1. What Happened?: DoubleU Games Holds IR Presentation

On August 26, 2025, DoubleU Games held an investor relations presentation, including a Non-Deal Roadshow (NDR), for major institutional investors in Korea. This was a crucial event where the company announced its Q2 2025 earnings and presented its business strategy and future growth drivers following the Paxie Games acquisition.

2. Why It Matters: Can DoubleU Games Achieve Both Diversification and Profitability?

With the acquisition of Paxie Games, DoubleU Games is actively entering the casual games market. This diversification is crucial amidst concerns about slowing growth in the social casino market. However, declining profitability in the first half of 2025 is a concern for investors. This IR presentation was a critical test for the company to address these concerns and demonstrate its growth potential.

  • Financial Performance (H1 2025): Despite revenue growth on a consolidated basis, both operating profit and net income declined. Standalone performance showed a significant drop in profitability.
  • Paxie Games Acquisition: A key strategic decision for diversification, but the associated costs and financial burden present risks.
  • Intensifying Market Competition: Competition is fierce in both the social casino and casual games markets, requiring a differentiated strategy for profitability.

3. What’s Next?: Key Takeaways for Investors

Investors should focus on the following key aspects from the IR presentation:

  • Synergy effects and integration strategy for Paxie Games
  • Market entry strategy and growth roadmap for casual games
  • Analysis of factors contributing to slowing profitability and plans for improvement
  • Strategies for managing foreign exchange risk
  • Specific details and implementation plans for shareholder return policies

4. Investor Action Plan: Reassess Investment Strategy Based on IR Information

Investors should carefully review the information presented and conduct a comprehensive analysis of DoubleU Games’ fundamentals and future outlook before making investment decisions. Pay close attention to the potential for profit improvement, the growth prospects of new businesses, and the genuineness of shareholder return policies.