REDEYE GAMING REPORT Till Tryck.Pptx
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Evolve E-Gaming Index ETF MACROECONOMIC
MONTHLY COMMENTARY Evolve E-Gaming Index ETF HERO invests in equity securities of companies listed domestically and globally with business activities in the electronic gaming industry. As at September 30, 2019 TICKER: HERO (Hedged) MACROECONOMIC HIGHLIGHTS: Incidentally, Enthusiast Gaming has now become one of the largest gaming properties in the world, surpassing IGN Entertainment, GameSpot, and even Twitch.tv, according to a new Comscore evaluation. This follows a series of inter-related transactions, which saw Enthusiast entering into an M&A arrangement with J55 Capital Corporation and Aquilini GameCo way back in May. At the same time Aquilini was in the process of acquiring Luminosity Gaming, a global player in the esports industry. Once Aquilini acquired Luminosity, J55 acquired Aquilini and then subsequently merged with Enthusiast. The final result was the creation of one of the largest publicly traded esports and gaming organizations in the world.i Earlier in May, two console gaming heavyweights — Sony and Microsoft signed a memorandum of understanding to develop joint cloud gaming systems. The agreement was largely intended to offset the emergence of Google’s Stadia, a game-streaming service based on the cloud.ii According to SuperData Research, a subsidiary of Nielsen Holdings, global consumers spent US$8.9 billion on digital games worldwide across PC, console and mobile devices in August. This represents a 2% increase over the same period last year, driven in part by an uptick in mobile gaming spending. As of August, mobile gaming accounted for 67% of total worldwide spending in the gaming sector.iii SuperData also listed the highest-grossing games across each platform. -
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. -
Chinese Corporate Acquisitions in Sweden: a Survey Jerker Hellström, Oscar Almén, Johan Englund
Chinese corporate acquisitions in Sweden: A survey Jerker Hellström, Oscar Almén, Johan Englund Main conclusions • This survey has resulted in the first comprehensive and openly accessible compilation of Chinese corporate acquisitions in Sweden. • The audit has identified 51 companies in Sweden in which Chinese (including Hong Kong) companies have acquired a majority ownership. In addition, the survey has identified another 14 minority acquisitions. • Zhejiang Geely’s acquisition of a minority stake in Swedish truck-maker AB Volvo was among the largest Chinese acquisitions completed in Europe and North America in 2018. • Through these acquisitions, Chinese investors have taken control of at least some one hundred subsidiaries. • Most of the identified acquisitions were made since 2014. The highest annual amount of acquisitions was recorded in 2017. • The majority of the acquired companies belong to the following five sectors: industrial products and machinery, health and biotechnology, information and communications technology (ICT), electronics, and the automotive industry. • For nearly half of the acquired companies, there is a correlation between their operations and the technology sectors highlighted in the “Made in China 2025” plan for China's national industrial development. The sectors included in the plan are of particular importance to the Chinese state. • This survey includes several companies that have not been identified as Chinese acquisitions in previous compilations of Chinese investments. • More than 1,000 companies have reported to Sweden’s Companies Registration Office that their beneficial owner is a citizen of either China or Hong Kong. For the majority of these companies, however, the Chinese ownership is not a result of an acquisition. -
Prospering in the Pandemic: the Top 100 Companies the First in an FT Series on Corporate Resilience in a Year of Human and Economic Devastation
