Krafton’s Q3 2025 numbers aren’t just investor catnip-they tell a clear story about where PUBG is going next and how the company plans to keep you logging in. Revenue hit KRW 870.6B with operating profit at KRW 348.6B, pushing record cumulative totals through Q3: KRW 2.4069T revenue and over KRW 1T in operating profit for the first time in the first three quarters. The real headline, though, is the strategy behind the cash: double-down on PUBG as a platform, turn India into a fortress with BGMI and sports titles, and bet big on AI-driven gameplay.
Krafton booked KRW 353.9B on PC, KRW 488.5B on mobile, KRW 10.2B on console, and KRW 18B in “others” (boosted by ad tech at subsidiary Neptune). Translation: this is a PC/mobile company, full stop. The PC surge comes from PUBG: Battlegrounds maintaining momentum via constant events and crossovers—aespa, G-DRAGON, even Bugatti—smart seasonal hype that keeps the cosmetics economy humming without breaking the game.
On mobile, diversified modes (yes, the Transformers mashup) and X-Suit cosmetics keep whales spending, but BGMI is the star. Krafton calls it India’s “national game” (bold), and the data backs the confidence: India-exclusive skins, local events, and network optimizations are clearly paying off. If you play there, expect more region-first content rather than one-size-fits-all updates.
Krafton’s language points to an evolution, not a reset. The UE5 upgrade could bring better lighting and materials and potentially smoother asset workflows—great for new content cadence—but the big watch-out is stability and performance on mid-range rigs. PUBG’s history with engine tweaks has been… let’s call it bumpy. If they nail the transition, UE5 plus expanded modes and UGC tools could turn PUBG’s Arcade into a real creator playground rather than a novelty slot.
UGC is the part that actually matters for longevity. In a world where Fortnite Creative pours out fresh experiences weekly, PUBG needs tools that let regular players make replayable, performant modes—not just dev-curated events. If “PUBG 2.0” ships robust discovery and sharing (and rewards creators), that’s a meaningful upgrade to the loop.
Krafton has poured about KRW 300B into co-growth in India, bought a controlling stake in Nautilus Mobile, and will directly publish Real Cricket 24. That combo—BGMI as the cultural tentpole, Real Cricket as the sports foothold—gives Krafton a two-pronged live service base with massive seasonal spikes (tournaments, holidays, cricket calendars). If you’re in India, expect more local partnerships and crossovers that actually make sense, not just global reskins.
Esports is still in the plan, though Krafton has learned the hard way that sustainable leagues require regional nuance. Betting on India’s gigantic mobile-first audience could work—if they keep the pipeline of offline events and creator-driven broadcasts steady instead of sporadic tentpoles.
A KRW 100B GPU cluster and a five-billion-parameter foundation model (via SK Telecom) aren’t press-release fluff; that’s serious infrastructure aimed at shipping features, not whitepapers. The first tangible output is CPCs—Co-Playable Characters—arriving as “PUBG Ally” in Arcade Mode in the first half of 2026. AI squadmates could be brilliant for learning rotations and utility usage, especially if they adapt to your playstyle instead of rubber-banding like traditional bots.
The caveat: keep them out of Ranked. The second this creeps into competitive queues, the community will revolt. Use AI to teach, fill Arcade lobbies, and enrich PvE-adjacent modes, not to sandbag skill expression in BR matches.
Krafton says Palworld Mobile will be playable at G-STAR 2025 in Busan. Survival-crafting on phones is a minefield—controls, server stability, and monetization can sink a port faster than any raid boss. What I want to see: smooth third-person handling with aim assist that doesn’t feel like auto-aim, server tick rates that don’t turn base raids into slideshow theatre, and a cosmetic-first economy that doesn’t lock core progression behind energy systems.
Krafton posted a monster quarter off the back of PUBG’s PC and mobile health, with India driving outsized momentum. The next phase is about turning PUBG into a UE5-powered platform with stronger UGC, using AI to enhance (not replace) teammates in Arcade, and testing the waters with Palworld Mobile. If they execute without breaking Ranked or over-monetizing, players win—and Krafton keeps the scoreboard tilted in its favor.
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