What this is
How much of The Pokémon Company group’s revenue is at stake in the Pokémon GO licence, year to February 2026: about 1.2–2.5%.
How it’s built
- The company’s take from Pokémon GO is estimated at ¥13.1–25.6bn: app-store spending of ¥100–111bn times a take of 13.1–23.0%.
- That is divided by estimated group revenue of ¥1,020–1,048bn.
What we assumed
- Players spent $668–743m in GO’s app stores in the year.From calendar-year spending estimates, weighted ten-twelfths and two-twelfths to fit the company’s March–February year.
- The company’s take is 13.1–23.0% of that spending.Calibrated on the parent’s GO profit against spending in the year to February 2017; it is a profit-like figure, not licence revenue.
- Group revenue is ¥1,020–1,048bn.Nintendo’s filed affiliate total less estimates for the baseball club and the other affiliate.
Sanity check
The take is profit-like but divided by revenue, so read the result as an upper bound on operating income at risk, not GO’s revenue weight. Whether the 2017 calibration still holds is the main doubt.
Where it comes from
Our calculation from other figures in the trainer’s notes:
Show the working
- Take: ¥13.1–25.6bn
- Share of group: 1.25 to 2.51%
- Printed: 1.2–2.5%
- 13.1/1,047.861 = 1.25%
- 25.6/1,019.861 = 2.51%
- Numerator is a profit-equivalent, so the share overstates GO's revenue weight only if the take carries cost
- read as an upper-bound loss of operating income-equivalent
- Revised 2026-10-31 (red-team C9): band printed 1.2–2.5% (1.25–2.51%), not 1.3–2.5%