2026 Q3 -tulosraportti
8 päivää sitten
‧49 min
26,62 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
458 816
Myynti
Määrä
477 238
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 429 | - | - | ||
| 1 912 | - | - | ||
| 1 865 | - | - | ||
| 2 584 | - | - | ||
| 5 678 | - | - |
Ylin
53,75VWAP
Alin
51,37VaihtoMäärä
62,9 1 187 701
VWAP
Ylin
53,75Alin
51,37VaihtoMäärä
62,9 1 187 701
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·13 t sittenGoldman demo has been released on Steam https://store.steampowered.com/app/4315490/The_Eternal_Life_of_Goldman_Demo/ The demo has received quite positive reviews and probably has the potential to become a good A release, the important thing is that you make games for your fans and that is clearly visible here.
·14 t sittenFor those who don't understand why Embracer reports adjusted EBIT, it's because over a rolling 12 months it corresponds quite exactly to FCF, and as long as there are depreciations for excess values from M&A, more or less the entire amount goes into cash and will be distributed according to what can be read in the latest reports. When valuing a stock, it is the business that one must find a value for, and cash does not belong there, which in Embracer means that at least 25kr of the share price is something you don't pay for when buying a stock today. It's like buying an apartment building for 52Mkr where 25Mkr in cash comes with the transaction. (The fact that there is some debt that is not to be amortized is value-enhancing)·13 t sitten · MuokattuVery strange claim, adjusted EBIT has been used by embracer for at least 4-5 years and back then adjusted EBIT was very positive but FCF on a rolling 12 months was of course negative and led to massive debt and the bigger bottom around 2024. So that is definitely not the reason why they chose to primarily report adjusted EBIT. Edit: I don't agree about debt but that's a matter of taste. But net cash is extremely positive and it will probably increase significantly next quarter.
·1 päivä sittenI always get flak when I say it as it is. The company is not doing well. FCF - 75 million for the quarter. Having said that, I would claim that there is no easier company than Embracer to analyze and determine if they will make you rich or not. A few days' work. Embracer is entirely dependent on its game pipeline. Take all games in the Q3 pipeline. With a little knowledge of gaming, a little searching on YouTube, a few database queries on Steam, you figure out how many games will be sold. Own engine, IP, publishing and development means 100% of sales is revenue. Deduct for the parts that are missing. Use all current costs and margin% as a base. Calculate down all current revenues on games in their downward trend (see curves on Steam, approximate for different game types). Add the new revenue. Recalculate all valuation metrics quarter by quarter going forward. There you have your valuation. A lot of games to consider, but it's doable. Games are fun! But I have invested in another company. See my profile if you are curious. I believe Fatekeeper can become a popular game. It will be fun to see how the game turns out when it's released! Hope it makes all Embracer fans happy on the stock market.·14 t sittenAnyone who considers cash flows in a company, regardless of which, based on anything other than rolling 12 months should not be involved with stocks. Especially in companies that sell physical products, because to be able to grow, one needs to significantly increase inventory to have something to sell. The entire December month's sales will come as cash flow in January, including the money from Steam and other platforms. It's a bit IQ of a beach ball to consider cash flows without any context. When certain parts of Embracer have 70% of their revenues in December and their cash flow in January, one is deceiving oneself anyway if one acts based on the cash flow. Plaion has world distribution of Crimson Desert which is released on March 3rd and will probably be the next big success which has certainly contributed to slightly larger investments than last year.·14 t sittenI think we can maintain a slightly higher level. It took me 3 posts to make you understand that KF3 was an AAA game according to Embracer, everyone is wrong sometimes or simply has different opinions. Everyone has different figures they consider important to follow; for example, if you look at rolling 12 months, it will totally crash if there isn't any kcd2-like sales in Q1. That doesn't mean I think the stock should crash then, because one should of course look at several different variables and predict the future. Regarding Plaions' deal, it is absolutely positive. But just to be clear, it applies to physical copies. So extremely little for pc, and for ps5/xbox, about 20-30% of sales are physical. And of those 20-30%, we probably take about 20-30%. As I said, it's very good, but I'm counting on a few hundred million from that deal if Crimson desert becomes a big success and sells just over 5 million in the first quarter. We can do some back-of-the-envelope math for fun 5 million sold in the first quarter, of which 2.5 million on console (I'm counting on roughly the same pc/console ratio as dragons dogma.) We're calculating with 30% physical sales, which amounts to 750k copies distributed by us. We're calculating with an average price of 600kr (it will be more expensive in some countries and cheaper in others.) That makes 450 million sek, and then I'm counting on us getting 30%, which gives 135 million. Then we double that for fun and to account for the game becoming a mega success and selling 10 million in the first quarter, then we get 270 million. Great, but nothing dramatic.
