All IR material can be downloaded in English from here.
Things aren’t looking too rosy overall:
Here are the key parts of the report with regard to social/mobile games.
Capcom says that they “aim for a total of 45 million overseas social game downloads by fiscal year end”:
For that, they use their own brand for social games using Capcom characters (targeting core users) and the Beeline brand for third-party IP (targeting light users):
At some point in the annual report, Capcom president Tsujimoto says his company is the only Japanese maker that can boast a hit mobile social game, Smurf’s Village for iOS, published using the Beeline brand. And he is absolutely right.
This is how Capcom has done in the mobile content business (social and non-social content combined):