Kakao | Investor Presentation Deck | 41 slides

Kakao · 2023-03
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
coverage by narrative range · generated from this deck JSON

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
Features Kakao Friends characters on a hill with a flag, symbolizing a goal.front_matter
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front_matter
04
The slide contains both English and Korean text. The Korean text translates to 'Kakao Business' and 'Financial Performance'.transition
Open slide detailBeat · Problem
05
Features the Kakao Ryan character icon.inspire_vision
Open slide detailBeat · ProblemLoop · Golden Circle
06
The slide uses two distinct timelines: one for product/service launches and one for corporate milestones (mergers, acquisitions, IPOs).establish_context
Open slide detailBeat · ProblemLoop · Golden Circle
07
The slide uses a hierarchical structure to map the Kakao corporate structure. Data points represent ownership percentage and valuation in trillion KRW.present_framework
Open slide detailBeat · SolutionLoop · Golden Circle
08
The slide outlines a policy of returning 15-30% of standalone FCF to shareholders via share buybacks and dividends.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
09
The slide uses a 3-column layout to organize ESG initiatives and achievements.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
10
The slide uses a list-like structure where '플랫폼 사업' (Platform Business) is highlighted in dark blue, while other items are faded, indicating the current sectiontransition
Open slide detailBeat · SolutionLoop · Golden Circle
11
The slide highlights the core tabs of the app and key traction metrics like 93% penetration and 9M DAU for open chat.show_traction
Open slide detailBeat · SolutionLoop · Golden Circle
12
The slide uses a matrix-like structure to categorize communication types based on specific attributes, represented by icons.decompose_segments
Open slide detailBeat · SolutionLoop · Golden Circle
13
The slide uses a split-screen layout comparing 'Strategy' (left) and 'Goals' (right).summarize
Open slide detailBeat · SolutionLoop · Golden Circle
14
Uses concentric circles to visualize market penetration.size_opportunity
Open slide detailBeat · Traction
15
The slide uses a process flow diagram at the bottom to map the four products to stages of the customer journey.present_solution
Open slide detailBeat · Traction
16
The slide highlights four distinct commerce channels and summarizes 2022 performance metrics.present_solution
Open slide detailBeat · Traction
17
The slide highlights the expansion from basic mobility to a broader vehicle management and service platform.present_solution
Open slide detailBeat · Traction
18
The slide uses a three-column layout to detail specific business units and their respective product/service offerings.present_solution
Open slide detailBeat · TractionLoop · Quick Win Big Bet
19
The slide uses a 4-column layout to showcase product features followed by a row of 4 big-number metrics.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
20
The slide uses a mix of product screenshots, a revenue breakdown table, and big-number metrics to demonstrate market leadership.show_traction
Open slide detailBeat · TractionLoop · Quick Win Big Bet
21
The slide lists four business areas, with 'Content Business' (콘텐츠 사업) highlighted in dark blue, indicating it is the current section focus.transition
22
The slide showcases four specific game titles with their genre, developer, region, release timing, platform, and key features.present_solution
23
The slide highlights key achievements for both entities, including market share, revenue ranking, transaction volume, and IP count.show_traction
24
Slide 24 of a pitch deck. Includes a hub-and-spoke diagram for the value chain, screenshots of the Melon app, and logos of subsidiary labels.show_traction
25
The slide highlights the company's competitive advantages in content creation, including a virtuous cycle of IP (webtoons/novels to video/music) and key productpresent_solution
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The slide uses a stepped area chart to represent business maturity stages (Incubation, Expansion, Evolution) and their corresponding profitability.present_framework
27
The slide uses a minimalist design with centered text. The first three lines are in a light grey/blue, while the final line is in a dark navy blue.transition
28
The slide shows a stacked bar chart of revenue and a corresponding table detailing the business units within 'Platform' and 'Content'.analyze_data
Open slide detailBeat · Financials
29
Data is in billions of KRW (십억원).analyze_data
Open slide detailBeat · Financials
30
The slide displays revenue trends from 4Q21 to 4Q22. Talk Biz is a stacked bar chart (Ad vs Transactional), while Portal Biz and Other Platform are simple bar canalyze_data
Open slide detailBeat · Financials
31
The slide compares Game revenue (stacked by platform) and Music revenue (total) from 4Q21 to 4Q22.analyze_data
Open slide detailBeat · Financials
32
Data presented in billions of KRW. Story segment is broken down into Entertainment and Piccoma.analyze_data
Open slide detailBeat · Financials
33
The table highlights 4Q22 performance with a red border. Values are in 10 billion KRW.analyze_data
Open slide detailBeat · Financials
34
The table uses a red box to highlight the 2022 column. Values are in 10 billion KRW.analyze_data
Open slide detailBeat · Financials
35
The 4Q22 column is highlighted with a red border.analyze_data
Open slide detailBeat · Financials
36
The table highlights 2022 data with a red border.analyze_data
Open slide detailBeat · Financials
37
The slide details the impact of fire-related incidents, goodwill impairment, and investment valuation losses on profitability.analyze_data
Open slide detailBeat · Financials
38
The slide shows CapEx split by tangible/intangible assets and headcount split by Kakao vs. subsidiaries.analyze_data
Open slide detailBeat · Financials
39
Contains quarterly income statement data (4Q21-4Q22) and annual balance sheet data (2020-2022).analyze_data
Open slide detailBeat · Financials
40
Contains quarterly income statement data (4Q21-4Q22) and annual balance sheet data (2020-2022).analyze_data
Open slide detailBeat · Financials
41
The text '감사합니다' translates to 'Thank you'.summarize