Been meaning to update 1Q14 numbers.
Yes, net income is off 30% year over year while overall income is off only 4%.
Income sources by region. Percentage before is contribution from that region, percentage after is change year over year.
(53.0%) Korea down 20.8%
(13.1%) NA down 5.4%
(2.9%) EU down 64.9%
(4.6%) Japan down 36.4%
(1.3%) Taiwan down 6%
(25.0%) Royalties up 314.9% (B&S in China saves the day)
Income sources by game, excludes royalties. Percentage before is contribution from that game, percentage after is change year over year.
(23.0%) Lineage down 37.9%
(6.5%) Lineage II down 18.5%
(12.5%) AION down 21.4%
(10.8%) B&S (Korea) up 16.5%
(14.1%) GW2 down 30.9%
(8.1%) Other up 13.1%
Overall this is down 23.9%
The missing 25%of income in the 2nd list is from previously mentioned royalties and is not broken down by game.
GW2 launched in China May 15th. B&S in Japan May 20th. WildStar launches June 3rd in NA and EU.
Stock took a hit as income from games was the lowest in 21 months.
KDB Daewoo, an analyst/cheerleader, reduced it's target price from 310,000 to 280,000 (stock currently at 186,500, down 9.5%). They also mention that Lineage will introduce a new class, first time in six years on June 11th which may boost it's income. They also mention the stock is heavily shorted, meaning people are expecting it to go down. If unexpected good news crops up and the stock starts to rise, it may cause a short squeeze which will cause a quick rise in price as investors cancel their short positions.