KONAMI FY2026 Q3 Earnings Release
Download PDFKONAMI GROUP CORPORATION
January 29, 2026
FY2026 3
rd
Quarter Financial Results
Nine months ended December 31, 2025
2
Statements made in this presentation with respect to KONAMI GROUP’S current plans, estimates,
strategies and beliefs, including forecasts, are forward -looking statements about the future
performance of the Company. These statements are based on management’s assumptions and
beliefs in light of information currently available to it and, therefore, you should not place undue
reliance on them. A number of important factors could cause actual results to be materially different
from and worse than those discussed in forward -looking statements. Such factors include, but are not
limited to (1) Changes in economic conditions affecting our operations; (2) Fluctuations in foreign
exchange rates, particularly with respect to the value of the Japanese yen, the U.S. dollar and the
Euro; (3) the Company ’s ability to continue to win acceptance of our products, which are offered in
highly competitive markets characterized by the continuous introduction of new products, rapid
developments in technology and subjective and changing consumer preferences; (4) the Company ’s
ability to successfully expand internationally with a focus on our Digital Entertainment business,
Arcade Game business and Gaming & Systems business; (5) the Company ’s ability to successfully
expand the scope of our business and broaden our customer base through our Sports business; (6)
Regulatory developments and changes and our ability to respond and adapt to those changes; (7)
the Company ’s expectations with regard to further acquisitions and the integration of any companies
we may acquire; and (8) the outcome of contingencies.
-Financial information included herein is not audited by independent public accountants
(1) Numbers included in this presentation material are;
a) in accordance with IFRS
b) rounded to the nearest one hundred million yen
(2) Revenues of each segment include inter -segment sales
Cautionary statement with respect to forward -looking statements
3
Contents
➢ Consolidated Financial Results 4
➢ Revenue by Business Segment 5
➢ Profit by Business Segment 6
➢ Earnings Guidance Revision 7
➢ Earnings Guidance Revision by Business Segment 8
➢ Dividend Forecast Revision 10
➢ Digital Entertainment 11
➢ Arcade Game 12
➢ Gaming & Systems 13
➢ Sports 14
➢ Titles Released in Oct -Dec 2025 / Pipeline 15
➢ Consolidated Business Performance 17
➢ Consolidated Financial Position 18
➢ Consolidated Cash Flows 19
4
Consolidated Financial Results
△ △ △ (JPY in billions )
FY2025
Q1-3
FY2026
Q1-3
YoY
Change
(Amount)
YoY
Change
(%)
FY2026
Guidance
9 months ended
December 2024
9 months ended
December 2025
12 months ending
March 2026
Revenue 310.8 353.0 42.2 +13.6% 430.0
Business profit 87.1 101.8 14.7 +16.8% 114.0
Other income and other expenses 0.4 0.0 0.4 – 8.0
Operating profit 86.7 101.8 15.1 +17.4% 106.0
Profit before income taxes 88.8 105.0 16.3 +18.3% 106.0
Profit for the period 63.1 74.3 11.2 +17.8% 75.0
(attributable to owners of the parent)
Earnings per share (JPY) 465.56 548.46 82.90 553.27
5
Revenue by Business Segment
△ △
△ △
△
Effective October 1, 2025, the arcade game business of Konami Amusement Co., Ltd. was transferred to Konami Arcade Games Co., Ltd., which was
newly established on June 2, 2025, through an absorption -type company split. Accordingly, beginning with the three -month period ended December 31,
2025, the “Arcade Game” business has been presented as a separate reporting segment, and the pachinko and pachislot machine business has been
included in “Others”.
*
* (JPY in billions )
FY2025
Q1-3
FY2026
Q1-3
YoY
Change
(Amount)
YoY
Change
(%)
FY2026
Guidance
9 months ended
December 2024
9 months ended
December 2025
12 months ending
March 2026
Digital Entertainment 228.9 266.2 37.3 +16.3% 310.0
Arcade Game 14.6 16.5 1.8 +12.6% 24.5
Gaming & Systems 30.4 28.7 1.7 5.7% 43.0
Sports 36.4 37.3 0.8 +2.3% 49.0
Others 2.3 6.2 3.9 +170.6% 6.5
Eliminations 1.8 1.8 0.1 – 3.0
Total revenue 310.8 353.0 42.2 +13.6% 430.0
6
Profit by Business Segment
△
△
△
△
△
△ △
△ △
△
Effective October 1, 2025, the arcade game business of Konami Amusement Co., Ltd. was transferred to Konami Arcade Games Co., Ltd., which was
newly established on June 2, 2025, through an absorption -type company split. Accordingly, beginning with the three -month period ended December 31,
2025, the “Arcade Game” business has been presented as a separate reporting segment, and the pachinko and pachislot machine business has been
included in “Others”.
