Devsisters recorded Q3 2026 revenue of 81.2 billion won and an operating profit of 7.2 billion won, returning to operating profitability year-over-year. Revenue increased by 48% over the same period.
Devsisters announced its preliminary Q3 consolidated financial results based on K-IFRS on the 10th. Net income stood at 3.7 billion won. The company explained that strong initial performance following the launch of CookieRun: Crumble and solid overseas performance for CookieRun Classic, centered on Thailand, drove the growth in revenue.
The improvement in profitability also reflected cost optimization efforts carried out in the first half of the year. Although advertising expenses and commission fees increased due to new game launches, these were offset by reduced branding costs, the expiration of one-off labor-related expenses, and organizational fixed cost savings.
CookieRun: Crumble achieved cumulative revenue of 20 billion won in less than a month after launch. Following a recent update, it climbed back to 3rd place in game revenue rankings on the domestic Apple App Store, with monthly time spent increasing 30% compared to its early post-launch period. In November, the company plans to add a new competition-focused game mode and growth elements.
Following the introduction of Thai language support in October, CookieRun Classic saw its influx of local new users grow approximately 1.5 times compared to the week prior to the update. Devsisters plans to focus its efforts on key regions to enhance user activity and monetization performance.
For its existing live-service games, the company is expanding collaboration and competitive content. CookieRun: Kingdom revealed that its collaboration with the animated series "The Amazing Digital Circus," which began on October 21, boosted revenue, new users, and active users in the US market. On the 11th, the game plans to introduce the 'Champions League,' where top players from all servers compete.
CookieRun: OvenBreak experienced a surge in new and returning users following its 10th anniversary update. The company noted positive responses to the new custom content 'MyCookie' and highlighted that players shared the 'Bustling Lobby Skin'—which captures 10 years of play history and memories—on social media. In winter, the studio plans to expand the Santa School universe first introduced in 2023, while pushing to build a user-participatory ecosystem and a minigame platform over the long term.
CookieRun: Tower of Adventures, currently preparing for launch in China, has been conducting its second closed beta test (CBT) for approximately 30,000 local testers since October 29. The test serves to evaluate China-original content, system optimizations, and monetization models. Devsisters reported that testers showed particularly positive responses to the art and localized content. Having secured its Chinese publishing license in August, the company is preparing for launch while conducting market verification alongside its local publisher.
Revenue in the non-gaming division declined due to seasonal timing with a lack of major new merchandise and promotions. In Q4, the company aims for annual cumulative non-gaming revenue to surpass 20 billion won by introducing the 11th starter deck and 12th booster pack for the CookieRun: Bravers card game in North America, as well as CookieRun: OvenBreak 10th anniversary character merchandise. Additionally, winter collaboration festivals will be held sequentially at Lotte World Adventure and Lotte World Adventure Busan, expanding its licensing business to offline theme parks.
Devsisters plans to strengthen its game lineup and IP competitiveness while improving company-wide organizational operations and business systems. The company disclosed that the cumulative user base across the entire CookieRun IP exceeds 300 million players, with cumulative revenue topping 1.5 trillion won.
