statement
Q3 PC revenue was 238.9 billion KRW; the Jujutsu Kaisen collaboration performed well in PUBG PC, but vehicle and idol collaborations took place in Q4.
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3분기 PC 매출액은 2,389억원(-32.5%YoY, -57.4%QoQ)을 기록. [PUBG PC]에서 주술회전 콜라보가 성과를 거뒀으나 차량, 아이돌 콜라보가 4분기에 진행된 영향
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Q3 mobile revenue was 504.3 billion KRW, with both traffic and revenue growing thanks to Naruto and Ferrari collaborations in PUBG M.하나증권 · statementQ4 is expected to recover, with weak Q3 PC revenue made up by Bentley and IVE collaborations.하나증권 · predictionKrafton's Q3 results missed consensus, with revenue of 971.4 billion KRW and operating profit of 225.0 billion KRW.하나증권 · statementTraffic and revenue are expected to jump a level as monthly collaborations and events are planned for PUBG's 10th anniversary in 2027.하나증권 · prediction3Q26 CJ대한통운 revenue rose 10% YoY to 3조 3,581억원 and operating profit fell 25% to 1,105억원 (3.3% margin), in line with consensus.하나증권 운송/모빌리티 Analyst 안도현 · statementEcoPro BM's Q3 2026 revenue was 557.9 billion KRW (YoY -11%, QoQ -3%) and operating profit was 12.0 billion KRW (YoY -76%, QoQ -33%), remaining in profit.하나증권 · statement
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