How big Pokémon TCG Pocket is inside The Pokémon Company Tokyo company’s accounts, years to February 2025–2027, shown both gross and net of app-store fees

How it’s built

Take estimated Pocket spending: ¥122.9bn in the year to February 2025, ¥150bn in the year to February 2026.
Show it gross and at 70% (net of store fees): ¥150bn or ¥105bn is 28.2% or 19.8% of the Tokyo company’s 2026 revenue.
In the year to February 2025, Pocket was 76–108% of the Tokyo company’s revenue growth.

What we assumed

The Pokémon Company may book Pocket gross or net of store fees, so both are shown.Its presentation is not disclosed.
Net of store fees is 70% of gross.That is the ratio Sensor Tower, an app-data vendor, observed between net and gross for Pokémon GO.
Pocket spending estimates and a run-rate of ¥65.9bn for the year to February 2027 are right.Both come from the site’s modelled Pocket series; the run-rate assumes recent decline continues.

Sanity check

If booked gross, the rest of the Tokyo company shrank 3.2% in the year to February 2025; if net, it grew 9.2%. Pocket’s share of operating profit is wide, 10–48%, because its own costs are unknown.

Where it comes from

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

Show the working

150 × 0.70 = 105.0, /531.428 = 19.8%
150/531.428 = 28.2%
122.9 × 0.70 = 86.0
parent growth 410.932 − 297.508 = 113.4
122.9/113.4 = 108%, 86.0/113.4 = 76%
(410.9 − 122.9)/297.5 − 1 = −3.2%, (410.9 − 86.0)/297.5 − 1 = +9.2%
65.9 × 0.70 = 46.1
84.1 × 0.70 = 58.9, /531.428 = 11.1%
84.1/531.428 = 15.8%
OP: 14.7/143.972 = 10.2%, 69.6/143.972 = 48.3%

Where it’s used

Related figures

Built from this one

The IP

The companies

The business lines

Around it