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
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 Q3 -tulosraportti
8 päivää sitten
‧49 min
26,62 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Uutiset
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
- ·13 t sittenGoldman demo has been released on Steam https://store.steampowered.com/app/4315490/The_Eternal_Life_of_Goldman_Demo/ The demo has received quite positive reviews and probably has the potential to become a good A release, the important thing is that you make games for your fans and that is clearly visible here.
- ·14 t sittenFor those who don't understand why Embracer reports adjusted EBIT, it's because over a rolling 12 months it corresponds quite exactly to FCF, and as long as there are depreciations for excess values from M&A, more or less the entire amount goes into cash and will be distributed according to what can be read in the latest reports. When valuing a stock, it is the business that one must find a value for, and cash does not belong there, which in Embracer means that at least 25kr of the share price is something you don't pay for when buying a stock today. It's like buying an apartment building for 52Mkr where 25Mkr in cash comes with the transaction. (The fact that there is some debt that is not to be amortized is value-enhancing)·13 t sitten · MuokattuVery strange claim, adjusted EBIT has been used by embracer for at least 4-5 years and back then adjusted EBIT was very positive but FCF on a rolling 12 months was of course negative and led to massive debt and the bigger bottom around 2024. So that is definitely not the reason why they chose to primarily report adjusted EBIT. Edit: I don't agree about debt but that's a matter of taste. But net cash is extremely positive and it will probably increase significantly next quarter.
- ·1 päivä sittenI always get flak when I say it as it is. The company is not doing well. FCF - 75 million for the quarter. Having said that, I would claim that there is no easier company than Embracer to analyze and determine if they will make you rich or not. A few days' work. Embracer is entirely dependent on its game pipeline. Take all games in the Q3 pipeline. With a little knowledge of gaming, a little searching on YouTube, a few database queries on Steam, you figure out how many games will be sold. Own engine, IP, publishing and development means 100% of sales is revenue. Deduct for the parts that are missing. Use all current costs and margin% as a base. Calculate down all current revenues on games in their downward trend (see curves on Steam, approximate for different game types). Add the new revenue. Recalculate all valuation metrics quarter by quarter going forward. There you have your valuation. A lot of games to consider, but it's doable. Games are fun! But I have invested in another company. See my profile if you are curious. I believe Fatekeeper can become a popular game. It will be fun to see how the game turns out when it's released! Hope it makes all Embracer fans happy on the stock market.·14 t sittenAnyone who considers cash flows in a company, regardless of which, based on anything other than rolling 12 months should not be involved with stocks. Especially in companies that sell physical products, because to be able to grow, one needs to significantly increase inventory to have something to sell. The entire December month's sales will come as cash flow in January, including the money from Steam and other platforms. It's a bit IQ of a beach ball to consider cash flows without any context. When certain parts of Embracer have 70% of their revenues in December and their cash flow in January, one is deceiving oneself anyway if one acts based on the cash flow. Plaion has world distribution of Crimson Desert which is released on March 3rd and will probably be the next big success which has certainly contributed to slightly larger investments than last year.·14 t sittenI think we can maintain a slightly higher level. It took me 3 posts to make you understand that KF3 was an AAA game according to Embracer, everyone is wrong sometimes or simply has different opinions. Everyone has different figures they consider important to follow; for example, if you look at rolling 12 months, it will totally crash if there isn't any kcd2-like sales in Q1. That doesn't mean I think the stock should crash then, because one should of course look at several different variables and predict the future. Regarding Plaions' deal, it is absolutely positive. But just to be clear, it applies to physical copies. So extremely little for pc, and for ps5/xbox, about 20-30% of sales are physical. And of those 20-30%, we probably take about 20-30%. As I said, it's very good, but I'm counting on a few hundred million from that deal if Crimson desert becomes a big success and sells just over 5 million in the first quarter. We can do some back-of-the-envelope math for fun 5 million sold in the first quarter, of which 2.5 million on console (I'm counting on roughly the same pc/console ratio as dragons dogma.) We're calculating with 30% physical sales, which amounts to 750k copies distributed by us. We're calculating with an average price of 600kr (it will be more expensive in some countries and cheaper in others.) That makes 450 million sek, and then I'm counting on us getting 30%, which gives 135 million. Then we double that for fun and to account for the game becoming a mega success and selling 10 million in the first quarter, then we get 270 million. Great, but nothing dramatic.
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
Nasdaq Stockholm
Määrä
Osto
458 816
Myynti
Määrä
477 238
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 429 | - | - | ||
| 1 912 | - | - | ||
| 1 865 | - | - | ||
| 2 584 | - | - | ||
| 5 678 | - | - |
Ylin
53,75VWAP
Alin
51,37VaihtoMäärä
62,9 1 187 701
VWAP
Ylin
53,75Alin
51,37VaihtoMäärä
62,9 1 187 701
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
2026 Q3 -tulosraportti
8 päivää sitten
‧49 min
Uutiset
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 Q4 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
26,62 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenGoldman demo has been released on Steam https://store.steampowered.com/app/4315490/The_Eternal_Life_of_Goldman_Demo/ The demo has received quite positive reviews and probably has the potential to become a good A release, the important thing is that you make games for your fans and that is clearly visible here.
