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Financial
First-Quarter 2025-26 Sales at €31.3 M, In Line with the Group's Objectives
Nacon reported consolidated revenue of €31.3 million for the first quarter of the 2025-26 fiscal year, covering the period from April 1 to June 30, 2025. This performance represents a slight overall decrease of 2.9% compared to the previous year but remains aligned with the group's strategic objectives. The results highlight a divergence between the software and hardware segments, with gaming activity growing by 10.4% to reach €19.7 million, while the accessories division declined by 18.8% to €10.8 million. The growth in gaming revenue was primarily fueled by a 46.4% surge in new catalogue sales, led by the strong performance of sports titles such as Tour de France 2025 and Pro Cycling Manager 25, which saw year-over-year sales increases of 25% and 35% respectively. The back catalogue remained stable at €14.0 million. Conversely, the accessories segment faced challenges due to a weak U.S. market impacted by customs duties and an unfavorable basis of comparison, though this was partially mitigated by 22% growth in the European market driven by Nintendo Switch 2 peripherals and the Xbox Revolution X Unlimited controller. Looking ahead, the group anticipates strong growth in the second quarter and throughout the remainder of the fiscal year. This outlook is supported by a robust release schedule including Rugby League 26, Robocop: Rogue City – Unfinished Business, and the highly anticipated Hell is Us, which has secured nearly one million wishlists. With approximately ten titles scheduled for the second half of the year and continued innovation in the Revosim and Switch 2 accessory lines, the group confirms its targets for the full 2025-26 fiscal year.
NaconJul 2025
Financial
Consolidated Sales for the Second Quarter 2025-26
NACON reported consolidated sales of €46.8 million for the second quarter of the 2025-26 fiscal year, representing a 4.5% increase compared to the same period in the previous year. This growth contributed to a total first-half revenue of €78.1 million, a 1.4% rise year-over-year. The financial results highlight a significant divergence between the company’s two primary business segments, with strong performance in software publishing offsetting a sharp decline in hardware and peripherals. The gaming division served as the primary growth engine, with second-quarter sales increasing 31.7% to €36.7 million. This surge was driven by a 52.5% rise in new catalogue titles, bolstered by the successful launches of Rugby League 26 and Hell is Us, the latter of which achieved high user scores and over 1.5 million residual wishlists. The back catalogue also remained resilient, growing 7.8% to €14.0 million. Conversely, the accessories segment experienced a 42.7% decline in quarterly revenue, falling to €9.0 million. This downturn was largely attributed to a 66% drop in American market sales resulting from increased customs duties, though European sales remained supported by new controller releases and Switch 2 peripherals. Looking ahead to the remainder of the 2025-26 fiscal year, the company confirmed its annual targets and anticipates strong growth. The second-half strategy relies on a dense release schedule featuring nearly a dozen titles, including GreedFall II and Dragonkin: The Banished. While uncertainties persist in the American accessories market, the company expects the software catalogue to drive momentum. These results reflect NACON's position as an integrated AA publisher and peripheral designer operating across 100 countries with a workforce of over 1,000 employees.
NaconOct 2025
Financial
Third Quarter 2024/25 Sales: €52.9 Million
NACON reported consolidated sales of €52.9 million for the third quarter of the 2024/25 financial year, representing a 10.3% decrease compared to the same period last year. Despite this quarterly dip, total sales for the first nine months reached €129.9 million, a 2.5% increase over the previous year. The performance reflects a divergence between the gaming and accessories segments, with gaming revenue falling 23.7% to €25.4 million due to a lack of major new releases compared to the prior year’s success of RoboCop: Rogue City. However, back-catalogue sales grew by 24.5% to €15.6 million, validating the long-term value of the existing portfolio. The accessories division grew by 5.3% to €25.2 million, driven by strong demand for RIG headsets and Revolution 5 Pro controllers in the United States and Australia. This growth occurred despite the postponement of several key products, including the Cobra seat and the Xbox Revolution X Unlimited controller, into 2025. To enhance supply chain efficiency and internalize value, the company announced plans for a new accessory production plant in France, expected to be operational later in 2025. Looking ahead, the company expects a slight increase in full-year sales but anticipates a potential decrease in operating income due to product delays. The outlook for the 2025/26 financial year remains optimistic, supported by a busy release schedule of approximately ten new games and the anticipated launch of the Nintendo Switch 2. NACON plans to capitalize on this new hardware with a dedicated range of compatible games and accessories, forecasting strong growth for the first half of the upcoming fiscal year.
NaconJan 2025
Financial
Sales for the 2024/25 Financial Year
NACON reports consolidated sales of €167.9 million for the 2024/25 financial year ending March 31, 2025, representing a marginal increase of 0.1% compared to the previous year. While the company faced a 3.8% decline in gaming revenue due to a limited release schedule in the fourth quarter, this was offset by a 4.1% increase in accessories sales and a robust performance in back-catalogue titles. Back-catalogue sales grew by 31.2% over the full year to reach €58.6 million, demonstrating the sustained value of the company’s existing intellectual property. The financial results reflect a transitional period marked by the strategic postponement of several key games and hardware products into the 2025/26 fiscal year. Consequently, while annual sales remained stable, operating income is expected to be lower than the previous year, though it remains slightly positive. The fourth quarter specifically saw a 7.1% decline in sales, attributed to the lack of major new releases compared to the prior year’s success with high-performing titles like Robocop: Rogue City. Looking ahead, the company forecasts sharp business growth for the 2025/26 financial year, driven by a significantly busier release schedule featuring over ten games across sports, racing, adventure, and simulation genres. The accessories segment is also expected to expand following the launch of new Xbox controllers, premium racing peripherals, and a dedicated range for the upcoming Nintendo Switch 2. To support this growth and mitigate supply chain risks, the company is diversifying its manufacturing, utilizing facilities in Vietnam and preparing a new controller production site in France scheduled to open in late 2025.
NaconApr 2025