NC Soft Corp Q1 2016 Earnings Call (English, Korean) Transcript - Thomson StreetEvents

NC Soft Corp Q1 2016 Earnings Call (English, Korean) Transcript

NC Soft Corp Q1 2016 Earnings Call (English, Korean) Transcript - Thomson StreetEvents
NC Soft Corp Q1 2016 Earnings Call (English, Korean) Transcript
Published May 13, 2016
9 pages (5264 words) — Published May 13, 2016
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Abstract:

Edited Transcript of 036570.KS earnings conference call or presentation 13-May-16 1:00am GMT

  
Brief Excerpt:

...Operator (interpreted) Good morning and good evening. First of all, thank you all for joining this conference call and now we will begin the conference of the fiscal year 2016 first quarter earnings released by NCSOFT. This conference will start with a presentation, followed by a divisional Q&A session. (Operator instructions). Now we shall commence the presentation on the fiscal year 2016 first quarter earnings release by NCSOFT. Yoon Jae-Soo ...

  
Report Type:

Transcript

Source:
Company:
Ticker
036570.KS
Time
1:00am GMT
Format:
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Sam Min - Morgan Stanley - Analyst : Yeah, hi, thank you. I have two questions. My first question is on the second quarter outlook. Considering sort of the moving parts of Blade & Soul US/Europe, as well as China and then Guild Wars 2 expansion revenue that appears to be falling a bit, what is your view in regards to, I guess, your OP for second quarter, particularly concerning that consensus is fairly high at KRW84 billion? Do you think the fall in labor cost will be able to offset further decline in revenues there? without the prior written consent of Thomson Reuters. 'Thomson Reuters' and the Thomson Reuters logo are registered trademarks of Thomson Reuters and its affiliated companies. MAY 13, 2016 / 1:00AM, 036570.KS - Q1 2016 NC Soft Corp Earnings Call (English, Korean) Then second question is on MXM. Can you provide us a bit more detail as to the schedule for release of MXM on a country-by-country basis? Thank you.


Question: Stanley Young - JP Morgan - Analyst : (interpreted) So there are two questions that I would like to ask you. The first question is about Guild Wars 2. If you look at the expansion pack and the revenue contribution in the fourth quarter I think that we are aware of what the total impact has been and why it was so, however if we look at the first quarter, surprisingly again it seems that your performance has been okay. So where has the actual revenue been derived from? For example, is it that the contribution is coming from the actual box sales or is it because in terms of the in-game item sales that this area has been strong? In addition to that, you did talk about this a bit before but what is your outlook for the second quarter in terms of the performance for this game? The second question that I would like to ask you is with regards to Blade & Soul in the US and also Europe area. We do see revenues tapering off in this area, so how far do you think the decline will be and what do you expect for the second quarter?


Question: HyungJun Kim - Deutsche Securities - Analyst : (interpreted) Thank you for the opportunity to ask questions. It seems that if you look at the overall operating environment and this is the same in Korea and in other areas, it seems that for mobile games, it has been a very quiet season so it seems that the first quarter has been quiet and then again that the second quarter again will be quiet in terms of any new launches or any new games. So the question that I would like to ask you related to that is that in terms of your development pipeline for mobile games, what is the progress right now? Is everything going on schedule or do you believe that there could be some delays in the schedule in general or in general -- so how are things going? without the prior written consent of Thomson Reuters. 'Thomson Reuters' and the Thomson Reuters logo are registered trademarks of Thomson Reuters and its affiliated companies. MAY 13, 2016 / 1:00AM, 036570.KS - Q1 2016 NC Soft Corp Earnings Call (English, Korean)


Question: Sam Min - Morgan Stanley - Analyst : Yes hi, I have two additional questions. First is on your royalty revenue which was flat sequentially. Could you breakdown that royalty revenue and what your outlook is going forward? Then my second question is on MXM versus perhaps some of the new games are coming on, looking at Overwatch. I guess these games tend to be part of a bigger eSports type of genre. Could you comment what your competitiveness of MXM could be versus some of these new titles that are coming out? Thank you.


Question: Jun Jae Jung - Mirae Asset Securities - Analyst : (interpreted) So there are a couple of questions that I would like to ask you. First is with regards to the Lineage I. If you look at the revenue or the sales on a YoY basis, it seems to have been significantly increased. Is this because of the update that you launched at the end of last year or is it more so because of item events that you had in the first quarter? What would be the larger contribution to the performance of that game? The second question is about your corporate income tax. It seems that the first quarter corporate income tax is lower than that of previous quarters. So what is your overall forecast or outlook for the full year? The third is with regards to Lineage Eternal, you said that there were some in-house testing that you were doing. In terms of the CBTs for Lineage Eternal, when would that be scheduled and what would be your plans there?


Question: Mina Chow - Credit Suisse - Analyst : (interpreted) The question that I would like to ask you is about your mobile game launch schedule. In terms of the games that will be released in the third or fourth quarter, could you be a bit more specific about what games would be launched at what time?

Table Of Contents

NCSoft Corp Q2 2017 Earnings Call Transcript – 2017-08-07 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 7-Aug-17 12:00am GMT

NCSoft Corp Q1 2017 Earnings Call Transcript – 2017-05-11 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 11-May-17 12:00am GMT

NC Soft Corp Q4 2016 Earnings Call (English, Korean) Transcript – 2017-02-07 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 7-Feb-17 1:30am GMT

NC Soft Corp Q3 2016 Earnings Call (English, Korean) Transcript – 2016-11-10 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 10-Nov-16 1:30am GMT

NC Soft Corp Q2 2016 Earnings Call (English, Korean) Transcript – 2016-08-11 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 11-Aug-16 1:30am GMT

NC Soft Corp Q4 2015 Earnings Call (English, Korean) Transcript – 2016-02-11 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 11-Feb-16 12:30am GMT

NC Soft Corp Q3 2015 Earnings Call (English, Korean) Transcript – 2015-11-04 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 4-Nov-15 12:30am GMT

NC Soft Corp Q2 2015 Earnings Call (English, Korean) Transcript – 2015-07-31 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 31-Jul-15 4:30am GMT

NC Soft Corp Q1 2015 Earnings Call (English, Korean) Transcript – 2015-05-13 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 13-May-15 12:30am GMT

NCsoft Corp Q4 2014 Earnings Call (English and Korean) Transcript – 2015-02-11 – US$ 54.00 – Edited Transcript of 036570.KS earnings conference call or presentation 11-Feb-15 2:00am GMT

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MLA:
Thomson StreetEvents. "NC Soft Corp Q1 2016 Earnings Call (English, Korean) Transcript" May 13, 2016. Alacra Store. Nov 27, 2020. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2016-NC-Soft-Corp-Earnings-Call-English-Korean-T5989209>
  
APA:
Thomson StreetEvents. (2016). NC Soft Corp Q1 2016 Earnings Call (English, Korean) Transcript May 13, 2016. New York, NY: Alacra Store. Retrieved Nov 27, 2020 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2016-NC-Soft-Corp-Earnings-Call-English-Korean-T5989209>
  
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