2015-11-13, 03:24 AM
http://ir.nexon.co.jp/en/
Q3 2015 Investor Presentation: https://ir.nexon.co.jp/en/library/pdf/20151113_2.pdf
Positive news for all regions except Japan.
Strong performance from China (+29% yoy), NA (+44% yoy) and EU+Others (+83% yoy).
Respectable performance from Korea (+1% yoy) since 2014 Q3 benefited significantly from the World Cup.
They expect 40 - 50% increase for Q4 in NA (70 ~ 90% in EU+Others). Japan is expected to drop by 30%+.
Need for Speed EDGE (Korea, PC) expected to hit CBT this month.
HIT (Korea, Mobile) expected to launch this month.
Arpiel & Tree of Savior (Korea, PC) expected to launch December.
Devil's Third Online (Japan, PC) expected to hit CBT this month.
Mabinogi Duel & Fantasy War Tactics (Japan, Mobile) expected to launch this month.
New class to launch Q4 for KMS.
Region Fun Facts:
Q3 2011 - Q3 2015:
+133% in China between Q3 2011 to Q3 2015.
+136% in Korea between Q3 2011 to Q3 2015.
+44% in Japan between Q3 2011 to Q3 2015.
+20% in North America between Q3 2011 to Q3 2015.
+33% in Europe/Others between Q3 2011 to Q3 2015.
Q3 2012 - Q3 2015:
+78% in China between Q3 2012 to Q3 2015.
+206% in Korea between Q3 2012 to Q3 2015.
+54% in Japan between Q3 2012 to Q3 2015.
+53% in North America between Q3 2012 to Q3 2015.
+40% in Europe/Others between Q3 2012 to Q3 2015.
Q3 2013 - Q3 2015:
+27% in China between Q3 2013 to Q3 2015.
+66% in Korea between Q3 2013 to Q3 2015.
-43% in Japan between Q3 2013 to Q3 2015.
+50% in North America between Q3 2013 to Q3 2015.
+44% in Europe/Others between Q3 2013 to Q3 2015.
Revenue By Region Changes:
Q3 2011: China 36%; Korea 35%; Japan 14%; NA 7%; EU/Others 7%
Q3 2012: China 47%; Korea 27%; Japan 13%; NA 6%; EU/Others 7%
Q3 2013: China 40%; Korea 30%; Japan 22%; NA 4%; EU/Others 4%
Q3 2015: China 41%; Korea 40%; Japan 10%; NA 4%; EU/Others 5%
Revenue By Platform Changes:
Q3 2013: PC 97%; Mobile 3%
Q3 2015: PC 79%; Mobile 21%
Other:
+188% in total revenue between Q3 2011 to Q3 2015.
+188% in total revenue between Q3 2012 to Q3 2015.
+14% in total revenue between Q3 2013 to Q3 2015.
+52% in revenue from PC between Q3 2012 to Q3 2015.
+1403% in revenue from mobile between Q3 2012 to Q3 2015.
Q3 2015 Investor Presentation: https://ir.nexon.co.jp/en/library/pdf/20151113_2.pdf
Positive news for all regions except Japan.
Strong performance from China (+29% yoy), NA (+44% yoy) and EU+Others (+83% yoy).
Respectable performance from Korea (+1% yoy) since 2014 Q3 benefited significantly from the World Cup.
They expect 40 - 50% increase for Q4 in NA (70 ~ 90% in EU+Others). Japan is expected to drop by 30%+.
Need for Speed EDGE (Korea, PC) expected to hit CBT this month.
HIT (Korea, Mobile) expected to launch this month.
Arpiel & Tree of Savior (Korea, PC) expected to launch December.
Devil's Third Online (Japan, PC) expected to hit CBT this month.
Mabinogi Duel & Fantasy War Tactics (Japan, Mobile) expected to launch this month.
New class to launch Q4 for KMS.
Region Fun Facts:
Q3 2011 - Q3 2015:
+133% in China between Q3 2011 to Q3 2015.
+136% in Korea between Q3 2011 to Q3 2015.
+44% in Japan between Q3 2011 to Q3 2015.
+20% in North America between Q3 2011 to Q3 2015.
+33% in Europe/Others between Q3 2011 to Q3 2015.
Q3 2012 - Q3 2015:
+78% in China between Q3 2012 to Q3 2015.
+206% in Korea between Q3 2012 to Q3 2015.
+54% in Japan between Q3 2012 to Q3 2015.
+53% in North America between Q3 2012 to Q3 2015.
+40% in Europe/Others between Q3 2012 to Q3 2015.
Q3 2013 - Q3 2015:
+27% in China between Q3 2013 to Q3 2015.
+66% in Korea between Q3 2013 to Q3 2015.
-43% in Japan between Q3 2013 to Q3 2015.
+50% in North America between Q3 2013 to Q3 2015.
+44% in Europe/Others between Q3 2013 to Q3 2015.
Revenue By Region Changes:
Q3 2011: China 36%; Korea 35%; Japan 14%; NA 7%; EU/Others 7%
Q3 2012: China 47%; Korea 27%; Japan 13%; NA 6%; EU/Others 7%
Q3 2013: China 40%; Korea 30%; Japan 22%; NA 4%; EU/Others 4%
Q3 2015: China 41%; Korea 40%; Japan 10%; NA 4%; EU/Others 5%
Revenue By Platform Changes:
Q3 2013: PC 97%; Mobile 3%
Q3 2015: PC 79%; Mobile 21%
Other:
+188% in total revenue between Q3 2011 to Q3 2015.
+188% in total revenue between Q3 2012 to Q3 2015.
+14% in total revenue between Q3 2013 to Q3 2015.
+52% in revenue from PC between Q3 2012 to Q3 2015.
+1403% in revenue from mobile between Q3 2012 to Q3 2015.