What this is
Supply caps: GO TPC share 21,546-35,640; merch licensing +7-11bn revenue (C-Q13-6), taken as pretax; cards' whole year to February 2017 pretax cap 14-27bn counted as if all incremental; non-GO games ≤4,348; other ≤2,000.
The values
- Pretax over net profit table: 1.48
- Group pretax estimate, year to March 2016: 8,699
- Supply increment max: 79,988
- Max if $ 1 2bn: 83,228
- Max if TPC 40 of 100: 91,868
- Supply increment mid: 55,175
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:
- EstimateProfit margins of The Pokémon Company group in the year to February 2017, implied by Nintendo’s affiliate table
- EstimateWhat share of Pokémon GO spending the Tokyo parent’s profit implies
Show the working
- table pretax/NI = 62,026/42,045 = 1.4752
- FY3/16 group pretax ≈ 1,887/0.32 × 1.475 = 8,699
- Demand: table basis 61,300-63,300 -> increment 52,601-54,601
- pickup basis 62,900-66,400 × 1.475 = 92,792-
Related figures
Built from this one