Remedy är ett intressant spelbolag från Finland och jag ville skapa en egen tråd för det.
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 Death Rally. Idag återfinns verksamheten främst på den nordiska marknaden. Bolagets huvudkontor ligger i Esbo.
Remedy will report its Q3 results on Tuesday October 31, at 9.00 am EEST. We will review the results and talk our own gaming experiences of Alan Wake 2 in Remedy earnings live starting at 8.50 am (in Finnish). AW2 will be released on October 27, so we’ll see the game’s critic reviews and initial player reception just a few days before the Q3 report. According to preliminary information, the first critic reviews will be published on Thursday afternoon (EEST) and these are much more important data points for Remedy’s investor story than the Q3 report. Naturally, also in the Q3 report, all eyes will be on the data from Alan Wake 2. We currently expect Alan Wake 2 to start generating royalty income for Remedy from Q2’24 onwards, so the Q3 figures will still reflect the ongoing investment phase this year, just like in previous quarters.
Remedy reports its Q4 results, and here are the analyst’s comments related to it.
Remedy will report its Q4 results on Friday at 9.00 am EET. 2023 is still a clear investment phase for Remedy. This is reflected in the Q4 and full-year results, which are clearly negative. This year, royalties from Alan Wake 2 should clearly support the company’s growth and earnings performance, and the main interest in the report is the outlook for the current year and information/commentary on the sales performance of AW2. In the big picture, the progress of the game projects in development in the production pipeline will again be key this year, as with the ramp-up of the multi-project model, we estimate that the release of AW2 is just the starting point for many more game releases to come this decade.
Remedyn aktiekurs har sjunkit mycket, delvis av en anledning, men kanske till och med för mycket.
Hur som helst, detta företag har skapat fantastiska spel, som Alan Wake.
Jag gillar Inderes analyser eftersom de är ärliga. De är till exempel inte alltför tjuriga.
The investor sentiment around Remedy has recently soured, where we believe the key factors are the write-down of Vanguard’s development expenditure and the postponement of the financial statements based on publishing contract negotiations. In addition, uncertainty about Alan Wake 2’s commercial success causes uncertainty around the stock. We believe that the content of the publishing contract and the sales figures of AW2 will be clarified in connection with the financial statements (3/20) at the latest, and with the decreased valuation we feel Remedy’s long-term potential looks interesting again.
Friday’s sales figures for Alan Wake 2 show that the game is off to a good start and is Remedy’s fastest selling game to date. However, following very positive critical reviews, we expected an even faster start and have now revised our overly optimistic forecasts downwards.
Remedy Q4 onsdag: AW2-royalties och publiceringskontrakt för Control-spel medför fluktuationer i 2024 års siffror.
Remedy will report its Q4 results next Wednesday at 9.00 am EET. With the profit warning issued in February, the earnings figures that are clearly in the red as expected are already known. In addition, the company already provided information on the sales development of Alan Wake 2, so key short-term information concerning the figures has already been given. This year, royalties from Alan Wake 2 should clearly support the company’s growth and earnings performance, and the main interest in the report is the outlook for the current year. However, the ongoing negotiations on a possible new publishing contract with Control 2 and Condor bring its own variable to the equation. Remedy acquired all rights to the Control game brand from 505 Games at the end of February at a good price in our opinion.
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.