1. Devsisters Q2 2025 Earnings: What Happened?

Devsisters reported impressive Q2 2025 results, with revenue of KRW 92 billion, operating profit of KRW 10.1 billion, and net income of KRW 10.2 billion, exceeding market expectations. This strong performance was driven by the continued strength of the Cookie Run IP and successful new game launches.

2. Behind the Strong Performance: Why the Success?

  • The Power of Cookie Run: The Cookie Run IP remains Devsisters’ core growth engine. Consistent updates and fresh content continue to expand the user base and drive revenue.
  • Successful New Game Launches: The successful launch of new games has further strengthened Devsisters’ growth momentum. By releasing games across various genres, the company is diversifying its portfolio and creating new revenue streams.
  • Global Market Expansion: The popularity of Cookie Run extends beyond Korea. With a growing share of overseas revenue, the company stands to benefit from a weaker Korean Won.

3. Future Outlook and Investment Strategy: What’s Next?

With strong fundamentals and growth potential, Devsisters is expected to maintain its growth trajectory. The company anticipates further improvements in profitability through new Cookie Run IP-based games, updates to existing games, and continued expansion into overseas markets. However, investors should be mindful of increased competition in the gaming industry and foreign exchange volatility.

4. Key Takeaways for Investors

  • Success of new game launches and their market reception.
  • Ability to effectively manage live services for existing games.
  • Success of Cookie Run IP expansion strategy.