contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


remedy-write-downs-and-contract-negotiations

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analytiker

Atte Riikola

Remedy Entertainment är en spelutvecklare. Verksamheten är främst inriktad mot utveckling av actionspel, med särskilt fokus på 3D-teknik. Exempel på spel som bolaget utvecklat inkluderar ett flertal olika versioner av Alan Wake, Max Payne, samt Control. Remedy utvecklar också sin egen spelmotor och verktygsteknologi som driver många av spelen. Bolaget grundades år 1995 och har sitt huvudkontor i Esbo.

Remedy strävar efter hållbar tillväxt och planerar att släppa ett nytt spel årligen under perioden 2025–2030. Företaget siktar på att fördubbla omsättningen till 2027 och nå en EBITDA-marginal på 30 %. Den nuvarande aktievärderingen erbjuder en attraktiv långsiktig risk- och avkastningsprofil. Här är en mycket välgjord analys av företaget.                    Inderes              Remedy: Stronger potential not reflected in valuation - Inderes    Over the years, Remedy has demonstrated its ability to develop games of very high quality, but this has not yet been reflected to the same extent in their commercial success for the company.

Det här är en analys gjord efter Remedys tredje kvartal som är av hög kvalitet och både lättläst och lätt att förstå på ett omfattande sätt.                    Inderes              Remedy Q3'24: Long-term potential is building  - Inderes    The company's Q3 results were well above expectations and the game projects in development are progressing well. However, the sales performance of Alan Wake 2 has been disappointing compared to our expectations, and the company now has something to...

Remedys resultat för tredje kvartalet var starkare än väntat, särskilt tack vare utvecklingsavgifterna från Control 2-projektet. Företagets spelprojekt fortskrider enligt planerna, men Alan Wake 2 har ännu inte täckt sina utvecklings- och marknadsföringskostnader. Detta ökar pressen på spelets försäljning under årets sista månader, då förväntningarna är som högst. Omsättningen ökade betydligt mer än väntat, främst tack vare utvecklingsavgifter kopplade till Annapurna-avtalet. Däremot minskade royaltyintäkterna något jämfört med förväntningarna. Företagets fasta kostnadsstruktur stödde ett starkt resultat, men på grund av Control-spelens egenutgivningsstrategi kommer räkenskapsåret fortfarande att sluta på förlust. Nedan följer analytikerns kommentarer om resultatet.                    Inderes              Remedy Q3'24 flash comment: Figures above expectations, but AW2 sales...    Remedy reported significantly stronger Q3 figures this morning than we expected, as more development fees from the Control 2 project were recognized in the quarter than we anticipated. The company's game projects are also progressing in line with our...

Analyst Atte Riikola shares his thoughts on Remedy ahead of Friday, when the company will release its Q3 results.                    Inderes              Remedy Q3'24 preview: Future steps recently clarified - Inderes    We expect the  Annapurna agreement signed during the quarter for Control 2 to increase Remedy's revenue significantly and lift EBIT slightly into positive territory.

Remedy news                   Inderes              Remedy revealed at Xbox event that multiplayer project Condor is FBC:...    The game is expected to be released in 2025 and will be a three-player cooperative action multiplayer.

Här är analytikern @Atte_Riikola:s kommentarer om de senaste nyheterna från det här intressanta finska spelföretaget.  Remedy announced on Thursday a strategic partnership agreement with Annapurna Pictures for Control 2. Remedy will self-publish the game, but Annapurna will fund 50% of the game and have the rights to extend the Control and Alan Wake brands into film and television. In our projections, we had assumed that Remedy would fund Control 2 entirely on its own and raise additional funds to do so. The current agreement is more balanced from a risk perspective and eliminates the need for additional funding that we had anticipated. At the same time, the deal offers good royalty potential and a low-risk opportunity to reach new audiences through movies and TV series. Overall, we view the deal as good for Remedy and will update our forecasts accordingly in the near future.                   Inderes              Remedy finds good strategic partner for Control 2 - Inderes    Remedy announced on Thursday a strategic partnership agreement with Annapurna Pictures for Control 2. Remedy will self-publish the game, but Annapurna will fund 50% of the game and have the rights to extend the Control and Alan Wake brands into...

Inför Q1 från Remedy på måndag.                    Inderes              Remedy Q1 on Monday: Our forecast sees AW2 royalties only starting to show in...    Remedy will report its Q1 results on Monday at 9.00 am EEST. We will review the report afresh in Remedy earnings live starting at 8.55 am (in Finnish). We still expect a very weak quarter in terms of numbers before AW2 starts to generate royalties in...

Remedy Entertainment

The clean slate launch of Kestrel and a higher-than-expected cost structure in preliminary Q4 figures resulted in significant negative changes to our earnings forecasts. We speculate that the postponement of the financial statements due to publishing contract negotiations is related to Digital Bros' financial challenges, which may also allow Remedy to realize greater royalty potential by self-publishing Condor/Control 2 and making additional investments.

<p>The clean slate launch of Kestrel and a higher-than-expected cost structure in preliminary Q4 figures resulted in significant negative changes to our earnings forecasts. We speculate that the postponement of the financial statements due to publishing contract negotiations is related to Digital Bros' financial challenges, which may also allow Remedy to realize greater royalty potential by self-publishing Condor/Control 2 and making additional investments. The potential of future games is still heavily priced into the stock and the risk/reward is not sufficient.</p> 

	2022	23e	24e
Omsättning	43,6	33,9	67,2
tillväxt-%	−2,54 %	−22,22 %	98,30 %
EBIT (adj.)	−0,6	−28,7	9,9
EBIT-%	−1,29 %	−84,59 %	14,77 %
EPS (adj.)	−0,13	−1,71	0,59
Utdelning	0,10	0,10	0,10
Direktavkastning	0,46 %	0,77 %	0,77 %
P/E (just.)	-	-	22,05
EV/EBITDA	126,51	-	9,75

Remedy: Write-downs and contract negotiations

Remedy Entertainment

Key Estimate Figures06/02

Remedy Entertainment

Key Estimate Figures06/02

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