Netmarble Corporation (A251270) Earnings Call Transcripts

Netmarble Corporation's Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, Netmarble Corporation reported revenue of KRW 651.7 billion, reflecting a 4.5% year-over-year increase but an 18.3% decrease quarter-over-quarter. The company achieved a net income of KRW 210.9 billion, bolstered by gains from asset disposals. Management maintained a cautious outlook, indicating that while new titles like 'StoneAge: Idle Adventure' and 'The Seven Deadly Sins: Origin' are gaining traction, the overall performance of recently launched games has not met market expectations, prompting a strategic focus on long-term product life cycles and regional expansions.

Reported metrics

Guidance from management

Management indicated that they expect top line growth to gain traction as new titles perform over a full quarter. They plan to sustain momentum with a diverse lineup of new releases in the second half of 2026.

What management said

[Interpreted] Good afternoon. This is Jiwon Lee, Head of the company's IR team. Thank you sincerely to all investors and analysts who have taken the time to attend our 2026 Q1 earnings conference call amidst your busy schedules. Present with us today are CEO, Byeonggyu Kim; CFO, Gi-Wook Do; and other members who will be available to answer questions following the earnings presentation. Please note that this presentat...

What analysts pressed on

Analysts are worried about the underperformance of key titles and the need for effective updates to enhance user engagement. There are also concerns regarding the company's ability to manage the transition to PC payment systems and the impact on revenue streams.

Main topics on the call

• Revenue Performance — Netmarble's Q1 2026 revenue was KRW 651.7 billion, down 18.3% Q-o-Q but up 4.5% Y-o-Y. Management noted, 'Revenue and EBITDA increased year-over-year reflecting the performance of new releases.'
• Net Income Growth — The company reported a net income of KRW 210.9 billion, attributed to asset disposals. This reflects a strategic move to enhance liquidity and shareholder value.
• New Game Releases — Management highlighted the successful launch of new titles, stating, 'StoneAge: Idle Adventure and The Seven Deadly Sins: Origin... each accounted for 3% of the first quarter revenue.' This indicates potential for future...
• Cost Management — Operating expenses decreased by 12.8% Q-o-Q, showing effective cost management. The CFO mentioned, 'Ongoing cost efficiency efforts... are expected to drive gradual structural improvement and profitability.'

Read the full Netmarble Corporation transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Netmarble Corporation earnings call transcripts on record, spanning February 13, 2020 to May 7, 2026. Based on this history, Netmarble Corporation reports quarterly. The most recent call on file is dated May 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

A251270

Exchange

KOSE

Country

KR

Sector

Communication Services

Industry

Entertainment

Calls on record

23

First call

February 13, 2020

Most recent

May 7, 2026

Reporting cadence

quarterly