넥슨, 1분기 최대 실적에도 2분기는 ‘숨고르기’ 전망…왜

Nexon's record Q1 results were driven by ARC Raiders' breakthrough success in North America and Europe, fundamentally reshaping the company's geographic revenue mix away from Asia. This strategic shift reduces reliance on China's high-margin business but increases exposure to more competitive Western console and PC markets. Q2 guidance signals a sharp deceleration due to Dungeon&Fighter's underperformance and China revenue contraction, exposing Nexon's vulnerability to regional market volatility.