DOCSLIB.ORG

Earnings Results Briefing Session

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Earnings Results Briefing Session FY2015 First-Quarter Earnings Result Briefing Session (April 1st 2015 – June 30th 2015) mixi, Inc. http://mixi.co.jp/ TSE Mothers 2121 The opinions and forecasts contained in these materials are based on mixi's knowledge as of the time the materials were created. No guarantee of the accuracy of that information is stated or implied. The public should be aware of the possibility that actual earnings may diverge from these forecasts due to changes in any number of factors. 2 Financial Condition Copyright (C) mixi, Inc. All rights reserved. 3 Profit / Loss (Quarterly) ・Sales and profit both showed healthy growth Unit: millions of yen % of Change FY2015/1Q Year-End FY2014/1Q (Apr - Jun 2015) (Apr - Jun 2014) (QoQ) Estimates Net Sales 50,080 27.0％ 12,718 293.8% Operating 24,345 30.4％ 4,654 423.1% Income Ordinary 24,338 30.4％ 4,636 424.9% Income Net Income 15,960 30.6％ 2,919 446.8% Copyright (C) mixi, Inc. All rights reserved. 4 Sales Trend (Quarterly) ・Entertainment: Monster Strike sales showed healthy growth ・Media Platform: Hunza Inc. and MUSE & Co. became the consolidated subsidiaries Unit: millions of yen 60,000 50,000 40,000 30,000 20,000 10,000 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2013 FY2014 FY2015 Entertainment -0 -0 261 3,113 10,044 19,452 30,528 42,226 47,002 Mediaplatform 2,144 1,835 2,116 2,685 2,674 2,782 2,783 2,426 3,078 Copyright (C) mixi, Inc. All rights reserved. 5 Cost of Sales (Quarterly) ・Outsourcing costs increased in line with Monster Strike’s sales growth ・MUSE & Co. recognized Purchase Costs from its fashion commerce business Unit: millions of yen 6,000 5,000 4,000 3,000 2,000 1,000 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2013 FY2014 FY2015 Outsourcing 135 145 401 569 1,068 1,764 2,702 3,307 4,482 Personnel expenses for development 329 330 267 264 250 262 273 383 314 Content procurement expenses 37 35 35 35 35 34 34 34 34 Depreciation 39 38 47 42 22 24 29 32 23 Rental charges 123 123 124 137 145 156 140 168 232 Purchases - - - - 1 1 1 1 319 Others 29 31 33 38 31 27 44 29 58 Copyright (C) mixi, Inc. All rights reserved. 6 SG&A expenses (Quarterly) ・Settlement fees increased in line with Monster Strike’s sales growth ・Amortization of goodwill increased due to the acquisitions of Hunza Inc. and MUSE & Co. Unit: millions of yen 25,000 20,000 15,000 10,000 5,000 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2013 FY2014 FY2015 Settlement fees 275 258 348 1,294 3,486 6,439 10,210 13,131 14,938 Advertising 15 17 149 941 1,665 2,459 2,711 2,924 2,693 Outsourcing 192 217 166 178 220 244 266 293 376 Personnel 662 573 552 759 591 568 621 803 843 Rents on properties 138 140 137 133 147 142 140 139 162 Amortization of Goodwill 22 22 37 101 72 72 72 72 585 Tax and public charge 9 8 7 39 35 65 99 181 255 Others 216 205 180 272 290 274 385 390 413 Copyright (C) mixi, Inc. All rights reserved. 7 Offering Summary Offering Size Approximately 17.5 billion yen Payment Date July 30, 2015 Form of Offering Offering limited to overseas (Reg. S / 144A) ・Strengthening financial foundation for sustainable Use of Proceeds growth of shareholder value, primarily through M&A ・Marketing expenses for Entertainment business Copyright (C) mixi, Inc. All rights reserved. 8 Business Condition ‐ Entertainment Business ‐ Media Platform Business Copyright (C) mixi, Inc. All rights reserved. 9 Entertainment Business Copyright (C) mixi, Inc. All rights reserved. 