Investor Presentaiton
Q2 2021 Korea / China Outlook
Korea
•
Expect constant-currency² revenues to decrease Y/Y primarily due to
Maple Story, Dungeon & Fighter, V4 and KartRider Rush+
PC1: Expect to decrease Y/Y
-
-
MapleStory: Expected to decrease Y/Y in comparison with 151% Y/Y growth
in Q2 2020 on a constant currency basis²
Dungeon&Fighter: Expect to decrease Y/Y due to tough comps in last Q2
FIFA ONLINE 43/ Sudden Attack: Expect to increase Y/Y
Mobile: Expect to be roughly flat Y/Y4
Expect to benefit from The Kingdom of the Winds: Yeon and to increase in
FIFA ONLINE 4 M5 and MapleStory M
Expect Y/Y decreases in V4 and KartRider Rush+, both of which had strong
performances in last Q2 following their launches
(Unit: \ millions)
China
Expect Dungeon & Fighter's revenue to decrease Y/Y
•
Down 28% to 17% on a constant currency basis², excluding the impact
of 2.3 billion yen one-off royalty revenue adjustment in last Q2
Introduced Labor Day Update (4/22); scheduled to introduce the 13th
Anniversary update (June)
Current active users and paying users in April have further decreased
since Q1; expect its revenue to decrease year-over-year, accordingly
Q2 2020
Q2 2021 Outlook
YoY % Change
Q2 2020
Q2 2021 Outlook
Actual
Low-end
High-end
As-Reported
32,797
31,619
33,775
(4%)~
3%
Constant
Currency²
(13%) - (7%)
Actual
Low-end
High-end
As-Reported
YoY % Change
Constant
Currency²
19,219
13,523
15,594
(30%) - (19%)
(37%) - (27%)
33,775 Q2
32,797
39,744
50,167 Q1
2020
19,219
15,594 Q2
33,499
25,798 Q1
2020
2021
(High-end)
1 PC revenues include other revenues besides PC online games and mobile games
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 Official titles is EA SPORTS™ FIFA ONLINE 4 (PC).
4 Year-over-year expectation on a constant currency basis
5 Official titles is EA SPORTS™ FIFA ONLINE 4 M (mobile).
2021
(High-end)
© 2021 NEXON Co., Ltd. All Rights Reserved.
13View entire presentation