Investor Presentaiton
Q2 2020 Japan / North America and Europe/
Rest of World¹ Outlook
Japan
Expect revenues to decrease Y/Y
Expect to benefit from TRAHA which
launched on April 23rd
However, we anticipate this will be more
than offset by disposition of gloops and Y/Y
revenue decrease in MapleStory M due to
high comps of Q2 2019
•
•
North America and Europe
Expect revenues to decrease Y/Y
Expect to benefit from KartRider Rush+3
which launched on May 12th
Expect this to be more than offset by
revenue declines in OVERHIT, AxE, and
Darkness Rises
Rest of World¹
Expect revenues to be roughly flat Y/Y
Expect to benefit from KartRider Rush+3 which
launched on May 12th, as well as V4 and World
of Dragon Nest - both launched in Q1 2020
Expect growth of these titles to be offset by
declines in revenue from OVERHIT, Moonlight
Blade, AxE and MapleStory M
(Unit: \ millions)
Q2 2019
Q2 2020 Outlook
YoY % Change
Q2 2019
Q2 2020 Outlook
As-
Actual
Low-end High-end
Reported
Constant
Currency²
Actual
Low-end
High-end
4,608
2,253~ 2,485 (51%)
(46%) (49%) ~ (44%)
5,148
4,344 ~ 4,744 (16%) (8%) (13%) - (5%)
YoY % Change
Q2 2019
Q2 2020 Outlook
YoY % Change
As-
Reported
Constant
As-
Actual
Low-end
Currency²
High-end
Reported
~
3,440
3,181 ~ 3,514
(8%) ~
2%
Constant
Currency
(3%) ~ 8%
8,441
4,608
4,052
2,485
Q2
3,833
1,567
Q1
10,699
8,912
7,226
7,298
5,148
4,744
Q2
3,440
3,514
10
Q2
5,551
4,168
Q1
3,786
3,784 Q1
2019
2020
(High-end)
2019
2020
(High-end)
2019
2020
(High-end)
1 "Rest of World" includes other Asian countries and South American countries.
2 Constant currency is a non-GAAP measure used to show performance unaffected by fluctuations in
foreign currency exchange rates. Constant-currency basis amounts are calculated using the average
foreign currency exchange rates for the comparable period in the prior year and applied to the current
period. As an example, we calculate royalty revenues from China Dungeon&Fighter by applying the
same CNY/USD, USD/KRW and KRW/JPY exchange rates from last year's same fiscal quarter.
3 Mobile game based on original IPs.
4 Nexon Group has made a change to a part of its regional segmentation of revenue from external customers from the three months
ended March 31, 2020. The numbers for the last year have also been adjusted accordingly.
© 2020 NEXON Co., Ltd. All Rights Reserved.
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