10 TM Establishment of XFLAG Studio 2015 Coming Soon… 2015.10.10 Coming Soon… Copyright (C) mixi, Inc. All rights reserved. 11 Number of Downloads Unit: 10,000s of people Launch of Hong 3,500 Kong and Macao version 3,000 Launch of China version Launch of South Korea version 2,500 Launch of North 2,000 America version Launch of Launch on 1,500 Taiwan version Android 1,000 Start of TV commercials Launch on 500 iOS 0 Oct-2013 Jan-2014 Apr Jul Oct Jan-2015 Apr Jul Domestic Overseas *Number of downloads does not include multiple downloads from the same device Copyright (C) mixi, Inc. All rights reserved. 12 Domestic Copyright (C) mixi, Inc. All rights reserved. 13 Enhancement of Brand Recognition and Sales In-Game Events Merchandising Games ©CAPCOM U.S.A., INC. ALL RIGHTS RESERVED. ©Konami Digital Entertainment Direct Contacts Video Content TV Commercials Coming Soon… Copyright (C) mixi, Inc. All rights reserved. 14 Street Fighter x Monster Strike / Aomori Nebuta Festival ・Collaboration with popular fighting game Ultra Street Fighter IV ・Monster Strike Nebuta to appear at Aomori Nebuta Festival, with special booth In-Game Collaboration Aomori Nebuta Festival 7/17-7/31 8/3-8/7 ©CAPCOM U.S.A., INC. ALL RIGHTS RESERVED. <Red Riddler Nebuta> ・Obtain Collabo Gacha and quest clear characters ・Broadcast Collabo TV commercials TV commercial <Quest image> <Street Fighter Collaboration> <Special booth to enjoy Hippari target practice> Copyright (C) mixi, Inc. All rights reserved. 15 Monster Strike Festival 2015 Date: August 2, 2015 Number of Attendees: approx. 34,500 Number of Watchers: approx. 1.3 million Aiming to popularize smartphone-based eSport in Japan PvP Developments ・First large-scale tournament for Monst Stadium, Monster Strike Grand Prix 2015, was held *PvP = “Player vs. Player”: Players battle against each other e-sports = “electronic sports”: Organized multiplayer video games in competitive matches and viewed online via streaming or in stadiums around the world Copyright (C) mixi, Inc. All rights reserved. 16 Monster Strike Anime Project Anime with mixture of huge scale battles featuring popular monsters, drama and comedy gives more excitement to the Game Simultaneously broadcast on YouTube in multi- language and worldwide Links to Game Copyright (C) mixi, Inc. All rights reserved. 17 Overseas Copyright (C) mixi, Inc. All rights reserved. 18 Overseas Developments North America: Large-scale marketing after 2Q China: Discontinuation of distributing via the Tencent platforms (WeChat, QQ) is planned on October 19; Aiming to re-enter market in future Comparison of growth in domestic (actual) and overseas Phase 1 Phase 2 Phase 3 Improved functionality, stronger operations Appealing cooperative play Investing in effective promotions systems ・Multi-player mode on iOS and ・Appeal cooperative play with ・Mass promotion Android friends, using online ads and →Boost active user ratio and ・Holding events videos accelerate acquisition of new ・Localization and Culturalization → Using friend invites to users increase and retain users ＜China＞ ＜South Korea＞ ＜North America＞ ＜Taiwan/Hong Kong/Macao＞ * Graph shows users in Japan Copyright (C) mixi, Inc. All rights reserved. 19 Taiwan / Hong Kong / Macao ・Number of users reached 4 million in July after new TV commercials and in-game collaborations ・In the App Store, achieved No. 1 sales ranking in three regions on the same day (May 31) TV Commercials In-Game Collaborations 5/4-6/30 ＜Monster Strike× Evangelion＞ © カラー / (C) khara Started Ranked No. 1 July 17 TV commercials <Taiwan> <Hong Kong> Copyright (C) mixi, Inc. All rights reserved. 20 Media Platform Business Copyright (C) mixi, Inc. All rights reserved. 21 TicketCamp ・Broadcast two TV commercials featuring Ruriko Kojima ・Sponsor of Summer Sonic 2015, one of Japan’s biggest summer music festivals TV Commercials Event Sponsorship Started July 16 ・Ticket Camp booth is set up as an official sponsor ・Limited double name towels are offered as gifts to people who downloaded the smartphone application, on a first-come, first- <Drums> served basis Started July 16 <Limited edition hooded towel> <Limited edition scarf towel> <Dance> Copyright (C) mixi, Inc. All rights reserved. 22 Google Trends ・Google Trends showed TicketCamp's popularity skyrocketed after broadcasting the TV commercials TV Commercial A社 B社 (Source) Google Trends Copyright (C) mixi, Inc. All rights reserved. 23 TicketCamp’s Monthly Transaction Value July 2015 Transaction Value Approx. ¥2bn Jan-14 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan-15 Feb Mar Apr May Jun Jul Copyright (C) mixi, Inc. All rights reserved. 24 Service Updates ・Improving functionality, ・Monthly applications exceed 100,000 mainly the community ・ →Addition of push notification Booth at music events, hair-style to the community contests, and etc. →Able to view all publicly available information within the app ＜Push Notification＞ ＜Log-off Screen＞ ＜Overview of Contest＞ Launched in Jun 2015 ・Continuation rate for families who ・Launched SNS “Café Fure” connect with their spouses is ・App to make friends by meeting up approx. 70%; continuation rate for at cafes families who connect with their spouses and grandparents is very high, approx. 85% ＜Invitation Page＞ ・Launched an app for grandparents and ＜Profile Page＞ families Copyright (C) mixi, Inc. All rights reserved. 25 Appendix Copyright (C) mixi, Inc. All rights reserved. 26 BS / CF Unit: millions of yen FY2015/1Q FY2014/1Q (end of Jun 2015) (end of Jun 2014) Current assets 77,331 27,289 Non-current assets 21,390 4,305 Total assets 98,721 31,594 Current liabilities 33,929 6,452 Non-current liabilities － 14 Net assets 64,792 25,128 FY2015/1Q FY2014/1Q (Apr 2015-Jun 2015) (Apr 2014-Jun 2014) CFs from operating activities ▲4,542 2,918 CFs from investing activities ▲85 836 CFs from financing activities ▲3,970 ▲155 Cash and cash equivalents at end of period 56,819 20,407 Copyright (C) mixi, Inc. All rights reserved.
Load more

Recommended publications
  • Appannie.Com
    A P P A N N I E S T A T E O F M O B I L E 2 0 2 1 E X E C U T I V E S U M M A R Y 2020 Mobile Landscape at a Glance New App App Store Daily Time Spent Mobile Venture Capital Downloads Spend Per User Ad Spend to Mobile Tech S T A T E O F 218B $143B 4.2 Hrs $240B $73B M O B I L E 2 0 2 1 +7% +20% +20% +26% +27% YoY Growth YoY Growth YoY Growth YoY Growth YoY Growth Source: Crunchbase iOS, Google Play, Third-Party iOS, Google Play, Third-Party Android Phones; Among Markets Android in China Android in China Analyzed 2 What's Inside Macro Mobile Trends Gaming Finance Social Networking Video Streaming S T A Retail T E O Food & Drink F M O Marketing & Advertising B I L E Other Industries Embracing Mobile Innovation 2 0 2 Top Apps and Games of 2020 1 3 The Mobile Performance Standard S T A T E O F M O B I L E 2 0 2 1 4 Macro Mobile After a year that welcomed more downloads than ever before, apps should focus on Trends influencing user discovery. 37% of app users we surveyed reported they found a new app through a friend or family member. 67% of users agree when discovering and purchasing new S T apps they trust what they learn from online A T E research, and 50% only consider well-known O F apps.
