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Pocket headwind on h1 year to March 2027 pickup, Nintendo H1 year to March 2027 ↔ TPC parent Mar–Aug 2026 vs Mar–Aug 2025

Nintendo H1 year to March 2027 ↔ TPC parent Mar–Aug 2026 vs Mar–Aug 2025

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

What this is

Pickup per yen of gross = 's FY pickup headwind ¥1.8–8.7bn ÷ 's ¥84.1bn gross = 0.0214–0.1034. Effect = −1.18 to −6.12bn.

The values

  • Pickup per yen gross: 0.021 to 0.103
  • Pickup effect ¥ billion TPC month (primary): -6.12 to -1.18
  • Pickup effect ¥ billion DeNA quarter: -4.96 to -0.9
  • Pocket pickup in H1 year to March 2026 base: ¥1.97–9.53bn

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. Gross Mar–Aug 2025 = Mar-2025 27.4 + Q1 FY3/26 44.1 + ⅔ × Q2 FY3/26 31.0 = 92.2
  2. Mar–Aug 2026 = Mar-2026 9.4 + Q1 FY3/27 16.5 + ⅔ × Q2 FY3/27 [10.7, 16.5] = 33.0–36.9
  3. decline 55.3–59.1
  4. Pickup per yen of gross = 's FY pickup headwind ¥1.8–8.7bn ÷ 's ¥84.1bn gross = 0.0214–0.1034