FRIDAY 19 JUNE 2020 FT SERIES Coronavirus economic impact Prospering in the pandemic: the top 100 companies The first in an FT series on corporate resilience in a year of human and economic devastation In a dismal year for single day in April, up from 20m drawing more users into an most companies, a 1. Amazon in late 2019. ever-expanding ecosystem of minority have shone: wearables and services. pharmaceutical groups SECTOR: ECOMMERCE Apple executives predicted boosted by their hunt HQ: SEATTLE, US $269.9bn sales of some items would even for a Covid-19 vaccine; MARKET CAP ADDED accelerate, as millions of technology giants buoyed Key stat: Amazon anticipates consumers working from home by the trend for working it could spend $4bn to keep its Microsoft’s shift to the cloud would opt to upgrade their from home; and retailers logistics running during the under Satya Nadella has left it electronics. Investors crowned offering lockdown coronavirus crisis. well-placed for a world where Apple the first $1.5tn company. necessities online. large numbers of people are Patrick McGee in San Francisco Public companies working remotely. The Teams had the tailwind of a $401.1bn communication app has MARKET CAP ADDED become a way for workers to surprisingly robust stock stay in touch. The Azure cloud 4. Tesla market — which many As world leaders ordered their computing platform has become believe is a bubble. citizens indoors, Amazon became a more critical part of the digital SECTOR: AUTOS To rank companies the emergency port of call for backbone for many companies. -
Redeye Gaming Report 2018.Pdf
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 Kristoffer Lindström Tomas Otterbeck Client Manager Analyst Analyst Johan has a Master of Science in finance Kristoffer Lindström has both a BSc Tomas Otterbeck gained a Master’s from the Stockholm School of Economics, and an MSc in Finance. He has previously degree in Business and Economics at and has studied e-commerce and market- worked as a financial advisor, stockbroker Stockholm University. He also studied ing at the MBA Haas School of Business, and equity analyst at Swedbank. Kristoffer Computing and Systems Science at the University of California, Berkeley. Johan started to work for Redeye in early 2014, KTH Royal Institute of Technology. Tomas has worked as an equity portfolio man- and today works as an equity analyst cov- was previously responsible for Redeye’s ager at Alfa Bank and Gazprombank in ering companies in the tech sector with a website for six years, during which time Moscow, as a hedge fund manager at EME focus on the Gaming and he developed its blog and community and Partners, and as an analyst and portfolio Gambling industry. was editor of its digital stock exchange manager at Swedbank Robur. -
NG18 Program (Screen)
PROGRAM 2018 PROGRAM#nordicgame 2017 #nordicgame Welcome to Nordic Game 2018 It’s a great pleasure to welcome you to this fifteenth edition of Nordic Game, the only conference in the world with a dedicated focus on the entire Nordic games industry. Over the years we’ve evolved from a humble regional conference into a truly global industry event, as our vision of a strong, united games community and the values so many of us share - openness, innovation and diversity - have resonated with games industry professionals around the world, and they have been welcomed into our extended family. Of course, we continue to proudly celebrate the sheer quality and variety of games developed in the Nordic countries, and this year’s Nordic Game Awards (Thursday, 24 May from 18:00 in the Unreal Theatre) once again reflects the imagination and vitality of developers from the region we call home. However, our rapidly changing, interconnected industry doesn’t allow us to rest on our laurels, and our opening keynote (Wednesday, 23 May at 11:00 in the Unreal Theatre) brings together a panel of leaders from some of our most prominent Nordic studios to explore key challenges and opportunities for game developers moving forward. True to the many values we share with our extended global family, we’re also introducing a string of talks - the Impact sessions - that delve beyond the albeit important business and technical aspects of game development, to encourage all of us to think more deeply about the real impact of the games we create - and how we create them - on our world. -
