Few competitors own both the game publishing rights and the anime production pipeline for the same franchise. Gundam overtook Dragon Ball as the top-earning IP franchise, hitting ¥254.3 billion (~$1.62 billion) in FY2026 sales. Toys and Hobby was the largest business segment at ¥673.9 billion in sales with an 18.8% profit margin.
Cyborg Score Rationale
Record revenue of ¥1.348 trillion in FY2026 reflects strong market execution across gaming, anime, and merchandising divisions. Ownership of 400+ anime productions and integrated game-to-anime pipeline provides durable competitive moat. The company is implementing AI tools in game development workflows to enhance productivity.
Top Insights
Gundam surpassed Dragon Ball in FY2026 to become the top-earning franchise, generating ¥254.3 billion, driven by model kits, anime releases, and mobile games.
Elden Ring crossed 45 million global sales by July 2025, representing a major AAA gaming franchise success.
The company maintains over 400 copyrighted anime productions in its library, creating a sustainable content moat.
Operating profit reached ¥189.5 billion (~$1.19 billion), a 5.2% gain over FY2025, reflecting improved operational efficiency.
Named Competitors
PlayStation Studios — Console gaming and exclusive game publishing
Xbox Game Pass — Cloud gaming and subscription services
Nintendo — Console hardware and first-party game development
Konami Digital Entertainment — Digital games and mobile titles
Recent Developments
(March 2026) Closed FY2026 with record consolidated net sales of ¥1.348 trillion (~$8.59 billion), up 8.6% year-over-year
(March 2026) Gundam IP revenue reached ¥254.3 billion (~$1.62 billion), overtaking Dragon Ball as top-earning franchise
(July 2025) Elden Ring franchise exceeded 45 million global sales across base game and expansions
(November 2025) Gundam revenue forecast raised to $1.5 billion for FY2026 on strength of model kits and Mobile Suit Gundam GQuuuuuuX theatrical release
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