2026 Q1 -tulosraportti
77 päivää sitten
‧44 min
5,00 SEK/osake
Viimeisin osinko
3,83%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·14 t sittenSome insiders bought at levels slightly above today's, so the downside risk should be manageable. Options and other things in all companies make one not want to be involved in these companies - but then you have to leave the stock market. Worse every year and new programs, so it's not easy to see how an investor makes their own calculations. I'll exit if it goes up to 140 kr, as it was at the beginning of the year.
·19 t sittenHave started looking closer at Paradox ahead of the Q2 report on August 6 and noticed one thing. There seems to be an unusually large expectation gap between different consensuses. Pinpoint Estimates are around: * Revenue: 438 MSEK * EBIT: 118 MSEK At the same time, FactSet consensus is significantly higher: * Revenue: 507 MSEK * EBIT: 193 MSEK That's a very big difference for the same quarter. Furthermore, Q2 last year was 459 MSEK in revenue and 133 MSEK in EBIT. My question is therefore: what expectation do you actually think the market is trading on today? If the report were to land somewhere between Pinpoint and FactSet, it would be a decent quarter, but the question is whether that's enough to surprise the market. If, on the other hand, it comes closer to FactSet and at the same time shows clear improvement compared to Q2 last year, it feels like many might need to adjust their forecasts. What do you others who follow Paradox think? Is the market too pessimistic ahead of Q2, or is FactSet simply too optimistic?
If one does some rough calculations on gamalytic, one gets the following, I'm skipping small titles where the difference usually isn't more than 0.1m dollars between quarters q1 2026 = 431m revenue hoi4 135.7 -> 139.8 = 4.1 cs1 132.8 -> 135.5 = 2.7 ck3 122.4 -> 125.3 = 2.9 vicky3 38.4 -> 39.9 = 1.5 cs2 74.9 -> 81.3 = 6.4 eu5 28.2 -> 30.9 = 2.7 stellaris 92.3 -> 93.5 = 1.2 bloodlines2 6.2 - 6.6 = 0.4 = 21.9 m revenue according to gamalytic q2 2026 HOI4 139.8 -> 145.8 = 6 CS1 135.6 -> 137.5 = 1.9 ck3 125.4 -> 130.3 = 4.9 vicky3 39.9 -> 42.3 = 2.4 cs2 81.3 -> 87.9 = 6.6 eu5 30.9 -> 33 = 2.1 stellaris 93.5 -> 96 = 2.5 bloodlines2 6.6 - 7.5 = 0.9 27.3 m It usually turns out too low when I just add up the difference, so I think we'll end up somewhere between 480-530m in revenue. Note: Gamalytic does not provide reliable figures, I only make these comparisons to see that I'm not completely off. The important thing for me is what is shown at gamescom, I think we can have a nice moment in 2027 when lego cities and the new grand strategy game are released. Fredrik said that they have a lot to prepare for Gamescom so it will be interesting to see if more than 1 title is shown.- ·11.7.It will be interesting with Gamescom 1: New grand strategy game should be announced https://www.reddit.com/r/paradoxplaza/comments/1uis7tp/creators_are_getting_information_on_a_new_ip/ It has been in development for just over 5 years and seems to be scifi or fantasy. It's something completely new so it will be interesting, many seem to hope for fantasy stellaris but I rather think it will be a game set in the near future. 2: Cities: lego, we have nothing to indicate that the game will be announced at Gamescom but we know it's coming. I was a bit disappointed when the game wasn't announced at summer game fest but the Finns perhaps wanted to have everything ready before the holiday. 3: Prison architect 2, the game received an age classification a week ago, nothing pointing specifically to Gamescom but it will probably be released relatively soon. 4: Transport fever 3 release date feels natural as it is a big game in Germany.@Justeer Completely agree about PA 2, I think that game will sell the worst of these 4 releases I would rank them 1 Cities Lego 2 Dan Lind's new Grand strategy game 3 Transport fever 3 (we are just a publisher so PA2 can have a greater economic impact even if TF3 sells better) 4 PA2 I'm most curious about Dan's game, he made HOI4 which is our biggest title but one really has no idea what the new game will look like.
