Q3-osavuosiraportti
76 päivää sitten‧18 min
1,00 SEK/osake
Viimeisin osinko
7,43 %
Tuotto/v
Tarjoustasot
First North Sweden
Määrä
Osto
202
Myynti
Määrä
2 301
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 446 | - | - | ||
| 520 | - | - | ||
| 515 | - | - | ||
| 777 | - | - | ||
| 200 | - | - |
Ylin
13,8VWAP
Alin
13,35VaihtoMäärä
0,2 15 676
VWAP
Ylin
13,8Alin
13,35VaihtoMäärä
0,2 15 676
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 15 676 | 15 676 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 15 676 | 15 676 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 25.6. | |
| 2025 Q2-osavuosiraportti | 2.4. | |
| 2025 Q1-osavuosiraportti | 22.1. | |
| 2024 Yhtiökokous | 22.1. | |
| 2024 Q4-osavuosiraportti | 23.10.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
5.9.·Crozzle takes the next step 🚀 A few days ago I wrote about Crozzle's revenue journey - where the game doubled in the Apple App Store in one month from about 100K USD to 200K USD. Now something new and unexpected has emerged: 👉 Crozzle is also listed in Arcade Games in Canada, where it now appears at Top Grossing #75 (source: AppBrain, see image). This is exciting because it broadens exposure outside the word game category. More players = greater visibility = higher revenue potential for MAG. There are 47 days left until the Q4 report. The momentum is there - the question is how far Crozzle can carry when the launch expands beyond the English-speaking market. (Source: AppBrain, Sensor Tower) I will continue to follow developments closely 👀- 2.9.·Crozzle Reconciliation – August It's time to take a look at how Crozzle has developed over the past 30 days. 👉 Revenue in the Apple App Store has risen from around 100KUSD in July to 200KUSD in August. 👉 Downloads are at about the same level as Quizduell, but the really pleasing thing is that Crozzle now has twice the revenue of WordZee and is close behind Quizduell. The image below (source: Sensor Tower) clearly shows how Crozzle has risen in revenue within MAG's portfolio in a short time. It is worth noting that the Apple App Store market tends to generate more in-app purchases compared to Google Play – which makes the development even more interesting. And this is still only in the English-speaking market. The question you ask yourself is: what will it look like when Crozzle is fully translated and fully launched in more markets around the world? There are 50 days left until MAG's Q4 report (October 22). It certainly looks promising. Exciting times – what do you all think about the future?
- 20.7.·🧩 From three to two growth titles – and a strong Live Ops leg In MAG's Q3 report, we see that growth is currently driven by three titles: QuizDuel, Wordzee and newcomer Crozzle. Together, they account for 46 MSEK – but the balance of power is now rapidly changing. Sensor Tower and AppMagic show that Crozzle has taken the step past Wordzee in all English-speaking countries (both Apple and Google Play), except for Canada where it is expected to happen within three weeks. This confirms what the CEO said in the Q3 report: “If the momentum continues, Crozzle will be our second largest title before the end of the quarter.” Since Crozzle's user acquisition started in April, Q3 was just the beginning – but Q4 will be the first quarter where Crozzle really gains a foothold in revenue. From there, steady growth is expected in the coming quarters: • MAG is now expanding Crozzle to more languages and markets. • UA investments are taking place in pace with translations. • The game is being further developed in parallel to keep engagement high – with new content and improvements. We are therefore seeing the outlines of a larger and more long-lived evergreen game, built for global reach. At the same time, there is a clear change in MAG's overall strategy: • QuizDuel and Crozzle will be the two growth engines going forward. • Wordzee has grown into the role of a strong Live Ops game – and it shows in the numbers. With around SEK 15 million in revenue during Q3, Wordzee now forms a much larger and more important part of MAG's Live Ops leg than before. • Several of the older titles are also getting new life – as MAG's new platform is introduced there as well. This provides a better experience, more features and increased revenue opportunities without greater development costs. And while this portfolio is being sharpened, something new is going on in the background: Five new games are in testing, and we may well see the names of one or more of them in soft launch already in Q4. Perhaps the next growth journey is already taking shape. 🔍 What do you think of the Q4 report – does my reflection sound reasonable? 📸 (See attached images: MAG's Q3 product mix + Sensor Tower data – one from Apple App Store and one from Google Play)
