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DeNA Co.
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Distilling the key insights…
The DeNA Q1 FY2017 earnings briefing provides a strategic overview of the company’s financial performance and operational outlook. The primary thesis centers on maintaining stability in the core game business while strategically investing in new business pillars, specifically within the media, automotive, and healthcare sectors. Financial results for the quarter were bolstered by a significant valuation gain on Nintendo Co., Ltd. shares, which accounted for the majority of the 20.1 billion yen in total comprehensive income.
Regarding the core game business, the company expects performance to remain essentially flat in the second quarter. The pipeline includes the upcoming release of Animal Crossing through the Nintendo alliance, alongside a broader strategy to launch five to ten new titles annually in Japan, roughly half of which utilize intellectual property. While global launches are not currently prioritized, the company remains open to regional expansion for titles already established in Japan or China.
A significant portion of the discussion addressed the restructuring of the media business through the formation of a joint venture, MERY Co., Ltd., in partnership with SHOGAKUKAN. This new entity represents a shift toward a professional media model, moving away from the crowdsourced curation practices that previously led to the withdrawal of content. DeNA’s role in this venture is limited to technical support and marketing, while SHOGAKUKAN provides editorial expertise.
Beyond media, the company is managing investments in new business segments, anticipating quarterly losses in the range of 500 million to 1 billion yen as it seeks long-term growth. Management identified FY2020 as a key checkpoint for evaluating the progress of these initiatives. Additionally, the company is exploring automotive technology, noting that advancements in 5G infrastructure could eventually transform operational approaches, such as real-time cloud-based video processing for vehicles.
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