Superdata 2018 Year in Review
2018 YEAR IN REVIEW DIGITAL GAMES AND INTERACTIVE MEDIA 2018 YEAR IN REVIEW | © 2019 SuperData, A Nielsen Company. All rights reserved. SuperData, A Nielsen Company SuperData, a Nielsen company, was acquired by Nielsen in September 2018. With this acquisiIon, SuperData’s clients will now have greater access to global market intelligence around digital video gaming use, sales and audiences, in addiIon to exisng areas of experIse such as consumer research, video game tracking, esports sponsorship valuaIon and consulng services. SuperData provides relevant market data and insight on digital games and playable media. Founded by veteran games industry researchers, SuperData covers the market for free-to-play gaming, digital console, mobile, PC downloadable, gaming video content and esports. Monthly analyses and industry reports using digital point-of-sale data. Using digital point-of-sale data received from publishers, developers and payment service providers, we base our analyses on the monthly spending of 185 million paying digital gamers worldwide. Understand what people play, connect to and spend on. Our research combines transacIon-level data with qualitaIve consumer insight. Our leadership team has experience spanning across major research firms, including NPD, Nielsen, DFC Intelligence, Comscore, Experian, Jupiter and Forrester. A next gen approach for next gen entertainment. Our customer base includes legacy publishers (e.g. AcIvision/ Blizzard, Ubiso]), digital-only publishers (e.g. Nexon, Tencent, Wargaming), media companies (e.g. Google, Coca-Cola) and industry service providers (e.g. PayPal, Visa, GameStop). !2 2018 YEAR IN REVIEW | © 2019 SuperData, A Nielsen Company. All rights reserved. The SuperData Arcade allows users to: • Gain a comprehensive overview of the digital games market, across plaborms, Itles and markets. -
Conan Unconquered to Launch Early, System Requirements Released
Dark Times: The upcoming RTS Conan Unconquered will feature a previously unannounced day and night cycle. May 24, 2019 12:00 UTC Conan Unconquered to launch early, system requirements released The Command & Conquerveterans from Petroglyph and publisher Funcom have moved the launch date for Conan Unconquered from May 30th to May 29th. OSLO, Norway – May 24th, 2019 – The upcoming RTS game created by the Command & Conquer veterans at Petroglyph is now due to release late afternoon on May 29th, one day earlier than previously announced. DOWNLOAD VIDEO AND KEY ART HERE: Download from the FTP |Embed from YouTube Download key art and screenshots from the Funcom FTP “We're eagerly looking forward to launch and to getting Conan Unconquered into the hands of players. The game has really come together and although the skill cap is high, it's tremendously fun to play,” says Lawrence Poe, Chief Product Officer at Conan Unconquered publisher Funcom. The upcoming RTS has already received positive previews, with several journalists comparing it to the highly successful game They Are Billions. The game has a number of features that set it apart from the other games in the genre, however. Among them the fact that you control a hero, as well as the army you amass. Also, the game’s co-op mode and the newly announced challenge mode, in which players can challenge one another on a unique map with a unique leaderboard, look to be welcome additions to the RTS genre. The system requirements were also revealed today, and are as follows: Minumum: Windows 7, 8 or 10 (64 bit) 8GB of RAM Core i3 (dual core) @3Ghz+ or equivalent Intel HD Graphics 620 or DX11 graphics card w/ minimum 1GB dedicated RAM Storage – 10GB Recommended: Windows 7, 8 or 10 (64 bit) 8GB of RAM Core i5 (quad core) @3Ghz+ or equivalent Nvidia Geforce GTX 970 or AMD RX580 or better Storage – 10GB The game is currently available for pre-order on Steam and via www.conanunconquered.com. -
