Entertainment and Interactive Media (Gaming, Toys, Animation, Amusement)
Strategic Profile
Bandai Namco differentiates itself with an in-house cross-media strategy, maximizing intellectual property value through games, animations, movies, and merchandise tailored by region. Its most notable franchises—Gundam, Dragon Ball, and One Piece—are among the highest-grossing franchises in the world.
Cyborg Score Rationale
In fiscal year 2025, revenue reached 1.24 trillion yen (18.22% growth) with earnings of 129.3 billion yen (27.40% growth). Strong IP monetization and analyst support offset recent workforce challenges and stock volatility concerns.
Top Insights
Strong positioning for 6–8% compound annual revenue growth over next five years through diversified entertainment portfolio and IP monetization strategy
Company is cutting workforce after canceling several titles due to lackluster demand, signaling operational challenges in game development
Main franchises (Gundam, Dragon Ball, One Piece) continue recording double-digit sales growth with continued popularity
Focus on overseas market growth is crucial for long-term prospects, driving geographic diversification
Named Competitors
Nintendo — Gaming hardware and software entertainment
PlayStation — Console gaming and entertainment services
Xbox — Gaming console and cloud gaming services
Tencent Games — Mobile and online gaming publisher
Recent Developments
(February 2026) Stock trading at ¥4,010 on TSE, down from 52-week high of ¥5,729
(August 2025) Full year 2026 revenue expected at ¥1.28 trillion with earnings guidance of ¥189.38 per share
(February 2025) PowerA partnership announced for Pac-Man 45th anniversary gaming gear collaboration
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