tmikpop
@tmikpop.bsky.social
always in won unless otherwise stated
Current MAU rate of Spotify Korea is around 1.4M. Naver’s paid membership is around 3.77M to 4.74M
May 12, 2025 at 5:09 PM
Current MAU rate of Spotify Korea is around 1.4M. Naver’s paid membership is around 3.77M to 4.74M
Naver is in discussions to bring Spotify to its members. In November of 2024, paid members of Naver were able to add Netflix for 4900 per month as opposed to the Netflix with ads subscription fee of 5500 (which is 7000w now)
n.news.naver.com/mnews/articl...
n.news.naver.com/mnews/articl...
네이버, '슈퍼 멤버십' 만드나…넷플릭스 이어 스포티파이 '맞손' 추진
네이버가 글로벌 음원 플랫폼 1위 스포티파이와의 협업을 추진한다. 멤버십 제휴로 확정되면 네이버 유료 멤버십은 넷플릭스뿐만 아니라 스포티파이 이용권 혜택까지 포함한 '슈퍼 멤버십'으로 성장할 전망이다. 12일 업계에
n.news.naver.com
May 12, 2025 at 5:07 PM
Naver is in discussions to bring Spotify to its members. In November of 2024, paid members of Naver were able to add Netflix for 4900 per month as opposed to the Netflix with ads subscription fee of 5500 (which is 7000w now)
n.news.naver.com/mnews/articl...
n.news.naver.com/mnews/articl...
SG&A also increased significantly. Last year, TBL spent 22.7B on SG&A. While revenue increased by 7.9%, the cost of goods sold and SG&A rose 35.9% and 58.4% respectively.
www.thebell.co.kr/free/Content...
www.thebell.co.kr/free/Content...
[Company Watch]더블랙레이블 , 로제 <아파트> 흥행에도 수익성 악화
국내 최고 자본시장 미디어 thebell이 정보서비스의 새 지평을 엽니다.
www.thebell.co.kr
April 16, 2025 at 1:55 PM
SG&A also increased significantly. Last year, TBL spent 22.7B on SG&A. While revenue increased by 7.9%, the cost of goods sold and SG&A rose 35.9% and 58.4% respectively.
www.thebell.co.kr/free/Content...
www.thebell.co.kr/free/Content...
The service sector is also facing profitability issues. This division includes recent from artist services related to dramas, films, advertisements, events, and performances. In 2023, service sector revenue was 1.2B, a 6.5% from 2023.
April 16, 2025 at 1:55 PM
The service sector is also facing profitability issues. This division includes recent from artist services related to dramas, films, advertisements, events, and performances. In 2023, service sector revenue was 1.2B, a 6.5% from 2023.
In the case of rookie artist MEOVV, the production costs appear to have been high and have struggled to recoup profits.
April 16, 2025 at 1:55 PM
In the case of rookie artist MEOVV, the production costs appear to have been high and have struggled to recoup profits.
Last year, TBL artists released three albums: Rosé’s ROSIE, released on October 18, and MEOVV and TOXIC by its rookie artist MEOVV. Rosie sold 400K copies but was released at the end of the year and there may not have been enough time to recoup the production costs.
April 16, 2025 at 1:55 PM
Last year, TBL artists released three albums: Rosé’s ROSIE, released on October 18, and MEOVV and TOXIC by its rookie artist MEOVV. Rosie sold 400K copies but was released at the end of the year and there may not have been enough time to recoup the production costs.
The cost of goods sold in the music album division amounted to 14.5B. In other words, more money was spent on production and related expenses than was earned in the music album division, resulting in a loss of 3.3B.
April 16, 2025 at 1:55 PM
The cost of goods sold in the music album division amounted to 14.5B. In other words, more money was spent on production and related expenses than was earned in the music album division, resulting in a loss of 3.3B.
The Black Label suffers its 7th year of consecutive loss. On Thursday, TBL reported 42.3B in revenue which is a 7.9% increase due to increased album sales. Album sales in 2024 were 11.2B, up 88.9% YOY. However the revenue did not cover production costs.
