Krafton's KR earnings date: record $2.3B year funds 15-game AI-first pipeline
Summary
Krafton posted FY2025 revenue of KRW 3.33 trillion ($2.05B), up 22.8% YoY - its first $2B+ year
Operating profit hit KRW 1.05 trillion ($717.5M), with PUBG driving double-digit growth across PC and mobile
15 projects in development under "elite, small-scale teams" and an AI-first mandate declared October 2025
"We will leverage our capital and stable operating cash flow to create sustainable long-term value"
01
PUBG PC revenue hit an all-time high while mobile paying users surged 27%
Mobile led at KRW 1.7T ($1.1B); PC contributed KRW 1.1T ($751M); console stayed marginal at KRW 42.8B
PUBG: Battlegrounds PC revenue rose 16% YoY, lifted by luxury brand and artist collaborations
PUBG Mobile paying users climbed 27%; global PC paying users rose 5%
New IP delivered early traction: inZOI and Mimesis each crossed 1 million units sold
KRW 358.5B ($245M) came from other segments including ADK Group and adtech firm Neptune
02
AI-first restructuring bets on small teams over studio headcount
Krafton declared its "AI-first company" transition in October 2025; FY2025 profits fund execution
All 15 pipeline titles run under "newly creative leadership and elite, small-scale teams"
Near-term launches: Subnautica 2, Palworld Mobile, Dinkum Together, and No Law
Strategic filter for greenlights: franchise IP with "long-term product life cycles"
03
Largest-ever shareholder return runs parallel to pipeline investment
KRW 300B ($205M) in dividends plus at least KRW 700B ($478M) in buybacks and cancellations
Initial KRW 200B ($136.6M) buyback tranche launched February 10, 2026
Program runs alongside continued 15-game pipeline spend and global acquisition strategy
Events
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Locations
South Korea
COMPILED BY GAMES ATLAS EDITORIAL
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