    [Show full text]
  • Gamewith / 6552
    GameWith / 6552 COVERAGE INITIATED ON: 2019.09.27 LAST UPDATE: 2021.04.19 Shared Research Inc. has produced this report by request from the company discussed in the report. The aim is to provide an “owner’s manual” to investors. We at Shared Research Inc. make every effort to provide an accurate, objective, and neutral analysis. In order to highlight any biases, we clearly attribute our data and findings. We will always present opinions from company management as such. Our views are ours where stated. We do not try to convince or influence, only inform. We appreciate your suggestions and feedback. Write to us at [email protected] or find us on Bloomberg. Research Coverage Report by Shared Research Inc. GameWith / 6552 RCoverage LAST UPDATE: 2021.04.19 Research Coverage Report by Shared Research Inc. | https://sharedresearch.jp INDEX How to read a Shared Research report: This report begins with the trends and outlook section, which discusses the company’s most recent earnings. First-time readers should start at the business section later in the report. Executive summary ----------------------------------------------------------------------------------------------------------------------------------- 3 Key financial data ------------------------------------------------------------------------------------------------------------------------------------- 5 Recent updates ---------------------------------------------------------------------------------------------------------------------------------------- 6 Highlights ------------------------------------------------------------------------------------------------------------------------------------------------------------
    [Show full text]
  • “YO-Kai Watch 2 Ganso/Honke/Shinuchi” (LEVEL-5 Inc.) Grand Award Winning for the Second Consecutive Year!
    〈PRESS RELEASE〉 September 17, 2015 Games of the Year Division Grand Award is “YO-Kai Watch 2 Ganso/Honke/Shinuchi” (LEVEL-5 Inc.) Grand Award winning for the second consecutive year! “Super Smash Bros.” series won ‘Award of Excellence’ and the ‘Global Awards Japanese Product.’ “Minecraft” and “Monster Strike” received the Special Awards! Computer Entertainment Supplier’s Association The Japan Game Awards 2015 (organized by the Computer Entertainment Supplier’s Association (CESA; Chairman: Hideki Okamura) has announced the award winners for the “Games of the Year Division” today. “YO-Kai Watch Ganso/Honke/Shinuchi” (LEVEL-5 Inc.) were selected for the Grand Award in the year of 2015! The “YO-Kai Watch” series received the Grand Award for two consecutive years in 2014 and this year! Winners for the Award of Excellence, the Special Award, the Best Sales Award and the Global Award for Japanese Product / Foreign Product were also selected. - Japan Game Awards 2015 “Games of the Year Division” Award Winners - *Alphabetical order in each award Award Title Company Platform Grand YO-KAI WATCH 2 Ganso/Honke/Shinuchi LEVEL-5 Inc. 3DS Award Super Smash Bros. for Wii U Nintendo Co., Ltd. Wii U Super Smash Bros. for Nintendo 3DS Nintendo Co., Ltd. 3DS Destiny Sony Computer Entertainment Inc. PS4 / PS3 DRAGON QUEST HEROES: The World Tree's Woe SQUARE ENIX CO., LTD. PS4 / PS3 and the Blight Below Bloodborne Sony Computer Entertainment Inc. PS4 Award for Pokémon Omega Ruby and Pokémon Alpha The Pokémon Company 3DS excellence Sapphire Mario Kart 8 Nintendo Co., Ltd. Wii U MONSTER HUNTER 4G CAPCOM CO., LTD.
