What this is
What happened after Pokémon's 25th anniversary, as a guide to the 30th: in the following year, the second half of Nintendo's share of Pokémon profit fell to ¥9.5–11.3bn, 24–36% below the anniversary year's second half.
How it’s built
- Nintendo's year to March 2022 split ¥11.8bn first half, ¥14.8bn second half.
- For the next year the first half is estimated at ¥15.3–17.1bn, leaving ¥9.5–11.3bn of the ¥26.6bn total for the second half.
- The same ratios applied to the 30th-anniversary year put a later half at ¥38.8–46.4bn, or ¥24.6–29.5bn on a lower base.
What we assumed
- The first half of the year to March 2023 is estimated.Nintendo's filing did not show it separately.
- The 30th anniversary follows the 25th's pattern.One precedent only.
Sanity check
It shows an earlier claim, that no half of the year to March 2028 would fall below ¥44.2bn, does not follow from its own assumption.
Where it comes from
Our calculation from other figures in the trainer’s notes:
- ReportedEquity method pickup folded cells bounds (cumulative), Q1/H1 year to March 2019, Q1 year to March 2020, Q1/H1 year to March 2023, Q1 year to March 2024 (cumulative)
- FiledNintendo's share of the profits of its equity-method affiliates, mainly The Pokémon Company, for the year to March 2023¥26.6bn
Show the working
- H1 year to March 2022: 11,844
- H2 year to March 2022: 14,828
- H1 year to March 2023 folded estimate: 15,289 to 17,138
- H2 year to March 2023 implied: 9,461 to 11,310
- H2 year to March 2023 over H2 year to March 2022: 0.638 to 0.763
- H2 year to March 2023 over H1 year to March 2022: 0.799 to 0.955
- 6073+5771=11844
- 7653+7175=14828
- 26599-17138=9461
- 26599-15289=11310
- 9461/14828=0.638
- 11310/14828=0.763
- 0.638×60822=38804
- 0.763×60822=46407