E-Sports En Gaming Hip En Trendy, Maar Vooral Lucratief En Beleggersvriendelijk
TOPIC E-sports en gaming Hip en trendy, maar vooral lucratief en beleggersvriendelijk 25 januari 2021 RESEARCH: KBC SENIOR FINANCIAL ECONOMIST TOM SIMONTS TOPIC E-sports en gaming In de TOPIC gaat Bolero dieper in op een specifiek onderwerp zoals een beursintroductie, de olieprijs, maar we kunnen ook een specifieke beurs of aan- deel onder de loep nemen. Naar aanleiding van zijn presentatie op Finance Avenue 2020 verdiepte KBC Senior Financial Economist Tom Simonts zich in de wereld van gaming en e-sports. Door de coronapandemie en de daaruit volgende lockdowns is de populariteit van online gaming in een stroomversnelling geraakt. Maar welke bedrijven zijn in dit entertainmentsegment actief? Wat is e-sports precies en hoe valt er geld mee te verdienen? En welke factoren zorgen ervoor dat gaming zo’n robuuste groeitrend is, die ook beleggers maar beter in de gaten kunnen houden? Het antwoord leest u in dit dossier. Bolero wijst u erop dat alle informatie in dit dossier, met inbegrip van de koersdoelen en aanbevelingen, dateert van 25 januari 2021 en dus een momentopname is. Gelieve er rekening mee te houden dat die informatie intussen gewijzigd kan zijn. Voor de meest recente adviezen en koersdoelen verwijzen we u graag door naar het Bolero-platform. © 2021 - Alle rechten voorbehouden 2/16 TOPIC E-sports en gaming Inleiding Gaming is altijd al ‘big’ geweest, maar door de coronalockdowns zijn de maatschappelijke en financiële schijnwerpers nog nadrukkelijker op de sector komen te staan. Extra vrije tijd, al dan niet verplicht, zorgt voor een stijgende populariteit. En stijgende beurskoersen, met name van de game developers, cloud gaming-platformen, spelverdelers en bedrijven die op één of andere manier bij betaalverkeer betrokken zijn. -
Vgarchive : My Video Game Collection 2021
VGArchive : My Video Game Collection 2021 Nintendo Entertainment System 8 Eyes USA | L Thinking Rabbit 1988 Adventures in the Magic Kingdom SCN | L Capcom 1990 Astérix FRA | L New Frontier / Bit Managers 1993 Astyanax USA | L Jaleco 1989 Batman – The Video Game EEC | L Sunsoft 1989 The Battle of Olympus NOE | CiB Infinity 1988 Bionic Commando EEC | L Capcom 1988 Blades of Steel SCN | L Konami 1988 Blue Shadow UKV | L Natsume 1990 Bubble Bobble UKV | CiB Taito 1987 Castlevania USA | L Konami 1986 Castlevania II: Simon's Quest EEC | L Konami 1987 Castlevania III: Dracula's Curse FRA | L Konami 1989 Chip 'n Dale – Rescue Rangers NOE | L Capcom 1990 Darkwing Duck NOE | L Capcom 1992 Donkey Kong Classics FRA | L Nintendo 1988 • Donkey Kong (1981) • Donkey Kong Jr. (1982) Double Dragon USA | L Technōs Japan 1988 Double Dragon II: The Revenge USA | L Technōs Japan 1989 Double Dribble EEC | L Konami 1987 Dragon Warrior USA | L Chunsoft 1986 Faxanadu FRA | L Nihon Falcom / Hudson Soft 1987 Final Fantasy III (UNLICENSED REPRODUCTION) USA | CiB Square 1990 The Flintstones: The Rescue of Dino & Hoppy SCN | B Taito 1991 Ghost'n Goblins EEC | L Capcom / Micronics 1986 The Goonies II NOE | L Konami 1987 Gremlins 2: The New Batch – The Video Game ITA | L Sunsoft 1990 High Speed ESP | L Rare 1991 IronSword – Wizards & Warriors II USA | L Zippo Games 1989 Ivan ”Ironman” Stewart's Super Off Road EEC | L Leland / Rare 1990 Journey to Silius EEC | L Sunsoft / Tokai Engineering 1990 Kings of the Beach USA | L EA / Konami 1990 Kirby's Adventure USA | L HAL Laboratory 1993 The Legend of Zelda FRA | L Nintendo 1986 Little Nemo – The Dream Master SCN | L Capcom 1990 Mike Tyson's Punch-Out!! EEC | L Nintendo 1987 Mission: Impossible USA | L Konami 1990 Monster in My Pocket NOE | L Team Murata Keikaku 1992 Ninja Gaiden II: The Dark Sword of Chaos USA | L Tecmo 1990 Rescue: The Embassy Mission EEC | L Infogrames Europe / Kemco 1989 Rygar EEC | L Tecmo 1987 Shadow Warriors FRA | L Tecmo 1988 The Simpsons: Bart vs. -
