DeNA

Basic Information

Stock Code
2432
Industry
Services
Category Detail
Content Production & Distribution
Prefecture
Tokyo
Establishment Year
March 1999
Listing Year
February 2005
Official Website
https://dena.com/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
GREE Holdings, Nexon, Colopl, GungHo Online Entertainment, gumi, Akatsuki, HEROZ, Bank of Innovation, Bandai Namco HD, Marvelous, Nintendo, Sanrio

Overview

DeNA is an innovative company in mobile games and internet services, founded in 1999 and diversifying operations both domestically and internationally.

Current Situation

DeNA recorded consolidated net sales of approximately ¥137 billion and operating profit of approximately ¥22.5 billion for the fiscal year ended March 2021, maintaining solid performance. Its mainstay smartphone game services, along with e-commerce and SNS operations, form a diversified revenue base. The company has also entered competitive sports, owning the Yokohama DeNA BayStars baseball team and Kawasaki Brave Thunders basketball team, focusing on community engagement and brand strengthening. In recent years, it has streamlined new areas such as transferring the AI-powered taxi dispatch app 'MOV' and consolidating healthcare operations. In terms of sustainability, it emphasizes sound corporate governance and community coexistence, aiming to deliver new entertainment experiences through digital innovation. Medium- to long-term, it focuses on strengthening game businesses domestically and internationally, as well as strategic investments in healthcare and sports for sustainable growth.

Trivia

Interesting Facts

  • Rapid growth since 1999 founding to become a major smartphone game company
  • Unique IT company operating professional baseball and basketball teams
  • Capital and business alliance with Nintendo for joint game production
  • Aggressively expanding in live streaming apps
  • Once faced a major issue with curation sites
  • Many game startups founded by former employees
  • Provided prototype for AI taxi app 'MOV'
  • Offers open platforms for domestic and international game developers
  • Expanding business areas through diverse industry partnerships
  • Representative innovative company in Japan's internet services

Hidden Connections

  • Major shareholder of Nintendo with deep capital ties in gaming.
  • Builds strong community ties through sports team operations.
  • Has brought diverse live streaming companies under its umbrella to expand the market.
  • Past curation site issue had a major impact on the entire IT industry.
  • Focuses on developer support, providing an open environment for new entrants.
  • Deep ties with Nihon Kotsu Group in mobility.
  • Many prominent game companies exist as competitors or affiliates.
  • Broad fan base through sports teams and live streaming.

Future Outlook

Growth Drivers

  • Continued growth in smartphone game market
  • Expansion and diversification of live video streaming market
  • Mobility business growth from AI advancements
  • Deepening strategic entry into healthcare and medical IT
  • Brand diversification starting from sports business
  • Strengthening collaborations with domestic and international partners
  • Creation of new IPs and character content
  • Enhancing corporate value through addressing environmental and social issues

Strategic Goals

  • Expand global market share in games and live streaming
  • Achieve top-class status in AI mobility business
  • Provide innovative ICT services in healthcare
  • Expand regional collaborations and fan base in sports
  • Fully realize sustainability management

Business Segments

Online Game Platform Provision

Overview
Provides platforms and distribution environments for game developers.
Competitiveness
Extensive developer network and API integration capabilities
Customers
  • Game development companies
  • Smartphone app developers
  • Entertainment businesses
Products
  • Mobage platform
  • AndApp PC game distribution
  • API integration services

Social Media Operation Support

Overview
Provides SNS operation and marketing support.
Competitiveness
Expertise in large-scale user management
Customers
  • SNS operators
  • Marketing companies
  • Advertising agencies
Products
  • SNS operation solutions
  • Ad delivery platform
  • User data analysis

Sports Team and Operation Support

Overview
Provides operation and local collaboration services for sports clubs.
Competitiveness
Insights from professional sports operations
Customers
  • Professional baseball teams
  • Professional basketball teams
  • J-League teams
Products
  • Team operation management services
  • Stadium operation software
  • Fan engagement tools

AI and Mobility Solutions

Overview
Provides AI-utilizing services and apps in transportation.
Competitiveness
AI technology and transportation industry network
Customers
  • Taxi companies
  • Transportation operators
  • Local governments
Products
  • Taxi dispatch app MOV
  • AI traffic optimization system
  • Next-generation mobility tech development

Healthcare and Medical Services

Overview
Provides ICT solutions in healthcare.
Competitiveness
Strengths in both medical and IT fields
Customers
  • Medical institutions
  • Healthcare companies
  • Insurance companies
Products
  • DeSC healthcare platform
  • Electronic medical records integration system
  • Health information curation

E-commerce Platform

Overview
Provides various systems for online retail and payments.
Competitiveness
Seamless multi-channel integration and operations
Customers
  • EC operators
  • Retail chains
  • Logistics providers
Products
  • Shopping mall operation
  • Payment service integration
  • Logistics management system

