What this is
An estimated range for The Pokémon Company’s revenue from games, by year to February 2020–2026: about ¥143–272bn in the year to February 2026, 27–51% of Tokyo company revenue. TCG Pocket alone is about 57–70% of it.
How it’s built
- Console games: estimate what Nintendo pays The Pokémon Company per copy of each million-selling title, plus a smaller amount for older and discounted copies.
- Own mobile games (Pocket, Sleep, UNITE): count player spending, from net of app-store fees up to gross.
- Pokémon GO: add an estimated licence take from Scopely.
- Add all the low ends for the low figure and all the high ends for the high figure.
What we assumed
- Nintendo pays a 10–30% royalty on 60–80% of overseas list price, and 50–75% of Japanese list price.These bands come from the site’s own console-royalty model; no contract is public.
- Older, discounted and download-only copies earn 25–60% of a launch copy.A judgement; the research gives no direct evidence on catalogue pricing.
- Pocket’s player spending is DeNA’s filed revenue from The Pokémon Company divided by DeNA’s estimated 23–24% share.DeNA’s revenue is filed; its share is calibrated on one half-year of DeNA data.
- The GO take is treated as 13–23% of app-store spending.Calibrated on the Tokyo company’s profit in GO’s first year; it is placed in revenue as a profit-equivalent.
- Mobile revenue is booked somewhere between net of a 30% store fee and gross.The Pokémon Company sells these games itself, but its accounting presentation is not disclosed.
Sanity check
Lows and highs are added corner to corner, so the true figure is unlikely to sit at either end. A separate test against filed gross profit rules out the high end in the year to February 2022.
Where it comes from
Our calculation from other figures in the trainer’s notes:
- EstimateEstimated money The Pokémon Company receives from console Pokémon games, each year from 2020 to 2026. For the year to February 2026
- EstimateTail TPC receipts band by TPC fiscal year, TPC year to February 2020-year to February 2026
- EstimateDownload only tail seller calendar and TPC take, TPC year to February 2026-year to February 2027 (Nintendo year to March 2026-year to March 2027)
- EstimateTCG Pocket players' spending, by TPC's financial year
- EstimateThe share of Pokémon TCG Pocket player spending The Pokémon Company keeps after app stores and DeNA43–49
- EstimateSleep and unite vendor gross by TPC fiscal year, TPC year to February 2024-year to February 2026 (Sleep); year to February 2022-year to February 2026 (UNITE)
Show the working
- FY2/26 low 21.0 + 1.7 + (100.3 + 6.2 + 1.1) + 13.1 = 143.4
- high 45.0 + 17.2 + (154.8 + 10.0 + 1.6) + 43.5 = 272.1
- /531.4 = 27.0–51.2%
- FY2/25 2.2+0.6+(83.6+8.3+1.1)+15.5 = 111.3
- 5.2+3.6+(122.9+11.9+1.6)+43.9 = 189.1
- FY2/22 34.3+6.5+1.6+17.6 = 60.0
- 78.7+35.9+2.6+32.6 = 149.8