2017 Year in Review: Digital Games and Interactive Media
2017 YEAR IN REVIEW DIGITAL GAMES AND INTERACTIVE MEDIA YEAR IN REVIEW. 2017 | © 2018 SuperData Research Holdings, Inc. All rights reserved. The SuperData Arcade and Player Profile are the world's only cross-plaKorm business intelligence tools on the global games market. The metrics contained here represent the largest and most comprehensive view of the vast and growing digital games market. To arrange a demo, contact Sam Barberie at [email protected]. Access insights of over 500 games and 100 publishers, ranging from high-level market trends to granular data Ptle performance metrics. Create custom queries and segmentaAon across all data and export to .csv or PDF format for full analyPcal control and presentaPons. Receive automaAc custom data pulls and spot opportunies early as soon as updates are available. Learn detailed consumer data and behavior on Player Profile across all demographies and domains. See beyond the numbers from quarterly updated Audience Tracker; know your consumer, where to find them, and what they want. IdenAfy audience inflecon points and explain who and what is driving them. YEAR IN REVIEW, 2017 | © 2018 SuperData Research Holdings, Inc. All rights reserved. VR Data Network The VR Data Network is the first industry collaboration to quantify and validate the global VR market. • Partners include headset makers, developers and ad networks • Partners get ongoing insights and data to improve strategy • Reviewing applications now To apply, visit www.superdataresearch.com/superdata-vr-data-network/ YEAR IN REVIEW, 2017 | © 2018 SuperData Research Holdings, Inc. All rights reserved. EXECUTIVE SUMMARY 4 YEAR IN REVIEW, 2017 | © 2018 SuperData Research Holdings, Inc. -
Game Developer Index 2019
Game Developer Index 2019 Second edition October 2019 Published by the Swedish Games Industry Research: Nayomi Arvell Layout: Kim Persson Illustration, cover: Pontus Ullbors Text & analysis: Johanna Nylander The Swedish Games Industry is a collaboration between trade organizations ANGI and Spelplan-ASGD. ANGI represents publishers and distributors and Spelplan-ASGD represents developers and producers. Dataspelsbranschen Swedish Games Industry Magnus Ladulåsgatan 3, SE-116 35 Stockholm www.swedishgamesindustry.com Contact: [email protected] Key Figures KEY FIGURES 2018 2017 2016 2015 2014 2013 Number of companies 384 (+12%) 343 (+22%) 282 (+19%) 236 (+11%) 213 (25+%) 170 (+17%) Revenue EUR M 1 872 (+33%) 1 403 (+6%) 1 325 (+6%) 1 248 (+21%) 1 028 (+36%) 757 (+77%) Profit EUR M 335 (-25%) 446 (-49%) 872 (+65%) 525 (+43%) 369 (29+%) 287 (+639%) Employees 7 924 (+48%) 5 338 (+24%) 4 291 (+16%) 3 709 (+19%) 3 117 (+23%) 2 534 (+29%) Employees based in 5 320 (+14%) 4 670 (+25%) 3 750 No data No data No data Sweden Men 6 224 (79%) 4 297 (80%) 3 491 (81%) 3 060 (82%) 2 601 (83%) 2 128 (84%) Women 1 699 (21%) 1 041 (20%) 800 (19%) 651 (18%) 516 (17%) 405 (16%) Tom Clancy’s The Division 2, Ubisoft Massive Entertainment Index Preface Art and social impact – the next level for Swedish digital games 4 Preface 6 Summary The game developers just keep breaking records. What once was a sensation making news headlines 8 Revenue – “Swedish video games succeed internationally” 9 Revenue & Profit – is now the established order and every year new records are expected from the Game Developer 12 Employees Index.