FY2020 Q2
Financial Results Briefing
GungHo Online Entertainment, Inc.
2020.8.7 (Tokyo Stock Exchange First Section-3765)
Table of Contents
1
2
3
4
5
Creation of New Values
Maximization of Existing Values
Partner Publishing
Subsidiary's Business
Summary of Results for FY2020 Q2
© GungHo Online Entertainment, Inc. All Rights Reserved. | 1 |
Table of Contents
1
2
3
4
5
Creation of New Values
Maximization of Existing Values
Partner Publishing
Subsidiary's Business
Summary of Results for FY2020 Q2
© GungHo Online Entertainment, Inc. All Rights Reserved. | 2 |
"Ninjala"
Nintendo Switch Logo - Nintendo Switch is a trademark of Nintendo. | |
© GungHo Online Entertainment, Inc. All Rights Reserved. | 3 |
New title Start of " Ninjala" Service
Global Launch of "Ninjala," a Free-To-Play Title for Nintendo SwitchTM
"Ninja Gum Battle Action" for the Nintendo Switch™
Simultaneous global deployment in North America, Europe, Asia, and Japan
Free to play
Multiplayer action for all ages
Scheduled to make a steady stream of various updates
© GungHo Online Entertainment, Inc.
Title: | Ninjala |
Genre: | Ninja Gum Battle Action |
Number of | 1 - 8 players |
Players: | |
Platform: | Nintendo SwitchTM |
Release | Download ver. June 25, 2020 |
date: | Package ver. July 22, 2020 |
Price: | Download ver. Free to play |
Package ver. JPY 3,980 | |
* Tax included | |
* Additional content and in-app purchases | |
available | |
* Online play is possible without registering | |
with Nintendo Switch Online | |
Supporting | English, Japanese, French, Italian, |
language: | German, Spanish, Chinese |
© GungHo Online Entertainment, Inc. All Rights Reserved. | |
© GungHo Online Entertainment/Puzzle & Dragons Project 2019/TV Tokyo | |
(Traditional/Simplified), Korean | |
N nte do Switch Logo - Nint n o Switch is a tr demark of Nintendo. | |
4 |
In-Game Events Held
"IPPON MATSURI" and "Ninjala Pass Festival" Held
The 1st IPPON MATSURI
Event Period: July 22-27, 2020
A special event where prizes increase, distributed according to the number of "IPPON" scored by all players
The 1st Ninjala Pass Festival
Event Period: July 31 - August 11, 2020
An auspicious event where the number of tier points you can earn by achieving "Daily Ninja Duties" is increased and various rewards become easier to earn.
- By achieving tiers, you can obtain various rewards such as "Ninja Medals" needed for upgrading your "Shinobi Cards," costumes, and Jalas.
© GungHo Online Entertainment, Inc. | 5 |
Major Update in Season 2
Season 2 Starts on August 27, 2020
Update Details
New stage | New costume | New Ninjala pass |
New weapon | New Shinobi card |
New stage Shinobi City | New weapons of board type | |
© GungHo Online Entertainment, Inc. | 6 |
"Ninjala Game Card Package" Physical Release
Released Package ver.
『Ninjara Game Card Package』
Release date: July 22, 2020
Price: JPY 3,980 (tax included)
* Package version sold only in Japan
DLC Bundle Also Available
『Ninjala: Crow Tengu Bundle DLC Pack』
Release date:July 21, 2020 (PDT)
Price :$29.99
* DLC Bundle sold only overseas
© GungHo Online Entertainment, Inc.
Reserved.
Tokyo
Nintendo.
7
Promotion of "Ninjala"
Deployment of many types of promotions to reach a wide range of users
TV CM・TV program
・Broadcast throughout Japan from June 25 ・Broadcast on game program, news and kids show for TV
Cartoon animation
・Distributed new episode from July 30 ・New content will continue to be released in the future
Official livestream/ Developer diary video
Measures that utilize
famous streamers
Merchandising
- Official goods available in advance at selected Village Vanguard shops
Manga
Serialization starting in the June issue of "Corocoro Comic"
Exposure to the Media
for main game magazines
Online e-Sports event (TBD)
Collaboration event
© Shogakukan Inc. 2018 All rights reserved. No reproduction or republication without written permission.
Multi-faceted promotion measures developed to acquire a wide range of users
.
.
© GungHo Online Entertainment, Inc. | 8 |
New title
U.S. Subsidiary-new Titles
G u n g H o O n l i n e E n t e r t a i n m e n t A m e r i c a , I n c .
© GungHo Online Entertainment, Inc. | 9 |
"Volta-X"
© GungHo Online Entertainment, Inc. | 10 |
Launch of titles developed in house by US subsidiary
Release of Strategy robot battle game "Volta-X"!
