Dev Sisters has turned a profit in the third quarter of this year, thanks to the success of its new game and performance in overseas markets. The initial success of 'Cookie Run: Crumble' and the achievements of 'Cookie Run Classic' in Thailand have driven revenue growth and improved profitability.
On November 10, Dev Sisters announced an operating profit of 7.2 billion won for Q3 2026, a turnaround from a loss of 729 million won in the same period last year. Revenue for the quarter reached 81.2 billion won, a 48% increase compared to the previous year. The company reported a net profit of 3.7 billion won.
A representative from Dev Sisters stated, "The new title 'Cookie Run: Crumble' and the global expansion of 'Cookie Run Classic,' particularly in Thailand, have driven this quarter's performance." 'Cookie Run: Crumble' achieved cumulative sales of 20 billion won just one month after its launch.
Following a recent update, 'Cookie Run: Crumble' has re-entered the top three in the domestic Apple game revenue rankings. Monthly playtime has increased by 30% compared to the early launch period, indicating heightened engagement among core users.
The company plans to continue this momentum with updates this month that will expand content, including a new competitive game mode and growth elements.
In response to ongoing interest from Thai users, 'Cookie Run Classic' added Thai language support last month, resulting in a 1.5-fold increase in new local users compared to the week before the update. The company will also focus on enhancing user engagement and revenue performance through targeted strategies in key regions.
Non-game revenue saw a decline due to the absence of major new products or promotions during this period. However, the company aims to surpass 20 billion won in annual cumulative revenue by launching the eleventh starter deck and twelfth booster pack for 'Cookie Run: Brave' in North America, along with character merchandise for the 10th anniversary of 'Cookie Run: OvenBreak.'
Operating expenses improved profitability. Although advertising and commission costs increased due to the new game launch, efficiency measures implemented in the first half of the year led to reduced branding costs, the elimination of one-time personnel expenses, and structural fixed cost savings.
Dev Sisters plans to maintain its growth trajectory through content updates for existing games and expansion into international markets.
'Cookie Run: Kingdom' has been collaborating with the popular animation 'Amazing Digital Circus' since October 21, resulting in increases in revenue, new user numbers, and active user metrics in the U.S. A new competitive content feature, 'Champions League,' will be introduced on November 11, allowing top users across all servers to compete.
'Cookie Run: OvenBreak' has seen an increase in new and returning users following its 10th anniversary update. The company plans to expand the existing 'Santa School' universe this winter and is also pursuing the development of user-participation content and a mini-game platform in the long term.
'Cookie Run: Tower of Adventure' is currently conducting a second closed beta test in China, targeting around 30,000 local users since October 29. This phase focuses on assessing China-specific content, system optimization, and revenue models. With the acquisition of a Chinese publishing license in August, the company is preparing for an official launch in collaboration with a local publisher.
A representative from Dev Sisters stated, "We aim to enhance our game lineup and intellectual property competitiveness while improving operational efficiency through organizational restructuring and business system reforms."
* This article has been translated by AI.
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