This figure has been replaced. See Pokémon GO’s player spending in its first months, and what The Pokémon Company could have earned from it.
How it’s built
- Quarterly differences in Nintendo’s cumulative equity income: ¥0.04bn, ¥12.0bn, ¥4.8bn and ¥3.5bn. Divided by 32%: ¥37.5bn in the second quarter.
- A quarter shaped like GO spending would be about ¥11.6–17.2bn, leaving an excess of ¥20.3–25.8bn.
What we assumed
- Nintendo holds 32%, and its quarter lags the company’s by about a month.Nintendo’s policy allows its own or provisional statements; the tiny first-quarter figure limits the lag.
- GO spending’s month-by-month shape from vendor data.No official figure exists.
Sanity check
A later correction using gross vendor figures narrows the excess to about ¥18–21bn. Either way it matches the unexplained gap in Nintendo’s affiliate table.
Where it comes from
Our calculation from other figures in the trainer’s notes:
- EstimateGO gross by TPC fiscal window and quarter, TPC year to February 2017-year to February 2019 (Mar-Feb)
- EstimateThe size of an unexplained gap in the year to March 2017
Show the working
- Q2 share of year: 59.1%
- Q2 over parent full year net profit: 2.35
- Parent GO pretax Jun Aug: 5,910 to 9,010
- TPC group GO share Jun Aug pretax 21 30: 8,111 to 12,514%
- GO Jun Aug over Sep Nov: 0.781 to 1.16
- Underlying Q2 from Q3: 11,614 to 17,202
- Q2 = 12,024 - 36 = 11,988
- Q3 = 16,781 - 12,024 = 4,757
- Q4 = 20,271 - 16,781 = 3,490
- /0.32 -> 112, 37,462, 14,866, 10,906
- Q2 = 59.1% of the year and 2.35x the parent's full-year NI
- GO gross Jun-Aug / Sep-Nov
Where it’s used
Related figures
Built from this one