contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


redeye-embracer-group-transformative-licensing-deal-saves-the-day

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Embracer Group is a global group with operations in PC/console and mobile games, as well as other related media. The group has an extensive game portfolio and conducts development both through internal studios and in collaboration with external developers. The company is headquartered in Karlstad and has a global presence through its operative groups.

And the biggest buzz around those Tomb Raiders has been generated by the remake of the first part with the UE5 engine. Out next year, perhaps in the H2 half. If I’ve understood correctly, from the start Embracer would get some revenue shared with Amazon, but of course a larger slice goes to Amazon until the Recoups are achieved. [ https://flyingwildhog.com ] would probably be roughly slightly smaller than Remedy, and they also have some of their own games, of which Shadow Warrior is a more well-known series. Just a wild guess, that the Polish studio is making the Tomb Raider remake with similar sums as Remedy is working on the Control sequel for 50-70m€. [ https://cyberpost.co/what-is-the-average-budget-for-aaa-games/ ] The price tag for Catalyst is then the bigger question mark, but since Amazon is sharing the costs and the entire Crystal Dynamics with its staff seems to be responsible for making this new Tomb Raider. Additionally, there’s a rumor that this game would be an open-world adventure, with most of the employees in the US, so there’s a lot of investment here. 100-150m$ is a wild guess, but I’d lean towards the latter figure; the previous main series Tomb Raider was released in 2018. These estimates are then without the marketing costs; of course, the upcoming TV series will handle some of it, and it’s a really good move to bring two games out simultaneously, which also helps a bit. The final price tag cannot be said yet, but Lara Croft’s return has not been approached with small sums, considering Amazon’s TV series as well. Finally, to quote Akee: “a good game is still needed” and in this case, two. Regarding visibility, some X-rumor claimed that various videos had been watched as many as 10 million times already after the Game Awards, but then Catalyst needs to sell at least 5-7m copies. The remake could even sell as much as Remedy needs to sell Control to break even, and then just more similar early Tomb Raiders in a row.

It’s fun to read the Remedy thread, where the TGA announcement sparks lively discussion, but Embracer’s “mega-IP” Tomb Raider announcements didn’t generate much reaction. And this isn’t limited to the Inderes forum – the attention Lara Croft’s adventures receive is indeed less than, say, Control. So, if the schedules hold, Amazon Game Studios will release a remake of the first Tomb Raider, Tomb Raider: Legacy of Atlantis, as early as 2026, while 2027 will see Tomb Raider: Catalyst, featuring entirely new plot twists and tombs. It would be interesting to know the budgets for these games and Embracer’s royalty share. Perhaps some advance has been paid for the use of the IP, and development is carried out by Embracer’s Crystal Dynamics and Flying Wild Hog, so development fees will at least flow in. Perhaps Embracer’s ultimate goal is to sell the IP to Amazon at a good price. But even though these announcements have been somewhat overshadowed by others, Tomb Raider’s recognizability extends to the less gaming-savvy population, so the sheer volume of online discussions is not a sufficient metric to assess how the game will succeed compared to, say, Control Resonant or Divinity.                   Embracer Group              Crystal Dynamics and Amazon Game Studios reveal two new Tomb Raider titles –...    During the night, at The Game Awards in Los Angeles, the annual event celebrating video game excellence, Crystal Dynamics, together with Amazon Game Studios, unveiled two new entries in the Tomb Raider franchise: Tomb Raider: Legacy of Atlantis, a...         Est. reading time: 3 minutes

Does anyone know where to see or what the tax “cost basis” of the Coffee Stain spinoff is? Many trading platforms probably can’t calculate profits/losses correctly for a stock that has entered the portfolio due to such a spin-off until one manually enters a price for them.

The Amazon-funded and long-developed Tomb Raider by Crystal Dynamics will finally show signs of life at The Game Awards.                   VGC – 8 Dec 25              The ‘future of Tomb Raider’ will be revealed at The Game Awards | VGC    Crystal Dynamics announced three years ago that it had started working on a new Tomb Raider…

Embracer today without Coffee Stain for sale at the same valuation levels as in the early days after THQ’s bankruptcy. The company has evolved since those days.  Lower risk profile Stronger balance sheet IP reserve multiplied Cash flow sources Broader Aaa/aa development pipeline Management team has bought a significant amount of its shares.  But we don’t yet know the exact final form of the Fellowship, or upcoming AAA games. One can only throw out some guesses (Dead Island 3, Remnant, Warhorse’s new IP, some Lotr project). But Embracer/Fellowship still has to prove to the market that it is a competitive company offering an interesting selection. So there are also red flags…  Many games have been postponed this year, which makes achieving the 3.1 ROI targets difficult We still don’t know the final form of the Fellowship The AA segment has been weak. KCD2 (Kingdom Come: Deliverance 2) gets a lot of attention and nominations this year, but the weak sales of AA games eat up a lot. Many ambiguities regarding the activities of different studios. Eidos seems to be falling apart… 4A Games, which makes Metro, the game seems to have been delayed until 2027.  Investor confidence requires concrete evidence, and I will watch the next Game Awards with interest…