*
* (JPY in billions )
FY2025
Q1-3
FY2026
Q1-3
YoY
Change
(Amount)
YoY
Change
(%)
FY2026
Guidance
9 months ended
December 2024
9 months ended
December 2025
12 months ending
March 2026
Digital Entertainment 80.8 96.5 15.7 +19.4% 103.0
Arcade Game 3.2 3.6 0.3 +10.1% 7.0
Gaming & Systems 4.7 1.8 2.9 61.4% 7.5
Sports 1.9 2.7 0.9 +46.4% 3.0
Others 0.7 0.9 1.5 – 1.0
Corporate expenses and eliminations 2.9 3.7 0.8 – 7.5
Total business profit 87.1 101.8 14.7 +16.8% 114.0
Other income and other expenses 0.4 0.0 0.4 – 8.0
Total operating profit 86.7 101.8 15.1 +17.4% 106.0
7
Earnings Guidance Revision (JPY in billions )
FY2025
Actual
FY2026
Initial
Guidance
FY2026
Revised
Guidance
Change vs.
Initial
Guidance
YoY
Change
12 months ended
March 2025
12 months ending
March 2026
12 months ending
March 2026
Revenue 421.6 430.0 468.0 38.0 46.4
Business profit 109.1 114.0 131.0 17.0 21.9
Operating profit 101.9 106.0 123.0 17.0 21.1
Profit before income taxes 104.0 106.0 123.0 17.0 19.0
Profit for the year 74.7 75.0 86.0 11.0 11.3
(attributable to owners of the parent)
Earnings per share (JPY) 551.00 553.27 634.42 81.15 83.42
8
Earnings Guidance Revision (Revenue Breakdown)
△ △ △ △
Effective October 1, 2025, the arcade game business of Konami Amusement Co., Ltd. was transferred to Konami Arcade Games Co., Ltd., which was
newly established on June 2, 2025, through an absorption -type company split. Accordingly, beginning with the three -month period ended December 31,
2025, the “Arcade Game” business has been presented as a separate reporting segment, and the pachinko and pachislot machine business has been
included in “Others”.
*
* (JPY in billions )
FY2025
Actual
FY2026
Initial
Guidance
FY2026
Revised
Guidance
Change vs.
Initial
Guidance
YoY
Change
12 months ended
March 2025
12 months ending
March 2026
12 months ending
March 2026
Digital Entertainment 305.2 310.0 348.0 38.0 42.8
Arcade Game 24.1 24.5 24.5 0.0 0.4
Gaming & Systems 42.7 43.0 43.0 0.0 0.3
Sports 48.5 49.0 49.0 0.0 0.5
Others 3.6 6.5 6.5 0.0 2.9
Eliminations 2.4 3.0 3.0 0.0 0.6
Total revenue 421.6 430.0 468.0 38.0 46.4
9
Earnings Guidance Revision (Profit Breakdown)
△ △
△ △
△
△
△
△
△
△
△
Effective October 1, 2025, the arcade game business of Konami Amusement Co., Ltd. was transferred to Konami Arcade Games Co., Ltd., which was
newly established on June 2, 2025, through an absorption -type company split. Accordingly, beginning with the three -month period ended December 31,
2025, the “Arcade Game” business has been presented as a separate reporting segment, and the pachinko and pachislot machine business has been
included in “Others”.
*
* (JPY in billions )
FY2025
Actual
FY2026
Initial
Guidance
FY2026
Revised
Guidance
Change vs.
