Q&A for 2Q FY2026 Operating Results Briefing

The 2Q FY2026 operating results briefing outlines the strategic trajectory for COLOPL, Inc., emphasizing a transition toward long-term growth through the expansion of its location-based gaming portfolio and multi-platform development. The company’s primary thesis centers on leveraging its technical expertise in location-based mechanics to drive high user retention, while simultaneously diversifying its revenue streams beyond its current reliance on the title DRAGON QUEST WALK. Management aims to achieve a "Global Top 20" status by 2030, targeting 100 billion yen in consolidated sales and 50 billion yen in operating income.

Key operational findings indicate that while the company faces year-on-year revenue fluctuations due to the timing of large-scale collaboration events, the core retention rates for location-based titles remain robust. To support future growth, the company is investing in a new pipeline of location-based games that integrate powerful intellectual property, alongside expansion into console and VR/XR platforms. Furthermore, the company is actively integrating generative AI to streamline internal development processes and mitigate the impact of rising operational costs, reporting measurable gains in efficiency without compromising creative control.

The company’s broader business strategy includes a cautious approach to its Web3 and blockchain initiatives, which have faced headwinds due to regulatory uncertainty and market volatility. Moving forward, the firm intends to pivot its Web3 focus toward enhancing the value of existing digital assets while maintaining a diversified investment portfolio. By stabilizing its management foundations and focusing on high-margin, long-term operational models, the company expects to maintain its current scale over the next several years before realizing significant growth upon the release of its next generation of major titles.