    [Show full text]
  • Mobile App Industry Trends 2021 — How Mobile Apps Are Adjusting to the New Virtual Lifestyle ©2021 Sensor Tower Inc
    Mobile App Industry Trends 2021 — How Mobile Apps are Adjusting to the New Virtual Lifestyle ©2021 Sensor Tower Inc. - All Rights Reserved Executive Summary: Highlights Hypercasual continues to be a hot trend in Stock trading and cryptocurrency apps continue mobile gaming, with the top hypercasual titles to see high volume in demand going into the new surpassing 10 billion installs in 2020. Easy-to-play year. IQ Option and Expert Option were the top two games gained massive popularity amid COVID-19. trading apps by downloads in 2020. More core games are adopting in-app More consumers being home has led to a 39 subscription models. Subscriptions in games saw a percent Y/Y growth rate among top smart home slight correlation with higher long-term retention apps. Home-centric lifestyles have inspired rates than games without them in 2020. consumers to invest in smart technology. 2 ©2021 Sensor Tower Inc. - All Rights Reserved Industry Trends 2021: Table of Contents Mobile Industry Trends 2021 report offers analysis on the latest trends for the category: 5. 2020 Industry Recap An overview of the app industry in 2020 along with top categories and countries 11. Mobile Gaming 14. Hypercasual Game Adoption Takes Off Examine how hypercasual games grew their massive popularity in 2020 18. Mobile Games Find Success with Subscriptions A look at games that use in-app subscriptions and how it affects retention 22. Mobile Apps 25. The Booming Fintech Market The global fintech market continues to experience high adoption 30. The Rise of 5G and Smart Home Apps A look at smart home apps and how quarantines affected growth 33.
    [Show full text]
  • L'evoluzione Della Relazione Uroborica Fra Videogioco E Musica: Il Singolare Caso Di Transculturalità Dell'industria Videoludica Giapponese
    Corso di Laurea magistrale in Economia e Gestione delle Arti e delle Attività culturali Dipartimento di Filosofia e Beni culturali Tesi di Laurea L'evoluzione della relazione uroborica fra videogioco e musica: il singolare caso di transculturalità dell'industria videoludica giapponese Relatore: Giovanni De Zorzi Correlatrice: Maria Roberta Novielli Laureando: Enrico Pittalis Numero di Matricola: 871795 Anno accademico 2018/2019 Sessione Straordinaria Ringrazio Valentina, la persona più preziosa, senza cui questo lavoro non sarebbe stato possibile. Ringrazio i miei relatori, i professori Giovanni De Zorzi e Maria Roberta Novielli, che mi hanno guidato lungo questo percorso con grande serietà. Ringrazio i miei amici per i tanti consigli, confronti e spunti di riflessione che mi hanno dato. Ringrazio il Dott. Tommaso Barbetta per avermi incoraggiato ed aiutato a trovare gli obiettivi e il Prof. Toshio Miyake per avermi suggerito dei materiali di approfondimento. Ringrazio il Prof. Marco Fedalto per avermi dato importantissimi consigli. Ringrazio i miei genitori per avermi sostenuto nelle mie scelte, anche le più stravaganti. Glossario: - Anime: termine con cui si fa riferimento alle serie televisive animate prodotte in Giappone, spesso adattamenti televisivi di romanzi brevi o manga, talvolta videogiochi. - Arcade: prestito linguistico dall’inglese, termine con cui ci si riferisce alle “Macchine da gioco”, costituita fisicamente da un videogioco posto all'interno di un cabinato di grandi dimensioni operabile a monete o gettoni, che normalmente viene posto in postazioni pubbliche come sale giochi, bar, talvolta cinema e centri commerciali. L’Etimologia è incerta, probabilmente derivante da “Arcata” facente riferimento storicamente a lunghi viali sotto i portici dei borghi, dove si trovavano le botteghe e luoghi dediti al divertimento.
