November 4, 2025 — Leads & Copy —
KRAFTON, Inc. reported its third quarter earnings for 2025, posting revenue of KRW 870.6 billion, a 21% increase from the same period last year, and an operating profit of KRW 348.6 billion, up 7.5%. The company achieved record-high cumulative performance in the third quarter, surpassing KRW 1 trillion of operating profit for the first time in the first three quarters, with revenue at KRW 2.4069 trillion and operating profit at KRW 1.0519 trillion.
PC platforms saw a 29% year-over-year growth in quarterly revenue, driven by PUBG: BATTLEGROUNDS’ popularity, fueled by collaborations with aespa, G-DRAGON, and Bugatti. Mobile growth was sustained by user engagement through content like the “Transformers”-themed mode and X-Suit progressive skins, while BATTLEGROUNDS MOBILE INDIA (BGMI) hit a new high in quarterly revenue through localized strategies.
KRAFTON plans to accelerate growth within the PUBG IP franchise, evolving PUBG: BATTLEGROUNDS into a ‘PUBG 2.0’ gameplay platform with an upgrade to Unreal Engine 5 and expanded gameplay modes. The company is also investing in new franchise IP development, overseeing 11 projects in production, and will showcase Palworld Mobile at G-STAR 2025.
KRAFTON will strengthen its leadership in the Indian market with BGMI, expand its esports ecosystem, and has committed approximately KRW 300 billion in cumulative investments toward co-growth initiatives in India. It acquired a controlling stake in Nautilus Mobile, taking over direct publishing of Real Cricket 24. The company is also accelerating its transition toward becoming an “AI First” company, establishing a GPU cluster valued at approximately KRW 100 billion and developing a proprietary foundation model with SK Telecom, planning to introduce its first Co-Playable Character (CPC), PUBG Ally, in PUBG: BATTLEGROUNDS Arcade Mode in the first half of 2026.
KRAFTON also shared its mid- to long-term growth strategy. With BGMI now firmly established as India’s national game, the company plans to strengthen its leadership in the Indian market and accelerate global expansion through local partnerships, region-specific content, optimized network infrastructure, and user-generated content (UGC) updates.
In March, KRAFTON acquired a controlling stake in Nautilus Mobile, the studio behind India’s leading mobile cricket title, Real Cricket. Going forward, KRAFTON will take over direct publishing of Real Cricket 24 and pursue sports licensing partnerships to further strengthen its foundation for growth in the region.
At the same time, KRAFTON is accelerating its transition toward becoming an “AI First” company. By advancing its AI capabilities, the company aims to deliver differentiated user experiences and drive innovation across all services.
To support this vision, KRAFTON has established a GPU cluster valued at approximately KRW 100 billion, enabling large-scale creative experimentation and organizational transformation. Through a consortium with SK Telecom, the company is developing a proprietary foundation model with five billion parameters and building an integrated AI development and deployment system—covering everything from large-scale training to in-game implementation.
These initiatives strengthen KRAFTON’s position as a leader in game AI technology and advance the development of Co-Playable Characters (CPCs). In the first half of 2026, KRAFTON plans to introduce its first CPC, PUBG Ally, in PUBG: BATTLEGROUNDS Arcade Mode, giving players an innovative, strategic gameplay experience alongside AI companions.