[ Eidos-Montreal Layoffs: Studio Cancels Projects, Shifts to Xbox Suppor ] Eidos is undergoing major strategic changes. Most of their own projects have been canceled, and resources are being shifted to support Fable and Grounded 2. At the same time, it’s warned that more is coming once these projects are complete. And Eidos is also said to have its own unreleased, troubled project started in 2019 (which apparently continues). It’s probably not far off the mark to assume that Eidos could potentially be the next major casualty.  And also an announcement from the Wreckcreation team that THQ cut funding, with the last update for the game coming at Christmas.

\[ Trading in the class B shares of Coffee Stain on Nasdaq First North Premier Growth Market in Stockholm is expected to commence on 11 December 2025 - Embracer Group \] Coffee Stain’s spin-off day is here. December 5th is the last day to own Embracer to receive Coffee Stain shares.  Following the divestment, which on paper sounds like a very good outcome and will bring in some money. Fellowship (the game) was transferred to Coffee Stain along with its team.                   Embracer Group              Embracer Group divests Arc Games and Cryptic Studios, while several key...    Embracer Group AB (“Embracer”) has today entered into a definitive agreement to divest Arc Games and Cryptic Studios to Project Golden Arc, Inc., with financing from XD Inc. The expected net cash proceeds amount to USD 30 million (SEK 287 million)....         Est. reading time: 4 minutes                                26.11. Then a few more thoughts of my own on the divestment… Embbu (Embracer) started following Amazon’s gaming trend here, and MMO games are not wanted for the upcoming Fellowship. Fellowship (the game), which has had a good start in early access on Steam, was simultaneously transferred to Coffee Stain…  co-op sandbox community  …fits well. And at the same time, Coffee Stain gets a little extra flavor. Star Trek Online and Neverwinter have occasionally (last year) appeared as steady revenue generators and have established their player bases. Some cash flow will be lost here, but it has been declining. At the same time, a bigger problem from the beginning of the year, namely Hyperlight Breaker, was thrown overboard. The acquisition price seems cheaper than what was previously paid for Arc Games, but back then Arc had the publishing rights for Remnant. From these perspectives, I think this divestment is in the right direction as the forms of Fellowship are being cast. They should change the name Fellowship; the game and the company just get mixed up.  28.11. Killing Floor 3 is apparently still being attempted to be saved somehow, and it will be a PS Plus game of the month in December. Perhaps at the same time, based on player data, an assessment will be made regarding Tripwire. KF3 had much higher expectations than current sales, and the ROI (return on investment) should have at least brought back its own early on. The polishing work of the game became problematic for many players due to engine optimizations, but I think I’ll go and test the game now that it’s available. It remains to be seen whether the period after December will also mean a situation for Tripwire where they would not continue as part of Fellowship… I don’t believe in closure, but some separation process might occur. There seems to be plenty of these, and perhaps clear tools have now been brought out, indicating that the parent-Fellowship wants to get rid of weak projects.

Embracer Group

Redeye updates its view on Embracer post its Q3 report, which showed solid net sales but weaker profitability. However, Embracer reiterated its guidance for FY 2022/2023e-2023/2024e.Read more...

<div class="mfn-body"><p>Redeye updates its view on Embracer post its Q3 report, which showed solid net sales but weaker profitability. However, Embracer reiterated its guidance for FY 2022/2023e-2023/2024e.</p><p><a rel="noopener" href="https://www.redeye.se/research/879439/embracer-group-transformative-licensing-deal-saves-the-day">Read more and download the Research Update.</a></p><p>Follow companies at Redeye to receive the latest equity research within Life Science and Technology.</p><p>This is a press release from Redeye - Research Powered Investment Banking. <a rel="noopener" href="https://www.redeye.se/">www.redeye.se/</a></p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a rel="noopener" href="https://storage.mfn.se/7a1b76b8-33bc-4732-98b1-10771f2e0585/embracer-group-transformative-licensing-deal-saves-the-day.pdf" class="mfn-generated mfn-primary">Embracer Group - Transformative licensing deal saves the day</a></p></div>