KRAFTON
Logotype for KRAFTON Inc

KRAFTON (259960) investor relations material

KRAFTON Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for KRAFTON Inc
Q4 2025 earnings summary9 Feb, 2026

Executive summary

  • Achieved record annual revenue in 2025, reaching KRW 3,326.6bn, up 22.8% year-over-year, driven by PUBG IP growth and new IP launches, with a strategic focus on franchise IPs and a five-year growth roadmap.

  • Expanded production leadership, diversified the game lineup, and initiated 15 new first-party publishing projects, laying groundwork for long-term value and platform transformation.

  • AI capabilities are being leveraged for internal efficiency, new business opportunities, and expansion into new technology domains.

  • Disciplined M&A and equity investments to secure mega IPs and expand the publishing lineup.

Financial highlights

  • Full-year 2025 revenue reached KRW 3.3266 trillion, up 22.8% year-over-year; Q4 revenue was KRW 919.7 billion, up 48.9% year-over-year.

  • Operating profit declined 10.8% year-over-year to KRW 1.0544 trillion due to increased development investment and one-off costs.

  • Net income for FY2025 was KRW 733.7 billion, down 43.7% year-over-year; Q4 recorded a net loss of KRW 22.7 billion due to non-operating losses and impairments.

  • Other revenue surged 963% year-over-year to KRW 358.5 billion, mainly from ADK consolidation.

  • Operating expenses for FY2025 rose 48.8% to KRW 2,272.2 billion, with significant increases in personnel and paid commissions.

Outlook and guidance

  • Plans to accelerate PUBG's platform transformation and content expansion in 2026, with continued investment in new IPs, AI-driven innovation, and resource allocation to new title development and M&A.

  • Targeting KRW 7 trillion in revenue and doubling corporate value within five years.

  • Shareholder return policy for 2026-2028 includes over KRW 1 trillion in buybacks and dividends, up 44% from prior policy.

  • Marketing expenses expected to increase in 2026 due to more title launches, but remain a mid-single digit percentage of revenue.

  • Paid commissions likely to rise in 2026 due to increased outsourcing and new title development.

Future profitability impact of current investments?
How will new IPs scale into franchise status?
What are the next steps for Physical AI ventures?
How does new shareholder return policy balance growth investments?
What new business models will AI enable?
When will new IPs significantly impact revenue?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next KRAFTON earnings date

Logotype for KRAFTON Inc
Q1 202628 Apr, 2026
KRAFTON
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next KRAFTON earnings date

Logotype for KRAFTON Inc
Q1 202628 Apr, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

KRAFTON Inc. is a technology company primarily engaged in the development, production, and sale of video games. The company's portfolio includes popular titles such as PUBG: Battlegrounds, New State Mobile, Battlegrounds Mobile, Subnautica, and many others. KRAFTON operates through a network of game production studios and publishes its games globally. The company is headquartered in Seoul, South Korea, and its shares are listed on the Korea Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage