NCSoft announced on November 11 its consolidated financial results for the third quarter of 2026, reporting revenue of 686.5 billion won, operating profit of 119.6 billion won, and net profit of 20 billion won. The company also raised its full-year revenue target to 2.8 trillion won.
Compared to the same period last year, revenue surged by 91%, while operating profit returned to profitability. Quarter-on-quarter, revenue and operating profit decreased by 11% and 31%, respectively. Net profit fell 85% from the previous quarter due to a drop in foreign exchange-related gains caused by currency fluctuations.
Cumulative revenue through the third quarter of this year reached 2.0144 trillion won, an 83% increase year-on-year. Consequently, the company reached its lower bound for the previous 2026 revenue guidance of 2 trillion won ahead of schedule. In a public disclosure on November 11, NC raised its 2026 revenue target to 2.8 trillion won and issued a 2027 revenue guidance range of 3.2 trillion to 3.4 trillion won. These updated targets reflect core IP expansion, global launches of new titles, and sustained growth in the mobile casual segment.
Overseas sales accounted for 54% of total revenue, increasing for five consecutive quarters. By region, Korea accounted for 46%, North America and Europe 34%, and Asia 20%. NC explained that it is continuing to expand its global revenue base, led by North America and Europe. By platform, PC games generated 289.4 billion won in revenue, while mobile games recorded 162.2 billion won.
Lineage Classic achieved a cumulative revenue of 427.8 billion won in approximately eight months since its release, with Q3 revenue contributing 158.7 billion won. According to NC, key operational metrics, including the paying user count, remain stable.
Global service revenue for AION 2 will be fully reflected starting in the fourth quarter. Launched globally on October 5, AION 2 reached a peak concurrent user count of 410,000. Over the 42-day period from early access on September 30 to November 10, the title generated cumulative revenue of 110.3 billion won.
The mobile casual segment saw quarter-on-quarter revenue growth to reach 171.9 billion won, accounting for 25% of total revenue. NC is actively pursuing expansion in the mobile casual business, recently signing a global publishing agreement for the next title from Chinese mobile game developer Gorilla Studio.
The company's upcoming pipeline includes various genres such as subculture games, MMORPGs, and shooters. NC plans to introduce 10 new titles to the global market by 2027.
