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DeNA Co., Ltd.

2,490+11.2%1Y · JPY

DeNA Co., Ltd. develops and operates mobile and online services worldwide. Its offerings include Mobage, an entertainment platform; Yahoo! Mobage, which provides social games for PC browsers; AndApp, which lets users play mobile game apps on PC browsers under the same account; Pococha, a social live streaming community; and IRIAM, an app for livestreaming as an anime character. The company also operates SHOWROOM, a virtual stage for live artist performances with real-time interaction; kencom, which supports health insurance societies in managing members' health data; and ONSEI, an AI-based app for checking changes in cognitive function. In addition, it operates MENKYO, a cognitive function test for elderly drivers seeking license renewal; MOGI, a similar cognitive function test; SHINRI-ADAS, a cognitive functional test; MRI-TAISEKI, a system that analyzes brain DICOM images; Join, a communication app; Team, which connects medical and healthcare services and supports multi-professional collaboration; JoinTriage, an EMS triage app; Join Mobile Clinic, an integrated telemedicine support solution; Enroll, a patient recruitment solution; MySOS, a life-saving and health support app with health and medical records for users and their families; and DENA SPORTS GROUP, which includes the Yokohama DeNA Baystars, Kawasaki Brave Thunders, S.C.SAGAMIHARA, and DeNA Athletics Elite sports teams. Furthermore, the company operates SOMPO DE NORU, a car leasing service; GO, a taxi dispatch app; DRIVE CHART, an accident reduction support service; anone, a communication service for seniors; dot-i, a security system; Virtual KEIBI System, a 3D character displayed on a mirror display that can perform security monitoring and reception; Manga Box, a weekly manga magazine app; PICKFIVE, an NFT card game; and NFT collections. DeNA Co., Ltd. was incorporated in 1999 and is headquartered in Tokyo, Japan.

Price · split & dividend adjusted
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Japan
Smart City / Autonomous Infrastructure

DeNA's Q1 Net Profit Jumps 198.5% to 33.4 Billion Yen, Lifted by GO Listing Gain

DeNA's first-quarter results for the fiscal year ending March 2027, announced on August 5 under IFRS on a consolidated basis, showed revenue of 37.166 billion yen, down 10.9% year on year; operating profit of 7.411 billion yen, down 46.3%; pre-tax profit of 49.753 billion yen, up 213.5%; and net profit of 33.438 billion yen, up 198.5%. The main reason for the operating profit decline was the reaction to the game app Pokémon Trading Card Game Pocket, launched in October 2024, which had greatly boosted results in the same quarter a year earlier; revenue in the games business came to 12.12 billion yen, down 33.2%, and segment profit was just 3.826 billion yen, down 62.0%. Net profit, meanwhile, grew sharply because the taxi-hailing app GO, an equity-method affiliate, listed on the Tokyo Stock Exchange Growth Market. In addition to selling part of its stake, DeNA revalued its remaining holding at fair value, booking 39.517 billion yen in equity-method investment gains and losses, bringing equity-method investment profit to 40.571 billion yen. By business, the sports and smart city segment performed strongly with revenue of 13.216 billion yen, up 16.0% year on year, and segment profit of 4.551 billion yen, up 24.4%, surpassing the games business's segment profit of 3.826 billion yen and driving first-quarter earnings. The company also announced on August 24 the details of its shareholder benefits for the fiscal year ending March 2027, with a record date of September 30, adding a THE LIVE CENTRAL BAR digital drink coupon to the five types of benefits based on the number of shares held.
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2432.JP · Capital · Positive Net profit jumped 198.5% to 33.4 billion yen, driven by a 39.5 billion yen equity-method gain from GO's TSE listing and partial stake sale.
2432.JP · Demand · Negative Games business revenue fell 33.2% and segment profit dropped 62.0% on the reaction to last year's Pokémon Trading Card Game Pocket boost.
581A.JP · Capital · Positive GO's listing on the Tokyo Stock Exchange Growth Market generated the equity-method gain that lifted DeNA's net profit.
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Japan
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DeNA First Quarter Net Income Jumps to ¥33.4 Billion Despite Lower Sales

DeNA reported first quarter net income of ¥33,438 million for the period ended June 30, 2026, a sharp increase from ¥11,203 million a year earlier, even as sales declined to ¥37,166 million from ¥41,727 million. The company’s board has been considering a treasury stock cancellation and revising internal controls. The share price stood at ¥2,462, with a popular narrative suggesting a fair value of ¥2,650 per share, implying modest undervaluation, while a discounted cash flow model points to a fair value of ¥1,379.53, indicating the stock may be expensive. DeNA’s sports business is seen as a growing and diversified revenue base, but heavy reliance on a few flagship gaming titles and revenue pressure in live streaming pose risks to the valuation narrative.
2432.JP · Capital · Positive Net income jumped to ¥33.4B despite lower sales, and board considering treasury stock cancellation.
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Japan
2432.JP▲

DeNA, Mercari, and Others Announce Share Buybacks and Cancellations

After the close on the 5th, multiple companies announced share buybacks or cancellations. DeNA will cancel 19,109,700 shares, representing 15.6% of its outstanding shares, effective August 31. Mercari will conduct a share buyback of up to 4 million shares, or 2.4% of outstanding shares excluding treasury stock, with a maximum value of 10 billion yen, from August 6 to October 30, and will cancel all acquired shares on November 12. Epson will acquire up to 17 million shares, or 5.31% of outstanding shares, with a cap of 30 billion yen, from August 7 through March 31, 2027. Sanyo Chemical will buy back up to 500,000 shares for a maximum of 2.5 billion yen, and will also cancel 1 million shares. In addition, Arc Core, Ryobi, Techno Medica, Yokohama FG, Sanshin Electronics, Toyo Tec, and Fuji Kyuko also announced share buybacks or cancellations.
2432.JP · Capital · Positive Will cancel 15.6% of outstanding shares, boosting per-share metrics.
4385.JP · Capital · Positive Announced share buyback of up to 4 million shares and cancellation, directly boosting shareholder value.
6724.JP · Capital · Positive Will buy back up to 5.31% of shares, supporting stock price.
4471.JP · Capital · Positive Announced share buyback and cancellation, supporting stock price.
6678.JP · Capital · Positive Announced share buyback, positive for shareholders.
7186.JP · Capital · Positive Announced share buyback, positive for shareholders.
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