DeNA Co., Ltd.
2432・Prime Market・Information & Communication
Games Business
DeNA's core profit-generating segment. Achieves high profit margins through mobile game app distribution.
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue | ¥64,356 million | ¥78,099 million | ↓ |
| Segment Profit | ¥29,656 million | ¥38,577 million | ↓ |
| Segment Profit Margin | 46.1% | 49.4% | ↓ |
| Depreciation and Amortization | ¥822 million | ¥338 million | ↑ |
| Impairment Loss | ¥235 million | ¥233 million | — |
Business Details
A segment offering mobile and PC game-related services both domestically and overseas. Its main services include game app distribution and the social game platform "Mobage." The segment focuses on developing and operating titles in partnership with strong external partners, with an eye toward global market expansion. In FY2026 (ending March 2026), revenue was ¥64,356 million and segment profit was ¥29,656 million; while this remains the core segment driving overall group profit, both revenue and profit declined year on year.
Recent Overview
Revenue declined 17.6% and profit declined 23.1% year on year due to the reversal from the initial surge in Pokémon TCG Pocket.
In FY2026 (ending March 2026), the Games Business recorded revenue of ¥64,356 million (down 17.6% year on year) and segment profit of ¥29,656 million (down 23.1% year on year). The main cause was the reversal from the substantial initial revenue generated by "Pokémon Trading Card Game Pocket," released in October 2024, during the first half of the prior fiscal year. Although reduced commission payments linked to business performance provided some support on the cost side, this was insufficient to offset the revenue decline. The forecast for FY2027 (ending March 2027) is also premised on a business plan that takes into account the initial-launch contribution of the same title in the prior fiscal year.
Key Products
Growth Drivers
- Continued revenue expansion through the development and operation of titles in partnership with strong external partners
- Revenue contribution from the long-term continued operation of "Pokémon Trading Card Game Pocket"
- Flexibility in the cost structure due to fluctuations in commission payments linked to business performance
- Promotion of title expansion with a view toward the global market
- Strengthening the competitiveness of existing businesses and efforts toward new title development through the use of AI
Risks
- Risk of revenue concentration in the flagship title (Pokémon TCG Pocket) and continuation of the post-launch reversal decline
- Profitability decline in existing titles due to intensifying competition in the mobile game market and changes in user preferences
- Risk related to the continuity of partnership relationships with external partners (such as The Pokémon Company) and changes in terms
- Increased costs and business risk (rising development cost trend) in the development and operation of new titles
- Risk of changes in terms and rules by iOS and Android platform operators
- Risk of impairment of goodwill and other assets (an impairment loss of ¥235 million was recorded in the Games Business for the current period)
Last updated: June 26, 2026