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 revenue and operating profit were driven by strong PUBG and inZOI performance, new IP acquisitions, and global expansion. Subnautica 2's launch was delayed for quality, while major investments in AI, ad tech, and Japanese market presence signal future growth.
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Record Q1 2025 revenue and profit were driven by PUBG's strong user growth and the successful launch of inZOI. Strategic investments in new content, Unreal Engine 5, and global collaborations are set to extend the franchise's lifecycle and diversify revenue streams.
Fiscal Year 2024
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Record 2024 revenue and profit were driven by PUBG IP growth across platforms, with India and mobile showing standout performance. A five-year plan targets KRW 7 trillion revenue, focusing on new IPs, AI, and global expansion, while maintaining double-digit PUBG growth.
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Q3 set new revenue and operating profit records, driven by PUBG IP and successful collaborations. Net profit declined year-over-year due to FX losses, but cumulative annual profit rose. Management projects continued growth with a strong content pipeline and ongoing investment in talent.
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Record Q2 and H1 revenue and profit were driven by PUBG IP, mobile growth, and successful collaborations. New titles and global expansion, especially in mobile and emerging markets, underpin a strong outlook, with robust user engagement and monetization trends.