- ·14 t sittenFor those who don't understand why Embracer reports adjusted EBIT, it's because over a rolling 12 months it corresponds quite exactly to FCF, and as long as there are depreciations for excess values from M&A, more or less the entire amount goes into cash and will be distributed according to what can be read in the latest reports. When valuing a stock, it is the business that one must find a value for, and cash does not belong there, which in Embracer means that at least 25kr of the share price is something you don't pay for when buying a stock today. It's like buying an apartment building for 52Mkr where 25Mkr in cash comes with the transaction. (The fact that there is some debt that is not to be amortized is value-enhancing)·13 t sitten · MuokattuVery strange claim, adjusted EBIT has been used by embracer for at least 4-5 years and back then adjusted EBIT was very positive but FCF on a rolling 12 months was of course negative and led to massive debt and the bigger bottom around 2024. So that is definitely not the reason why they chose to primarily report adjusted EBIT. Edit: I don't agree about debt but that's a matter of taste. But net cash is extremely positive and it will probably increase significantly next quarter.
- ·1 päivä sittenI always get flak when I say it as it is. The company is not doing well. FCF - 75 million for the quarter. Having said that, I would claim that there is no easier company than Embracer to analyze and determine if they will make you rich or not. A few days' work. Embracer is entirely dependent on its game pipeline. Take all games in the Q3 pipeline. With a little knowledge of gaming, a little searching on YouTube, a few database queries on Steam, you figure out how many games will be sold. Own engine, IP, publishing and development means 100% of sales is revenue. Deduct for the parts that are missing. Use all current costs and margin% as a base. Calculate down all current revenues on games in their downward trend (see curves on Steam, approximate for different game types). Add the new revenue. Recalculate all valuation metrics quarter by quarter going forward. There you have your valuation. A lot of games to consider, but it's doable. Games are fun! But I have invested in another company. See my profile if you are curious. I believe Fatekeeper can become a popular game. It will be fun to see how the game turns out when it's released! Hope it makes all Embracer fans happy on the stock market.·14 t sittenAnyone who considers cash flows in a company, regardless of which, based on anything other than rolling 12 months should not be involved with stocks. Especially in companies that sell physical products, because to be able to grow, one needs to significantly increase inventory to have something to sell. The entire December month's sales will come as cash flow in January, including the money from Steam and other platforms. It's a bit IQ of a beach ball to consider cash flows without any context. When certain parts of Embracer have 70% of their revenues in December and their cash flow in January, one is deceiving oneself anyway if one acts based on the cash flow. Plaion has world distribution of Crimson Desert which is released on March 3rd and will probably be the next big success which has certainly contributed to slightly larger investments than last year.·14 t sittenI think we can maintain a slightly higher level. It took me 3 posts to make you understand that KF3 was an AAA game according to Embracer, everyone is wrong sometimes or simply has different opinions. Everyone has different figures they consider important to follow; for example, if you look at rolling 12 months, it will totally crash if there isn't any kcd2-like sales in Q1. That doesn't mean I think the stock should crash then, because one should of course look at several different variables and predict the future. Regarding Plaions' deal, it is absolutely positive. But just to be clear, it applies to physical copies. So extremely little for pc, and for ps5/xbox, about 20-30% of sales are physical. And of those 20-30%, we probably take about 20-30%. As I said, it's very good, but I'm counting on a few hundred million from that deal if Crimson desert becomes a big success and sells just over 5 million in the first quarter. We can do some back-of-the-envelope math for fun 5 million sold in the first quarter, of which 2.5 million on console (I'm counting on roughly the same pc/console ratio as dragons dogma.) We're calculating with 30% physical sales, which amounts to 750k copies distributed by us. We're calculating with an average price of 600kr (it will be more expensive in some countries and cheaper in others.) That makes 450 million sek, and then I'm counting on us getting 30%, which gives 135 million. Then we double that for fun and to account for the game becoming a mega success and selling 10 million in the first quarter, then we get 270 million. Great, but nothing dramatic.
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
Nasdaq Stockholm
Määrä
Osto
458 816
Myynti
Määrä
477 238
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 429 | - | - | ||
| 1 912 | - | - | ||
| 1 865 | - | - | ||
| 2 584 | - | - | ||
| 5 678 | - | - |
Ylin
53,75VWAP
Alin
51,37VaihtoMäärä
62,9 1 187 701
VWAP
Ylin
53,75Alin
51,37VaihtoMäärä
62,9 1 187 701
Välittäjätilasto
Dataa ei löytynyt