    [Show full text]
  • Esports from Wild West to Mainstream
    26 June 2018 | 4:01AM EDT eSports From Wild West to Mainstream eSports are moving into the mainstream. The immense popularity of survival-based Christopher D. Merwin, CFA +1(212)357-9336 | games like Fortnite, growing prize pools for eSports tournaments, the rise of [email protected] Goldman Sachs & Co. LLC live-streaming, and improving infrastructure for pro leagues have all paved the way Masaru Sugiyama for eSports to reach nearly 300mn viewers by 2022, on par with NFL viewership +81(3)6437-4691 | [email protected] today. For game publishers, we believe eSports will not only help to increase Goldman Sachs Japan Co., Ltd. audience reach and engagement, but also drive direct revenue through established Piyush Mubayi +852-2978-1677 | [email protected] leagues. We see further tailwinds to the broader eSports ecosystem—including Goldman Sachs (Asia) L.L.C. online video platforms, hardware manufacturers (core and peripheral), and chip Toshiya Hari +1(646)446-1759 | [email protected] makers—opportunities we outline in this report. Goldman Sachs & Co. LLC Heath P. Terry, CFA +1(212)357-1849 | [email protected] Goldman Sachs & Co. LLC Alexander Duval +44(20)7552-2995 | [email protected] Goldman Sachs International Heather Bellini, CFA +1(212)357-7710 | [email protected] Goldman Sachs & Co. LLC Drew Borst +1(212)902-7906 | [email protected] Goldman Sachs & Co. LLC Lisa Yang +44(20)7552-3713 | [email protected] Goldman Sachs International Donald Lu, Ph.D. For the exclusive use of [email protected] +86(10)6627-3123 | [email protected] Beijing Gao Hua Securities Company Limited Garrett Clark +1(212)357-4481 | [email protected] Goldman Sachs & Co.
    [Show full text]
  • China's Digital Game Sector
    May 17, 2018 China’s Digital Game Sector Matt Snyder, Analyst, Economics and Trade Acknowledgments: The author thanks Lisa Hanson, Dean Takahashi, and Greg Pilarowski for their helpful insights. Their assistance does not imply any endorsement of this report’s contents, and any errors should be attributed solely to the author. Disclaimer: This paper is the product of professional research performed by staff of the U.S.-China Economic and Security Review Commission, and was prepared at the request of the Commission to support its deliberations. Posting of the report to the Commission’s website is intended to promote greater public understanding of the issues addressed by the Commission in its ongoing assessment of U.S.- China economic relations and their implications for U.S. security, as mandated by Public Law 106-398 and Public Law 113-291. However, the public release of this document does not necessarily imply an endorsement by the Commission, any individual Commissioner, or the Commission’s other professional staff, of the views or conclusions expressed in this staff research report. Table of Contents Executive Summary....................................................................................................................................................3 China’s Digital Game Market ....................................................................................................................................3 Importance of the Digital Game Sector to the U.S. Economy ....................................................................................8
    [Show full text]
  • Earnings Results Briefing Session
    FY2014 Second-Quarter Earnings Result Briefing Session (July 1st 2014 – September 30th 2014) mixi, Inc. http://mixi.co.jp TSE Mothers 2121 The opinions and forecasts contained in these materials are based on mixi's knowledge as of the time the materials were created. No guarantee of the accuracy of that information is stated or implied. The public should be aware of the possibility that actual earnings may diverge from these forecasts due to changes in any number of factors. 2 Financial condition Copyright (C) mixi, Inc. All rights reserved. 3 Profit / loss ・Monster Strike fuels healthy growth in sales and profits Unit: millions of yen Increase/ FY2014/2Q FY2014/1Q decrease (Jul-Sep 2014) (Apr-Jun 2014) (QoQ) Sales 22,235 12,718 74.8% Operating profit 9,696 4,654 108.3% Recurring profit 9,705 4,636 109.3% Net profit 6,163 2,919 111.1% Copyright (C) mixi, Inc. All rights reserved. 4 Sales trend (Quarterly) ・Monster Strike sales increased 93.5% from previous quarter Unit: millions of yen 25,000 82 1,497 20,000 15,000 66 1,393 19,447 10,000 88 10,049 5,000 16 1,221 その他 15 1 87 55 239 259 40 ライフイベント 230 231 38 584 3,113 3,283 3,004 2,872 226 218 261 2,390 1,877 1,578 1,476 1,375 コンテンツ 0 1,209 1,208 メディア 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q FY2012 FY2013 FY2014 * Other: Research business, new business, etc. Life events: Help Wanted business, photo book business, wedding support business (Start of since December 2013) Content: Monster Strike, etc.
