Pokémon Trading Card Game
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Documents about Pokémon Trading Card Game
Google and Epic upend Android mobile game monetisation | Week in Mobile Games podcast E71
The mobile gaming landscape is undergoing a structural transformation driven by significant legal settlements and shifting consumer engagement patterns.
- A Google and Epic Games antitrust settlement mandates a new Android fee structure through 2032, capping fees at 9% for cosmetic items and non-game apps while imposing a 20% fee on gameplay-impacting purchases and loot boxes starting in late 2025.
- Pokémon Trading Card Game Pocket has achieved significant market success, reaching 150 million installs and generating $1.3 billion in its first year through nostalgia-driven content.
- The Nintendo Switch 2 has set a new industry sales benchmark, selling 10.36 million units in 118 days and outpacing the launch trajectories of both the original Switch and the PlayStation 5.
Week in Mobile Games E70 - Squad Busters shuts down and Google Play's transformative changes
The mobile games industry is currently navigating significant shifts in development strategy, platform regulation, and corporate restructuring.
- Supercell is shutting down Squad Busters, which launched in May 2024, after the game failed to meet internal performance expectations despite generating over $100 million in lifetime revenue. In-app purchases will be disabled on October 30, 2024, and the game will receive its final update in December.
- Following an injunction in the Epic Games vs. Google case, Google Play in the US is now required to allow alternative payment methods and permit developers to communicate pricing options outside of the Google Play billing system as of October 29, 2024.
- Amazon is cutting approximately 14,000 corporate jobs, with significant layoffs impacting its games division, specifically in the San Diego and Irvine offices, alongside the closure of the game New World.
Integrated Report: Value Creation Story
DeNA entered a transformative "Second Founding" phase in FY2024, marked by a significant financial recovery and a strategic pivot toward company-wide AI integration.
- DeNA achieved 164.0 billion yen in revenue and 32.9 billion yen in Non-GAAP operating profit in FY2024, largely fueled by the global performance of Pokémon Trading Card Game Pocket.
- The company is executing an 'AI-ALL-IN' strategy targeting a 100% increase in productivity and the launch of approximately 10 AI-native products.
- The Sports segment has become a major revenue pillar, generating 40 billion yen in the last fiscal year, helping to diversify the company away from hit-driven game cycles.
DeNA Q1 FY2025 Operating Results
DeNA’s Q1 FY2025 operating results demonstrate a period of robust profitability, with the company reporting revenue of 41.7 billion yen and an IFRS operating profit of 13.8 billion yen.
- DeNA reported Q1 FY2025 revenue of 41.7 billion yen and an operating profit of 13.8 billion yen, marking a 23% revenue increase and a 620% surge in operating profit year-on-year.
- The company’s FY2025 revenue guidance is set between 146.0 billion and 154.0 billion yen, reflecting volatility in the Game Business and ongoing growth investments.
- DeNA is implementing an 'AI-ALL-IN' strategy to integrate generative AI across internal operations and develop AI-native consumer products and enterprise services.
Week in Mobile Games E54 - Fortnite’s Epic return and the challenges of launching a game in 2025
The mobile gaming landscape is currently defined by a volatile intersection of regulatory shifts and extreme market saturation.
- Pokémon Trading Card Game Pocket reached $1 billion in gross player spending in 204 days, outpacing Pokémon Go, which took 282 days to achieve the same milestone.
- Epic Games is currently blocked from releasing Fortnite on the US App Store, as the company refuses to exclude the US market from its update while Apple maintains restrictions on alternative payment links.
- Industry experts agree that launching a mobile game in 2025 is increasingly difficult due to heightened competition and the dominance of established titles that capture the majority of player time.
DeNA Consolidated Financial Results for the Fiscal Year Ended March 31, 2025
DeNA achieved a significant financial turnaround during the fiscal year ended March 31, 2025, transitioning from a substantial operating loss in the previous period to an operating profit of ¥28,973 million.
- DeNA achieved a financial turnaround for the fiscal year ended March 31, 2025, reporting an operating profit of ¥28,973 million compared to a loss in the previous period.
- Total revenue grew 19.9% to ¥163,997 million, driven by the launch of Pokémon Trading Card Game Pocket and record-breaking attendance in the sports business.
- Operational efficiency improved significantly as impairment losses dropped from ¥28,764 million in the prior year to ¥4,389 million.
DeNA FY2024 Results Briefing: Q&A Summary
The fiscal year 2024 results briefing for DeNA provides a comprehensive overview of the company’s financial performance, strategic outlook, and operational challenges.
- DeNA has committed to a non-GAAP operating profit target of 15 billion yen for fiscal year 2026, driven by its sports, gaming, and live streaming segments.
- The Healthcare and Medical segment experienced an impairment loss in Q4, leading to a quarter-on-quarter decline in operating profit due to slow adoption of medical services and municipal planning cycles.
- Pokémon Trading Card Game Pocket is showing stable subscription rates, though management has deferred specific earnings forecasts for the title due to its unprecedented scale.
Week in Mobile Games E42: Brawl Stars' highs, Squad Busters' struggle, & AppLovin's $900m games sale
Supercell has achieved a significant financial turnaround in 2024, reporting €2.78 billion in non-GAAP revenue as every title in its portfolio experienced year-over-year growth for the first time in a decade.
- Supercell reported €2.78 billion in 2024 non-GAAP revenue, marking the first time in a decade that every title in its portfolio achieved year-over-year growth.
- AppLovin is divesting its apps business for $900 million to focus exclusively on its high-growth advertising division, signaling a strategic retreat from direct game development.
- DeNA experienced an 8,000% quarterly profit surge driven by the strong market reception and high player retention of Pokémon Trading Card Game Pocket.
Week in Mobile Games E41 - How Scopely made $10bn, and 2025's big stories to watch
The mobile gaming industry is currently defined by a tension between established giants achieving record-breaking scale and a volatile market environment that demands constant innovation.
- Scopely reached $10 billion in lifetime revenue, a milestone driven by the seven-year development cycle and strategic refinement of Monopoly Go.
- Established intellectual property remains a primary monetization driver, evidenced by Pokémon Trading Card Game Pocket generating $400 million in its first ten weeks.
- Major gameplay overhauls can drive significant revenue spikes, as seen with Zenless Zone Zero reaching $8.6 million in daily revenue following content updates.
Week in Mobile Games E39 - Mobile's hot new releases and the loot box investigation unpacked
The mobile gaming industry is currently undergoing a structural transformation defined by the rise of high-fidelity, cross-platform titles that bridge the gap between mobile and console experiences.
- Nexon’s 'Dungeon and Fighter Mobile' generated over $1 billion in iOS revenue in China within six months, highlighting the massive financial potential of successful mobile titles.
- The mobile industry is shifting toward high-fidelity, cross-platform experiences like 'Infinity Nikki' and 'Delta Force' that emphasize cross-progression to bridge the gap between mobile and console.
- Investors are increasingly prioritizing daily active user counts over traditional retention metrics, seeking shorter return on investment windows of two to three years.
Week in Mobile Games E37: Pokémon Trading Card Game Pocket's blockbuster launch & Royal Kingdom hype
The mobile gaming industry is currently navigating a period of significant volatility, characterized by a shift away from traditional performance-based user acquisition toward brand-centric development and long-term intellectual property cultivation.
- Pokémon Trading Card Game Pocket generated over $120 million in its first three weeks, demonstrating the high market potential of leveraging nostalgia and simplified mechanics.
- The mobile gaming market is experiencing high volatility, with top-tier titles often suffering revenue declines exceeding 50% from their peak launch performance.
- Warcraft Rumble has seen a 92% decline in monthly earnings, highlighting the difficulty of maintaining long-term player engagement for major franchises.
#307: Pokemon Game Rises, Supercell's IPO Dreams and VC Misdeeds
The global gaming industry is currently navigating a period of significant structural transition, characterized by the maturation of major hardware cycles and a fundamental reassessment of venture capital investment strategies.
- The gaming venture capital model is under scrutiny for prioritizing management fees over portfolio success, resulting in an influx of overvalued, unacquirable startups that lack clear paths to liquidity.
- Startups founded by former Activision Blizzard employees have raised $1.7 billion since 2020, yet the broader investment landscape is increasingly viewed as unsustainable.
- Nintendo reported a 17% revenue decline and a 69% drop in net profit as the Switch nears the end of its lifecycle, though investor confidence has been bolstered by the confirmation of backward compatibility for its successor.
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