카카오, 직원도 주주도 분노하는 소름돋는 구조

Kakao recorded its highest-ever operating profit, yet employees went on strike for the first time in the company's 20-year history. The stock price plummeted by 80%, and consumers were thrown into confusion by the overhaul of KakaoTalk. They earned a record amount of money, so why is no one satisfied? Tracing the flow of money reveals the structure hidden behind this strike—ranging from the performance-based bonus structure (RSU vs. cash), management's structural failures, to comparisons with Samsung and SK Hynix. 📌 Timeline 00:00 Why a Strike When Kakao Has Record-Breaking Profits? 01:00 The First Strike Since Founding: What Happened on the Ground 04:00 The Money Is There — Then Where Did It Go? 07:30 Structural Failures Created by Management 11:00 General Strike Scenario: What Does It Matter to Me? 14:00 This is not just a problem for Kakao #KakaoStrike #KakaoStockPrice #PerformanceBonus #RSU #KakaoTalk #SamsungElectronicsStrike #SKHynix #MoneyStudy #FlowOfMoney References and Sources Kakao Union Launches First Partial Strike Since Founding — The Korea Economic Daily, June 10, 2026 https://www.hankyung.com/article/2026... Kakao Union Launches First Partial Strike at Headquarters Since Founding — Newsis, June 10, 2026 https://www.newsis.com/view/NISX20260... Kakao Strike D-1, Possibility of Expanding from Partial Strike to General Strike Heightens — The Fact, June 9, 2026 https://news.tf.co.kr/read/economy/23... Samsung Electronics Labor and Management Dramatic Settlement, 12% Performance Bonus Institutionalized for 10 Years — MTN, May 20, 2026 SK Hynix Agrees on 10% Profit Share on Operating Profit, Maintained for 10 Years — The Korea Economic Daily, April 17, 2026 Kakao CEO Jeong Shin-ah Announces Apology and Organizational Restructuring — KBS News, May 28, 2026 Kakao's 2025 Performance: Revenue and Operating Profit at All-Time Highs — Kakao IR Changes in Strike Environment Following Implementation of the Yellow Envelope Law (March 13, 2026) — Shifty, 2026 Hyundai Motor Union Confirms Demand for 30% Net Profit Performance Bonus — Insight Korea, 2026 🎵Music provided by BGM President 🎵Track : Spy - [BGM President] (Espionage/Tension/Epic) Spy