Initial
Guidance
YoY
Change
12 months ended
March 2025
12 months ending
March 2026
12 months ending
March 2026
Digital Entertainment 98.9 103.0 122.5 19.5 23.6
Arcade Game 6.5 7.0 7.0 0.0 0.5
Gaming & Systems 7.4 7.5 5.0 2.5 2.4
Sports 2.2 3.0 3.0 0.0 0.8
Others 0.5 1.0 1.0 0.0 1.5
Corporate expenses and eliminations 5.3 7.5 7.5 0.0 2.2
Total business profit 109.1 114.0 131.0 17.0 21.9
Other income and other expenses 7.2 8.0 8.0 0.0 0.8
Total operating profit 101.9 106.0 123.0 17.0 21.1
10
Dividend Forecast Revision
In line with the earnings guidance revision for FY2026, dividend has been recalculated in accordance with our basic policy of
30% or more payout ratio. (JPY)
FY2025
FY2026
Initial
Forecast
FY2026
Revised
Forecast
Change vs.
Initial
Forecast
YoY
Change
12 months ended
March 2025
12 months ending
March 2026
12 months ending
March 2026
Interim dividend 66.00 83.00 83.00 0.00 17.00
Year-end dividend 99.50 83.00 107.50 24.50 8.00
(Forecast) (Forecast)
Annual dividend 165.50 166.00 190.50 24.50 25.00
(Forecast) (Forecast)
11
Digital Entertainment
Operating profit includes other expense of JPY 0.4 billion (FY2025) and other profit of JPY 0.2 billion (FY2026)
Revenue and profit
➢ eFootball continues to sustain userbase expansion and announced its global downloads exceeding 950 million in January
➢ Released the latest iteration of the Momotaro Dentetsu series -Momotaro Dentetsu 2: Anata no Machi mo Kitto Aru
➢ Co -hosted the FIFAe World Cup 2025 (Venue: Saudi Arabia) featuring eFootball with FIFA ® (Fédération Internationale de
Football Association)
FY2026 Q3 summary (JPY in billions )
FY2025
Q1-3
FY2026
Q1-3
YoY
Change
(Amount)
YoY
Change
(%)
FY2026
Initial
Guidance
FY2026
Revised
Guidance
9 months ended
December 2024
9 months ended
December 2025
12 months ending
March 2026
12 months ending
March 2026
Revenue 228.9 266.2 37.3 +16.3% 310.0 348.0
Business profit 80.8 96.5 15.7 +19.4% 103.0 122.5
Operating profit 80.5 96.7 16.2 +20.1% 95.5 115.0
Operating profit margin 35% 36% 31% 33%
12
Arcade Game
Revenue and profit
➢ Released Momotaro Dentetsu World -Chikyu mo Medal mo Mawatteru !-, pop’n music High ☆ Cheers !! and ColorCoLotta
Tropical Resort
➢ Announced multiple titles including Demon Slayer: Nichirin Battle Slash, the first arcade game based on Demon Slayer:
Kimetsu no Yaiba , and Sazae -san Machigai Sagashi at the Amusement Expo 2025 held in November
FY2026 Q3 summary (JPY in billions )
FY2025
Q1-3
FY2026
Q1-3
YoY
Change
(Amount)
YoY
Change
(%)
FY2026
Initial
Guidance
FY2026
Revised
Guidance
9 months ended
December 2024
9 months ended
December 2025
12 months ending
March 2026
12 months ending
March 2026
Revenue 14.6 16.5 1.8 +12.6% 24.5 24.5
Business profit 3.2 3.6 0.3 +10.1% 7.0 7.0
Operating profit 3.2 3.6 0.3 +10.1% 7.0 7.0
Operating profit margin 22% 22% 29% 29%
13
Gaming & Systems
△
△
△
△
Revenue and profit
➢ Launched Solstice 49C as the first model from the Solstice series, the first new cabinet in six years, and awarded the “Best
New Core Cabinet” at the Global Gaming Expo
➢ Released BOMBERMAN series for the Solstice 49C
➢ Installed SYNKROS ® at casino properties in California and cruise ships
