South Korea · Delayed Price · Currency is KRW KRAFTON Earnings Call Transcripts
Fiscal Year 2026
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Q1 saw strong PUBG growth in China and MENA, with double-digit gains in user metrics and operating profit of KRW 56 billion. Subnautica 2's early access is on track, and a new JV with Socar targets AI-driven autonomous services.
Fiscal Year 2025
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Record 2025 revenue was driven by PUBG IP and new titles, but operating profit declined due to higher development and one-off costs. The company plans further platform transformation, AI-driven innovation, and increased shareholder returns, with continued investment in new IPs and marketing.
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Q3 2025 saw record revenue and profit, driven by PUBG IP and mobile growth, with strong performance in India and ongoing AI-first transformation. Despite competition, monetization and user engagement remain robust, and major new IP launches are planned for 2026–2027.
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Record first-half 2025 revenue and operating profit were driven by strong content updates, new IP launches, and global expansion. Key investments in AI, new studios, and major acquisitions diversified the portfolio, while Subnautica 2's delay and FX losses impacted net profit.
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Record Q1 2025 revenue and profit were driven by PUBG's strong user growth and the successful launch of INZOI. Multiple new titles and technology upgrades are planned, with ongoing expansion in India and global markets.
Fiscal Year 2024
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Record 2024 revenue and profit driven by PUBG IP growth, with strong PC and mobile performance. Five-year plan targets KRW 7 trillion revenue, focusing on new IPs, AI, and global expansion, especially in India.
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Q3 set new revenue and operating profit records, driven by PUBG IP and strong PC performance. Growth was organic, with ongoing investment in talent and AI initiatives. Outlook remains positive with new titles and content updates planned.
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Record half-year revenue and operating profit were driven by strong PUBG IP performance, mobile growth, and successful collaborations. New titles and investments in studios support a robust pipeline, while AI-driven games and strategic integrations enhance future prospects.