FY2015 Third-Quarter Earnings Result Briefing Session

Key insights

6 takeaways

01
Mixi, Inc. reported strong Q3 FY2015 growth with net sales of 54.9 billion yen, a 64.9% year-over-year increase, and operating income of 23.6 billion yen, up 51.7%.See it on page 3
02
The mobile game Monster Strike served as the primary revenue driver, bolstered by a Nintendo 3DS release and high-profile collaborations with Evangelion and Street Fighter V.See it on page 5
03
The Entertainment segment’s operating income (EBITDA) grew by 135.9% during the nine-month period ending December 2015.See it on page 4
04
Following these results, the company raised its full-year projections to 205 billion yen in annual sales and 90 billion yen in operating profit.See it on page 28
05
The Media Platform segment saw success from the nohana photo book service and the TicketCamp platform, which reached a monthly transaction value of approximately 3.6 billion yen in December 2015.See it on page 25
06
Future strategic priorities include international expansion into North America and the launch of new titles, specifically Black Knight Strikers and Marvel Tsum Tsum.See it on page 15

Summary

The fiscal year 2015 third-quarter earnings results for mixi, Inc. demonstrate significant financial growth driven primarily by the robust performance of the company’s Entertainment Business. For the period of October 1 to December 31, 2015, the company reported net sales of 54.9 billion yen, representing a 64.9% increase compared to the same period in the previous year. Operating income reached 23.6 billion yen, a 51.7% year-over-year increase, while profit attributable to owners of the parent rose by 55.7% to 15.6 billion yen.

The primary catalyst for this growth was the continued success of the mobile game Monster Strike, which benefited from the release of a Nintendo 3DS version and ongoing in-game collaborations with major franchises such as Evangelion and Street Fighter V. The Entertainment segment’s operating income (EBITDA) surged by 135.9% for the nine-month period ending December 2015. Additionally, the Media Platform segment contributed to revenue through the success of the nohana photo book service and the TicketCamp platform, which recorded a monthly transaction value of approximately 3.6 billion yen in December 2015.

Reflecting this strong momentum, the company revised its full-year earnings estimates upward, projecting annual sales of 205 billion yen and an operating profit of 90 billion yen. Strategic initiatives for the coming periods include a renewed focus on international expansion, particularly in North America, and the development of new titles such as Black Knight Strikers and Marvel Tsum Tsum. The company continues to prioritize user safety and service integrity through 24/7 monitoring and anti-cheating measures across its digital platforms. These results underscore a period of aggressive expansion and successful monetization of the company’s core entertainment intellectual properties.