FY2026 Q3 summary
△ △ (JPY in billions )
FY2025
Q1-3
FY2026
Q1-3
YoY
Change
(Amount)
YoY
Change
(%)
FY2026
Initial
Guidance
FY2026
Revised
Guidance
9 months ended
December 2024
9 months ended
December 2025
12 months ending
March 2026
12 months ending
March 2026
Revenue 30.4 28.7 1.7 5.7% 43.0 43.0
Business profit 4.7 1.8 2.9 61.4% 7.5 5.0
Operating profit 4.7 1.8 2.9 61.3% 7.5 5.0
Operating profit margin 15% 6% 17% 12%
14
Sports
Operating profit includes other expenses of JPY 0.2 billion (FY2025) and JPY 0.2 billion (FY2026)
Revenue and profit
➢ Strong traction among pilates studios -opened nine studios in Q3 and scheduled to open four more studios in Q4 (making cumulative
total of 85 studios)
➢ Opened a third studio for personal training gym Personal 30 in December
➢ Announced operation of sports facilities on behalf of local governments in Yuki City (Ibaraki), Hachioji City (Tokyo), Hyogo,
Higashihiroshima City (Hiroshima) and Fukuoka City (Fukuoka) to commence in April 2026
FY2026 Q3 summary (JPY in billions )
FY2025
Q1-3
FY2026
Q1-3
YoY
Change
(Amount)
YoY
Change
(%)
FY2026
Initial
Guidance
FY2026
Revised
Guidance
9 months ended
December 2024
9 months ended
December 2025
12 months ending
March 2026
12 months ending
March 2026
Revenue 36.4 37.3 0.8 +2.3% 49.0 49.0
Business profit 1.9 2.7 0.9 +46.4% 3.0 3.0
Operating profit 1.7 2.6 0.9 +51.9% 2.8 2.8
Operating profit margin 5% 7% 6% 6%
15
Titles Released in Oct – Dec 2025 / Pipeline(1)
Wai Wai World Craft (working title)
©Konami Digital Entertainment ©Annapurna Interactive ©Screen Burn
©Konami Digital Entertainment
Suikoden STAR LEAP
©Konami Digital Entertainment
POWER PROS Adventures
©Konami Digital Entertainment
©AKIRA SAKUMA ©Konami Digital Entertainment
Momotaro Dentetsu 2 :
Anata no Machi mo Kitto Aru
The Prince of Tennis
Sweet School Festival ♡-40 and more. ..
Doki Doki Survival ~eternal passion!” Tie break ♡game
©2009 TAKESHI KONOMI/SHUEISHA ©2012 NAS,THE PRINCE OF TENNIS II PROJECT ©Konami Digital Entertainment
SILENT HILL: Townfall
“PlayStation” is registered trademarks or trademarks of Sony Interactive Entertainment Inc.Trademarks are property of their respective owners. Nintendo Switch is a trademark of Nintendo
*DE: Digital Entertainment Title Platform Geography Release Date Business
Segment ( *)
Momotaro Dentetsu 2:
Anata no Machi mo Kitto Aru
Nintendo Switch™ 2,
Nintendo Switch™ Japan Nov 2025 DE
POWER PROS Adventures App Store,
Google Play Japan Spring 2026 DE
Darwin‘s Paradox!
Nintendo Switch™ 2,
PlayStation®5,
Xbox Series X|S,
Steam®
Global 2026 DE
Suikoden STAR LEAP
App Store,
Google Play,
Steam®
Global TBD DE
SILENT HILL: Townfall TBD Global TBD DE
The Prince of Tennis
Sweet School Festival ♡-40 and more…
Nintendo Switch™,
Nintendo Switch™ 2,
Steam®
Global TBD DE
The Prince of Tennis Doki Doki Survival
~eternal passion!” Tie break ♡ game
Nintendo Switch™,
Nintendo Switch™ 2,
Steam®
Global TBD DE
Wai Wai World Craft (working title)
App Store,
Google Play,
Steam®
TBD TBD DE
16
Titles Released in Oct – Dec 2025 / Pipeline(2)
Solstice 49C
TEENAGE MUTANT
NINJA TURTLES
©Konami Arcade Games
pop’n music High ☆Cheers !!