- 19.7.·MAG Interactive – ten years of learning and the next big step? I recently stumbled across an article that MAG Interactive CEO Daniel Hasselberg wrote five years ago, when the company celebrated its first ten years. It is both personal and inspiring – a story of successes, setbacks and lessons learned from building a company from scratch to the stock market. 🔗 Learnings from a decade of company building (MAG Interactive, Medium) https://medium.com/mag-interactive/learnings-from-a-decade-of-company-building-4b69c9ffbeef What is particularly interesting about the article right now is that Daniel already looked ahead to what the next ten years could mean: scalable growth, stronger product platforms and even more effective user acquisition (UA). When I see today's developments, especially with Crozzle's recent successes and clear positive signals around UA and ARPDAU, it feels like MAG is finally exactly where it hoped to be five years later. Please read the article to get a feel for the team, the success factors and to create a sense of security about why MAG is a company worth believing in – regardless of the daily share price volatility and short-term stock market psychology.
- 18.7.·How fast can Crozzle grow – and why is the cash flow sufficient? In the latest quarterly report, CEO Daniel Hasselberg expresses a clear and strong message: “The significantly improved opportunities to invest in UA for Crozzle mean that we can put more capital to work, which strengthens our long-term financial goal of 500 million SEK in annual revenues with an EBIT margin of 20%.” During the quarterly meeting, he provided another crucial piece of the puzzle: 👉 During the soft launch of Crozzle, the team managed to double ARPDAU, i.e. how much each active user generates in daily revenue. Such an improvement is not only impressive – it is directly crucial for how quickly and effectively MAG can scale the user base through paid user acquisition (UA). 🔁 What does this mean in practice? To understand this even better, I highly recommend MAG's own article from 2023: 👉 Valuation of performance marketing based operations (MAG Interactive, Medium) The article clearly explains the relationship between the level of ROAS (Return on Ad Spend), capital tied up and payback time: 🔹 Examples from the article: • At 100% ROAS over 6 months, it takes exactly 6 months before you reach break-even and start generating profit. With Crozzle's greatly improved ARPDAU, we suspect that MAG may now be closer to a level of 200% ROAS, which in that case means that you reach break-even after about 3 months. If this is true, it means a payback time of half compared to previous models. This would in turn greatly reduce capital tied up and increase the speed at which capital can be reinvested. This is probably also the reason why the CEO is so confident about the company's capital strength and ability to finance growth with current cash. 📊 (See attached graph from the article below to compare capital tied up at 75% and 100% ROAS.) 💰 Why is this such an important insight? • Crozzle is already showing clear signs of significantly better monetization than any previous game from MAG. • The short payback period quickly frees up capital, which accelerates the opportunities for further investments and growth. • MAG has around SEK 100 million in cash, and according to the CEO's assessment, this is enough to finance the strong expansion phase Crozzle is entering. • A faster repayment model means that every invested krona can be “reused” several times during the same year, which multiplies the effect of the capital. • The platform is already scalable – both technically and organizationally. 🔄 And perhaps the best thing of all: Crozzle is growing in stages We can already follow clear stage-by-stage increases in Top Grossing data from AppMagic and SensorTower. This is a testament to a well-thought-out, data-driven and controlled UA strategy, something MAG has refined and built expertise around for over a decade. ⸻ 🔍 For us shareholders, this is not just a new game – it is a transformation of the entire business model. Crozzle has the potential to establish a new standard for how quickly and efficiently MAG can grow, with clear and documented profitability potential. Hence the great self-confidence in the CEO's statements.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q3-osavuosiraportti
76 päivää sitten‧18 min
1,00 SEK/osake
Viimeisin osinko
7,43 %
Tuotto/v
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5.9.·Crozzle takes the next step 🚀 A few days ago I wrote about Crozzle's revenue journey - where the game doubled in the Apple App Store in one month from about 100K USD to 200K USD. Now something new and unexpected has emerged: 👉 Crozzle is also listed in Arcade Games in Canada, where it now appears at Top Grossing #75 (source: AppBrain, see image). This is exciting because it broadens exposure outside the word game category. More players = greater visibility = higher revenue potential for MAG. There are 47 days left until the Q4 report. The momentum is there - the question is how far Crozzle can carry when the launch expands beyond the English-speaking market. (Source: AppBrain, Sensor Tower) I will continue to follow developments closely 👀
