{"slug":"kakao","name":"카카오","name_en":"Kakao","ticker":"035720.KS","updated_at":"2026-07-11T10:22:06.303+00:00","canonical":"https://valuechain.wiki/kakao","kicker":"코스피 대형주","kicker_en":"KOSPI large cap","lead":"메신저 카카오톡을 기반으로 콘텐츠와 금융, 모빌리티로 확장한 IT 플랫폼 기업이다. 코스피 시가총액 상위 종목. 밸류체인 관계·수치 데이터는 조사 전인 기본 노드로, AI 질문 수요가 관측되면 상세 노드로 승격된다.","lead_en":"An IT-platform company that expanded from the KakaoTalk messenger into content, finance and mobility. KOSPI large-cap constituent. Baseline node ahead of value-chain research; promoted to a full node once AI question demand is observed.","segments":{"parts":[{"name":"플랫폼(톡비즈·모빌리티·페이)"},{"name":"콘텐츠(게임·뮤직·스토리·미디어)"}],"total":"약 7.9조원 (FY2024)"},"segments_en":{"parts":[{"name":"Platform (Talk Biz, mobility, pay)"},{"name":"Content (game, music, story, media)"}],"total":"~₩7.9T (FY2024)"},"returns_yearly":{"2021":-3.6,"2022":-27.1,"2023":-15.2,"2024":-26.9,"2025":60.3,"2026":-42.3},"return_asof":"2026-07-10","value_chain":{"leading":[],"benefiting":[],"analysis":null,"analysis_en":null,"analysis_asof":null},"edges":[]}