Konami’s Gaming and Systems division saw a strong decrease in profit for the nine months ended December 31st, 2025, affected by US tariff measures and ‘customers’ reluctance in purchasing’ ahead of its new cabinet launch.
Business profit for the segment amounted to nearly JPY1.82 billion ($11.89 million), down by 61.4 percent, despite revenue falling by just 5.7 percent yearly, to nearly JPY28.71 billion ($187.62 million).
Speaking of markets, the group noted that North America and Australia ‘remained stable’ during the period yet ‘continue to experience the constant introduction of new products by competing slot machine manufacturers’.
To help face the competition, the group introduced its ‘first new cabinet model in approximately six years’, the Solstice series.
Boosting the segment is the new installation of the group’s SYNKROS casino management system at ‘several casino facilities, including those in California in the US, as well as at cruise ships’. The group also notes that it has expanded the feature of its player facial recognition solution for slot machines to table games.
In regards to iGaming, the group launched its Konami Online Interactive brand, with hopes to expand its market share.
Konami notes that the current competitive gaming market requires ‘stronger product appeal’, noting that it is ‘engaged in developing new slot machines, new gaming content, and new features for the casino management system. We will also expand our efforts in the Specialty Markets and iGaming’.
Looking ahead, it highlights its gaming-related vendor license in the UAE, referencing the opening of Wynn Al Marjan Island in 2027 and indicating the group will continue efforts ‘to seize new market opportunities.’
Looking at the group’s performance during the nine-month period, Konami notes that ‘total revenue, business profit, operating profit, profit before income taxes, and profit attributable to owners of the parent all reached record highs for two consecutive fiscal years, mainly driven by the continued strong performance of key titles in the Digital Entertainment business.’
Revenue for Konami was up by 13.6 percent overall in the nine-month period, to JPY353.02 billion ($2.3 billion), with a 16.3 percent increase in revenue from its Digital Entertainment arm, which hit JPY266.2 billion ($1.74 billion). Profit was up 17.8 percent yearly, to JPY74.34 billion ($485.86 million).
Looking ahead, the group is expecting revenue to reach JPY468 billion ($3.06 billion) for the 12-month period ending March 31st, 2026, up by JPY38 billion ($248.33 million) from its previous estimate and an increase of JPY46.4 billion ($303.23 million) year-on-year. Profit attributable to owners is expected to reach JPY86 billion ($562.01 million), JPY11 billion ($71.89 million) ahead of its initial guidance and rising by JPY11.3 billion ($73.85 million)yearly.
For its Gaming & Systems segment, revenue is expected to match initial guidance, at JPY43 billion ($281.01 million), up by JPY300 million ($1.96 million) yearly. Profit from the segment is expected to drop by JPY2.4 billion ($15.68 million) yearly, to JPY5 billion ($32.68 million), down by JPY2.5 billion ($16.34 million) compared to its initial expectations.