- 2.9.·Crozzle Reconciliation – August It's time to take a look at how Crozzle has developed over the past 30 days. 👉 Revenue in the Apple App Store has risen from around 100KUSD in July to 200KUSD in August. 👉 Downloads are at about the same level as Quizduell, but the really pleasing thing is that Crozzle now has twice the revenue of WordZee and is close behind Quizduell. The image below (source: Sensor Tower) clearly shows how Crozzle has risen in revenue within MAG's portfolio in a short time. It is worth noting that the Apple App Store market tends to generate more in-app purchases compared to Google Play – which makes the development even more interesting. And this is still only in the English-speaking market. The question you ask yourself is: what will it look like when Crozzle is fully translated and fully launched in more markets around the world? There are 50 days left until MAG's Q4 report (October 22). It certainly looks promising. Exciting times – what do you all think about the future?
- 20.7.·🧩 From three to two growth titles – and a strong Live Ops leg In MAG's Q3 report, we see that growth is currently driven by three titles: QuizDuel, Wordzee and newcomer Crozzle. Together, they account for 46 MSEK – but the balance of power is now rapidly changing. Sensor Tower and AppMagic show that Crozzle has taken the step past Wordzee in all English-speaking countries (both Apple and Google Play), except for Canada where it is expected to happen within three weeks. This confirms what the CEO said in the Q3 report: “If the momentum continues, Crozzle will be our second largest title before the end of the quarter.” Since Crozzle's user acquisition started in April, Q3 was just the beginning – but Q4 will be the first quarter where Crozzle really gains a foothold in revenue. From there, steady growth is expected in the coming quarters: • MAG is now expanding Crozzle to more languages and markets. • UA investments are taking place in pace with translations. • The game is being further developed in parallel to keep engagement high – with new content and improvements. We are therefore seeing the outlines of a larger and more long-lived evergreen game, built for global reach. At the same time, there is a clear change in MAG's overall strategy: • QuizDuel and Crozzle will be the two growth engines going forward. • Wordzee has grown into the role of a strong Live Ops game – and it shows in the numbers. With around SEK 15 million in revenue during Q3, Wordzee now forms a much larger and more important part of MAG's Live Ops leg than before. • Several of the older titles are also getting new life – as MAG's new platform is introduced there as well. This provides a better experience, more features and increased revenue opportunities without greater development costs. And while this portfolio is being sharpened, something new is going on in the background: Five new games are in testing, and we may well see the names of one or more of them in soft launch already in Q4. Perhaps the next growth journey is already taking shape. 🔍 What do you think of the Q4 report – does my reflection sound reasonable? 📸 (See attached images: MAG's Q3 product mix + Sensor Tower data – one from Apple App Store and one from Google Play)
- 19.7.·MAG Interactive – ten years of learning and the next big step? I recently stumbled across an article that MAG Interactive CEO Daniel Hasselberg wrote five years ago, when the company celebrated its first ten years. It is both personal and inspiring – a story of successes, setbacks and lessons learned from building a company from scratch to the stock market. 🔗 Learnings from a decade of company building (MAG Interactive, Medium) https://medium.com/mag-interactive/learnings-from-a-decade-of-company-building-4b69c9ffbeef What is particularly interesting about the article right now is that Daniel already looked ahead to what the next ten years could mean: scalable growth, stronger product platforms and even more effective user acquisition (UA). When I see today's developments, especially with Crozzle's recent successes and clear positive signals around UA and ARPDAU, it feels like MAG is finally exactly where it hoped to be five years later. Please read the article to get a feel for the team, the success factors and to create a sense of security about why MAG is a company worth believing in – regardless of the daily share price volatility and short-term stock market psychology.
