KRAFTON Records Highest Second Quarter Revenue to Date

KRAFTON reported its strongest second quarter (Q2) on record for the period ended June 30, 2026. The company posted ₩1.29 trillion (~$895M USD) in revenue and ₩410.9B (~$285M) in operating profit. Revenue increased 94.9% year-over-year (YoY), while operating profit rose 67%.

The growth was driven by Subnautica 2 and continued momentum across the PUBG franchise, including PUBG MOBILE and Battlegrounds Mobile India (BGMI).

Compared with Q1 2026, revenue declined 5.9% from ₩1.37T (~$950M). Operating profit was down 26.8% from ₩561.6B (~$389M). Even so, both remained the company's highest-ever Q2 results.

PC Business Leads KRAFTON's Record Q2 2026 Performance

KRAFTON's PC business crossed ₩500B (~$348M) in quarterly revenue for the first time. Revenue by segment was:

• PC: ₩560.4B (~$389M), up 155.1% YoY.
• Mobile: ₩451B (~$313M), up 5.5%.
• Console: ₩23.8B (~$17M), up 143.3%.
• Others: ₩255B (~$177M), up 5,010.6%.

Subnautica 2 was the company's biggest contributor during the quarter. The game sold more than 5M copies within 22 days of its Early Access launch in May 2026.

The Subnautica franchise, including Subnautica, Subnautica: Below Zero, and Subnautica 2, generated ₩232.5B (~$161M) in first-half revenue. The sequel also holds a "Very Positive" rating on Steam and ranks among the platform's best-selling games released in 2026.

KRAFTON stated that it will continue prioritizing community feedback and product quality throughout Early Access while developing Subnautica into a long-term franchise.

PUBG Expands With New Content, Collaborations, and UGC

First-half revenue from the PUBG intellectual property (IP) increased 25% YoY.

On PC, new content such as Xeno Point and the PAYDAY collaboration helped improve player engagement and revenue. On mobile, PUBG MOBILE and BGMI continued delivering steady growth.

During the second half of 2026, KRAFTON plans to release additional gameplay modes and expand collaborations beyond automotive and K-pop brands into global animation IPs. The company will also strengthen PUBG MOBILE's World of Wonder (WOW) platform by upgrading its user-generated content (UGC) creation tools and adding UGC-based on franchises such as Naruto and Spider-Man.

It also plans to introduce a new in-game currency to improve creator rewards, expand monetization opportunities, and encourage greater creator participation.

Five New Games, Shareholder Returns, and India Investments

KRAFTON will unveil five upcoming titles at gamescom 2026 as part of its roadmap through 2027. The lineup includes a new project based on the PUBG IP, Age Twisters, Project ZETA, NO LAW, and TARAE: The Unbound. The company announced that the showcase will begin full-scale market validation of its next-generation franchise IPs.

KRAFTON also continued its shareholder return program during the first half of 2026. Key measures included:

• Acquiring ₩300B (~$208M) in treasury shares.
• Completing a ₩99.6B (~$69M) capital reduction dividend.
• Canceling ₩336.2B (~$233M) in treasury shares.
• Approving the cancellation of additional second-quarter shares, bringing total planned share cancellations to ₩431.5B (~$299M).

In India, BGMI has surpassed 200M downloads. Since 2021, KRAFTON has invested more than $200M in Indian startups across esports, gaming, interactive entertainment, and technology. The company continues to support local game development through the KRAFTON India Gaming Incubator (KIGI) and esports events such as the Battlegrounds Mobile India Series (BGIS) and Battlegrounds Mobile India Pro Series (BMPS).

The results highlight KRAFTON's strategy of balancing established franchises with new IPs as it expands its global gaming business.