KRAFTON Eyes Growth with PUBG 2.0 Launch Amid Competition from New Gaming Rivals

November 6, 2025
KRAFTON Eyes Growth with PUBG 2.0 Launch Amid Competition from New Gaming Rivals
  • KRAFTON remains confident in continued growth of its flagship IP, PUBG: BATTLEGROUNDS, even as new competing titles enter the market.

  • PUBG MOBILE saw traffic fluctuations after Delta Force and Valorant Mobile launches, but monetization strategies have driven year-over-year revenue growth.

  • During the Q3 earnings call, CFO Bae Dong-geun said PUBG has maintained a stable growth trajectory and was only modestly affected by the PC competitor Battlefield 6, whose concurrent player count is declining.

  • KRAFTON plans multiple anticipated titles for 2026, including Subnautica 2 and Palworld Mobile, and intends to launch PUBG 2.0 early next year with new gameplay modes.

  • Bae described PUBG as an evergreen IP that thrives on competition, viewing rivals as a catalyst to drive engagement and content development, creating a virtuous cycle.

Summary based on 1 source


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