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Items that explain little or none of the rise in Nintendo's share of Pokémon profit in the six months to September 2026

H1 year to March 2027

EstimateOur estimate; mostly reasoned zeros and one upper bound.

What this is

Items that explain little or none of the rise in Nintendo's share of Pokémon profit in the six months to September 2026: the Excell purchase, film deals, game downloads and resale prices count as zero; Japan's pack price rise adds at most ¥0.83bn.

How it’s built

  1. Excell had not closed by 30 October 2026; screen deals disclosed no fee; downloads are reach, not revenue; resale prices are not company revenue.
  2. Japan's ¥200 pack: at most ¥11.2bn a year × 4/12 = ¥3.73bn of revenue, or ≤¥0.83bn of Nintendo's share at full profit.

What we assumed

  • Every Japanese pack type rose in price.An upper bound: only the standard pack had.
  • Nintendo's other affiliates add about ¥0.3bn a half.The baseball club counts through Nintendo of America's 10% stake, about ±¥0.6bn a year.

Sanity check

The big rise therefore has to come from elsewhere: cards, licensing and other lines.

Where it comes from

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

Show the working
  • Excell: 0
  • Screen: 0
  • Champions downloads: 0
  • Resale and singles slide: 0
  • Japan 200yen step pickup upper bound: ¥0.83bn
  • Japan 200yen step revenue upper bound: ¥3.73bn
  1. Excell: no dated close to 30 Oct 2026 → 0 (C-Q08-5)
  2. Screen: no fee disclosed, works release 2027 → 0 (C-Q08-11)
  3. Champions downloads: reach not revenue (C-Q08-15)
  4. Singles slide 20 Jul–9 Oct 2026 is after the window and resale (C-Q08-13,)
  5. Japan's April resale step is resale

Related figures

Built from this one