establish_context
Open slide detailBeat · Key MessagesLoop · Logic Chain
08
transition
Open slide detailBeat · Key MessagesLoop · Logic Chain
09
The chart highlights the most recent quarter (3Q22) in yellow.analyze_data
Open slide detailBeat · Key MessagesLoop · Logic Chain
10
Uses a Venn-style diagram to illustrate the expansion from 'Text/Communication' to 'Content/Interaction' and 'Acquaintances' to 'Global Interest-based users'.present_solution
Open slide detailBeat · Key MessagesLoop · Logic Chain
11
The slide uses a concentric circle diagram to show market share and a bar chart to show revenue growth.analyze_data
Open slide detailBeat · KPI Overview
12
The slide uses a hub-and-spoke diagram to represent the Kakao ecosystem.present_solution
Open slide detailBeat · KPI Overview
13
The slide uses a circular process flow diagram to explain the user journey and business model integration.present_framework
Open slide detailBeat · KPI Overview
14
The slide highlights growth metrics for Q3 2022 and sets a 10 trillion KRW annual target.analyze_data
Open slide detailBeat · KPI Overview
15
Slide highlights key performance indicators (33M users, 32% YoY growth in taxi completions) and strategic focus areas (new business, profitability).summarize
Open slide detailBeat · KPI Overview
16
The slide presents a mix of high-level metrics (circles) and detailed quarterly performance charts (stacked bars and waterfall-style profit bars).summarize
Open slide detailBeat · KPI Overview
17
The slide highlights customer growth, deposit/loan volumes, and the increasing contribution of fee and platform revenue.analyze_data
Open slide detailBeat · KPI Overview
18
The slide outlines the business portfolio of Kakao Enterprise, highlighting specific capabilities for each segment.summarize
Open slide detailBeat · KPI Overview
19
The slide uses a hub-and-spoke diagram for the governance council and a categorized list for the ecosystem partners.present_framework
Open slide detailBeat · KPI Overview
20
The slide highlights three strategic pillars: Value Chain Completion, Global Expansion, and Beyond Game initiatives.analyze_data
Open slide detailBeat · KPI Overview
21
The slide uses a hub-and-spoke diagram to represent the music value chain.summarize
Open slide detailBeat · KPI Overview
22
The slide uses a mix of big numbers and visual examples of global platforms to demonstrate market reach.analyze_data
Open slide detailBeat · KPI Overview
23
The slide uses a circular diagram to represent the value chain and highlights specific content titles as proof points.summarize
Open slide detailBeat · KPI Overview
24
transition
Open slide detailBeat · KPI Overview
25
The slide shows a stacked bar chart of revenue over 5 quarters (3Q21-3Q22) alongside a table defining the composition of 'Platform' and 'Content' revenue streamanalyze_data
Open slide detailBeat · KPI OverviewLoop · Cost Of Inaction
26
Data presented as stacked bar charts showing percentage contribution of sub-segments per quarter.analyze_data
Open slide detailBeat · KPI OverviewLoop · Cost Of Inaction
27
The slide uses stacked bar charts for Talk Biz and simple bar charts for Portal Biz and Other Platform segments.analyze_data
Open slide detailBeat · KPI OverviewLoop · Cost Of Inaction
28
The slide compares a declining Game segment (due to 'Odin' stabilization) against a growing Music segment (due to artist performance).analyze_data
Open slide detailBeat · KPI OverviewLoop · Cost Of Inaction
29
Data presented in 100 million KRW units. Story segment is broken down into Entertainment and Piccoma.analyze_data
Open slide detailBeat · KPI OverviewLoop · Cost Of Inaction
30
The table highlights 3Q22 performance with a red border. Values are in 10 billion KRW.analyze_data
Open slide detailBeat · KPI OverviewLoop · Cost Of Inaction
31
The table highlights 3Q22 data with a red border.analyze_data
32
The slide compares operating profit (stacked bar with OPM line) and net income (bar with margin line) across five quarters.analyze_data
33
The slide presents two stacked bar charts: one for CapEx (tangible/intangible assets) and one for headcount (Kakao vs. subsidiaries).analyze_data
34
The slide presents two distinct financial tables: Consolidated Income Statement (left) and Consolidated Balance Sheet (right).analyze_data
35
Includes standalone financial data for the company, showing income statement trends from 3Q21 to 3Q22 and balance sheet snapshots for 2020, 2021, and 2022.analyze_data
36
summarize