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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Square Enix
Square Enix (9684) investor relations material
Square Enix Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary11 Nov, 2026
Medium-term plan priorities
Three-year reboot targets long-term growth through higher Digital Entertainment (DE) productivity, broader customer touchpoints, stronger management foundations, and balanced investment and shareholder returns.
Priorities include expanding HD multiplatform releases and catalog sales, developing new SD titles, discovering talent for new IP, and using transmedia initiatives to maximize IP value.
Overseas publishing restructuring, domestic HR initiatives, AI governance, and data infrastructure are intended to improve operations and productivity.
Digital Entertainment
HDG profitability improved substantially, supported by multiplatform releases and stronger catalog sales; operating income increased from ¥-3.6bn in FY2025/3 1H to ¥13.0bn in FY2027/3 1H.
Major-IP plans combine catalog sales with regular new releases, IP reboots, and new-IP development; announced titles include FINAL FANTASY XIV: Evercold for February 2027 and FINAL FANTASY VII Revelation for April 2027.
SD business operating margin rose from 13% in FY2025/3 1H to 25% in FY2027/3 1H, as live-service costs and the title portfolio were optimized; new title development continues.
Catalog title unit sales reached 1,259 in FY2027/3 1H (10,000 units), versus 655 in FY2024/3 1H, supporting fan-base expansion and new-title sales.
Diversifying customer touchpoints
Merchandise and licensing revenue reached ¥6.7bn in FY2026/3 1H; anniversary initiatives for DRAGON QUEST's 40th and FINAL FANTASY X's 25th and official stores and cafés broadened sales channels.
Publication overseas sales rose to ¥2.2bn in FY2027/3 1H, with manga publishing for overseas markets and anime and live-action adaptations supporting growth opportunities.
Amusement initiatives are expanding proprietary-IP prize merchandise in Japan and franchise stores overseas, broadening revenue opportunities in both markets.
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Latest events from Square Enix
- Digital-led H1 growth lifted operating income 42.2% YoY; FY sales forecast: ¥310bn.9684
Q2 2027 - Strong quarterly growth driven by new game launches and robust digital segment performance.9684Q1 2027
- Reboot strategy drives IP growth, profitability, and global expansion with balanced investments.9684Investor presentation
- Operating income surged despite lower sales, with Merchandising and cost controls driving growth.9684Q4 2026
- Operating income and margins surged despite lower sales, driven by profitability and FX gains.9684Q3 2026
- Operating income rose 28.8% despite a 15% sales drop, but profit fell on reorganization costs.9684Q2 2026
- Profits and sales fell year-over-year, but Amusement grew and stock split plans remain.9684Q1 2026
- Operating income up 22.1% despite lower sales, led by Amusement, MMO, and Merchandising growth.9684Q2 2025
- Operating income soared despite lower sales, with strong cost controls and guidance maintained.9684Q1 2025
Next Square Enix earnings date
Q3 202710 Feb, 2027
Square Enix
Next Square Enix earnings date
Q3 202710 Feb, 2027
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Frequently asked questions
Square Enix Holdings Co. is a Japanese entertainment conglomerate, primarily known for its video game development and publishing. The company holds a distinguished portfolio, featuring a wide range of interactive entertainment products, including iconic role-playing games such as the "Final Fantasy," "Dragon Quest," and "Kingdom Hearts" series. Beyond video games, Square Enix also engages in the publishing and distribution of manga, merchandise, and motion pictures. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.