Aiming FY2017 Q3 Earnings Q&A Summary

Key insights

5 takeaways

01
Aiming is pursuing strategic partnerships with Chinese firms, including Tencent, to leverage its internal development capabilities for international expansion.
02
The company expects 'CARAVAN STORIES' to generate strong active user metrics, though it projects lower average revenue per user than the peak performance of 'Logres'.
03
Management views the market entry of high-profile titles like 'Lineage 2 Revolution' as a positive indicator for the commercial viability of core-focused MMORPGs.
04
The company aims to compete globally by positioning its high-quality intellectual property and specialized technical expertise as assets for cross-border collaborative ventures.
05
Aiming is focused on scaling operations through a combination of domestic title performance and high-level alliances within the mobile gaming sector.

Summary

Aiming’s fiscal year 2017 third-quarter earnings discussion focuses on strategic growth, title performance expectations, and international expansion efforts. The company anticipates that its title CARAVAN STORIES will achieve strong active user metrics, though it projects lower average revenue per user compared to the peak performance of Logres due to fundamental differences in gameplay mechanics. Management views the market entry of high-profile MMORPGs like Lineage 2 Revolution as a positive industry indicator, confirming that core-focused titles can achieve significant commercial success when supported by robust user acquisition strategies.

Regarding international growth, the company is actively pursuing partnerships with Chinese firms, including Tencent, to leverage its internal development capabilities. Management asserts that Japanese developers can effectively compete in the global market by offering high-quality intellectual property or specialized technical expertise. By positioning its development prowess as a primary asset, the company aims to secure collaborative ventures that facilitate broader market reach. These strategic initiatives underscore a commitment to scaling operations through both domestic title performance and high-level cross-border alliances within the mobile gaming sector.