What this is
Who keeps player spending on Pokémon mobile games, year to February 2026: of about ¥284bn, app stores take 30%, DeNA 12%, Scopely 20%, The Pokémon Company’s side 38%.
How it’s built
- Estimated total player spending: about ¥150bn on TCG Pocket, ¥113bn on Pokémon GO, ¥22bn on other titles.
- App stores take 30%; DeNA 23.6% of Pocket spending; Scopely, which runs GO, about half of GO; the rest goes to The Pokémon Company's side.
- Also set against DeNA's filed ¥31bn from The Pokémon Company, 5.8% of the Tokyo company's revenue.
What we assumed
- Player spending estimates for each game are right.They come from other estimates in the research, given as a range of ¥256–305bn; no company reports them.
- App stores take 30% of spending.The standard app-store commission; actual rates can be lower for some sales.
- DeNA keeps 23.6% of Pocket spending and Scopely about half of GO.DeNA's share is derived from its filed revenue; Scopely's half is an assumption.
- Whether The Pokémon Company books Pocket revenue gross or net of DeNA.Not disclosed, so both are shown: ¥187bn gross or ¥142bn net. App-store fees sit inside the gross figure, so do not add them again.
Sanity check
DeNA's filed figure anchors one slice. A projected 56% fall in Pocket spending the next year would cut DeNA's and the stores' take sharply.
Where it comes from
Our calculation from other figures in the trainer’s notes:
Show the working
- Spend year to February 2026: 256, 284, 305
- Pocket store fees inside gross basis: ¥44.9bn
- GO licence to TPC ¥ billion: 12.7 to 25.9
- GO app stores: ¥29.2–35.9bn
- GO developer and others: ¥38.9–68.2bn
- Pocket gross, year to February 2027: ¥65.9bn
- Python on : 85.2/284.1 = 30.0%, 35.3/284.1 = 12.4%, 56.2/284.1 = 19.8%, 107.3/284.1 = 37.8%
- /1,043.0 = 8.2/3.4/5.4/10.3%
- /531.4 = 16.0/6.6/10.6/20.2%
- 31.056/531.428 = 5.8%
- /1,047.861 = 2.96%, /1,019.861 = 3.05%
- 187.1/531.4 = 35.2%
- 142.2/531.4 = 26.8%
- Pocket stores 0.30 × 149.6 = 44.9
- GO: 0.65 × 149.57 × 0.131 = 12.7
- 0.80 × 149.57 × 0.216 = 25.9