Kakao approves KakaoAI and KakaoX split, targeting a 2027 relisting

KakaoAI will hold KakaoTalk, AI, advertising and commerce, while KakaoX will hold fintech, content and mobility investments, under the split announced August 21, 2026. A January 1, 2027 separation and a January 27 relisting are planned, subject to shareholder and exchange approval.

Separating the operating AI platform from the investment portfolio could clarify capital allocation and AI economics.

The split does not by itself prove AI revenue growth. Watch governance, shared services, data rights and execution of the 2030 targets.