Arc Raiders generates $114.9m during Nexon's Q2, sells an additional 800,000 units

Nexon's second quarter results surpassed expectations, fueled by the success of its MapleStory franchise and the popularity of the game Arc Raiders from Embark Studios. Net income rose by 77%, despite a ¥1.7 billion ($10.6 million) foreign exchange loss, compared to a ¥17.5 billion ($109.9 million) loss in the same period last year.

Operating income fell by 17%, attributed to higher costs related to content creation, user acquisition, cloud services, and software fees. Arc Raiders contributed ¥18.3 billion ($114.9 million) to the quarter's revenue, with total sales reaching 16.3 million units since its launch. The game is expected to sell an additional 800,000 units, bringing the total sales to this mark.

Nexon continues to prepare for its largest content update for Arc Raiders, set for release in October. MapleStory, Dungeon & Fighter, and FC together generated ¥81.2 billion ($510.1 million) in revenue, a 5% decrease year-over-year. While MapleStory revenue increased by 63%, Dungeon & Fighter's performance fell short, declining by 44% year-on-year.

Nexon anticipates a further drop in revenue for Q3 but expects improvement in the following quarter. The company has four new games slated for release in 2026, including Arad: Idle RPG, the mobile version of Dave the Diver, Azur Promilia, and Temppal: Overgeared. For Q3, revenue is expected to range between ¥120.7 billion ($758.4 million) and ¥133.4 billion ($838.2 million), a 2% to 12% increase year-over-year.

Operating income is forecast to fall between ¥22.6 billion ($142 million) and ¥32.3 billion ($202.9 million), a 40% to 14% decrease. Nexon expects a steady series of catalysts, including the continued strength of MapleStory, the Frozen Trail update for Arc Raiders, and new title releases, to drive growth in the second half of the year.

In a challenging market, Nexon's established franchises, backed by dedicated player communities, provide a solid foundation for the business. The company's commitment to global expansion is further validated by the success of Arc Raiders, which has made a strong entry into the Western market dominated by established franchises.