Ghostbusters: the Video Game Remastered Gets a Proton Boost with Intel
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Redeye-Gaming-Guide-2020.Pdf
REDEYE GAMING GUIDE 2020 GAMING GUIDE 2020 Senior REDEYE Redeye is the next generation equity research and investment banking company, specialized in life science and technology. We are the leading providers of corporate broking and corporate finance in these sectors. Our clients are innovative growth companies in the nordics and we use a unique rating model built on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the swedish financial authority (finansinspektionen). THE GAMING TEAM Johan Ekström Tomas Otterbeck Kristoffer Lindström Jonas Amnesten Head of Digital Senior Analyst Senior Analyst Analyst Entertainment Johan has a MSc in finance Tomas Otterbeck gained a Kristoffer Lindström has both Jonas Amnesten is an equity from Stockholm School of Master’s degree in Business a BSc and an MSc in Finance. analyst within Redeye’s tech- Economic and has studied and Economics at Stockholm He has previously worked as a nology team, with focus on e-commerce and marketing University. He also studied financial advisor, stockbroker the online gambling industry. at MBA Haas School of Busi- Computing and Systems and equity analyst at Swed- He holds a Master’s degree ness, University of California, Science at the KTH Royal bank. Kristoffer started to in Finance from Stockholm Berkeley. Johan has worked Institute of Technology. work for Redeye in early 2014, University, School of Business. as analyst and portfolio Tomas was previously respon- and today works as an equity He has more than 6 years’ manager at Swedbank Robur, sible for Redeye’s website for analyst covering companies experience from the online equity PM at Alfa Bank and six years, during which time in the tech sector with a focus gambling industry, working Gazprombank in Moscow he developed its blog and on the Gaming and Gambling in both Sweden and Malta as and as hedge fund PM at community and was editor industry. -
Read Full Report (PDF)
Equity Research - 09 August 2021 21:00 CET Embracer Group Reason: Preview of results Plenty to like despite negative sentiment Company sponsored research ABGSC Q1e adj. EBIT SEK 1,137m, -9% vs. consensus Not rated Raising adj. EPS by 1-5% ’21/22e-’23/24e on M&A Raising fair value to SEK 225-350 (225-345) per share Estimate changes (%) 2021e 2022e 2023e Q1’21/22e sales of SEK 3,249m, +57% y-o-y (~19% organic) Sales 7.3% 12.7% 13.9% For Q1’21/22e, we factor in sales of SEK 3,249m (-2.3% vs. FactSet EBIT (rep) -62.5% nm nm consensus), for total y-o-y growth of 57.1%, but organic growth of 19.5% EPS (rep) -49.1% nm nm when adjusting for M&A and FX. We consider this a strong performance Source: ABG Sundal Collier in the 2021 quarter facing the toughest COVID-19-boosted comparables. 09/08/2021 The largest revenue driver in the quarter is Biomutant by our estimate, Share price (SEK) 188.0 where we factor in ~1.4mn copies sold across all platforms. Given the Fair value range (per share) 225-350 economics of the game (internally developed & published on an own IP) this yields net sales of ~SEK 314m with a gross margin of 90.2%. Other IT, Sweden notable drivers include Metro Exodus Enhanced edition on PC and next- EMBRACB.ST/EMBRACB ST gen consoles, and SnowRunner on Steam/Switch. Overall, we estimate that Games will generate 80.9% of sales, driving a strong gross margin MCap (SEKm) 92,344 of 59.8% in the quarter. -
Weekly News Digest #47
