Updated Mar 21, 2026 by GREE
GREE Holdings is shifting its gaming strategy from smartphone-focused titles toward console development and internal IP cultivation to ensure long-term sustainability.
The VTuber production segment is projected to achieve monthly profitability within FY2026 and full-year profitability by FY2027.
Profit margins in the smartphone gaming sector have been bolstered by the implementation of outside-the-app payment methods across all major titles.
The VTuber business is pivoting from high-cost talent and 3D model production toward high-margin revenue streams like merchandise, live events, and cross-media collaborations.
GREE is integrating generative AI across its gaming and digital transformation segments to improve development efficiency and service quality.
Due to a challenging IPO environment, the company's investment strategy is increasingly prioritizing M&A as the primary exit path for its portfolio companies.
Management expects international fan bases for its VTuber business to eventually surpass the scale of the domestic Japanese market.
GREE Holdings is shifting its gaming strategy from smartphone-focused titles toward console development and internal IP cultivation to ensure long-term sustainability.
The VTuber production segment is projected to achieve monthly profitability within FY2026 and full-year profitability by FY2027.
Profit margins in the smartphone gaming sector have been bolstered by the implementation of outside-the-app payment methods across all major titles.
The VTuber business is pivoting from high-cost talent and 3D model production toward high-margin revenue streams like merchandise, live events, and cross-media collaborations.
GREE is integrating generative AI across its gaming and digital transformation segments to improve development efficiency and service quality.
Due to a challenging IPO environment, the company's investment strategy is increasingly prioritizing M&A as the primary exit path for its portfolio companies.
Management expects international fan bases for its VTuber business to eventually surpass the scale of the domestic Japanese market.