- 18.7.·How fast can Crozzle grow – and why is the cash flow sufficient? In the latest quarterly report, CEO Daniel Hasselberg expresses a clear and strong message: “The significantly improved opportunities to invest in UA for Crozzle mean that we can put more capital to work, which strengthens our long-term financial goal of 500 million SEK in annual revenues with an EBIT margin of 20%.” During the quarterly meeting, he provided another crucial piece of the puzzle: 👉 During the soft launch of Crozzle, the team managed to double ARPDAU, i.e. how much each active user generates in daily revenue. Such an improvement is not only impressive – it is directly crucial for how quickly and effectively MAG can scale the user base through paid user acquisition (UA). 🔁 What does this mean in practice? To understand this even better, I highly recommend MAG's own article from 2023: 👉 Valuation of performance marketing based operations (MAG Interactive, Medium) The article clearly explains the relationship between the level of ROAS (Return on Ad Spend), capital tied up and payback time: 🔹 Examples from the article: • At 100% ROAS over 6 months, it takes exactly 6 months before you reach break-even and start generating profit. With Crozzle's greatly improved ARPDAU, we suspect that MAG may now be closer to a level of 200% ROAS, which in that case means that you reach break-even after about 3 months. If this is true, it means a payback time of half compared to previous models. This would in turn greatly reduce capital tied up and increase the speed at which capital can be reinvested. This is probably also the reason why the CEO is so confident about the company's capital strength and ability to finance growth with current cash. 📊 (See attached graph from the article below to compare capital tied up at 75% and 100% ROAS.) 💰 Why is this such an important insight? • Crozzle is already showing clear signs of significantly better monetization than any previous game from MAG. • The short payback period quickly frees up capital, which accelerates the opportunities for further investments and growth. • MAG has around SEK 100 million in cash, and according to the CEO's assessment, this is enough to finance the strong expansion phase Crozzle is entering. • A faster repayment model means that every invested krona can be “reused” several times during the same year, which multiplies the effect of the capital. • The platform is already scalable – both technically and organizationally. 🔄 And perhaps the best thing of all: Crozzle is growing in stages We can already follow clear stage-by-stage increases in Top Grossing data from AppMagic and SensorTower. This is a testament to a well-thought-out, data-driven and controlled UA strategy, something MAG has refined and built expertise around for over a decade. ⸻ 🔍 For us shareholders, this is not just a new game – it is a transformation of the entire business model. Crozzle has the potential to establish a new standard for how quickly and efficiently MAG can grow, with clear and documented profitability potential. Hence the great self-confidence in the CEO's statements.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
First North Sweden
Määrä
Osto
202
Myynti
Määrä
2 301
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 446 | - | - | ||
| 520 | - | - | ||
| 515 | - | - | ||
| 777 | - | - | ||
| 200 | - | - |
Ylin
13,8VWAP
Alin
13,35VaihtoMäärä
0,2 15 676
VWAP
Ylin
13,8Alin
13,35VaihtoMäärä
0,2 15 676
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 15 676 | 15 676 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 15 676 | 15 676 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 25.6. | |
| 2025 Q2-osavuosiraportti | 2.4. | |
| 2025 Q1-osavuosiraportti | 22.1. | |
| 2024 Yhtiökokous | 22.1. | |
| 2024 Q4-osavuosiraportti | 23.10.2024 |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
76 päivää sitten‧18 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 25.6. | |
| 2025 Q2-osavuosiraportti | 2.4. | |
| 2025 Q1-osavuosiraportti | 22.1. | |
| 2024 Yhtiökokous | 22.1. | |
| 2024 Q4-osavuosiraportti | 23.10.2024 |
Datan lähde: Millistream, Quartr
1,00 SEK/osake
Viimeisin osinko
7,43 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5.9.·Crozzle takes the next step 🚀 A few days ago I wrote about Crozzle's revenue journey - where the game doubled in the Apple App Store in one month from about 100K USD to 200K USD. Now something new and unexpected has emerged: 👉 Crozzle is also listed in Arcade Games in Canada, where it now appears at Top Grossing #75 (source: AppBrain, see image). This is exciting because it broadens exposure outside the word game category. More players = greater visibility = higher revenue potential for MAG. There are 47 days left until the Q4 report. The momentum is there - the question is how far Crozzle can carry when the launch expands beyond the English-speaking market. (Source: AppBrain, Sensor Tower) I will continue to follow developments closely 👀
