DeNA posts strong Q2, boosts AI investment and shareholder returns

DeNA Co., Ltd. reported significant growth for the six months ended September 30, 2025, with revenue climbing to JPY 83,151 million, an 18.3% year-on-year increase. Operating profit surged by 354.1% to JPY 24,946 million, and profit for the period attributable to owners of the parent reached JPY 23,027 million, up 667.7%. This strong performance was largely driven by the Game Business, with the newly released *Pokémon Trading Card Game Pocket* contributing significantly. The company has committed to achieving JPY 15.0 bn in Non-GAAP operating profit by FY2026.

In line with its "AI-ALL-IN" strategy, DeNA will establish and invest JPY 5.051 bn in Delight Ventures Builder III, an investment limited partnership specializing in AI-related ventures. This fund aims to support independent entrepreneurial activities and foster innovation within the AI domain. Additionally, DeNA expects to receive a dividend of JPY 8.379 bn from its equity-method affiliate, Cygames, Inc., which will be recorded as non-operating income in the third quarter of FY2026.

DeNA's future strategy emphasizes establishing structural strengths across all businesses to ensure continuous growth beyond FY2026. This includes reinforcing balance sheet management, re-examining shareholder return policies, and scrutinizing growth investments for profitability. The company aims to achieve a sustainable ROE of 8% or more during the current mid-term strategy period (FY2024-FY2026).