Kakao to Launch Unified Subscription Service Bundling Core Services: Can It Compete with Naver Plus?

September 2, 2026
Kakao to Launch Unified Subscription Service Bundling Core Services: Can It Compete with Naver Plus?
  • Kakao is planning a unified paid membership that bundles core Kakao services—KakaoTalk, Mobility, Entertainment, and Shopping—into a single monthly subscription.

  • The bundle could include KakaoTalk emoticons and Gift, Kakao Mobility taxis, Melon, Webtoon, and Webnovel from Kakao Entertainment, and Kakao Style fashion, offering free access or discounts for a monthly fee.

  • Members would pay a monthly fee in exchange for discounts and reward points across Kakao’s ecosystem, spanning KakaoPay, Kakao Shopping, Kakao Style Zigzag, Kakao VX, and potential partners like Coupang Eats.

  • Pricing is not finalized, but benchmarks from competitors, such as Naver Plus at 4,900 won per month (or 46,800 won per year), hint at a similar tiered model including rewards and external services.

  • Kakao faces competition from established Korean paid memberships like Naver Plus and Coupang Wow and must differentiate itself as a late entrant.

  • A major hurdle will be navigating copyright revenue-sharing for music and webtoons, which has hindered similar bundling efforts in the past.

  • Industry insiders note Kakao’s advantage in Talk’s user base, and differentiated pricing and benefits could enable Kakao Membership to challenge current leaders.

  • A beta version centered on Kakao AI is planned for release as early as next month, with a broader Kakao Membership beta potentially launching in October, though specifics remain undecided.

  • The plan mirrors Naver Plus Membership, aiming to use KakaoTalk as the subscription platform to tap into its 49 million users.

  • Kakao’s finances show growth potential for subscriptions, with solid YoY gains across platform revenue, Talk Biz, advertising, and commerce in the latest quarter.

  • The membership could tie into existing integrations like ChatGPT for Kakao and Kakao Tools partnerships, expanding recurring revenue across the group.

Summary based on 2 sources


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Sources

Kakao Plans Unified Paid Membership Service

The Elec Inc. • Sep 3, 2026

Kakao Plans Unified Paid Membership Service

Kakao to Launch All-in-One Membership Bundling Group Services

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