Worth reading
41Recurring
Scored from 5 of 6 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
-278
¥ millions (operating profit)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Presentation materials for financial resultsFirst quarter of the fiscal year ending December 20264 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥476 million
Operating profit¥-278 million
Results for the three months of the current quarter
Net Sales
¥476 million
Operating profit
¥-278 million
Comparison
-2.8 Compared with the immediately preceding quarter revenue, %
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Growth investments ahead of launching new titles
- Development of new titles and investment in next-generation businesses
The company identifies the factors but does not state the amount attributable to each one.
New initiatives
- Establishing a highly efficient development structure through the use of AI, automation, and shared infrastructure
- Launching multiple IP titles during 2026
- An active digital asset treasury business with Solana as its primary asset
- A next-generation earnings model combining the games business with the DAT business
Key KPIsA metric the company considers important as a management benchmark.
- Title pipeline5 bottles
- Number of IP titles scheduled for release in FY20263〜4
- Development resource allocation: customization10 %
- Development resource allocation: tool utilization48 %
- Development resource allocation: title-specific features42 %
- Expected annual yield from staking3〜
- Expected annual yield from active management5〜10
Market Size / Share
- Solana RWA marketApproximately 1.7 billion
- Stablecoin supplyApproximately 15 billion
- Monthly stablecoin transfer volumeApproximately 650 billion
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | First quarter of the fiscal year ending December 2026 |
| Net Sales | ¥476 million |
| Operating profit | ¥-278 million |
| Results for the three months of the current quarter | Net Sales ¥476 million / Operating profit ¥-278 million / Comparison -2.8 Compared with the immediately preceding quarter (revenue, %) |
| Breakdown of Factors Affecting the Change | Factors Growth investments ahead of launching new titles / Amount Not disclosed, Factors Development of new titles and investment in next-generation businesses / Amount Not disclosed |
| Key KPIs | Indicator name Title pipeline / Value 5 bottles / Year on year against the same period last year Not disclosed, Indicator name Number of IP titles scheduled for release in FY2026 / Value 3〜4 / Year on year against the same period last year Not disclosed, Indicator name Development resource allocation: customization / Value 10 % / Year on year against the same period last year Not disclosed, Indicator name Development resource allocation: tool utilization / Value 48 % / Year on year against the same period last year Not disclosed, Indicator name Development resource allocation: title-specific features / Value 42 % / Year on year against the same period last year Not disclosed, Indicator name Expected annual yield from staking / Value 3〜 / Year on year against the same period last year Not disclosed, Indicator name Expected annual yield from active management / Value 5〜10 / Year on year against the same period last year Not disclosed |
| Market Size / Share | Indicator name Solana RWA market / Value Approximately 1.7 billion, Indicator name Stablecoin supply / Value Approximately 15 billion, Indicator name Monthly stablecoin transfer volume / Value Approximately 650 billion |
| New initiatives | Establishing a highly efficient development structure through the use of AI, automation, and shared infrastructure, Launching multiple IP titles during 2026, An active digital asset treasury business with Solana as its primary asset, A next-generation earnings model combining the games business with the DAT business |
Items this document does not state (22)
Ordinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
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 explains that it continues to make growth investments ahead of launching new titles, develop new titles, and invest in next-generation businesses. It is also pursuing productivity improvements through the use of AI, automation, and shared infrastructure, as well as a next-generation growth strategy built on its games business.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.