NEXON Co., Ltd. Q2 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

  • Revenue: JPY 118.9 billion — 8% above guidance; down 3% YoY (as-reported); up 6% YoY (constant currency).
  • Operating Income: JPY 37.7 billion — 21% above guidance; down 70% YoY (as-reported); down 10% YoY (constant currency).
  • Net Income: JPY 16.8 billion — down 58% YoY, primarily due to a JPY 17.5 billion FX loss; compared to JPY 8.2 billion FX gain in Q2 2024.
  • Three Major Franchises (MapleStory, Dungeon&Fighter, FC): Collective revenue down 13% YoY, primarily due to Dungeon&Fighter Mobile launch in Q2 2024.

Title Performance Highlights

  • MapleStory Franchise:
    • Revenue up 60% YoY, driven by strong PC engagement in Korea (up 91% YoY).
    • Global growth: 36% YoY growth in the West; 7x YoY growth in MapleStory Worlds, especially in Taiwan.
    • MapleStory: Idle RPG planned for global release in 2024.
  • Dungeon&Fighter Franchise:
    • Overall franchise revenue down 40% YoY due to comparison with Dungeon&Fighter Mobile launch.

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Operator: Good day, everyone, and welcome to NEXON's 2025 Q2 Online Earnings presentation. Today's presentation is being recorded. You can listen to the audio in your preferred language. I will now hand over to Takanori Kawai, Team Leader of Investor Relations. Please go ahead, sir. Takanori Kawai: Team Leader of Investor Relations: Hello, everyone, and welcome to NEXON's earnings conference call. Thank you for joining us today. With me are Junghun Lee, President and CEO of NEXON; and Shiro Uemura, CFO. Today's call will contain forward-looking statements, including statements about our results of operation and financial condition, such as revenues attributable to our key titles, growth prospects, including with respect to the online games industry, our ability to compete effectively, adapt to new technologies, and address new technical challenges, our use of intellectual property and other statements that are not historical facts. These statements represent our predictions, projections, and expectations about future events, which we believe are reasonable or based on reasonable assumptions. However, numerous risks and uncertainties could cause actual results to differ materially from those expressed or implied in the forward-looking statements. Information on some of these risks and uncertainties can be found in our earnings-related IR documents. We assume no obligation to update or alter any forward-looking statements. Please note, net income refers to net income attributab

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