INVESTGAME Nov 16 — Nov 22, 2020 Weekly News Digest #47 Hi everyone, Last week we decided to create the archive of the weekly newsletter for your convenience — click here to access it. Roblox to go public on the New York Stock Exchange CAbased video game platform Roblox has filed its S1 registration documents targeting an IPO on NYSE before the end of this year. Roblox has neither disclosed the sum it’s planning to raise, nor the valuation of the company. Founded in 2004, Roblox Corporation has raised $335.9m investments over the course of 8 rounds with the most recent Series G round closed in Feb 2020 — raising $150m at a $4B postmoney valuation. Just eight months later in Oct 2020, Roblox’s rumored potential IPO valuation was said to be $8B. Such an impressive valuation enhancement could be explained by the strong demand for entertainment content due to COVID19 and shelterinplace orders (Roblox’s DAUs increased by 90% from 19.1m in Q4’19 to 36.2m DAU in Q3’20). The company’s financial results over the last twelve months ending 30 Sep 2020 are: > $1,477m Bookings vs. $727m Revenue — Roblox gradually recognizes revenue over the average lifetime of a paying user; > ($245m) Loss from operations vs. +$301m Free cash flow. Roblox is an operationally profitable business (taking into account bookings numbers), and we consider the rumored $8B as a probable valuation at IPO. The valuation multiples in such case would be 5.4x Bookings, 11.0x Revenue, and 27x Free cash flow. -
Invitation to Embracer Group's Presentation and Call About
Press release Karlstad, 19 February 2020 Invitation to Embracer Group’s presentation and call about acquisition of Saber Interactive Embracer Group hereby invites you to a presentation for investors and media on the occasion of this morning press release head-lined “Embracer Group acquires Saber Interactive – initial consideration USD 150 million”. The presentation will be held in conjuction with the previously announced presentation of Embracer Group’s Q3-report, today at 09:00 (CET). The presentation will be held in English by CEO Lars Wingefors and afterwards questions are invited. Matthew Karch, CEO and co-founder, Andrey Iones, COO and co- founder and Tim Willits, Chief Creative Officer of Saber Interactive, will all be present at the presentation and available for questions. Date: Today, February 19, 2020 Time: 09:00 (CET), in direct conjunction with the Q3-presentation Place: Carnegie Hall, Regeringsgatan 56, Stockholm Online: You can also participate online by webcast and teleconference Please register for participation in person at Carnegie Hall: https://financialhearings.com/event/11779 Questions are welcome in advance by e-mail to: [email protected] Link to webcast: https://tv.streamfabriken.com/embracer-group-q3-2019 Teleconference dial-in number SE: +46850558355, UK +443333009268, US: +18338230590 Please dial in a few minutes before the presentation begins. To participate, please state your first, last and company name. For questions during Q&A press 01. For additional information, please contact: Lars Wingefors, Co-Founder and Group-CEO Tel: +46 708 471 978 Embracer Group AB (publ) Älvgatan 1, SE-652 25 Karlstad, Sweden Organization Number: 556582-6558 Registered Office: Karlstad, Sweden E-mail: [email protected] About Embracer Group Embracer Group is the parent company of businesses developing and publishing PC and console games for the global games market. -
Sony Computer Entertainment Inc. Introduces Playstation®4 (Ps4™)
FOR IMMEDIATE RELEASE SONY COMPUTER ENTERTAINMENT INC. INTRODUCES PLAYSTATION®4 (PS4™) PS4’s Powerful System Architecture, Social Integration and Intelligent Personalization, Combined with PlayStation Network with Cloud Technology, Delivers Breakthrough Gaming Experiences and Completely New Ways to Play New York City, New York, February 20, 2013 –Sony Computer Entertainment Inc. (SCEI) today introduced PlayStation®4 (PS4™), its next generation computer entertainment system that redefines rich and immersive gameplay with powerful graphics and speed, intelligent personalization, deeply integrated social capabilities, and innovative second-screen features. Combined with PlayStation®Network with cloud technology, PS4 offers an expansive gaming ecosystem that is centered on gamers, enabling them to play when, where and how they want. PS4 will be available this holiday season. Gamer Focused, Developer Inspired PS4 was designed from the ground up to ensure that the very best games and the most immersive experiences reach PlayStation gamers. PS4 accomplishes