Pallet Town Post
Sections Menu

Explore / Figure

Record

Pocket gross bookings bound DeNA against appmagic, Q2 year to March 2025-Q1 year to March 2027

Q2 year to March 2025-Q1 year to March 2027

EstimateOur model or estimate. Treat it as an order of magnitude.

The values

  • Pocket increment $ million at ¥150: 959
  • AppMagic first 6 months gross: $894m
  • AppMagic / DeNA-increment ratio: 0.93
  • DeNA take on increment: 0.231 to 0.227
  • Segment take ceiling Q3: 0.296
  • Apr 2026 AppMagic $31.4m/month → quarterly gross: ¥14.1bn

Some detail is too fine to show here; it is kept in the trainer’s notes.

Where it comes from

Our calculation from other figures in the trainer’s notes:

Show the working
  1. 94,600 − 22,100 = 72500
  2. 93,500 − 22,100 = 71400
  3. sum 143900 = $959m at ¥150
  4. AppMagic $894m …
  5. April) / $959m (5 months) = 0.93, so AppMagic runs low or the baseline moved
  6. takes (28,033 − 11,300)/72500 = 0.2