S | a | Ke Q e | a d A e | |
F | e O e a | Re | B e | Q2 FY2021 |
The following is a summary of the key questions and answers from the operating results briefing for the second quarter of FY2021, held on November 9, 2021.
Q1 | Have there been any changes to the usage trends or types of broadcasters and |
viewers on Pococha Japan with the lifting of the state of emergency? | |
A1 | There have been no major changes to the usage trends or types of users. We |
continue to make use of marketing and other measures, and will continue to work | |
to grow our user numbers. We are keeping an eye on the impact of things | |
returning to normal, but we will make sure that Pococha continues to be a good | |
community. | |
Q2 | What were the main factors behind the quarter-over-quarter changes in Share of |
profit of associates accounted for using the equity method? | |
A2 | In Q1 there was a one-time gain associated with Mobility Technologies, and |
Cygames also had strong performance. | |
Q3 | The Game Business seems to have had weaker performance this quarter |
compared to a typical year. What are the factors behind this? How much | |
contribution should we expect in Q3 onwards from the new titles launched in Q2? | |
A3 | In the first half of FY2020 we had the expansion of new titles. Going forward we |
expect contribution from the two new titles launched in Q2 FY2021, but it is still | |
early days, and we will be keeping an eye on the trends. | |
Q4 | What were the factors behind the return to growth for Pok mon Masters EX? |
A4 | One of DeNA s core competencies is to take in user feedback, run the PDCA |
cycle, and address issues in our live operations. This core competency applies to | |
not just games, but also baseball and Pococha. For Pok mon Masters EX, we | |
took in user feedback, improved our live operations structure, and now two years | |
post launch we are seeing results. We will continue to endeavor to provide even | |
better events and content in the game. | |
Q5 | What was the impact of the lifting of the state of emergency on Pococha Japan? |
Do you feel you have reached the limits of the market? | |
A5 | While there is variation in any given month, the overall trends have not changed. |
We do not feel that the market has become saturated. We will continue to do | |
marketing, etc., take in user feedback, and improve the service. | |
Q6 | What are your expectations for Game Business performance internationally for the |
second half of FY2021? |
1
A6 | We cannot share details about individual title performance, but we are continuing |
efforts to encourage players to keep playing our titles in the China Business, such | |
as Slam D nk, over the long term. The newly launched DRAGON QUEST The | |
Ad ent re of Dai: A Hero s Bonds is also available in Japan and abroad. | |
We have no additional new information about our upcoming pipeline, but we | |
continue to have a structure in place to release approx. 3 - 5 titles per year. | |
Q7 | Should we expect Q2 levels of Sales promotion & Advertising expenses to |
continue for the second half of FY2021? | |
A7 | We will decide on the appropriate level of expenditure while keeping an eye on |
our business trends. | |
Q8 | What were the main factors behind the year-over-year changes in Profit for the |
period attributable to owners of the parent for the first half? | |
A8 | In the first half of FY2020 we had a one-time gain of approx. 9.9 billion yen that |
must be taken into consideration. The trends for each business are as we have | |
described. | |
Q9 | What is your aim for the scale of revenue for Pococha? |
A9 | This is a new space, so there are many ways to look at it. The China market, |
which is a forerunner in the space, is said to be valued at 1 trillion yen. We feel | |
there is still room for growth in the market. | |
A unique characteristic of this space is that if you are able to create a community, | |
then you can steadily accumulate users. Unlike other online services, network | |
externalities are not the key to success. For that reason, with Pococha Japan we | |
are focusing our efforts on creating a community that is attractive to broadcasters | |
and viewers. We believe that a variety of live streaming cultures will establish | |
themselves, such as the anime character live streaming provided in IRIAM, and | |
we will pursue various challenges, including our global initiative. | |
Q10 | Is there a bottleneck for Pococha growth, such as the number of broadcasters? |
A10 | It is important to ensure a good balance of growth in broadcasters and viewers, |
and making sure to retain the engagement of the space is vital. | |
Q11 | Is the idea behind the BayStars Prime Camera powered by au 5G (beta version) |
app to supplement the TV broadcast? How will you add value? | |
A11 | There are many ways for fans to enjoy content, and it is only getting more |
complex. This initiative is perfectly in line with our mission to delight people | |
beyond their wildest dreams. This service is a starting point, and we will | |
experiment to find ways to add value and make this a full-fledged service. | |
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DeNA Co. Ltd. published this content on 10 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 10 November 2021 08:24:04 UTC.