To Our Investors

Since our founding, DeNA has continuously created and evolved innovative services and products. From Mobage and Kaito Royale, which took everyone by surprise, to Pokémon Trading Card Game Pocket loved across generations, Pococha offering a new sense of community for many people, and taxi-app GO which completely reimagined the taxi experience—all of these innovative services and products were pioneered at DeNA.

Our strength has always been our talent. Our people are not just bold—they also possess the discipline to execute and deliver results. Cultivating an organization that embodies both dimensions is our greatest asset.

To sustain and amplify this strength, we are focusing on the following strategic pillars to drive corporate value:

1. Advancing Group-Wide Synergy and Structural Alignment
We are building a portfolio of businesses structured to reinforce one another. For example, in our Sports & Smart City Business, we are engaged in BASEGATE YOKOHAMA KANNAI to extend the live sports excitement generated by the Yokohama DeNA BayStars and Yokohama Stadium directly into the surrounding community. We plan to leverage this model in Kawasaki with Kawasaki Brave Thunders and eventually apply these insights across the broader real entertainment area.
This is not a simple expansion into adjacent areas; it is a deliberate strategy to build a robust, mutually supportive business structure. We are actively scaling this structural approach across all our businesses.

With our wide variety of consumer services, DeNA commands a customer base of hundreds of millions across the globe. We are accelerating initiatives such as building a unified marketing infrastructure across our portfolio, ensuring our businesses do not just chase isolated growth, but are equipped with a collective advantage.

2. Leveraging Inorganic Approaches for Rapid Corporate Value Enhancement
In addition to accelerating the momentum of our organic initiatives to build new businesses from the ground up, DeNA will actively pursue startup M&A. This will allow us to internalize promising businesses, tap into startup speed, and onboard highly entrepreneurial talent to accelerate our growth trajectory. We will also leverage non-startup M&A opportunities to scale our operations even faster.
Furthermore, to ensure every business generates maximum Delight, we will continuously evaluate optimal business ownership structures and consider carve-outs and spin-offs.

3. Driving Efficiency and Velocity by Transforming Communication in the AI Era
DeNA was an early adopter of AI in operations, driving a steady increase in internal productivity. We will continue this push and drastically shift our talent resource allocation toward new ventures and high-yield activities.
AI is fundamentally shifting how information is shared and communicated, which completely alters how high-performing teams should be structured. At DeNA, we thrive on disruption. We intend to answer the defining questions of this era—what human work truly entails, and what a DeNA-style AI-native organization looks like—through direct execution.

4. Realizing an Autonomous Ecosystem to Make Innovation Repeatable
To remain an Eternal Venture, we are shifting our center of gravity toward empowerment. Grounded in the principle that people should leverage the organization, not the other way around, we will back our people’s ambition to create Delight with our full corporate resources. By realizing a cyclical organization where rapid 0-to-1 iteration occurs constantly, scaling those ventures into massive engines of Delight, and reinvesting the outcomes and insights back into the next innovation—we will sustainably enhance our corporate value.

As a founder, I have returned to the CEO role to execute these evolutions with relentless speed, engaging our entire team to build an organization that inherently thrives on autonomous change.

At DeNA, our journey ahead will undoubtedly bring both major successes and valuable learning experiences. We hope you will look forward to what lies ahead and join us in this exciting endeavor.
On behalf of the DeNA Group, we would like to thank you, our shareholders and investors, for your continued support.