2015-08-13, 10:08 AM
http://ir.nexon.co.jp/en/
Q2 2015 Investor Presentation: http://ir.nexon.co.jp/en/library/pdf/20150813_2.pdf
Positive news for all regions except Japan.
Existing live games had solid performance around the world, particularly in Korea and China.
MapleStory 2 is off to a strong start, ranking in #4 in PC Bangs shortly after launch.
The mobile game, Dominations, was noted specifically as a significant growth factor in NA and EU this quarter*. (+>100% in NA and +>60% in EU)
*While revenue in the NA region was up, the increase in marketing resulted in a decline in profit (about two billion yen, surprisingly)
Dirty Bomb is off to a strong start.
YoY growth in MapleStory, Dungeon & Fighter and Sudden Attack in Korea
YoY growth in all Nexon NA games except for Atlantica, Combat Arms and Dirty Bomb (obvs.)
Need for Speed Edge to launch in Korea; Titanfall to launch in Asia.
They expect over 2x YoY increase for Q3 in NA. Japan is expected to drop by 30%+.
Two new mobile games, Super Senso and Beasts vs. Bots expected to launch September for NA/EU.
Region Fun Facts:
Q2 2011 - Q2 2015:
105% increase in China between Q2 2011 to Q2 2015.
161% increase in Korea between Q2 2011 to Q2 2015.
70% increase in Japan between Q2 2011 to Q2 2015.
86% increase in North America between Q2 2011 to Q2 2015.
27% increase in Europe/Others between Q2 2011 to Q2 2015.
Q2 2012 - Q2 2015:
49% increase in China between Q2 2012 to Q2 2015.
159% increase in Korea between Q2 2012 to Q2 2015.
93% increase in Japan between Q2 2012 to Q2 2015.
86% increase in North America between Q2 2012 to Q2 2015.
40% increase in Europe/Others between Q2 2012 to Q2 2015.
Q2 2013 - Q2 2015:
<1% increase in China between Q2 2013 to Q2 2015.
89% increase in Korea between Q2 2013 to Q2 2015.
42% decrease in Japan between Q2 2013 to Q2 2015.
95% increase in North America between Q2 2013 to Q2 2015.
27% increase in Europe/Others between Q2 2013 to Q2 2015.
Revenue By Region Changes:
Q2 2011: China 38%; Korea 31%; Japan 16%; NA 7%; EU/Others 8%
Q2 2012: China 47%; Korea 27%; Japan 12%; NA 7%; EU/Others 7%
Q2 2013: China 42%; Korea 23%; Japan 26%; NA 4%; EU/Others 5%
Q2 2015: China 37%; Korea 38%; Japan 13%; NA 7%; EU/Others 5%
Revenue By Platform Changes:
Q2 2011: PC 100% (Assumed as there is no data for mobile)
Q2 2012: PC >99%; Mobile <1%
Q2 2013: PC 80%; Mobile 20%
Q2 2015: PC 76%; Mobile 24%
Other:
108% increase in total revenue between Q2 2011 to Q2 2015.
86% increase in total revenue between Q2 2012 to Q2 2015.
16% increase in total revenue between Q2 2013 to Q2 2015.
43% increase in revenue from PC between Q2 2012 to Q2 2015.
5540% (not an error) increase in revenue from mobile between Q2 2012 to Q2 2015.
TYO:3659 share price is up 48% from Dec. 16th, 2011 (as of 3pm Aug 13, 2015 JST)
According to the chart at pg. 32, they pretty much hope/expect that the Western market grows exponentially.
Q2 2015 Investor Presentation: http://ir.nexon.co.jp/en/library/pdf/20150813_2.pdf
Positive news for all regions except Japan.
Existing live games had solid performance around the world, particularly in Korea and China.
MapleStory 2 is off to a strong start, ranking in #4 in PC Bangs shortly after launch.
The mobile game, Dominations, was noted specifically as a significant growth factor in NA and EU this quarter*. (+>100% in NA and +>60% in EU)
*While revenue in the NA region was up, the increase in marketing resulted in a decline in profit (about two billion yen, surprisingly)
Dirty Bomb is off to a strong start.
YoY growth in MapleStory, Dungeon & Fighter and Sudden Attack in Korea
YoY growth in all Nexon NA games except for Atlantica, Combat Arms and Dirty Bomb (obvs.)
Need for Speed Edge to launch in Korea; Titanfall to launch in Asia.
They expect over 2x YoY increase for Q3 in NA. Japan is expected to drop by 30%+.
Two new mobile games, Super Senso and Beasts vs. Bots expected to launch September for NA/EU.
Region Fun Facts:
Q2 2011 - Q2 2015:
105% increase in China between Q2 2011 to Q2 2015.
161% increase in Korea between Q2 2011 to Q2 2015.
70% increase in Japan between Q2 2011 to Q2 2015.
86% increase in North America between Q2 2011 to Q2 2015.
27% increase in Europe/Others between Q2 2011 to Q2 2015.
Q2 2012 - Q2 2015:
49% increase in China between Q2 2012 to Q2 2015.
159% increase in Korea between Q2 2012 to Q2 2015.
93% increase in Japan between Q2 2012 to Q2 2015.
86% increase in North America between Q2 2012 to Q2 2015.
40% increase in Europe/Others between Q2 2012 to Q2 2015.
Q2 2013 - Q2 2015:
<1% increase in China between Q2 2013 to Q2 2015.
89% increase in Korea between Q2 2013 to Q2 2015.
42% decrease in Japan between Q2 2013 to Q2 2015.
95% increase in North America between Q2 2013 to Q2 2015.
27% increase in Europe/Others between Q2 2013 to Q2 2015.
Revenue By Region Changes:
Q2 2011: China 38%; Korea 31%; Japan 16%; NA 7%; EU/Others 8%
Q2 2012: China 47%; Korea 27%; Japan 12%; NA 7%; EU/Others 7%
Q2 2013: China 42%; Korea 23%; Japan 26%; NA 4%; EU/Others 5%
Q2 2015: China 37%; Korea 38%; Japan 13%; NA 7%; EU/Others 5%
Revenue By Platform Changes:
Q2 2011: PC 100% (Assumed as there is no data for mobile)
Q2 2012: PC >99%; Mobile <1%
Q2 2013: PC 80%; Mobile 20%
Q2 2015: PC 76%; Mobile 24%
Other:
108% increase in total revenue between Q2 2011 to Q2 2015.
86% increase in total revenue between Q2 2012 to Q2 2015.
16% increase in total revenue between Q2 2013 to Q2 2015.
43% increase in revenue from PC between Q2 2012 to Q2 2015.
5540% (not an error) increase in revenue from mobile between Q2 2012 to Q2 2015.
TYO:3659 share price is up 48% from Dec. 16th, 2011 (as of 3pm Aug 13, 2015 JST)
According to the chart at pg. 32, they pretty much hope/expect that the Western market grows exponentially.
