Q&A for 3Q FY2026 Operating Results Briefing

COLOPL’s third-quarter fiscal year 2026 performance reflects a strategic stabilization in mobile game revenue, signaling that long-running titles have successfully reached a performance floor. This trend is attributed to sustained efforts in user engagement and content longevity, which have mitigated the typical revenue decay associated with aging mobile portfolios. Profitability saw a substantial increase during this period, driven primarily by a disciplined reduction in advertising expenditures and a company-wide initiative to scrutinize operational costs. The absence of new title launches in the third quarter further contributed to this lean expenditure profile.

The company’s content strategy is bifurcated into two distinct pillars: leveraging third-party intellectual property for global market penetration and developing innovation-focused titles to serve as future growth catalysts. The upcoming Active Cinema RPG 369 represents the latter category, characterized by a condensed development cycle and an emphasis on experimental gameplay experiences. Simultaneously, the company is expanding its pipeline with multiple location-based games designed to secure sustainable, long-term growth.

Strategic expansion into the console market is also underway, marked by the announcement of Shironeko Project INFINITY. This project represents a departure from simple porting, as the company has invested in a bespoke development approach tailored to console hardware capabilities. Supported by an optimized personnel structure and advancements in development technology, the title is currently slated for a 2027 release. These initiatives collectively underscore a shift toward balancing the maintenance of established mobile assets with targeted investments in new platforms and innovative gaming experiences.