Investor Presentaiton
Q2 2020 China / Korea Outlook
China
Expect Dungeon&Fighter local-currency revenue to increase Y/Y
including one-time royalty income gain. Dungeon&Fighter 2D Mobile¹ is
not included in our Q2 outlook
•
•
Introduced Labor Day update (4/23); scheduled to introduce the 12th
Anniversary update (June)
Expect local-currency revenue to be roughly flat Y/Y even when
compared with high base set in Q2 2019
In addition, we expect to record a ¥2.3 billion one-time royalty income
gain as an estimated adjustment for the past six-year period
•
Korea
Expect revenues to increase Y/Y driven by continued strength of our
major franchises, as well as recently-launched KartRider Rush+¹
MapleStory: Expect strong momentum to continue into Q2, with its revenue
growing triple-digits Y/Y
Also expect Y/Y revenue growth in other major franchises, including FIFA
ONLINE 43, Sudden Attack and Dungeon&Fighter
Expect to benefit from V4 and KartRider Rush+1 (launched on May 12th)
MapleStory M: Expect triple-digit Y/Y revenue growth
(Unit: \ millions)
Q2 2019
Q2 2020 Outlook
Actual
Low-end
High-end
21,282
21,325
~
~
YoY % Change
As-Reported
Constant
Currency²
23,793
0%
12%
6%
~
18%
78,832
21,282
57,292
23,793 Q2
57,550
33,499
Q1
Q2 2019
Q2 2020 Outlook
YoY % Change
Actual
Low-end
High-end
As-Reported
19,387
27,942
~
29,472
44%
~
52%
Constant
Currency²
54% ~ 62%
69,216
29,472
Q2
41,744
19,387
39,744 Q1
10
22,357
2019
1 Mobile game based on original IPs.
2020
(High-end)
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.
2019
3 Official titles is EA SPORTS™ FIFA ONLINE 4 (PC).
2020
(High-end)
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