this by enabling the greatest game developers in the world to unlock their creativity and push the boundaries of play through a system that is tuned specifically to their needs. PS4 also fluidly connects players to the larger world of experiences offered by PlayStation, across the console and mobile spaces, and PlayStation® Network (PSN). The PS4 system architecture is distinguished by its high performance and ease of development. PS4 is centered around a powerful custom chip that contains eight x86-64 cores and a state of the art graphics processor. The Graphics Processing Unit (GPU) has been enhanced in a number of ways, principally to allow for easier use of the GPU for general purpose computing (GPGPU) such as physics simulation. -
19/20 Full Year Report Reg No
APRIL 2019 – MARCH 2020 EMBRACER GROUP AB (PUBL) 19/20 FULL YEAR REPORT REG NO. 556582-6558 OPERATIONAL EBIT INCREASED 35% TO SEK 1,033 M FOR THE FINANCIAL YEAR FOURTH QUARTER, JANUARY–MARCH 2020 (COMPARED TO JANUARY–MARCH 2019) > Net sales were SEK 1,339.1 million (1,630.5). Net sales of the Games business area decreased to SEK 903.5 million (1,034.9). Net sales of Partner Publishing/Film business area decreased to SEK 435.6 million (595.6), mainly due to the covid-19 pandemic closing of retail outlets towards the end of the quarter. > EBITDA amounted to SEK 495.2 million (618.6), corresponding to an EBITDA margin of 37%. > Operational EBIT amounted to SEK 286.0 million (395.9) corresponding to an Operational EBIT margin of 21%. > Cash flow from operating activities before changes in working capital amounted to SEK 384.6 million (527.1). > Cash flow from operating activities amounted to SEK 765.7 million (777.2). > Earnings per share was SEK 0.42 (0.37). > Adjusted earnings per share was SEK 0.97 (1.00). FULL YEAR, APRIL 2019–MARCH 2020 (COMPARED TO APRIL 2018–MARCH 2019) > Net sales increased 3% to SEK 5,249.4 million (5,121.2). Net sales of the Games business area grew 31% to SEK 3,196.5 million (2,447.1), whereas the Partner Publishing/Film business area decreased to SEK 2,052.9 million (2,674,1). > EBITDA increased 33% to SEK 1,821.3 million (1,366.7), corresponding to an EBITDA margin of 35%. -
Conference Booklet
30th Oct - 1st Nov CONFERENCE BOOKLET 1 2 3 INTRO REBOOT DEVELOP RED | 2019 y Always Outnumbered, Never Outgunned Warmest welcome to first ever Reboot Develop it! And we are here to stay. Our ambition through Red conference. Welcome to breathtaking Banff the next few years is to turn Reboot Develop National Park and welcome to iconic Fairmont Red not just in one the best and biggest annual Banff Springs. It all feels a bit like history repeating games industry and game developers conferences to me. When we were starting our European older in Canada and North America, but in the world! sister, Reboot Develop Blue conference, everybody We are committed to stay at this beautiful venue was full of doubts on why somebody would ever and in this incredible nature and astonishing choose a beautiful yet a bit remote place to host surroundings for the next few forthcoming years one of the biggest worldwide gatherings of the and make it THE annual key gathering spot of the international games industry. In the end, it turned international games industry. We will need all of into one of the biggest and highest-rated games your help and support on the way! industry conferences in the world. And here we are yet again at the beginning, in one of the most Thank you from the bottom of the heart for all beautiful and serene places on Earth, at one of the the support shown so far, and even more for the most unique and luxurious venues as well, and in forthcoming one! the company of some of the greatest minds that the games industry has to offer! _Damir Durovic -
OMG Game Library
