Financial

Q&A for 1Q FY2026 Operating Results Briefing

4 February 20262 pages772 words

Summary

The first-quarter financial results for the fiscal year ending in 2026 reflect a strategic transition period for COLOPL, characterized by a lack of new releases and a focus on stabilizing existing mobile operations. Despite an anticipated decline in sales, the performance of established titles like Dragon Quest Walk and Alice Gear Aegis, alongside contributions from group companies, resulted in what leadership describes as solid progress. The company is currently navigating a challenging mobile market where the barrier to entry for new hits is rising, prompting a shift toward two primary development pillars: AI-powered titles and location-based games paired with globally recognized intellectual properties. Financial performance in the first quarter was impacted by extraordinary losses related to special severance payments from a Career Transition Support Program. While headcount has decreased, the resulting reduction in personnel expenses is not expected to materialize until the second quarter of 2026. Regarding long-term operations for legacy titles such as Shironeko Project, the strategy emphasizes user satisfaction and game-balance adjustments over aggressive cost-cutting to ensure longevity. The company is also diversifying its platform strategy beyond its core mobile business to include PC and console gaming. This is exemplified by the release of Kazuma Kaneko’s Tsukuyomi on Nintendo Switch, a title that originated as an exploration of generative AI in gaming. By establishing a new genre termed "Generative Games," the company aims to leverage AI-generated assets and systems across multiple hardware formats. Moving forward, the overarching goal remains achieving a "Global Top 20" position by integrating advanced technology with high-profile IPs and expanding the reach of its proprietary location-based gaming expertise.

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