A new strategy game for Nintendo SwitchTM and Steam
Titles developed in house by US subsidiary (GungHo Online Entertainment America) available globally online
Battle other players online in real time
Story content also included
Tile: Volta-X
Genre: Strategy Robot Battling Game
Number of 1-2players Players:
Platform: Nintendo SwitchTM ,Steam Release date: August 12, 2020 (planned)
Price: $19.99
Supporting Japanese, English, French, language: Italian, German, Spanish,
Chinese(Traditional/Simplified)
Real time online battle | Freelycustomizeyourrobotwith avarietyof accessories | |
© GungHo Online Entertainment, Inc. | 11 |
New Pipeline
About New Pipelines
© GungHo Online Entertainment, Inc. All Rights Reserved. | 12 |
New Pipeline
7 New Pipelines
for Smartphones
for Consoles
© GungHo Online Entertainment, Inc. All Rights Reserved. | 13 |
Table of Contents
1
2
3
4
5
Creation of New Values
Maximization of Existing Values
Partner Publishing
Subsidiary's Business
Summary of Results for FY2020 Q2
© GungHo Online Entertainment, Inc. All Rights Reserved. | 14 |
"Puzzle & Dragons"
© GungHo Online Entertainment, Inc. | 15 |
MAU Continues to Remain Firm
Golden week events reinvigorated MAU
Keep high-level MAU over the long term by continuously implementing various measures for new, existing, and dormant users.
User activity has been reinvigorated due to events that were held in the 2nd quarter of 2020
Main Events for 2020 2Q
Events for Golden week, collaborations with famous IP(including new collaboration)
P&D MAU in Japan
1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6
2017 | 2018 | 2019 | 2020 |
© GungHo Online Entertainment, Inc. | 16 |
Measures for Puzzles & Dragons
User activity activated with collaboration events
Golden Week event held from April 2020 was a hit, and boosted user activity
Enhance activity by providing continuous collaboration events with popular IP
Golden week's events | Collaboration events for 2020 2Q | Collaboration events for 2020 3Q | ||
© GungHo Online Entertainment, Inc. | 17 |
Table of Contents
1
2
3
4
5
Creation of New Values
Maximization of Existing Values
Partner Publishing
Subsidiary's Business
Summary of Results for FY2020 Q2
© GungHo Online Entertainment, Inc. All Rights Reserved. | 18 |
"Ragnarok Masters"
© Gravity Co., Ltd. & Lee MyoungJin(studio DTDS). All rights reserved. © GungHo Online Entertainment, Inc. All Rights Reserved.
© GungHo Online Entertainment, Inc. | 19 |
One Year Anniversary of Service Launch
Holding a commemorative event to celebrate the 1st anniversary of service launch
- Active usership continues to be stable as an event and major update commemorating the
1st anniversary are implemented
1st Anniversary event | Collaboration event | |
Title | : | Ragnarok Masters |
Category | : | RPG for everyone |
Price: Free in-app purchases | ||
Platform | : | iOS, Android |
Release date | : | June 5, 2019 |
Major update
The major updates include new jobs, new maps, and high-difficulty dungeons
© Gravity Co., Ltd. & Lee MyoungJin(studio DTDS). All rights reserved. © GungHo Online Entertainment, Inc. All Rights Reserved. | 20 |
© GungHo Online Entertainment, Inc. |
Table of Contents
1
2
3
4
5
Creation of New Values
Maximization of Existing Values
Partner Publishing
Subsidiary's Business
Summary of Results for FY2020 Q2
© GungHo Online Entertainment, Inc. All Rights Reserved. | 21 |
Gravity
Gravity's Business
© 2018 Gravity Co., Ltd. All Rights Reserved. | © 2018 Gravity Interactive, Inc. All Rights Reserved. | © 2018 X.D. Global Ltd. All Rights Reserved. |
© 2018 Gravity Co., Ltd. All Rights Reserved. | © 2018 Gravity Interactive, Inc. All Rights Reserved. | © 2018 X.D. Global Ltd. All Rights Reserved. |
© GungHo Online Entertainment, Inc. All Rights Reserved. | 22 |
Global Deployment of "Ragnarok M: Eternal Love"
"Ragnarok M" continues to contribute to business results
Since June 2020, new maps, elements, and level unlocks have been introduced in each region as major updates, and will continue to steadily change the game.
2019/10/16
Start of distribution in Europe and
Russia
2017/10/12
Start of distribution in Taiwan,
Hong Kong, and Macau
2018/10/31
Start of distribution in Southeast Asia (11 countries)
2018/3/14 Start of distribution in South Korea
2019/6/5 Start of distribution in Japan
2019/1/9
Start of distribution in North America, South America, and Oceania (43 regions)
© 2018 Gravity Co., Ltd. All Rights Reserved. © 2018 Gravity Interactive, Inc. All Rights Reserved. © 2018 X.D. Global Ltd. All Rights Reserve
Continuous updates and events contribute to stable revenue
© GungHo Online Entertainment, Inc. All Rights Reserved. | 31 |
Start of Distribution in Korea for Ragnarok ORIGIN
Start of distribution on July 7 in Korea
© Gravity Co., Ltd & Lee MyoungJin(studio DTDS). All Rights Reserved.
