kakao-company

## 历史时间线

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Install skill "kakao-company" with this command: npx skills add hanxueyuan/kakao-company

历史时间线

  • 2010年：KakaoTalk发布，6个月用户破100万
  • 2014年：与Daum合并成立Daum Kakao（后改名Kakao）
  • 2016年：推出KakaoPay移动支付
  • 2021年：KakaoBank上市，创下韩国科技IPO纪录
  • 2022年：梨泰院踩踏事故后面临监管审查
  • 2024年：Kakao Mobility分拆上市，AI搜索服务升级

商业模式

以KakaoTalk（12个内容平台+支付+出行+银行）为入口的超级App生态。收入来源：内容/游戏、广告、商务（电商/支付）、出行。

护城河分析

①KakaoTalk 97%的韩国智能手机渗透率——事实上的国家基础设施 ②超级App的跨服务网络效应 ③KakaoPay和KakaoBank的金融科技协同

关键数据

2024年营收约7.5万亿韩元（约54亿美元）；KakaoTalk月活约5300万（韩国人口约5200万）；KakaoBank用户超2400万

有趣事实

  • 在韩国，几乎没有人不用KakaoTalk——它的渗透率超过97%，连街边小摊都用KakaoPay收款
  • Kakao的黄色logo形象是'Ryan'——一个没有狮子的狮子，是全球最受欢迎的Kakao Friends角色

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