NCSoft announced on November 11 that it recorded an operating profit of 119.6 billion won for the third quarter of 2026. This marks a return to profitability compared to the same period last year, although it represents a 31% decrease from the previous quarter.
During the same period, revenue reached 686.5 billion won, a 91% increase year-on-year, but an 11% decline from the previous quarter. Net income was reported at 20 billion won, reflecting an 85% decrease from the prior quarter due to losses related to foreign exchange fluctuations.
Cumulatively, revenue for the first three quarters totaled 2.0144 trillion won, an 83% increase compared to the same period last year. An NCSoft representative stated, "We have achieved the lower end of our 2026 revenue guidance of 2 trillion won ahead of schedule."
Revenue distribution by region shows South Korea at 46%, North America and Europe at 34%, and Asia at 20%. The share of overseas revenue has risen to 54%, continuing an upward trend for five consecutive quarters, with a growing global revenue base centered in North America and Europe.
Revenue by platform was 289.4 billion won from PC games and 162.2 billion won from mobile games.
Lineage Classic generated 158.7 billion won in revenue for the third quarter, achieving a cumulative total of 427.8 billion won over approximately eight months since its launch. Key metrics, including the number of paying users, have remained stable, contributing to consistent performance.
Mobile casual games saw revenue increase to 171.9 billion won compared to the previous quarter. NCSoft noted that this segment accounted for 25% of total revenue, contributing to the diversification of its revenue portfolio.
The company continues to pursue its strategy for expanding the mobile casual gaming sector. Recently, NCSoft signed a global publishing agreement for the next title from Chinese mobile game developer Gorilla Studio.
The revenue share from mobile casual games has also increased, rising from 22% in the second quarter to 25% in the third quarter.
On November 11, NCSoft announced it has raised its 2026 revenue guidance to 2.8 trillion won. The revenue guidance for 2027 is projected to be between 3.2 trillion won and 3.4 trillion won.
An NCSoft representative explained, "We adjusted our 2026 revenue guidance to reflect the expansion of key IPs, the launch of new global titles, and the continued growth of the mobile casual segment," adding that the company plans to introduce 10 new titles across various genres, including subculture, MMORPG, and shooting games, to the global market by 2027.
Meanwhile, Aion 2 recorded cumulative revenue of 110.3 billion won from its early access on September 30 to October 10. Following its global launch in early October, Aion 2 achieved a peak concurrent user count of 410,000. Revenue from Aion 2's global service will be fully reflected starting in the fourth quarter.
* This article has been translated by AI.
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