©2025 Viacom©Konami Arcade Games ©Konami Digital Entertainment
Momotaro Dentetsu World
-Chikyu mo Medal mo Mawatteru !-
©AKIRA SAKUMA ©Konami Digital Entertainment ©Konami Arcade Games
Demon Slayer: Nichirin Battle Slash
©Koyoharu Gotoge / SHUEISHA, Aniplex , ufotable ©Konami Arcade Games
(The cabinet is currently under development)
©Konami Digital Entertainment
*AG: Arcade Game GS: Gaming & Systems Title Platform Geography Release Date Business
Segment ( *)
ColorCoLotta Tropical Resort Arcade Machine
(Medal Game) Japan Nov 2025 AG
Momotaro Dentetsu World
-Chikyu mo Medal mo Mawatteru!-
Arcade Machine
(Medal Game) Japan Dec 2025 AG
pop’n music High ☆Cheers!! Arcade Machine
(Music Video Game)
Japan
North America
Asia
Dec 2025 AG
FORTUNE TRINITY JURASSIC TREASURE Arcade Machine
(Medal Game) Japan Feb 2026 AG
Sazae-san Machigai Sagashi Arcade Machine
(Video Game) Japan Mar 2026 AG
GASHAAAAN Arcade Machine
(Video Game) Japan Mar 2026 AG
DanceDanceRevolution STOMP Arcade Machine
(Redemption Game) North America TBD AG
TEENAGE MUTANT NINJA TURTLES Arcade Machine
(Redemption Game) North America TBD AG
Demon Slayer: Nichirin Battle Slash Arcade Machine
(Video Game) Japan TBD AG
Solstice 49C™ Slot Machine
Cabinet North America FY2026 Q3 GS
17
Consolidated Business Performance
△
△
△
△
△ △
△
△
△ △
△
△ △ (JPY in billions )
310.8 100.0% 353.0 100.0% 42.2 +13.6%
163.5 52.6% 179.9 51.0% 16.4
60.2 19.4% 71.3 20.2% 11.2
0.4 0.1% 0.0 0.0% 0.4
86.7 27.9% 101.8 28.8% 15.1 +17.4%
2.0 2.5 0.5
0.4 0.3 0.0
0.5 1.1 0.6
88.8 28.6% 105.0 29.8% 16.3 +18.3%
25.7 8.3% 30.7 8.7% 5.0
63.1 20.3% 74.3 21.1% 11.2 +17.8%
Owners of the parent 63.1 20.3% 74.3 21.1% 11.2 +17.8%
Non-controlling interests 0.0 0.0% 0.0 0.0% 0.0
Revenue
Total cost of revenue
SG&A
Profit before income taxes
Income taxes
Profit for the period
Profit attributable to:
Other income and other expenses
Operating profit
Finance income
Finance costs
Profit from investments accounted
for using the equity method
Percentile FY2026
Q1-3
YoY
Change
(%)
FY2025
Q1-3 Percentile
YoY
Change
(Amount)
18
Consolidated Financial Position
△ △
△
△
△
△ (JPY in billions )
Mar 31, Dec 31, Mar 31, Dec 31,
2025 2025 Change 2025 2025 Change
Cash and cash equivalents 294.2 286.8 7.5 Bonds and borrowings 20.0 – 20.0
Trade and other receivables 47.2 61.8 14.6 Trade and other payables 45.4 51.0 5.6
Inventories 12.1 19.9 7.8 Other current liabilities 50.9 56.8 5.9
Other current assets 13.3 17.3 4.0 116.3 107.8 8.5
366.8 385.8 18.9
(55.2%) (54.3%) Bonds and borrowings 39.9 39.9 0.0
Other non-current liabilities 26.9 26.3 0.7
Property, plant and equipment, net 163.6 185.2 21.5 66.9 66.2 0.7
Goodwill and intangible assets 60.7 63.6 2.9 183.2 174.0 9.2
Deferred tax assets 31.1 32.0 0.9 481.9 536.8 54.9
Other non-current assets 42.8 44.3 1.6 (72.5%) (75.5%)
298.2 325.0 26.8 (per share:JPY ) (3,554.61) (3,959.95) (405.34)
(44.8%) (45.7%) 481.9 536.8 54.9
665.0 710.8 45.8 665.0 710.8 45.8
Non-current assets
Current assets Current liabilities
Total current liabilities
Total current assets Non-current liabilities
Total assets Total liabilities and equity
Total non-current liabilities
Total liabilities
Total equity attributable to
owners of the parent
Total non-current assets
Total equity
19
Consolidated Cash Flows 273.7 11.9 billion increase
FX Financing CF
+2.2 Dec 31, 2024 △ 23.9
285.7
FY2025
Q3
Operating CF Investing CF
+76.5
△ 42.8
Apr 1, 2024
FY2026
Q3
Operating CF Investing CF (JPY in billions )
+83.7
△ 44.9 Financing CF
△ 50.1 FX Apr 1, 2025
+3.8 Dec 31, 2025
294.2 286.8 7.5 billion decrease
20 ©KONAMI
THANK YOU