Is it true that the big hit smartphone game "horse girl" makes 10 billion yen a month?Thinking from the settlement (Naruhiro Kawamura) -Person -Yahoo! News
A smartphone game "Hama Pretty Derby", which exceeded 6 million downloads in about two months.The financial results of Cyber Agent, the parent company of "Cygames", which worked on the work, were announced on April 28, and articles were published from each media.However, even if you read the article and say that "horse girl" is doing well, you may think "I don't know how much you earn."
It is natural, and the financial results and various materials are not mentioned in each title, so it is difficult to step in the article.The sales and operating income of the game business have been disclosed, but the company has been distracted by the company.In short, the performance of a "horse girl" alone will not be disclosed.
Well, this is similar for every game company, and a minority of companies that reveal detailed numbers like Nintendo.However, some things can be seen when you read the financial results.
◇ The smartphone game business is "stable"
Since Cyber Agent will settle for the full year in the “September term”, this time it will be the second quarter (January to March).In the last three months, the sales profit increased by about 163.4 billion yen, and the operating profit, which indicates the main business, is about 25.8 billion yen.2 compared to the same period of the previous year.The point was that the size of the operating profit that expanded by one time was a good performance in six months.
In order to understand the company's business structure, we will see the full -year financial results for FY2020 announced last October.Regarding the business ratio, the online advertising business is 5, the smartphone game business is 3, and the media business such as "Abema" is 1.The media business, which has the aspect of precedent investment, is in the red, supporting online advertising and games.It is likely to be treated as a bad guy if it is in the red, but it can be said that it is boldly competing in new businesses.In the future, if you make money in the black, you will be acclaimed that "there was a foresight", and if not, investors will be beaten (laugh).
Although it is a smartphone game business, annual sales are steadily growing every year, and in 2019 it is about 150 billion yen.Operating income has been around 30 billion yen a year in the last five years, and it is stable.According to the company's site, the game business also explained that "the market growth has slowed since 2018, but there are multiple main titles, and regular new titles have been successful, making it a stable business."Street.
However, "probability" occurred in the "stable" game business.Although it is the second quarter (January to March), the sales of the department are about 63.9 billion yen (42).7 % increase), operating income is about 23.2 billion yen (122).It jumped to 3 %).
The company's game business has been in the last five years of sales in the last five years, with approximately 30 to 40 billion yen (up to 44.8 billion yen).That suddenly exceeded 60 billion yen.As you can see from the words of President Susumu Fujita at a video meeting, this break of this "horse girl" is unexpected by management, and it is clear that the full -year performance forecast has been greatly raised.
He explains that the smartphone game business is "the initial speed of the new two titles is strong."The two titles are "horse girls" and "nier re [in] carnation", and the number of downloads of "Nier" exceeds 10 million, exceeding the "horse girl" if only the number.However, "Nier" is a Square Enix's work, and the results are shared.If you think so, you can guess that the "horse girl" of your IP has contributed to your performance, and you can see from the mouth of President Fujita at a video meeting.
◇ “Heavy girl” is the story of 10 billion yen per month?
Some articles reported that they had earned more than 10 billion yen per month with the same work.What about the truth?
[Reference] Cyber, the first market capitalization of 1 trillion yen "horse girl" is expected to grow profits (Nihon Keizai Shimbun, March 31)
See the quarterly operating profit of the game business.With the fall of the first quarter (1.1 billion yen) in FY2021, the protruding of the second quarter (23.2 billion yen) is highlighted.
Smartphone games are basically "tired", no matter how interesting they are, so if you look at the business, the sales and profits will fall down (decrease in sales and profits) over the passage of the month.Therefore, the decrease in the existing title is stopped as much as possible and the new title is expanded to draw the growth of the business.
Compared to the first quarter, sales increased by 34 billion yen and operating income increased by 22.1 billion yen.Compared to the same period of the previous year, sales increase of 19.1 billion yen and operating income increased by 12.8 billion yen.Even if "horse girls" and "Nier" were hit on the same scale, even if the existing titles were rewinded, there was only a high possibility that "horse girls" earned more than 10 billion yen on monthly sales.not.
The company's management has not talked about numbers about the profits of "horse girls", but the numbers of the financial results and the content of the video meeting are eloquent."Heavy girl" started service on February 24, so it's terrible that this number was accumulated in just over a month.
What is worrisome is how much the popularity of "horse girls" lasts in the future.CyberAgents have raised the upward revisions from 500 billion yen to 600 billion yen for full -year forecasts, from "300 to 35 billion yen" to "57.5 billion yen" to "57.5 billion yen".As mentioned in the video conference, no one knows how long the "horse girl" will last, so these are quoted numbers.
If the sales of 10 billion yen per month, even if it goes down to the right, will be a tremendous sales and operating income if it is a decent level for half a year or one year.Of course, the company will be taking all the ways to maintain its popularity.The achievements in the third quarter (April to June) are likely to continue to attract attention.
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