Webtoon Entertainment

At the Goldman Sachs Conference 2026, WEBTOON presented a growth strategy based on paid content, advertising, IP adaptations and gaming engagements. The company is targeting double-digit constant-currency revenue growth for 2026 but expects only about 2% growth in Q3. Key data: 155 million monthly active users, 27 million creators, annual revenue under US‑GAAP of about USD 1.4bn; paid content accounts for 79% of revenue, advertising 11% and IP adaptations 8–9%. WEBTOON announced a USD 100m fund for IP adaptations (40% stake) and a phased gaming equity strategy, and is increasingly using AI, automatic translations and partnerships (including Disney, Duolingo) for internationalization. » Więcej na de.investing.com

Webtoon Entertainment reported a beat in Q2 with 5.2% currency‑adjusted revenue growth and $5.5m adjusted EBITDA, but total revenue fell 2.8% year‑over‑year and global MAU were essentially flat. Japan, the company’s largest market, showed declining users and revenue, prompting a strategic refocus on marketing, Japanese originals and an internal Japan content operation. Management is pivoting from a licensing‑first model to direct IP commercialization, committing $100m to an Adaptation Fund and investing in game development, while weighing AI initiatives that concern creators. The company holds about $583m cash and warns of modest Q3 revenue growth, signaling a capital‑intensive push to reignite expansion. » Więcej na forbes.com

Webtoon reported second-quarter revenue of $338.5 million, narrowly missing analysts' estimates; net loss widened to $14.6 million. The EBITDA forecast for Q3 of about $2.5 million was well below expectations and triggered a sell-off. At the same time, Webtoon announced the acquisition of 60% of RI Games for $100 million, which further worried investors due to cash outflows and execution risks. Evercore cut its price target to $12, and the stock slid sharply in premarket trading, approaching its 52-week low. » Więcej na de.investing.com