    [Show full text]
  • An Analysis of Mobile Gaming Market Trends and Top Titles in the US
    The State of Mobile Gaming 2021 — An Analysis of Mobile Gaming Market Trends and Top Titles in the U.S., Europe, and Asia © 2021 Sensor Tower Inc. - All Rights Reserved Table of Contents 03 - Market Overview: Worldwide 15 - Market Overview: United States 21 - Market Overview: Europe 32 - Market Overview: Asia 43 - Market Forecast 49 - Game Genre Trends 57 - Monetization Trends 64 - Advertising Trends 73 - Conclusion Market Overview: Worldwide — An Overview of Mobile Gaming Worldwide © 2021 Sensor Tower Inc. - All Rights Reserved Global Game Revenue Surged During the Pandemic Worldwide quarterly consumer spending in mobile games on the App Store and Google Play App Store Google Play $25B Mobile game revenue spiked during the start of the COVID-19 pandemic, seeing its largest year- +25% over-year growth in Q2 2020 at 33 percent. Games earned more than $20 billion globally for $20B the first time that quarter. +18% $9.2B $8.4B $8.6B $8.1B Strong revenue growth continued in the +16% $15B following quarters. The 25 percent Y/Y growth in $7.0B Q1 2021 easily outpaced the growth during the $6.5B $6.5B $6.0B $6.1B prior two years. $5.7B $5.4B $5.2B $5.3B $10B $13.0B $12.1B $12.4B $12.4B $10.8B $5B $10.0B $9.9B $9.0B $9.1B $7.9B $7.8B $8.2B $8.4B Note: $0 Revenue figures are gross revenue (including the cut taken by Apple or Google). Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 Q1 2021 Market Overview: Worldwide 4 © 2021 Sensor Tower Inc.
    [Show full text]
  • Nintendo Co., Ltd
    Nintendo Co., Ltd. Earnings Release for the Six-Month Period Ended September 2015 Supplementary Information [Note] Forecasts announced by Nintendo Co., Ltd. herein are prepared based on management's assumptions with information available at this time and therefore involve known and unknown risks and uncertainties. Please note such risks and uncertainties may cause the actual results to be materially different from the forecasts (earnings forecast, dividend forecast and other forecasts). Nintendo Co., Ltd. Semi-Annual Consolidated Statements of Income Transition million yen FY3/2012 FY3/2013 FY3/2014 FY3/2015 FY3/2016 Apr.-Sept.'11 Apr.-Sept.'12 Apr.-Sept.'13 Apr.-Sept.'14 Apr.-Sept.'15 Net sales 215,738 200,994 196,582 171,399 204,182 Cost of sales 183,721 156,648 134,539 90,306 110,495 Gross profit 32,016 44,346 62,042 81,092 93,687 (Gross profit ratio) (14.8%) (22.1%) (31.6%) (47.3%) (45.9%) Selling, general, and administrative expenses 89,363 73,506 85,321 81,308 84,709 Operating income -57,346 -29,159 -23,278 -215 8,977 (Operating income ratio) (-26.6%) (-14.5%) (-11.8%) (-0.1%) (4.4%) Non-operating income 4,840 5,392 24,708 22,509 7,536 (of which foreign exchange gains) ( - ) ( - ) (18,360) (15,587) (719) Non-operating expenses 55,366 23,481 180 97 77 (of which foreign exchange losses) (52,433) (23,273) ( - ) ( - ) ( - ) Ordinary income -107,872 -47,248 1,248 22,196 16,436 (Ordinary income ratio) (-50.0%) (-23.5%) (0.6%) (13.0%) (8.1%) Extraordinary income 50 - 1,421 3,466 6 Extraordinary losses 62 23 18 2,174 23 Income before income taxes and minority interests -107,884 -47,271 2,651 23,488 16,419 Income taxes -37,593 -19,330 2,065 9,190 4,966 Profit -70,290 -27,941 586 14,297 11,452 Profit attributable to non-controlling interests -17 55 -13 -3 -13 Profit attributable to owners of parent -70,273 -27,996 600 14,300 11,466 (Profit attributable to (-32.6%) (-13.9%) (0.3%) (8.3%) (5.6%) owners of parent ratio) - 1 - Nintendo Co., Ltd.