April 16, 2025 at 1:55 PM
The Black Label suffers its 7th year of consecutive loss. On Thursday, TBL reported 42.3B in revenue which is a 7.9% increase due to increased album sales. Album sales in 2024 were 11.2B, up 88.9% YOY. However the revenue did not cover production costs.
Note: the KPOPPED competition program is to star PSY and Megan Thee Stallion
April 16, 2025 at 1:43 PM
Note: the KPOPPED competition program is to star PSY and Megan Thee Stallion
and “KPOPPED”, a competition program with Apple TV+; and a band survival program.
They will also be adding an ecommerce segment to its current MNET Plus fandom platform which will allow global users to experience pop up stores
n.news.naver.com/mnews/articl...
They will also be adding an ecommerce segment to its current MNET Plus fandom platform which will allow global users to experience pop up stores
n.news.naver.com/mnews/articl...
CJ ENM “엠넷플러스, 글로벌 팬플랫폼 진화…K팝 필수앱 될 것”
CJ(001040)ENM이 음악 전문 채널 엠넷(Mnet) 개국 30주년을 맞아 글로벌 도약을 위한 음악 사업 부문 청사진을 공개했다. 엠넷은 글로벌 멀티레이블을 제작하고, 차별화된 콘텐츠를 바탕으로 ‘팬 플랫폼’인
n.news.naver.com
April 16, 2025 at 1:43 PM
and “KPOPPED”, a competition program with Apple TV+; and a band survival program.
They will also be adding an ecommerce segment to its current MNET Plus fandom platform which will allow global users to experience pop up stores
n.news.naver.com/mnews/articl...
They will also be adding an ecommerce segment to its current MNET Plus fandom platform which will allow global users to experience pop up stores
n.news.naver.com/mnews/articl...
CJ ENM will establish a new global music label in parternship with a global company. Additionally, it will broadcast “World of Street Woman Fighters, "Boys 2 Planet,” a large-scale boy group audition program in Japan and China;
April 16, 2025 at 1:43 PM
CJ ENM will establish a new global music label in parternship with a global company. Additionally, it will broadcast “World of Street Woman Fighters, "Boys 2 Planet,” a large-scale boy group audition program in Japan and China;
KQ Entertainment has announced its intention of going public next year and has selected Mirae Asset as its IPO organizer. In the last two years, revenue has grown 150% and operating profit 184% primarily due to increased performance revenue.
2022: 46.4B / 4.4B
2023: 65B / 5.9B
2024: 115.8B/12.5B
2022: 46.4B / 4.4B
2023: 65B / 5.9B
2024: 115.8B/12.5B
에이티즈 소속사 KQ엔터, IPO 추진…미래에셋과 주관 계약
이 기사는 04월 15일 14:36 마켓인사이트에 게재된 기사입니다. 에이티즈·싸이커스 소속사 KQ엔터테인먼트가 글로벌 아티스트 발굴에 필요한 자금을 확보하기 위해 기업공개(IPO)를 추진한다. 15일 투자은행(IB
n.news.naver.com
April 16, 2025 at 1:39 PM
KQ Entertainment has announced its intention of going public next year and has selected Mirae Asset as its IPO organizer. In the last two years, revenue has grown 150% and operating profit 184% primarily due to increased performance revenue.
2022: 46.4B / 4.4B
2023: 65B / 5.9B
2024: 115.8B/12.5B
2022: 46.4B / 4.4B
2023: 65B / 5.9B
2024: 115.8B/12.5B
CJ ENM will launching Boys Planet 2 K and Boys Planet 2 C and debut a rookie team from each country (Korea and China). CJ ENM's strategy is to expand the global IP portfolio and recover the operating profit margin by increasing advertising, MD, and platform revenue
www.topdaily.kr/articles/102...
www.topdaily.kr/articles/102...