·5.6.From the prospectus: Tencent owns 10,1% — and has done so without us knowing The ownership overview shows: Tencent Holdings Limited10,1% This is dramatically different from the ownership structure shown on the Nordnet screen just a couple of weeks ago, where Goldman Sachs was shown with 10,08% (decreasing). This was not Goldman as a long-term owner — it was a custodian position for Tencent. The decreasing Goldman share we interpreted as negative was likely a reallocation where Tencent's holding became officially registered instead of being managed via Goldman. Implications: Tencent is the world's largest gaming company. They own stakes in Epic Games (40%), Supercell, Riot Games (100%), Activision Blizzard, Ubisoft, From Software, among others. They do not buy 10% of a company for portfolio diversification. They buy strategically. This is a takeover candidate signal in plain text. DI mentioned this in its analysis — now we have the specific owner. Tencent has historically bought minority stakes and later made bids (Supercell, Funcom, Sumo Group). The downside is significantly reduced. In case of price weakness around SEK 100–110, Tencent has the capacity and obvious willingness to protect or expand the position. This is a mechanical floor on the stock. Chinese distribution agreement for the market. Paradox's largest potential growth market is Asia — Tencent as owner opens up for WeChat distribution, Chinese server solutions, and regulatory navigation in a market where Western gaming companies otherwise struggle. This is not priced in to the market's psychology. The sentiment has been "Goldman is selling" — it now turns to "Tencent owns strategically".
·3.6.Nice with a listing on Nasdaq Stockholm. Will probably provide better long-term return provided that the company's core business measures up.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
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.
2026 Q1 -tulosraportti
77 päivää sitten
‧44 min
5,00 SEK/osake
Viimeisin osinko
3,83%Tuotto/v
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sittenSome insiders bought at levels slightly above today's, so the downside risk should be manageable. Options and other things in all companies make one not want to be involved in these companies - but then you have to leave the stock market. Worse every year and new programs, so it's not easy to see how an investor makes their own calculations. I'll exit if it goes up to 140 kr, as it was at the beginning of the year.
- ·19 t sittenHave started looking closer at Paradox ahead of the Q2 report on August 6 and noticed one thing. There seems to be an unusually large expectation gap between different consensuses. Pinpoint Estimates are around: * Revenue: 438 MSEK * EBIT: 118 MSEK At the same time, FactSet consensus is significantly higher: * Revenue: 507 MSEK * EBIT: 193 MSEK That's a very big difference for the same quarter. Furthermore, Q2 last year was 459 MSEK in revenue and 133 MSEK in EBIT. My question is therefore: what expectation do you actually think the market is trading on today? If the report were to land somewhere between Pinpoint and FactSet, it would be a decent quarter, but the question is whether that's enough to surprise the market. If, on the other hand, it comes closer to FactSet and at the same time shows clear improvement compared to Q2 last year, it feels like many might need to adjust their forecasts. What do you others who follow Paradox think? Is the market too pessimistic ahead of Q2, or is FactSet simply too optimistic?If one does some rough calculations on gamalytic, one gets the following, I'm skipping small titles where the difference usually isn't more than 0.1m dollars between quarters q1 2026 = 431m revenue hoi4 135.7 -> 139.8 = 4.1 cs1 132.8 -> 135.5 = 2.7 ck3 122.4 -> 125.3 = 2.9 vicky3 38.4 -> 39.9 = 1.5 cs2 74.9 -> 81.3 = 6.4 eu5 28.2 -> 30.9 = 2.7 stellaris 92.3 -> 93.5 = 1.2 bloodlines2 6.2 - 6.6 = 0.4 = 21.9 m revenue according to gamalytic q2 2026 HOI4 139.8 -> 145.8 = 6 CS1 135.6 -> 137.5 = 1.9 ck3 125.4 -> 130.3 = 4.9 vicky3 39.9 -> 42.3 = 2.4 cs2 81.3 -> 87.9 = 6.6 eu5 30.9 -> 33 = 2.1 stellaris 93.5 -> 96 = 2.5 bloodlines2 6.6 - 7.5 = 0.9 27.3 m It usually turns out too low when I just add up the difference, so I think we'll end up somewhere between 480-530m in revenue. Note: Gamalytic does not provide reliable figures, I only make these comparisons to see that I'm not completely off. The important thing for me is what is shown at gamescom, I think we can have a nice moment in 2027 when lego cities and the new grand strategy game are released. Fredrik said that they have a lot to prepare for Gamescom so it will be interesting to see if more than 1 title is shown.