Advertising and Marketing

Overview
Supports online advertising and promotions.
Competitiveness
Leveraging game and SNS expertise
Customers
  • Advertisers
  • Brand companies
  • Promotion agencies
Products
  • Digital ad delivery
  • Marketing analysis tools
  • Influencer management

Live Video Streaming Platform

Overview
Develops and operates diverse live streaming services.
Competitiveness
User-participatory community building
Customers
  • Entertainment businesses
  • Influencers
  • Advertising agencies
Products
  • SHOWROOM
  • Mirrativ
  • IRIAM

Data Analysis and AI Development

Overview
Industry-specific analysis products using cutting-edge AI.
Competitiveness
Advanced AI development and multi-industry adaptability
Customers
  • Financial institutions
  • Manufacturing
  • Healthcare companies
Products
  • Data Horizon integration platform
  • AI analysis tools
  • Industry-specific AI solutions

Character and IP Utilization

Overview
Supports cross-media expansion using IP.
Competitiveness
Strong partnerships with Nintendo and others
Customers
  • Toy manufacturers
  • Content production companies
  • Licensing businesses
Products
  • Game character licensing
  • Merchandise production support
  • Joint development projects

Open Platform Development

Overview
Provides stable distribution environments for a wide range of developers.
Competitiveness
Large user base and development support
Customers
  • Small and medium game developers
  • Independent developers
  • IT startups
Products
  • Mobage open platform
  • API open services
  • Developer support tools

Education and Talent Development Services

Overview
Provides talent development support in IT and gaming.
Competitiveness
Integration of industry networks and practical education
Customers
  • Vocational schools
  • IT education companies
  • Online education platforms
Products
  • Technical training programs
  • Game development courses
  • Vocational training support

Competitive Advantage

Strengths

  • Diverse game IPs and platform operation track record
  • Capital alliances with leading companies like Nintendo
  • Abundant know-how in live streaming operations
  • Brand strengthening through sports team management
  • Entry into mobility business using AI
  • Advanced data analysis and AI development capabilities
  • Stable revenue base from diversified businesses
  • Business expansion leveraging domestic and international networks
  • Innovative service development and market pioneering
  • Flexible subsidiary operations and business integration

Competitive Advantages

  • Strong business and capital alliances with major game makers like Nintendo
  • Broad service portfolio from mobile games to live streaming
  • Brand value enhancement through community-focused sports operations
  • Creating new markets with AI-powered transportation solutions
  • Marketing strength utilizing rich user data
  • Risk diversification via multi-layered business portfolio
  • Supporting external developers with robust platform functions
  • Improved service quality and efficiency through latest tech adoption
  • High recognition and trust within the industry
  • Operational structure adapted for global expansion

Threats

  • Intensifying competition from strong domestic and international game companies
  • Increasing complexity in legal regulations and compliance
  • Growing risks in copyrights and intellectual property
  • Uncertainty in gaming business due to changing consumer preferences
  • Risk of rising operational costs in sports business
  • Potential decline in competitiveness from delayed new tech adoption
  • Regulatory and cultural barriers in overseas markets
  • Increasing risks of cyber attacks and data breaches
  • Impact of economic fluctuations on revenue
  • Risk of failing to keep up with rapid AI and digital tech evolution

Innovations

2024: Pokémon Trading Card Game Pocket Launch

Overview
Released smartphone Pokémon card game co-developed with Nintendo.
Impact
Contributes to acquiring new user segments and revenue diversification.

2024: Joint Venture with Good Smile Company

Overview
Established joint venture 'De-Smile' in sports and anime merchandise and figures.
Impact
Strengthens cross-marketing of related content.

2023: Acquisition of Medical ICT Venture Alum

Overview
Made Alum a subsidiary to bolster medical ICT services.
Impact
Expands healthcare domain and strengthens technology.

2022: Subsidiary Acquisition of Data Horizon

Overview
Made Data Horizon a subsidiary to strengthen medical and data analysis.
Impact
Enhances healthcare services using big data.

2021: Subsidiary Acquisition of Live App IRIAM

Overview
Strengthens virtual live business and acquires diverse users.
Impact
Expands market in live streaming.

2020: New Smartphone Game Releases

Overview
Actively launched new smartphone games including original Megido 72.
Impact
Expands game user base and strengthens revenue foundation.

2021: Full Entry into SC Sagamihara

Overview
Acquired additional shares in J-League club operator for management involvement.
Impact
Enhances regional value in sports and creates new revenue.

Sustainability

  • Promoting community contributions through regional sports revitalization
  • Creating social value in healthcare
  • Strengthening privacy protection and information security
  • Enhancing internal governance structure
  • Environmentally considerate service design and operations