OMG Game Library Title Platform Arcade Archives VS. SUPER MARIO BROS. Nintendo Switch Arms Nintendo Switch ATV Drift & Tricks Nintendo Switch Carnival Games Nintendo Switch Contra: Rogue Corps Nintendo Switch Donkey Kong Country: Tropical Freeze Nintendo Switch FIFA 20 Nintendo Switch Guacamelee! One-Two Punch Collection Nintendo Switch Just Dance 2019 Nintendo Switch Just Dance 2020 Nintendo Switch Just Dance 2021 Nintendo Switch Let’s Sing: Country Nintendo Switch Mario & Sonic at the Olympic Games: Tokyo 2020 Nintendo Switch Mario Kart 8 Deluxe Nintendo Switch Mario Kart Live: Home Circuit Nintendo Switch Monopoly for Nintendo Switch Nintendo Switch Mortal Kombat 11 Nintendo Switch NBA 2K Playgrounds 2 Nintendo Switch NBA 2K20 Nintendo Switch PBA Pro Bowling Nintendo Switch Pokkén Tournament DX Nintendo Switch Rocket League Nintendo Switch Sonic Mania Nintendo Switch Super Smash Bros. Ultimate Nintendo Switch WWE 2K Battlegrounds Nintendo Switch Madden NFL 20 PlayStation 4 Ace Combat 7: Skies Unknown PlayStation 4 Apex Legends - Bloodhound Edition PlayStation 4 Assetto Corsa Competizione PlayStation 4 Astro Bot Rescue Mission PlayStation 4 Batman Arkham VR PlayStation 4 Battlefield V PlayStation 4 Blood and Truth PlayStation 4 Borderlands 3 PlayStation 4 Brunswick Pro Bowling PlayStation 4 Call of Duty: Black Ops Cold War PlayStation 4 Call of Duty: Black Ops III PlayStation 4 Call of Duty: Modern Warfare PlayStation 4 catch & Release PlayStation 4 1 OMG Game Library country lets sing PlayStation 4 Creed: Rise to Glory PlayStation 4 -
Playstation 4, Xbox One, PC Playstation 4, Xbox One, PC Playstation 4, Xbox One, PC Playstation 4, Xbox One, PC
ANNUAL RESULTS 2017-2018 WELCOME The management board is also composed of… JOHN BERT Director of Business & Sales LUC HENINGER JÜRGEN GOELDNER DEBORAH BELLANGÉ Director of Chairman of the Management Board Vice-Chairman & CFO Production THOMAS BARRAU Director of Marketing 2 CONTENTS AN ATTRACTIVE 2017-2018 MODEL BASED ON RESULTS VALUE 1 2 3 4 A SUCCESSFUL YEAR IN SPITE OF 2018-2019 TWO MAJOR OUTLOOK SHIFTS 3 PART 1 : AN ATTRACTIVE MODEL BASED ON VALUE THE KEY TO SUCCESS IN VIDEO GAMES INDUSTRY TODAY 1 2 3 4 5 Generating value from Agile organization Limited financial A digital and A global distribution high-potential licences tailored for the risks with studios community-based and a presence on A capacity for creating ecosystem culture to promote digital platforms new ones games > FOCUS HOME INTERACTIVE ALL THE KEY ASSETS FOR SUCCESS 5 OUR BUSINESS: SUPPORTING STUDIOS FROM PRODUCTION TO SALES DESIGN PUBLISHING DISTRIBUTION Fewer than 1% PROJECT of projects selected SELECTION DEVELOPMENT STUDIOS ²Retail & Digital platforms PRODUCTION Over 50 production FOLLOW-UP staff DIGITAL AND Nearly OFFLINE MARKETING 100 Over 290 digital distributors SALES promotions in 2017 worldwide 6 GENERATING VALUE FROM HIGH-POTENTIAL LICENCES VIDEO GAMES 1 ORIGINAL 2 NEW 3 GAMING DERIVED FROM BRANDS POPULAR CONCEPTS LICENSES ALREADY AVAILABLE FARMING THE SURGE SPACE HULK: DEATHWING SIMULATOR 17 FRESH HITS SPINTIRES: VAMPYR CALL OF CTHULHU MUDRUNNER 7 PART 2: A SUCCESSFUL YEAR IN SPITE OF TWO MAJOR SHIFTS 15 MONTHS FY 2017/18 REVENUE FY 2017/18 32,132.1 REVENUE -
OMG Game Library
OMG Game Library Title Platform Arcade Archives VS. SUPER MARIO BROS. Nintendo Switch Arms Nintendo Switch ATV Drift & Tricks Nintendo Switch Bendy and the Ink Machine Nintendo Switch Carnival Games Nintendo Switch Donkey Kong Country: Tropical Freeze Nintendo Switch FIFA 20 Nintendo Switch Guacamelee! One-Two Punch Collection Nintendo Switch Just Dance 2019 Nintendo Switch Just Dance 2020 Nintendo Switch Just Dance 2021 Nintendo Switch Let’s Sing: Country Nintendo Switch Mario & Sonic at the Olympic Games: Tokyo 2020 Nintendo Switch Mario Kart 8 Deluxe Nintendo Switch Mario Kart 8 Deluxe Nintendo Switch Mario Kart Live: Home Circuit Nintendo Switch Monopoly for Nintendo Switch Nintendo Switch Mortal Kombat 11 Nintendo Switch Namco Museum Arcade Pac Nintendo Switch NBA 2K Playgrounds 2 Nintendo Switch NBA 2K20 Nintendo Switch New Super Mario Bros. U Deluxe Nintendo Switch PBA Pro Bowling Nintendo Switch Pokkén Tournament DX Nintendo Switch Rocket League Nintendo Switch Super Mario 3D All-Stars Nintendo Switch Super Smash Bros. Ultimate Nintendo Switch WWE 2K Battlegrounds Nintendo Switch Bait Oculus Quest 2 Beat Saber Oculus Quest 2 Creed Oculus Quest 2 Pistol Whip Oculus Quest 2 Racket Fury Oculus Quest 2 Real Fishing Oculus Quest 2 Stat Wars : Tales from the galaxy Oculus Quest 2 SUPERHOT Oculus Quest 2 Madden NFL 20 PlayStation 4 Ace Combat 7: Skies Unknown PlayStation 4 Apex Legends - Bloodhound Edition PlayStation 4 1 OMG Game Library Assetto Corsa Competizione PlayStation 4 Astro Bot Rescue Mission PlayStation 4 Batman Arkham VR -
