What this is
DeNA's 有報 names 株式会社ポケモン as its only ≥10% customer, all in ゲーム事業. TPC is Pocket's seller of record and pays DeNA its portion, so revenue from TPC ≈ DeNA's Pocket revenue.
The values
- Tau central: 0.236
- Tau band: 0.227 to 0.244
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:
- ReportedMajor customer revenue from The Pokemon Company (DeNA net revenue, ゲーム事業; not gross user spend), year to March 2025 (Apr 2024-Mar 2025)¥35.5bn
- ReportedMajor customer revenue from The Pokemon Company (DeNA net revenue, ゲーム事業; not gross user spend), year to March 2026 (Apr 2025-Mar 2026)¥31.1bn
- ReportedDeNA's only customer making up 10% or more of its revenue, in the years to March 2025 and 2026
- ReportedHow The Pokémon Company makes money from each mobile game, as of October 2026
- FiledPocket revenue recognition (DeNA share of user spend), Pocket, from Oct 2024
- EstimatePocket revenue at DeNA by quarter profit route anchored, Q3 year to March 2025–Q1 year to March 2027
Show the working
- (28,033 + 27,518) − 2 × 11,250 = 33,051
- 35,505 − 33,051 = 2,454
- Scenario a: non-Pocket H2 = 55,551 − 35,505 = 20,046
- Oct–Nov at 11.25 → 7.5 + (4/3)y = 20.046 → y(Q4) = 9.41, Q3 = 10.64
- gross = (94.6 − 10.64/0.531) + (93.5 − 9.41/0.531) = 74.56 + 75.77 = 150.3
- τ = 35.505/150.3 = 0.2362. b: 188.1 − 42.4 = 145.7
- 35.505/145.7 = 0.2437. c: 33.005/145.7 = 0.2265
- FY3/26: 31.056/0.2362 = 131.5
- /0.2437 = 127.4
- /0.2265 = 137.1
Where it’s used
Related figures
Built from this one