    [Show full text]
  • Apps for Gamesmy Downloaded Games These Are the Most Popular Ios Apps and Games of All Time
    apps for gamesmy downloaded games These are the most popular iOS apps and games of all time. Next week, Apple will—most likely—be announcing new versions of the iPhone and iPad, along with releasing the newest version of its mobile operating system iOS 9. It remains to be seen whether a new operating system or new devices will affect the types of apps we download. But a new report from app-tracking firm App Annie shows that our habits on our iOS devices haven’t changed much over the years. Facebook—first released in 2008—is the most downloaded app in the world of all time, and Candy Crush Saga, which debuted November 2012, is the most downloaded game ever. According to App Annie, which tracks the app stores in each country daily, US iPhone users have downloaded the top 10 apps of all time the most. The US dominated revenue earned for game downloads as well, apart from two games— Puzzle & Dragon and Monster Strike —where the Japanese spent the most. App Annie also said Apple’s Pages app is the only app on the list that doesn’t have a free version or in-app purchases (meaning it made all its revenue from people buying the app). Facebook-owned apps accounted for 40% of the most downloaded apps, a week after the company announced 1 billion people accessed the social network in a single day. Facebook also happens to be the only app in the top downloads chart that’s lasted since the initial launch of the App Store in 2008.
    [Show full text]
  • UNO Template
    13 July 2016 Asia Pacific/Japan Equity Research Internet Mixi (2121.T / 2121 JP) Rating NEUTRAL* [V] Price (12 Jul 16, ¥) 4,295 INITIATION Target price (¥) 4,900¹ Chg to TP (%) 14.1 Market cap. (¥ bn) 356.97 (US$ 3.46) Initiate at NEUTRAL; valuations attractive, but Enterprise value (¥ bn) 341.97 Number of shares (mn) 83.11 need more income sources to lessen Free float (%) 40.0 52-week price range 6,060 - 3,015 dependence on Monster Strike *Stock ratings are relative to the coverage universe in each analyst's or each team's respective sector. ■ Action: We initiate coverage of Mixi with a NEUTRAL rating and a ¥4,900 ¹Target price is for 12 months. [V] = Stock considered volatile (see Disclosure Appendix). target price (potential return 14.1%). Although valuations appear low, and we see few downside risks to the share price, we would need more catalysts to Research Analysts take a more positive view. Keiichi Yoneshima 81 3 4550 9740 ■ Investment case: Despite the stock’s comparatively low valuations, Mixi's [email protected] earnings depend heavily on Monster Strike, creating a risk of earnings fluctuations. However, its ample cash flow should enable promotional/development-related spending to sustain long-term Monster Strike profits, and also new business investment. We see no relative overvaluation, and only limited downside risk, so we assign a NEUTRAL rating. ■ Catalysts/risks: Catalysts include development of new sources of earnings, clear earnings contribution from growth in new business areas. Risks include earnings trends for Monster Strike, including in overseas markets, and tightening or loosening of online gaming regulations.
    [Show full text]