Company Presentation Pareto Gaming Seminar Stockholm March 3, 2020 Presenter: CEO & Co-Founder Lars Wingefors 1
Company Presentation Pareto Gaming Seminar Stockholm March 3, 2020 Presenter: CEO & Co-Founder Lars Wingefors 1. Introduction STORY OF EMBRACER Net sales, SEKm IPO on Nasdaq Strong IPs First North acquired Stockholm from THQ e.g. 5,413 Founding: All assets incl. Darksiders and MX vs. ATV IPs in JoWooD 4,124 acquired and key people recruited 302 508 8 102 2011 2013 2016 2017 2018 2019 Raised equity capital 240 598 1,448 2,090 before transaction costs: Track record of strong growth and value creation through major acquisitions, well-positioned for further growth 3 2. Business GROUP OVERVIEW SEK 5.5bn Net sales, LTM* Group strategy and M&A SEK 1.1bn Operational EBIT, LTM* HQ, Karlstad 2,970 Headcount* * As per Dec 2019 Two complementary business areas Games Partner Publishing Development, publishing and marketing of games Publishing and distribution of (mainly) games and film Four autonomous sub-groups: Munich 13 offices across the world: Selected partners: Vienna Munich Skövde Stockholm Details on next slides 5 Games business area GAMES – OVERVIEW (1 of 2) Four autonomous sub-groups with different core focus % of net sales 30% 62% 8% (LTM Sep 2019) Development size Small to mid-sized Mid-sized to large Small to mid-sized Fewer, larger own IPs and Creative, focused on games Acquire established IPs and build publishing of external products Core focus making and development, new on them that needs powerful marketing and IPs, teams up to ~20 people. distribution power 22 41 52 141 134 24 15 STUDIOS NORTH Skövde Stockholm 20 internal studios 69 64 21 (December 2019) ## = Approx. -
Spintires: Mudrunner–American Wilds Llega Para PC, PS4 Y Xbox One
Spintires: MudRunner–American Wilds llega para PC, PS4 y Xbox One El exitoso juego independiente Spintires: MudRunner se vuelve incluso más apasionante con los nuevos contenidos ya disponibles. En eltráiler de lanzamiento puedes ver algunas de las esperadas características añadidas al juegos, tales como los nuevos vehículos deFord, Chevrolet, Hummer, etc., además de mapas inspirados en los agrestes terrenos de los Estados Unidos, que se añaden al estilo único de juego de Spintires: MudRunner.Spintires: MurdRunner -American Wilds Edition incluye el juego base y todos los contenidos descargables previamente editados ya está disponible en PlayStation 4, Xbox One y en formato PC el 23 de octubre de 2018 y, por primera vez, enNintendo Switch el 27 de noviembre. Sortea el terreno fangoso, los ríos embravecidos y otros obstáculos que reaccionan de forma realista al peso y los movimientos de tu vehículo, impulsados por el avanzando motor de físicas del juego. Por primera vez American Wilds incluye conocidos vehículos como el Ford F-150, el Chevrolet K5 Blazer y el icónico Hummer de GM. Estos añadidos incrementan a 33 el número total de vehículos, con más de 60 complementos, jugable completamente en solitario o con hasta tres compañeros en el modo multijugador cooperativo. En formato PC puedes descargar los mods creados por la apasionada comunidad del juego con montones de contenidos para los camiones y una experiencia Spintires: MudRunner – American Wildsen constante evolución. También se ha añadido el Monte Logmore y el Arroyo Grisáceo, dos nuevos mapas sandbox inspirados por los agrestes países de Montana, Dakota del Norte y Minnesota. Los mapas incluyen también un par de nuevos desafíos para el manejo de grúas y distribución sobre superficie planas.