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Management planning3189ANAP HOLDINGS INC.Retail

Commencement of Consideration of a Strategic Joint Business with Exordium

ANAPホールディングス has entered into a letter of intent (LOI) with Exordium to begin investigating business opportunities to jointly develop and deploy premium mobile games for the global market, and to consider contributing business funds equivalent to ¥1.6 billion after a definitive agreement is signed. At this stage, neither a definitive agreement nor the payment of funds has been finalized.

Worth reading
21Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Neutral
Direction inferred from the company’s description.
Scale
16
¥100 million equivalent
Wording
Avoiding a definitive answer
How definitive the wording is.

Items stated in the management plan

Publication date1 July 2026

This document does not state the plan name, plan period, or numerical targets.

Total investment plan¥16 100 million equivalent
Investment amount by sectorField Business funding for the joint business / Amount ¥1.6 billion equivalent / Timing and conditions After the joint business agreement is signed; the method of contribution will be discussed separately. At this stage, the matter remains under consideration.
Key initiatives
01Establishing a position in the rare space fleet strategy MMO genre
02Monetization potential demonstrated by competing services in the same genre, including NetEase's Infinite Lagrange and Scopely's Star Trek Fleet Command
03Broad user acquisition opportunities through cross-platform deployment on PC and mobile
04Combining user engagement linked to the Bitcoin ecosystem with a new revenue model
Plan assumptionsItem Global console and mobile game IAP revenue / Figures Approximately US$81 billion as of 2024 / Source Sensor Tower State of Mobile 2025, Item Strategy game market / Figures Estimated at approximately US$18 billion in 2024 and expected to expand to US$35 billion by 2033 / Source Business Research Insights Strategy Games Market
Size of the Target MarketMarket Global console and mobile game IAP revenue / Scale Approximately US$81 billion (2024) / Source Sensor Tower, State of Mobile 2025 (January 2025), Market Strategy game market / Scale Approximately US$18 billion (2024 estimate) / Outlook Expected to expand to US$35 billion by 2033 / Source Business Research Insights, Strategy Games Market (2024)
Risks identified by the company
The market data is based on publicly available information and third-party estimates and does not guarantee future business performance or other outcomes.
The proposed investment is currently under consideration based on the LOI and does not constitute a commitment to execute a definitive agreement or make the payment of funds.
Items stated in the management plan
ItemDetails
Total investment plan¥16 100 million equivalent
Investment amount by sectorField Business funding for the joint business / Amount ¥1.6 billion equivalent / Timing and conditions After the joint business agreement is signed; the method of contribution will be discussed separately. At this stage, the matter remains under consideration.
Plan assumptionsItem Global console and mobile game IAP revenue / Figures Approximately US$81 billion as of 2024 / Source Sensor Tower State of Mobile 2025, Item Strategy game market / Figures Estimated at approximately US$18 billion in 2024 and expected to expand to US$35 billion by 2033 / Source Business Research Insights Strategy Games Market
Key initiativesEstablishing a position in the rare space fleet strategy MMO genre, Monetization potential demonstrated by competing services in the same genre, including NetEase's Infinite Lagrange and Scopely's Star Trek Fleet Command, Broad user acquisition opportunities through cross-platform deployment on PC and mobile, Combining user engagement linked to the Bitcoin ecosystem with a new revenue model
Size of the Target MarketMarket Global console and mobile game IAP revenue / Scale Approximately US$81 billion (2024) / Source Sensor Tower, State of Mobile 2025 (January 2025), Market Strategy game market / Scale Approximately US$18 billion (2024 estimate) / Outlook Expected to expand to US$35 billion by 2033 / Source Business Research Insights, Strategy Games Market (2024)
Risks identifiedThe market data is based on publicly available information and third-party estimates and does not guarantee future business performance or other outcomes., The proposed investment is currently under consideration based on the LOI and does not constitute a commitment to execute a definitive agreement or make the payment of funds.
Publication date1 July 2026
Items this document does not state (18)
Plan namePlan periodProgress against the planSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalDate of board resolution

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The Company has identified growth potential in the gaming market, particularly the strategy game market, as well as the distinctiveness of Infinite Fleet as a rare science-fiction space MMO genre offering. Its investment decision is also based on the monetization potential demonstrated by competing services, user acquisition opportunities through cross-platform deployment on PC and mobile, and the potential for a new revenue model linked to the Bitcoin ecosystem.

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Commencement of Consideration of a Strategic Joint Business with Exordium | ANAP HOLDINGS INC. (3189) timely disclosure | Komori