- ·11.7.It will be interesting with Gamescom 1: New grand strategy game should be announced https://www.reddit.com/r/paradoxplaza/comments/1uis7tp/creators_are_getting_information_on_a_new_ip/ It has been in development for just over 5 years and seems to be scifi or fantasy. It's something completely new so it will be interesting, many seem to hope for fantasy stellaris but I rather think it will be a game set in the near future. 2: Cities: lego, we have nothing to indicate that the game will be announced at Gamescom but we know it's coming. I was a bit disappointed when the game wasn't announced at summer game fest but the Finns perhaps wanted to have everything ready before the holiday. 3: Prison architect 2, the game received an age classification a week ago, nothing pointing specifically to Gamescom but it will probably be released relatively soon. 4: Transport fever 3 release date feels natural as it is a big game in Germany.@Justeer Completely agree about PA 2, I think that game will sell the worst of these 4 releases I would rank them 1 Cities Lego 2 Dan Lind's new Grand strategy game 3 Transport fever 3 (we are just a publisher so PA2 can have a greater economic impact even if TF3 sells better) 4 PA2 I'm most curious about Dan's game, he made HOI4 which is our biggest title but one really has no idea what the new game will look like.
- ·5.6.From the prospectus: Tencent owns 10,1% — and has done so without us knowing The ownership overview shows: Tencent Holdings Limited10,1% This is dramatically different from the ownership structure shown on the Nordnet screen just a couple of weeks ago, where Goldman Sachs was shown with 10,08% (decreasing). This was not Goldman as a long-term owner — it was a custodian position for Tencent. The decreasing Goldman share we interpreted as negative was likely a reallocation where Tencent's holding became officially registered instead of being managed via Goldman. Implications: Tencent is the world's largest gaming company. They own stakes in Epic Games (40%), Supercell, Riot Games (100%), Activision Blizzard, Ubisoft, From Software, among others. They do not buy 10% of a company for portfolio diversification. They buy strategically. This is a takeover candidate signal in plain text. DI mentioned this in its analysis — now we have the specific owner. Tencent has historically bought minority stakes and later made bids (Supercell, Funcom, Sumo Group). The downside is significantly reduced. In case of price weakness around SEK 100–110, Tencent has the capacity and obvious willingness to protect or expand the position. This is a mechanical floor on the stock. Chinese distribution agreement for the market. Paradox's largest potential growth market is Asia — Tencent as owner opens up for WeChat distribution, Chinese server solutions, and regulatory navigation in a market where Western gaming companies otherwise struggle. This is not priced in to the market's psychology. The sentiment has been "Goldman is selling" — it now turns to "Tencent owns strategically".
- ·3.6.Nice with a listing on Nasdaq Stockholm. Will probably provide better long-term return provided that the company's core business measures up.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
2026 Q1 -tulosraportti
77 päivää sitten
‧44 min
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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
5,00 SEK/osake
Viimeisin osinko
3,83%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sittenSome insiders bought at levels slightly above today's, so the downside risk should be manageable. Options and other things in all companies make one not want to be involved in these companies - but then you have to leave the stock market. Worse every year and new programs, so it's not easy to see how an investor makes their own calculations. I'll exit if it goes up to 140 kr, as it was at the beginning of the year.
