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Investors Ask... What's Next After Record-Breaking Earnings? [In-Depth Look at Wise birds Inc. ③]

YU JIN-HEE
2026-07-23 14:31:02
Wise birds Inc.(273060), which has successfully transformed itself from a traditional digital advertising agency into an AI-based advertising platform company, is drawing significant attention from the capital markets. This is because the company achieved record-breaking results in the first quarter—typically considered the off-season—with performance that holds its own even when compared to the fourth quarter, which is generally regarded as the peak season in the advertising industry. Market attention is now focused on the “next phase of growth” that Wise Birds Inc. will embark on following this record performance. We have compiled the company management’s answers to the five key questions investors are most curious about.

(Photo: Wise birds Inc.)


- Record-breaking results in the typically slow first quarter... Is this sustainable?

△ Wise birds Inc.’squarterly operating profit has shown a steady, step-by-step increase every quarter, starting at 640 million won in the first quarter of 2025, followed by 1.92 billion won, 2.09 billion won, and 2.92 billion won. In the first quarter of this year, the company recorded 2.91 billion won, on par with the fourth quarter of last year—which had the highest profit of the year. Achieving such results in the first quarter, typically the weakest period of the year, indicates that fundamental improvements in the company’s underlying structure have been made, transcending seasonal trends. The key driver behind this is the advancement of its business structure. Synergies were maximized as Wise Birds Inc., which excels in display advertising, and its subsidiary AdEfficiency, which specializes in search advertising, established an integrated advertising execution system. The company attracted new clients such as Zigzag, The Hanssem.com, and Celltrion Skin Cure, while orders based on annual contracts with Naver Financial, Naver Webtoon, and KOLON CORPORATION translated into stable revenue. Combined with incentives from major media partnerships, the operating profit margin for the first quarter reached 24.6%. The company is confident that it will achieve record-breaking annual performance this year, driven by the simultaneous growth of its core business and platform.

- Why “Nest Ads Manager” is a new growth driver

△“Nest Ads Manager,” a platformsolution, is the key driver that has overcome the limitations of the traditional advertising agency business. Unlike the conventional model, where revenue increases in proportion to the number of staff deployed, this system involves setting up the platform for media companies and automatically receiving a fixed percentage of the resulting ad revenue. AI handles the entire process—from ad planning to delivery, operation, and settlement—so even as the number of client companies increases, fixed costs rise only minimally, and most of the increased revenue translates directly into operating profit. The growth rate is also steep. Since its official launch in 2025, 12 media companies—including the portal Daum, Saramin, Blind, Daily Shot, Regin, HANATOUR SERVICE, and Lotte On—have adopted the system. With Danawa and Enuri.com joining this year, the total number of media partners has risen to 14. Driven by this growth, revenue for Wise Birds Inc.’s Technology Business Division doubled in 2025 alone. A highly profitable revenue model has been established, where revenue accumulates with each new media partner added.

-The overseas expansion strategy for the AI platform is

△NestAs Manager was developed with global market entry in mind from the initial design stage. It can be immediately applied to overseas media sites simply by changing the programming language. Unlike traditional advertising agencies, which must establish local subsidiaries and hire staff in each country, this structure allows for global market expansion while minimizing additional costs. As word spreads about the operational efficiency and profitability—already proven through adoption by major domestic platforms—inquiries from overseas media companies are pouring in. Wise birds Inc. plans to continue securing domestic media partners while actively pursuing entry into overseas markets by leveraging the ease of language conversion.

-The Advertising Market Opened by Generative AI: How Are You Preparing?

△Wise birds Inc.has also secured proactive execution experience in the generative AI advertising market. Last June, in partnership with CLIO Cosmetics Co., Ltd, it became the first domestic agency to launch an OpenAI ChatGPT advertising campaign targeting users in the U.S. and Canada. The campaign naturally exposed CLIO Cosmetics Co., Ltd.’s products within the context of conversations where North American users were searching for K-pop idol makeup or color cosmetics. This case demonstrates the practical success of the strategy—combining Generative AI Search Optimization (GEO) technology, first presented at the “DMS Co.,Ltd. 2026” digital marketing conference last March, with paid advertising. As OpenAI plans to expand the availability of ChatGPT ads to five countries, including South Korea, Wise birds Inc. is expected to capitalize on first-mover advantage based on its initial campaign data and expertise. The company aims to replicate the success formula it used to secure an early foothold in the Facebook and TikTok markets in the AI advertising market as well.

-Future growth strategies and shareholder return plans

△In terms of growthstrategy, the company is expanding its reach into the pharmaceutical and biotech sectors. On the 15th, it co-hosted a seminar with TikTok Korea and others to support domestic pharmaceutical, biotech, and medical device companies in entering the U.S. direct-to-consumer (DTC) advertising market. In the U.S. market, where direct-to-consumer advertising for pharmaceuticals and healthcare products is permitted, the company aims to establish itself as a specialized agency dedicated to local marketing for K-pharma and biotech companies, following in the footsteps of K-Beauty. We will also vigorously pursue our shareholder return policy. The company has decided to repurchase and cancel its own shares to enhance per-share value. Additionally, to maintain an appropriate number of shares outstanding and ensure stock price stability, we will simultaneously implement a 5-to-1 stock consolidation. By simultaneously pursuing earnings growth and shareholder return policies, we will continuously increase corporate value.

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