Reached No. 4 in the Korean App Store and Google Play Store sales rankings (as of July 13, 2020)
© GungHo Online Entertainment, Inc. | 24 |
Ragnarok ORIGIN's Japan online launch decided
Currently in preparation for the launch in Japan
© GungHo Online Entertainment, Inc. | 25 |
Gravity's Main new Pipeline
Titles scheduled for distribution
Mobile/MMORPG | Mobile/Story RPG | PC/MMORPG |
Ragnarok X: Next Generation | The Lost Memories: | Ragnarok Crusade: | |||||
Taiwan/Hong Kong/Macau: | The Song of Valkyrie | Midgard Chronicles | |||||
Scheduled for distribution in 2020 | Scheduled for distribution in 2020 | Korea: Scheduled for distribution in 2020 | |||||
South East Asia: | |||||||
Currently in preparation for the distribution | |||||||
Titles already launched | |||||||
Mobile/MMORPG | Mobile/SRPG |
・Launched in South East Asia in January, 2020
・Launched in Taiwan, Hong Kong, Macau in
February, 2020
・Launched in Korea in March, 2020
Ragnarok ORIGIN | Ragnarok Tactics | |||
Korea: Released in July 7, 2020 | Global: Released in June 6, 2020 | © Gravity Co., Ltd. All rights reserved. 26 | ||
© GungHo Online Entertainment, Inc. |
Table of Contents
1
2
3
4
5
Creation of New Values
Maximization of Existing Values
Partner Publishing
Subsidiary's Business
Summary of Results for FY2020 Q2
© GungHo Online Entertainment, Inc. All Rights Reserved. | 27 |
Consolidated Financial Results- Quarterly
Revenue and profits increased QoQ due to contributions from the Golden week event
Performance in
Net sales
Non--
QoQ consolidated
Gravity
MAU continues to remain at a high level due to the P&D'sGolden week and collaboration events. Sales related to P&D increased QoQ
Ragnarok M remains stable in existing distribution areas. Sales increased due to the contribution of Ragnarok Online (PC), which started in-house distribution in Thailand on May 28, 2020.
2020 2Q
YoY Revenue decreased due to the stagnation of MAU for P&D
Operating income
QoQ Profits increased due to higher sales of Puzzles & Dragons and Gravity's Ragnarok Online
YoY Profits decreased due to a drop in net sales for P&D
net sales | operating income | (Unit:Billon yen) | |
35.07 | |||||
23.60 | 23.36 | 19.35 | 19.98 | 22.20 | |
13.0 | 7.43 | 7.07 | |||
5.06 | 2.84 | 5.27 | |||
2019.1Q | 2019.2Q | 2019.3Q | 2019.4Q | 2020.1Q | 2020.2Q |
© GungHo Online Entertainment, Inc. | 28 |
Breakdown of Consolidated Sales Trends - Quarterly
Revenue increased QoQ for P&D, Ragnarok M remains stable, and other titles have also contributed
Non-
consolidated
Gravity
Due to favorably received events, Puzzles & Dragons' MAU was able to maintain its high levels, and QoQ revenue saw an increase.
Gravity started its in-house distribution of Ragnarok Online in Thailand on May 28, 2020 and increased its QoQ Revenue. Ragnarok ORIGIN, which started distribution in South Korea on July 7, 2020, is off to a good start.
Consolidate Net Sales Trend
Consolidated excluding Gravity | Gravity | |||||||||||||
(Unit: Million yen) | 35,073 | |||||||||||||
35,000 | ||||||||||||||
30,337 | ||||||||||||||
30,000 | 12,976 | |||||||||||||
25,723 | ||||||||||||||
23,603 23,363 | ||||||||||||||
25,000 | 1,945 | 23,432 | 22,309 | 21,899 | 10,886 | 22,206 | ||||||||
2,404 | 20,840 | 20,807 | 19,351 19,982 | |||||||||||
19,056 | 6,685 | 5,821 | ||||||||||||
20,000 | 2,111 | 6,582 | ||||||||||||
6,360 | 6,073 | 7,426 | ||||||||||||
4,250 | 6,015 | |||||||||||||
6,103 | ||||||||||||||
15,000 | ||||||||||||||
10,000 | 23,778 | 21,027 | 22,097 | |||||||||||
18,728 | 19,451 | |||||||||||||
16,918 | 17,542 | |||||||||||||
15,727 | 15,539 | 14,733 | 14,806 | 14,780 | ||||||||||
13,247 | 13,967 | |||||||||||||
5,000 | ||||||||||||||
0 | ||||||||||||||
1Q | 2Q | 3Q | 4Q | 1Q | 2Q | 3Q | 4Q | 1Q | 2Q | 3Q | 4Q | 1Q | 2Q | |
2017 | 2018 | 2019 | 2020 |
*Net sales indicate figure after consolidated adjustment. | 29 |
© GungHo Online Entertainment, Inc. |
GungHo Online Entertainment, Inc.
IR Group, Corporate Planning Department
ir@gungho.jp
30
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Gungho Online Entertainment Inc. published this content on 07 August 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 07 August 2020 09:13:20 UTC