- 2.9.·Crozzle Reconciliation – August It's time to take a look at how Crozzle has developed over the past 30 days. 👉 Revenue in the Apple App Store has risen from around 100KUSD in July to 200KUSD in August. 👉 Downloads are at about the same level as Quizduell, but the really pleasing thing is that Crozzle now has twice the revenue of WordZee and is close behind Quizduell. The image below (source: Sensor Tower) clearly shows how Crozzle has risen in revenue within MAG's portfolio in a short time. It is worth noting that the Apple App Store market tends to generate more in-app purchases compared to Google Play – which makes the development even more interesting. And this is still only in the English-speaking market. The question you ask yourself is: what will it look like when Crozzle is fully translated and fully launched in more markets around the world? There are 50 days left until MAG's Q4 report (October 22). It certainly looks promising. Exciting times – what do you all think about the future?
- 20.7.·🧩 From three to two growth titles – and a strong Live Ops leg In MAG's Q3 report, we see that growth is currently driven by three titles: QuizDuel, Wordzee and newcomer Crozzle. Together, they account for 46 MSEK – but the balance of power is now rapidly changing. Sensor Tower and AppMagic show that Crozzle has taken the step past Wordzee in all English-speaking countries (both Apple and Google Play), except for Canada where it is expected to happen within three weeks. This confirms what the CEO said in the Q3 report: “If the momentum continues, Crozzle will be our second largest title before the end of the quarter.” Since Crozzle's user acquisition started in April, Q3 was just the beginning – but Q4 will be the first quarter where Crozzle really gains a foothold in revenue. From there, steady growth is expected in the coming quarters: • MAG is now expanding Crozzle to more languages and markets. • UA investments are taking place in pace with translations. • The game is being further developed in parallel to keep engagement high – with new content and improvements. We are therefore seeing the outlines of a larger and more long-lived evergreen game, built for global reach. At the same time, there is a clear change in MAG's overall strategy: • QuizDuel and Crozzle will be the two growth engines going forward. • Wordzee has grown into the role of a strong Live Ops game – and it shows in the numbers. With around SEK 15 million in revenue during Q3, Wordzee now forms a much larger and more important part of MAG's Live Ops leg than before. • Several of the older titles are also getting new life – as MAG's new platform is introduced there as well. This provides a better experience, more features and increased revenue opportunities without greater development costs. And while this portfolio is being sharpened, something new is going on in the background: Five new games are in testing, and we may well see the names of one or more of them in soft launch already in Q4. Perhaps the next growth journey is already taking shape. 🔍 What do you think of the Q4 report – does my reflection sound reasonable? 📸 (See attached images: MAG's Q3 product mix + Sensor Tower data – one from Apple App Store and one from Google Play)
- 19.7.·MAG Interactive – ten years of learning and the next big step? I recently stumbled across an article that MAG Interactive CEO Daniel Hasselberg wrote five years ago, when the company celebrated its first ten years. It is both personal and inspiring – a story of successes, setbacks and lessons learned from building a company from scratch to the stock market. 🔗 Learnings from a decade of company building (MAG Interactive, Medium) https://medium.com/mag-interactive/learnings-from-a-decade-of-company-building-4b69c9ffbeef What is particularly interesting about the article right now is that Daniel already looked ahead to what the next ten years could mean: scalable growth, stronger product platforms and even more effective user acquisition (UA). When I see today's developments, especially with Crozzle's recent successes and clear positive signals around UA and ARPDAU, it feels like MAG is finally exactly where it hoped to be five years later. Please read the article to get a feel for the team, the success factors and to create a sense of security about why MAG is a company worth believing in – regardless of the daily share price volatility and short-term stock market psychology.