CJ ENM, 이익 반토막난 음악사업...'음악명가' 위상 흔들
외형 확대에도, KCON 비용 부담에 영업익 56.5%↓
"글로벌 IP 확장·부가수익 다변화로 수익성 회복 시도할 것"
www.topdaily.kr
April 10, 2025 at 10:15 PM
CJ ENM will launching Boys Planet 2 K and Boys Planet 2 C and debut a rookie team from each country (Korea and China). CJ ENM's strategy is to expand the global IP portfolio and recover the operating profit margin by increasing advertising, MD, and platform revenue
www.topdaily.kr/articles/102...
www.topdaily.kr/articles/102...
The number of countries hosting KCON has increased from 12 to 14 and huge amounts of money are invested in the production costs but there are many instances where ticket prices are at a fixed level so revenue is extremely limited
April 10, 2025 at 10:15 PM
The number of countries hosting KCON has increased from 12 to 14 and huge amounts of money are invested in the production costs but there are many instances where ticket prices are at a fixed level so revenue is extremely limited
CJ ENM's music division has hit a structural limitation as it fails to maintain profitability in spite of expansion. Revenue increased 3.8% to 702.1B but Op Profit decreased by 56.5% to 30.9B The main reason for the deteriorating profit is due to increased cost of expanding its global business.
April 10, 2025 at 10:15 PM
CJ ENM's music division has hit a structural limitation as it fails to maintain profitability in spite of expansion. Revenue increased 3.8% to 702.1B but Op Profit decreased by 56.5% to 30.9B The main reason for the deteriorating profit is due to increased cost of expanding its global business.
TLDR: Kakao Ent has failed to go public and Kakao is going to sell management rights. I know many of you will wonder about Hybe and I think the sale would not be approved by the Fair Trade Commission.
April 8, 2025 at 12:30 PM
TLDR: Kakao Ent has failed to go public and Kakao is going to sell management rights. I know many of you will wonder about Hybe and I think the sale would not be approved by the Fair Trade Commission.
Bell Korea noted that Anchor has been looking to unload its shares for a while and that the key will be to find a structure that coordinates the sentiments of the investors who need an immediate exit and those who want to preserve their investment.
t.co/Gj6RGbzbn1
t.co/Gj6RGbzbn1
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202504080932567480107215
t.co
April 8, 2025 at 12:30 PM
Bell Korea noted that Anchor has been looking to unload its shares for a while and that the key will be to find a structure that coordinates the sentiments of the investors who need an immediate exit and those who want to preserve their investment.
t.co/Gj6RGbzbn1
t.co/Gj6RGbzbn1
PIFs and GICs that recently invested in hopes of an IPO are unlikely to participate in a sale that fails to deliver expected returns.
n.news.naver.com/mnews/articl...
This was originally broke by Bell Korea but KED had a more concise article
n.news.naver.com/mnews/articl...
This was originally broke by Bell Korea but KED had a more concise article
카카오 '몸값 11조' 카카오엔터 판다
▶마켓인사이트 4월 8일 오후 5시 31분 카카오가 카카오엔터테인먼트 매각을 추진한다. 기업공개(IPO) 시장이 침체해 기업가치를 제대로 인정받고 상장하기 어려워지자 내린 결정이다. 카카오엔터 몸값은 11조원 수준으
n.news.naver.com
April 8, 2025 at 12:30 PM
PIFs and GICs that recently invested in hopes of an IPO are unlikely to participate in a sale that fails to deliver expected returns.
n.news.naver.com/mnews/articl...
This was originally broke by Bell Korea but KED had a more concise article
n.news.naver.com/mnews/articl...
This was originally broke by Bell Korea but KED had a more concise article
There is a view that the sale will be challenging due to conflicting interests as Kakao Ent shares are held by various strategic investors and financial investors. Anchor PE, an early investor who invested 10 years ago, is desperate for a quick exit.
April 8, 2025 at 12:30 PM
There is a view that the sale will be challenging due to conflicting interests as Kakao Ent shares are held by various strategic investors and financial investors. Anchor PE, an early investor who invested 10 years ago, is desperate for a quick exit.
