A test of whether The Pokémon Company’s international arm booked Pokémon GO’s Western income; it fails unless the Tokyo parent’s other business earned far more than seems possible

How it’s built

1. If the West (60–70% of GO spending) went to the international arm, Tokyo would keep about ¥6.5–14.3bn of GO income.
2. But Tokyo’s profit jump needs about ¥18.2–22.2bn from GO.

What we assumed

• The Pokémon Company took 21–30% of GO’s gross.21% is 30% of what remains after the store’s cut; 30% is an analyst’s split. No share is disclosed.
• The West was 60–70% of GO spending.From vendor data showing the US at about a third and Japan about 26–29%.

Sanity check

Superseded by a later estimate that Tokyo booked 44–100% of the company’s GO take.

Where it comes from

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

• ReportedCountry shares, lifetime to Jul 2018, to Jul 2018
• EstimateSensor Tower GO first-year gross IAP, US (vendor C), Jul 2016-Jul 2017$424m
• EstimateSensor Tower GO first-year gross IAP, Japan (vendor C), Jul 2016-Jul 2017$318m
• EstimateMain series launch year control and parent GO pretax, year to February 2013-year to February 2017 (parent)

Where it’s used

• ProfileThe Pokémon Company
• ProfileThe Pokémon Company International (TPCi)

Related figures

Built from this one

• EstimateAn estimate of Pokémon GO’s pretax profit at the Tokyo parent in the year to February 201713–22%
• EstimateHow profit outside the parent got there, TPC year to February 2017