Ikke uforventet. Dog synes jeg det var høyt beløp all den tid prosjektet kun nådde konseptfasen.
Del to av pm’et er dog av større interesse.
Bear: 505/db går til helvete og de må skifte publisher på condor/control.
Bull: nytt spill annonseres snart. Forhåpentligvis med veldig bra partner.
Var ikke de Payday 2 publisheren? Hva har de gjort seg bort på? 
De har iallfall tapt en god del på SB. De hadde nok også forventet at PD3 skulle finansiere en del av de andre prosjektene de har hatt og de sa vel i profit warningen i fjor at AA segmentet var utfordrende.
Ahh, hadde glemt den biten. De begynner får først “betalt” når publisheren og SB har dekket sine utgifter, så der har det kanskje ikke blitt så mye.
" Alan Wake 2 was released in October 2023 to worldwide critical acclaim, earning a Metacritic score of 89 at launch. Today, Remedy Entertainment Plc (“ Remedy ”) announces that Alan Wake 2 has sold 1 million units by the end of December 2023, and 1.3 million units as of the beginning of February 2024. Alan Wake 2 is Remedy’s fastest selling game so far."
Trodde det var mer. Smått skuffende
Med tanke på hvor mye snakk det har vært om spillet så er det nok litt skuffende at de fremdeles ikke har tjent inn kostnadene til utvikling+markedføring. Det er vel kanskje det som er ulempen med EGS og ingen fysisk release.
Så, 1m fra okt-des, så 333k/måneden
300k fra jan-midten av februar, eller en takt på 200k/måneden.
Salget holder seg ekstremt bra?
Release var helt i slutten på okt ?
27okt
Holder seg forøvrig veldig bra på salgslistene på psn/egs, ikke fullt så bra på Xbox.
Tailen blir lang ja, @Christian. Lik det vi så av Control. Dev + marketing ligger sikkert en plass mellom 70/80 meur, så de blir å tjene penger, men hadde håpet de var rundet 2M. Sykt at de såvidt ligger foran typ Lords of the fallen, hvis du ser antall eiere på psnprofiles/trueachievements så ligger de milevis foran.
Og Lords of the fallen solgte 1m på 10dager.
Sell in ikke sell through. Faktisk solgt var 900k på ish 2 mnd
Kanskje på tide å ta en titt på remedy igjen.
Aksjen er tynget av AW2 ikke solgte bra nok foreløpig, men nå kommer snart jule-salget og kapitalmarkedsdag neste uke
Invitation and agenda to Remedy’s Capital Markets Day on November 19, 2024
We invite analysts, investors and financial media to Remedy’s Capital Markets Day on Tuesday November 19, 2024, at 12:00-4:00 p.m. The event is held at the event studio Eliel at Sanomatalo (Töölönlahdenkatu 2, 00100 Helsinki, Finland) with a webcast participation possibility.
During the afternoon, Remedy’s CEO Tero Virtala, together with the management, will present an update on Remedy’s strategy and key growth drivers. Presentations also include deep dives into Remedy’s financials and production. Presentations will be followed by a Q&A session. The event is held in English.
Event agenda
11:30 a.m. The event venue opens
12:00 p.m. Presentations on strategy and financials from Tero Virtala (CEO) and Santtu Kallionpää (CFO)
1:15 p.m. Break
1:30 p.m. Presentations on production, technology, publishing and creative from Markus Mäki (CPO), Mika Vehkala (CTO), Johannes Paloheimo (CCO), Sami Järvi (Creative Director) and Mikael Kasurinen (Creative Director)
2:30 p.m. Q&A
3:10 p.m. Closing words
3:15 p.m. Webcast ends, an opportunity to meet the management
4:00 p.m. Event ends
The event space is limited, so please register to the physical event via e-mail ir@remedygames.com soon, at latest on November 14, 2024. We will confirm your participation via e-mail.
We welcome everyone to participate in the event virtually via webcast. Please register through the following link: https://remedy.videosync.fi/cmd-2024.
A more detailed agenda will be shared on Remedy’s investor website soon: https://investors.remedygames.com/capital-markets-day-2024/. The presentation materials and recordings will be published on the site after the event.
More information
Liisa Eloranta, Investor Relations Manager
Phone: +358 50 4334 992
inderes følger de, men er ikke veldig optimistisk i det korte bildet
https://ir-cdn.inderes.com/assets/remedy/reports/remedy-q324-long-term-potential-is-building.pdf
sitat:
We believe in Remedy’s ability to create more quality and successful games in the long term, which makes the current
valuation of the stock attractive. However, in the short term, the valuation (EV/S 4x) is elevated and a key driver (AW2
royalties) is below expectations, which could keep the stock under pressure. The general sentiment in the gaming
sector also remains rather gloomy. However, the release of FBC: Firebreak is approaching, and this will be a clear driver
for the stock over the next year. However, the success of Remedy’s first multiplayer project remains to be seen. Thus,
before seeing the success of FBC: Firebreak, it is worth proceeding with caution with further purchases while the
release of Control 2, which is the key to value creation, is still several years away.