Naver

Company 035420

Last mentioned: Mar 18, 2026

Timeline

  1. Korea Expansion

    YouTube officially rolls out live-stream gifting to the South Korean market.

  2. Earnings Scrutiny

    Investors analyze Q4 results for the full financial impact of the crisis.

  3. Earnings Scrutiny

    Investors prepare for Q4 results amid trimmed revenue and earnings estimates.

  4. Financial Scrutiny

    Investors brace for Q4 results amid trimmed revenue and earnings estimates.

  5. Earnings Scrutiny

    Investors prepare for Q4 results amid analyst downgrades and regulatory headwinds.

  6. Ministry Findings

    Science Ministry attributes the breach to internal management failures.

  7. Ministry Finding

    Science Ministry blames management failure for the data breach.

  8. Ministry Findings

    Science Ministry blames management failure for the security lapse.

  9. Ministry Findings

    South Korea's Science Ministry blames management failure for the security lapse.

  10. Market Share Erosion

    User data shows a 3.5% drop in MAU and a 6.3% decline in daily spending.

  11. User Exodus

    Data shows a 3.5% drop in MAU and a 6.3% decline in daily spending.

  12. User Exodus

    Data shows a 3.5% drop in Coupang MAUs while Naver gains 23%.

  13. User Migration Peak

    Data shows a 3.5% drop in Coupang MAUs while Naver gains 23% in the same period.

  14. Data Breach Disclosure

    Coupang reports a leak affecting 34 million users' personal information.

  15. Breach Disclosure

    Coupang reports a data leak affecting 34 million users.

  16. Breach Disclosure

    Coupang reports a data leak affecting 34 million users' personal information.

  17. Data Breach Disclosure

    Coupang reports a massive leak affecting 34 million users, exposing personal shipping data.

  18. Jewels US Launch

    YouTube introduces the Jewels gifting system to US-based creators.

  19. Twitch Exit

    Twitch officially ceases operations in South Korea due to high network costs.

Stories mentioning Naver 9

social-media Neutral

YouTube Expands Live-Stream Gifting to Korea to Challenge Local Rivals

YouTube is rolling out its live-stream gifting feature to creators in South Korea, introducing a new direct monetization channel in one of the world's most competitive streaming markets. The move signals a strategic push to capture market share following the exit of major international competitors and the rise of local streaming giants.

2 sources
funding Neutral

NAVER D2SF Backs Khameleon to Accelerate Physical AI Integration

NAVER D2SF has announced a strategic investment in Khameleon, a startup specializing in 'Physical AI' technologies that enable software to interact seamlessly with the physical world. This move underscores NAVER's commitment to the next frontier of AI, moving beyond digital interfaces into robotics and autonomous systems.

2 sources
data-breach Bearish

Coupang Faces Market Turmoil as Data Breach Fallout Erodes E-commerce Dominance

South Korean e-commerce leader Coupang is grappling with a significant loss of consumer trust and market value following a data breach affecting 34 million users. As the Science Ministry attributes the leak to management failures, rivals like Naver are capitalizing on the reputational damage, leading to a sharp decline in Coupang's active users and stock price.

2 sources
e-commerce Bearish

Coupang Braces for Market Erosion Following Massive Data Breach

South Korea's e-commerce leader Coupang is facing a significant decline in user engagement and market valuation following a data breach affecting 34 million customers. As the Science Ministry attributes the leak to management failure, rivals like Naver and traditional retailers are capitalizing on the reputational damage and looming regulatory changes.

2 sources
regulation Bearish

Coupang Faces Regulatory and Competitive Storm Following 34M User Data Breach

South Korean e-commerce leader Coupang is grappling with a significant erosion of consumer trust and market share following a massive data breach involving 34 million users. As the Science Ministry attributes the leak to management failures, the company faces both a 34% stock decline and looming regulatory changes that could dismantle its competitive advantage in overnight delivery.

2 sources