http://ir.nexon.co.jp/en/
Q1 2016 Investor Presentation: https://ir.nexon.co.jp/en/library/pdf/20160511_2.pdf
Revenues this quarter exceeded outlook, specifically noting strong sales from D&F in China and better than expected performance in Korea.
(already announced) 100% acquisition of Big Huge Games (DomiNations developer).
Became the second largest shareholder of NAT Games, developer of HIT (mobile).
Aiming for a successful launch of HIT globally.
China: MAU increased, but paying users decreased quarter-over-quarter.
Korea: Growth driven from specifically mentioned HIT, DomiNations, and Legion of Heroes (all mobile).
Japan: They're preparing for their 2H 2016 pipeline.
Expect revenues to be down 12% to 6% yoy. (North America: Expect 20~30% decrease yoy)
Japanese yen appreciation, economic slowdown in China, and weaker Japanese economic recovery noted to be the causes of negative impact on revenue.
Preparing for launch of MapleStory 2, and Dungeon&Fighter mobile in China.
Preparing for launch of Sudden Attack 2 in Korea and Japan (Korea: Summer 2016).
Multiple PC & mobile games scheduled to launch in Korea in 2016.
Open beta is scheduled for First Assault in NA/EU+Others this year.
Pipeline
2016 Tier 1 Content Update Schedule
Region Fun Facts:
Q1 2014 - Q1 2016:
+18% in China between Q1 2014 to Q1 2016.
+32% in Korea between Q1 2014 to Q1 2016.
-56% in Japan between Q1 2014 to Q1 2016.
+38% in North America between Q1 2014 to Q1 2016.
+38% in Europe/Others between Q1 2014 to Q1 2016.
Revenue By Region Changes:
Q1 2012: China 50%; Korea 29%; Japan 10%; NA 5%; EU/Others 6%
Q1 2013: China 46%; Korea 24%; Japan 22%; NA 3%; EU/Others 5%
Q1 2014: China 45%; Korea 32%; Japan 17%; NA 3%; EU/Others 3%
Q1 2015: China 44%; Korea 39%; Japan 11%; NA 3%; EU/Others 3%
Q1 2016: China 45%; Korea 39%; Japan 8%; NA 4%; EU/Others 4%
Revenue By Platform Changes:
Q1 2012: PC 99%; Mobile <1%
Q1 2013: PC 80%; Mobile 20%
Q1 2014: PC 85%; Mobile 15%
Q1 2015: PC 84%; Mobile 16%
Q1 2016: PC 78%; Mobile 22%
Other:
+17% in total revenue between Q1 2014 to Q1 2016.
+11% in revenue from PC between Q1 2014 to Q1 2016.
+42% in revenue from mobile between Q1 2014 to Q1 2016.
Bookmarks