정신아號 2기 카카오, 1분기 역대 최대 실적…톡비즈·페이 '쌍끌이'

Kakao's record Q1 profitability signals a strategic inflection point as the company transitions from a messaging-and-commerce platform to an 'agentic AI platform' leveraging its 50 million-user base. The improved operating margins during a historically weak quarter demonstrate structural cost efficiencies that can fund this AI transformation. This reflects broader trends of established Asian tech firms pivoting toward AI services to remain competitive.