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  1. Idiot. Male
    IGN: Enfris
    Server: Reboot GMS
    Level: 173
    Job: Evan
    Guild: Forever alone.jpg
    Alliance: Forever alone.jpg
    California

    Default Nexon Q3 2015 Financial Results


    http://ir.nexon.co.jp/en/

    Q3 2015 Investor Presentation: https://ir.nexon.co.jp/en/library/pdf/20151113_2.pdf

    Positive news for all regions except Japan.
    Strong performance from China (+29% yoy), NA (+44% yoy) and EU+Others (+83% yoy).
    Respectable performance from Korea (+1% yoy) since 2014 Q3 benefited significantly from the World Cup.

    They expect 40 - 50% increase for Q4 in NA (70 ~ 90% in EU+Others). Japan is expected to drop by 30%+.

    Need for Speed EDGE (Korea, PC) expected to hit CBT this month.
    HIT (Korea, Mobile) expected to launch this month.
    Arpiel & Tree of Savior (Korea, PC) expected to launch December.
    Devil's Third Online (Japan, PC) expected to hit CBT this month.
    Mabinogi Duel & Fantasy War Tactics (Japan, Mobile) expected to launch this month.

    New class to launch Q4 for KMS.

    Region Fun Facts:
    Q3 2011 - Q3 2015:
    +133% in China between Q3 2011 to Q3 2015.
    +136% in Korea between Q3 2011 to Q3 2015.
    +44% in Japan between Q3 2011 to Q3 2015.
    +20% in North America between Q3 2011 to Q3 2015.
    +33% in Europe/Others between Q3 2011 to Q3 2015.

    Q3 2012 - Q3 2015:
    +78% in China between Q3 2012 to Q3 2015.
    +206% in Korea between Q3 2012 to Q3 2015.
    +54% in Japan between Q3 2012 to Q3 2015.
    +53% in North America between Q3 2012 to Q3 2015.
    +40% in Europe/Others between Q3 2012 to Q3 2015.

    Q3 2013 - Q3 2015:
    +27% in China between Q3 2013 to Q3 2015.
    +66% in Korea between Q3 2013 to Q3 2015.
    -43% in Japan between Q3 2013 to Q3 2015.
    +50% in North America between Q3 2013 to Q3 2015.
    +44% in Europe/Others between Q3 2013 to Q3 2015.

    Revenue By Region Changes:
    Q3 2011: China 36%; Korea 35%; Japan 14%; NA 7%; EU/Others 7%
    Q3 2012: China 47%; Korea 27%; Japan 13%; NA 6%; EU/Others 7%
    Q3 2013: China 40%; Korea 30%; Japan 22%; NA 4%; EU/Others 4%
    Q3 2015: China 41%; Korea 40%; Japan 10%; NA 4%; EU/Others 5%

    Revenue By Platform Changes:
    Q3 2013: PC 97%; Mobile 3%
    Q3 2015: PC 79%; Mobile 21%

    Other:
    +188% in total revenue between Q3 2011 to Q3 2015.
    +188% in total revenue between Q3 2012 to Q3 2015.
    +14% in total revenue between Q3 2013 to Q3 2015.
    +52% in revenue from PC between Q3 2012 to Q3 2015.
    +1403% in revenue from mobile between Q3 2012 to Q3 2015.

  2. Orbital Bee Cannon
    IGN: SaptaZapta
    Server: Kradia
    Level: 225
    Job: Hero
    Guild: Matriarchy
    Alliance: Dominion

    Default Re: Nexon Q3 2015 Financial Results


    Hmm... the "new character update" is described as already being in Q3.
    Maybe they mean the rebalancing, rather than yet another new class?

  3. Default Re: Nexon Q3 2015 Financial Results


    Well this is in stark contrast to what I was lead to believe.

    Edit: This actually really pisses me off. I wish there was more I could say.

  4. Orbital Bee Cannon
    IGN: SaptaZapta
    Server: Kradia
    Level: 225
    Job: Hero
    Guild: Matriarchy
    Alliance: Dominion

    Default Re: Nexon Q3 2015 Financial Results


    The question is whether you have been misled, or Nexon's investors are being misled, or a little of both.

  5. Default Re: Nexon Q3 2015 Financial Results


    Heroes of maple update? Are they going to touch up on heroes again? Oh yeah, it's blockbuster content like black heaven.

  6. Nuclear testing facility Straight Male
    IGN: VerrKol
    Server: Zenith
    Level: 204
    Job: Bowmaster
    Guild: LegacyReborn
    Farm: Kolville
    usa

    Default Re: Nexon Q3 2015 Financial Results


    We all have to keep in mind that management has a lot of ways to manipulate the numbers to produce substantial "profit" even when the company isn't doing well. The classic example would be laying off a bunch of workers in Q2 to make Q3 profits higher. This would likely hurt eventual Q4 and onward profits, but revolving door employment and other tactics can mitigate that as well. It's really difficult for us to judge objectively since all we can do is look at user numbers and our personal spending.

  7. Default Re: Nexon Q3 2015 Financial Results


    The report says "lower than expected HR costs" which lends credence to your theory. There's also a material amount of changes in income due to foreign currency fluctuations (value of the won and yen didn't change the way they expected) which mostly went in their favour and they haven't reported some of the related losses in net income, opting to leave them in other comprehensive income which is a different section that they technically don't have to mention in summaries.

  8. Default Re: Nexon Q3 2015 Financial Results


    Well that's how financial accounting works though, they decide which method to use based on if it looks better for the company or not. You're right though, that information is quite telling

  9. Default Re: Nexon Q3 2015 Financial Results


    Well, yes, I know that, I've studied it.

  10. Default Re: Nexon Q3 2015 Financial Results


    THEN WHY ARE YOU SAYING STUPID THINGS RAY MR ACCOUNTANT.

  11. Nuclear testing facility Straight Male
    IGN: VerrKol
    Server: Zenith
    Level: 204
    Job: Bowmaster
    Guild: LegacyReborn
    Farm: Kolville
    usa

    Default Re: Nexon Q3 2015 Financial Results


    Well I thought it was informative and interesting

  12. Default Re: Nexon Q3 2015 Financial Results


    I don't know how in depth people here care for.

  13.  

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