- ·19 t sittenHave started looking closer at Paradox ahead of the Q2 report on August 6 and noticed one thing. There seems to be an unusually large expectation gap between different consensuses. Pinpoint Estimates are around: * Revenue: 438 MSEK * EBIT: 118 MSEK At the same time, FactSet consensus is significantly higher: * Revenue: 507 MSEK * EBIT: 193 MSEK That's a very big difference for the same quarter. Furthermore, Q2 last year was 459 MSEK in revenue and 133 MSEK in EBIT. My question is therefore: what expectation do you actually think the market is trading on today? If the report were to land somewhere between Pinpoint and FactSet, it would be a decent quarter, but the question is whether that's enough to surprise the market. If, on the other hand, it comes closer to FactSet and at the same time shows clear improvement compared to Q2 last year, it feels like many might need to adjust their forecasts. What do you others who follow Paradox think? Is the market too pessimistic ahead of Q2, or is FactSet simply too optimistic?If one does some rough calculations on gamalytic, one gets the following, I'm skipping small titles where the difference usually isn't more than 0.1m dollars between quarters q1 2026 = 431m revenue hoi4 135.7 -> 139.8 = 4.1 cs1 132.8 -> 135.5 = 2.7 ck3 122.4 -> 125.3 = 2.9 vicky3 38.4 -> 39.9 = 1.5 cs2 74.9 -> 81.3 = 6.4 eu5 28.2 -> 30.9 = 2.7 stellaris 92.3 -> 93.5 = 1.2 bloodlines2 6.2 - 6.6 = 0.4 = 21.9 m revenue according to gamalytic q2 2026 HOI4 139.8 -> 145.8 = 6 CS1 135.6 -> 137.5 = 1.9 ck3 125.4 -> 130.3 = 4.9 vicky3 39.9 -> 42.3 = 2.4 cs2 81.3 -> 87.9 = 6.6 eu5 30.9 -> 33 = 2.1 stellaris 93.5 -> 96 = 2.5 bloodlines2 6.6 - 7.5 = 0.9 27.3 m It usually turns out too low when I just add up the difference, so I think we'll end up somewhere between 480-530m in revenue. Note: Gamalytic does not provide reliable figures, I only make these comparisons to see that I'm not completely off. The important thing for me is what is shown at gamescom, I think we can have a nice moment in 2027 when lego cities and the new grand strategy game are released. Fredrik said that they have a lot to prepare for Gamescom so it will be interesting to see if more than 1 title is shown.
- ·11.7.It will be interesting with Gamescom 1: New grand strategy game should be announced https://www.reddit.com/r/paradoxplaza/comments/1uis7tp/creators_are_getting_information_on_a_new_ip/ It has been in development for just over 5 years and seems to be scifi or fantasy. It's something completely new so it will be interesting, many seem to hope for fantasy stellaris but I rather think it will be a game set in the near future. 2: Cities: lego, we have nothing to indicate that the game will be announced at Gamescom but we know it's coming. I was a bit disappointed when the game wasn't announced at summer game fest but the Finns perhaps wanted to have everything ready before the holiday. 3: Prison architect 2, the game received an age classification a week ago, nothing pointing specifically to Gamescom but it will probably be released relatively soon. 4: Transport fever 3 release date feels natural as it is a big game in Germany.@Justeer Completely agree about PA 2, I think that game will sell the worst of these 4 releases I would rank them 1 Cities Lego 2 Dan Lind's new Grand strategy game 3 Transport fever 3 (we are just a publisher so PA2 can have a greater economic impact even if TF3 sells better) 4 PA2 I'm most curious about Dan's game, he made HOI4 which is our biggest title but one really has no idea what the new game will look like.
- ·5.6.From the prospectus: Tencent owns 10,1% — and has done so without us knowing The ownership overview shows: Tencent Holdings Limited10,1% This is dramatically different from the ownership structure shown on the Nordnet screen just a couple of weeks ago, where Goldman Sachs was shown with 10,08% (decreasing). This was not Goldman as a long-term owner — it was a custodian position for Tencent. The decreasing Goldman share we interpreted as negative was likely a reallocation where Tencent's holding became officially registered instead of being managed via Goldman. Implications: Tencent is the world's largest gaming company. They own stakes in Epic Games (40%), Supercell, Riot Games (100%), Activision Blizzard, Ubisoft, From Software, among others. They do not buy 10% of a company for portfolio diversification. They buy strategically. This is a takeover candidate signal in plain text. DI mentioned this in its analysis — now we have the specific owner. Tencent has historically bought minority stakes and later made bids (Supercell, Funcom, Sumo Group). The downside is significantly reduced. In case of price weakness around SEK 100–110, Tencent has the capacity and obvious willingness to protect or expand the position. This is a mechanical floor on the stock. Chinese distribution agreement for the market. Paradox's largest potential growth market is Asia — Tencent as owner opens up for WeChat distribution, Chinese server solutions, and regulatory navigation in a market where Western gaming companies otherwise struggle. This is not priced in to the market's psychology. The sentiment has been "Goldman is selling" — it now turns to "Tencent owns strategically".
- ·3.6.Nice with a listing on Nasdaq Stockholm. Will probably provide better long-term return provided that the company's core business measures up.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt