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Record

Pocket japan share and DeNA run rate, 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 Japan share of Q3 year to March 2025 user-spend increment %: 38.1
  • Q1 year to March 2027 x4: ¥48.5bn
  • Filed segment revenue, year to March 2024: ¥54,004m
  • Against filed year to March 2024 %, year to March 2025: 44.6
  • Against year to March 2025 %, year to March 2026: -17.6

Where it comes from

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

Show the working
  1. domestic user spend Q3 = 94.6−50.8 = 43.8
  2. Q2 = 22.1−5.9 = 16.2 (JPY bn,,)
  3. Japan increment 27.6 / total increment 72.5 = 38.1% (ASSUMPTION C: non-Pocket spend unchanged)
  4. Sensor Tower's 40% (, vendor) bra

Where it’s used

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