Japan · Delayed Price · Currency is JPY NEXON Earnings Call Transcripts
Fiscal Year 2026
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Leadership is driving a strategic reset, focusing on cost discipline, fewer high-conviction projects, and leveraging AI and decades of player data for efficiency and creativity. MapleStory and ARC Raiders highlight global growth, while 2026 marks the start of a transformation for improved margins and disciplined capital returns.
Fiscal Year 2025
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Record revenue growth in 2025 was driven by core franchises and new titles, notably ARC Raiders, which surpassed 14 million unit sales. MapleStory Idle RPG's coding error led to refunds and reforms, while strong cash flow enabled higher dividends and share buybacks.
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Q3 revenue and operating income met guidance, with net income up 41% year-over-year due to FX gains. ARC Raiders sold over 4 million units post-launch, and MapleStory is on track for record growth. Dividend doubled and share buyback continues, supporting strong shareholder returns.
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Q2 results exceeded expectations with strong growth in MapleStory and Dungeons & Fighter PC, though FX losses weighed on net income. Q3 guidance anticipates lower revenue and operating income YoY, but MapleStory is set for accelerated growth and new global launches are expected to drive future momentum.
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Q1 revenue rose 5% year-over-year to JPY 113.9B, with operating income up 43% on strong franchise growth and lower costs. New games Khazan and Mabinogi Mobile launched successfully, while Q2 guidance anticipates a revenue dip due to tough comparisons and FX headwinds.
Fiscal Year 2024
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Q3 saw record revenue and operating income, driven by strong growth in Dungeon & Fighter Mobile and new IP launches, despite FX headwinds. The company raised its dividend, authorized a major share buyback, and reaffirmed ambitious 2027 growth targets.