Bandai Namco Holdings

Bandai Namco posts record Q1; Digimon highest profit

Bandai Namco reported record first-quarter results for its fiscal year, generating ¥328.5 billion (~$2.1 billion) in net sales and ¥69.2 billion (~$436.1 million) in operating profit, up 9% and 33% year‑over‑year respectively. Growth was driven by the Toys & Hobby segment (¥192.7bn net sales; ¥53.9bn profit) while the Digital segment saw declines (¥90.9bn net sales; ¥15bn profit). The company highlighted strong IP performance from franchises such as Gundam, Dragon Ball, One Piece and Digimon. Bandai Namco president Nao Udagawa said the Digimon IP recorded its highest profit ever. Regional results showed Japan and the rest of Asia rising, while the Americas saw a slight net-sales decline but large operating-profit growth.

Digimon Up Earns $7.9M in First Two Weeks

Bandai Namco’s mobile-exclusive Digimon Up launched July 15, 2026 and generated $7.9 million in gross player spending globally in its first two weeks, rising to an estimated $10 million over the first month (AppMagic). The game reached one million downloads in its first week and surpassed two million installs on August 6. Monetisation is hybrid: gacha, battle passes/subscriptions (DigiDiamond Pass), one-time purchases including ad-removal, cosmetics, optional rewarded/incentivised ads and an external web shop. Daily player spending peaked at $1.1 million on July 16, then entered a sustained decline — $187,000 by July 28 (an 83% drop from peak) and about $75,000 by month-end. Regional splits shifted slightly over time: Japan was the largest market (44% in the first two weeks; $4.1m/41% of first-month spend), followed by the US (20–22%) and South Korea (12%).

Investor Presentation Released: Bandai Namco Holdings

AI parsed presentation narrative: Bandai Namco is leveraging its 'IP Axis Strategy' to maximize character value across diverse segments including Toys & Hobby, Digital, and Amusement. Under its 'Fun for All into the Future' purpose, the company is successfully expanding its global fan base and driving record-high revenues and profits through major hits like Gundam and Elden Ring. Key tailwinds mentioned: Global Demand for Japanese IP, IP Co-Creation.