Kakao Ent's majority shareholders include:
Kakao: 66.03%
Hong Kong-based PEF Anchor PE: 12%
A special purpose corporation (SPC) created by Anchor PE and Singapore GIC: 6.73%
Saudi Arabia PIF: 5.1%
Tencent: 4.5%
Kakao: 66.03%
Hong Kong-based PEF Anchor PE: 12%
A special purpose corporation (SPC) created by Anchor PE and Singapore GIC: 6.73%
Saudi Arabia PIF: 5.1%
Tencent: 4.5%
April 8, 2025 at 12:30 PM
Kakao Ent's majority shareholders include:
Kakao: 66.03%
Hong Kong-based PEF Anchor PE: 12%
A special purpose corporation (SPC) created by Anchor PE and Singapore GIC: 6.73%
Saudi Arabia PIF: 5.1%
Tencent: 4.5%
Kakao: 66.03%
Hong Kong-based PEF Anchor PE: 12%
A special purpose corporation (SPC) created by Anchor PE and Singapore GIC: 6.73%
Saudi Arabia PIF: 5.1%
Tencent: 4.5%
The number of Kakao Ent subsidiaries grew from 14 in 2020 to 42 as of last year. In 2023, Kakao Ent, alongside Kakao, gained management control over SM Ent and its valuation at one point was estimated to be 20Tr.
April 8, 2025 at 12:30 PM
The number of Kakao Ent subsidiaries grew from 14 in 2020 to 42 as of last year. In 2023, Kakao Ent, alongside Kakao, gained management control over SM Ent and its valuation at one point was estimated to be 20Tr.
Its operating profit was 80.6B, an increase of 16.5% from 2023. Kakao Ent grew through a series of mergers & acquisitions. In 2022, it invested 1Tr to acquire Radish and Tapas. It also acquired Antenna, the agency founded by Yoo Hee-yeol and Yoo Jae-suk.
April 8, 2025 at 12:30 PM
Its operating profit was 80.6B, an increase of 16.5% from 2023. Kakao Ent grew through a series of mergers & acquisitions. In 2022, it invested 1Tr to acquire Radish and Tapas. It also acquired Antenna, the agency founded by Yoo Hee-yeol and Yoo Jae-suk.
Kakao Ent operates three main business: Music (entertainment agency), Story (webtoons and web novels) and Media (production company). Melon, Kakao Webtoon, and Kakao Page are its representative businesses. Last year, Kakao Ent generated sales of 1.8tr. This was a 3.2% decrease
April 8, 2025 at 12:30 PM
Kakao Ent operates three main business: Music (entertainment agency), Story (webtoons and web novels) and Media (production company). Melon, Kakao Webtoon, and Kakao Page are its representative businesses. Last year, Kakao Ent generated sales of 1.8tr. This was a 3.2% decrease
Back to article:
Kakao Ent total value is believed to be around 11Tr. This was the value set in early 2023 when it received 1.2tr from PIFs and GICs. Buying candidates include game companies such as NCSoft and Kraft and large entertainment companies such as Hybe, and PEFs.
Kakao Ent total value is believed to be around 11Tr. This was the value set in early 2023 when it received 1.2tr from PIFs and GICs. Buying candidates include game companies such as NCSoft and Kraft and large entertainment companies such as Hybe, and PEFs.
April 8, 2025 at 12:30 PM
Back to article:
Kakao Ent total value is believed to be around 11Tr. This was the value set in early 2023 when it received 1.2tr from PIFs and GICs. Buying candidates include game companies such as NCSoft and Kraft and large entertainment companies such as Hybe, and PEFs.
Kakao Ent total value is believed to be around 11Tr. This was the value set in early 2023 when it received 1.2tr from PIFs and GICs. Buying candidates include game companies such as NCSoft and Kraft and large entertainment companies such as Hybe, and PEFs.
liquidated Tapas Media and Radish Fiction in the US. Also related is how poorly Naver Webtoon stock is doing. Naver Webtoon went public on June 26, 2024, closing at $23 per share on its IPO day. It is now trading at $7.46)
April 8, 2025 at 12:30 PM
liquidated Tapas Media and Radish Fiction in the US. Also related is how poorly Naver Webtoon stock is doing. Naver Webtoon went public on June 26, 2024, closing at $23 per share on its IPO day. It is now trading at $7.46)