Krafton Reports Record Revenue, Eyes AI-Driven Humanoid Robot Development
Krafton, the South Korean gaming publisher renowned for its popular PUBG franchise, has reported a record-high annual revenue for the fiscal year ending December 31, 2025. The company recorded an impressive revenue growth of 22.8% year-on-year, reaching KRW 3.3 trillion (approximately $2.26 billion). This growth was notably driven by the success of its gaming titles, with operating profit totaling KRW 1.05 trillion (around $720.4 million).
Revenue Breakdown by Business Segment
The revenue figures reveal strong performance across various platforms:
- PC Earnings: KRW 1.2 trillion
- Mobile Earnings: KRW 1.7 trillion
- Console Earnings: KRW 42.8 billion
- Other Revenues: KRW 358.5 billion
Within its franchises, PUBG: Battlegrounds achieved its highest annual revenue on PC, marking a 16% increase compared to the previous year. New gaming titles such as ZOI and Mimesis also contributed significantly, each exceeding 1 million sales shortly after their launches in March and October 2025.
Expansion of PUBG and Strategic Growth Plans
Krafton’s strategic growth extends beyond existing franchises. The company is actively expanding its core community through PUBG Mobile by introducing new themed modes and regular updates. The execution of cross-platform initiatives with PUBG PC and console has further bolstered the PUBG franchise, fostering a sustainable growth cycle.
Future-Driven AI Innovation
Krafton’s ambitions include becoming an industry leader in AI-driven development. Plans are underway for strategic mergers and acquisitions (M&A) aimed at enhancing their portfolio with new franchises. Their fiscal report mentions a dual approach to M&A, seeking both large-scale opportunities for immediate gains and smaller transactions for long-term value enhancement.
The company is currently focusing on 15 new projects, which include anticipated games like Subnautica 2 and Palworld Mobile. Krafton aims to strengthen its game lineup, ensuring coverage across various genres and platforms.
Investing in AI and Humanoid Robotics
Central to Krafton’s future strategy is its commitment to advancing AI technology. The company has introduced generative AI companions designed to replicate human-like behaviors in gaming environments. Krafton’s vision includes leveraging game interaction data as high-quality training resources for potential ventures into humanoid robotics. This initiative highlights Krafton’s objective to blend gaming with real-world applications of AI.
A recent investor presentation clarifies that Krafton sees AI as a pivotal driver for future innovation and value expansion. While many investors remain optimistic about these developments, concerns arise among developers regarding the long-term impact of generative AI technology in the game industry.
Conclusion
Krafton’s impressive revenue performance reflects its successful strategy within the gaming industry. With continued investments in AI and significant plans for future franchises, the company is poised for sustained growth in an evolving landscape.