- 18.7.·How fast can Crozzle grow – and why is the cash flow sufficient? In the latest quarterly report, CEO Daniel Hasselberg expresses a clear and strong message: “The significantly improved opportunities to invest in UA for Crozzle mean that we can put more capital to work, which strengthens our long-term financial goal of 500 million SEK in annual revenues with an EBIT margin of 20%.” During the quarterly meeting, he provided another crucial piece of the puzzle: 👉 During the soft launch of Crozzle, the team managed to double ARPDAU, i.e. how much each active user generates in daily revenue. Such an improvement is not only impressive – it is directly crucial for how quickly and effectively MAG can scale the user base through paid user acquisition (UA). 🔁 What does this mean in practice? To understand this even better, I highly recommend MAG's own article from 2023: 👉 Valuation of performance marketing based operations (MAG Interactive, Medium) The article clearly explains the relationship between the level of ROAS (Return on Ad Spend), capital tied up and payback time: 🔹 Examples from the article: • At 100% ROAS over 6 months, it takes exactly 6 months before you reach break-even and start generating profit. With Crozzle's greatly improved ARPDAU, we suspect that MAG may now be closer to a level of 200% ROAS, which in that case means that you reach break-even after about 3 months. If this is true, it means a payback time of half compared to previous models. This would in turn greatly reduce capital tied up and increase the speed at which capital can be reinvested. This is probably also the reason why the CEO is so confident about the company's capital strength and ability to finance growth with current cash. 📊 (See attached graph from the article below to compare capital tied up at 75% and 100% ROAS.) 💰 Why is this such an important insight? • Crozzle is already showing clear signs of significantly better monetization than any previous game from MAG. • The short payback period quickly frees up capital, which accelerates the opportunities for further investments and growth. • MAG has around SEK 100 million in cash, and according to the CEO's assessment, this is enough to finance the strong expansion phase Crozzle is entering. • A faster repayment model means that every invested krona can be “reused” several times during the same year, which multiplies the effect of the capital. • The platform is already scalable – both technically and organizationally. 🔄 And perhaps the best thing of all: Crozzle is growing in stages We can already follow clear stage-by-stage increases in Top Grossing data from AppMagic and SensorTower. This is a testament to a well-thought-out, data-driven and controlled UA strategy, something MAG has refined and built expertise around for over a decade. ⸻ 🔍 For us shareholders, this is not just a new game – it is a transformation of the entire business model. Crozzle has the potential to establish a new standard for how quickly and efficiently MAG can grow, with clear and documented profitability potential. Hence the great self-confidence in the CEO's statements.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
First North Sweden
Määrä
Osto
202
Myynti
Määrä
2 301
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 446 | - | - | ||
| 520 | - | - | ||
| 515 | - | - | ||
| 777 | - | - | ||
| 200 | - | - |
Ylin
13,8VWAP
Alin
13,35VaihtoMäärä
0,2 15 676
VWAP
Ylin
13,8Alin
13,35VaihtoMäärä
0,2 15 676
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 15 676 | 15 676 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 15 676 | 15 676 | 0 | 0 |