Obzen Leads in AI Monetization, Achieves Three Consecutive Quarters of Profit... "Positive Signal for Lifting Investment Caution"

AI data platform specialist company Obzen has maintained a streak of operating profit for three consecutive quarters in 2025, a rare achievement among AI technology firms, simultaneously strengthening both profitability and financial stability.

According to Obzen's third-quarter earnings report disclosed on the Financial Supervisory Service's electronic disclosure system on November 12, the company's cumulative revenue for the first three quarters of this year reached 17.8 billion won, marking approximately 67% growth compared to 10.6 billion won in the same period last year.

Cumulative operating profit stood at 900 million won, up about 100 million won from the first half of this year, and representing a 4.7 billion won improvement from a 3.8 billion won operating loss in the same period last year. Since the beginning of this year, Obzen has recorded operating profit in each consecutive quarter, successfully transitioning from short-term performance improvement to a sustainable profit structure.

The main growth driver has been the expanding demand for AI solutions across the financial and retail sectors. In particular, as data and marketing system advancement projects by major domestic financial institutions have gained momentum, revenue has steadily increased. Product license sales, which are highly profitable, surpassed 5 billion won, raising the share of product license sales from just 19% last year to 28% this year, thereby driving profitability.

Obzen is expanding its scope of collaboration with large clients by providing integrated AI-based marketing technologies, including data collection, analysis, and prediction, beyond simply supplying CRM solutions. The company is recognized as one of the fastest to achieve 'substantial monetization of AI solutions' through this technology-focused business structure.

From an accounting perspective, stability is also evident. The derivative valuation loss, which was recorded at about 10.8 billion won in the first half of the year, was reduced to around 4.5 billion won by the end of the third quarter, resulting in a loss reversal effect of about 6.3 billion won. As a result, net loss for the period improved by approximately 6.4 billion won compared to the previous half, significantly enhancing financial soundness.

Additionally, as the company's stock price has recently been on an upward trend, the likelihood of convertible bonds being exercised is increasing. If capital conversion occurs in the future, it is expected that the valuation loss could be fully resolved. Most importantly, as the issue of being designated an 'investment caution stock' due to accounting-based capital impairment risk-caused by non-cash accounting factors with no actual cash outflow-has entered the stage of being lifted, the perception of shareholders and investors is also expected to turn positive.

An Obzen representative stated, "Three consecutive quarters of profit is the result of our technological competitiveness and business efficiency strategies bearing fruit," adding, "As accounting loss factors are being resolved, our financial structure has become even more solid." The representative continued, "Based on our AI technological capabilities and stable profit base, 2026 will be a year of real turnaround with accelerated growth."

This content was produced with the assistance of AI translation services.