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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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 {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


payday-3s-recovery-cant-be-taken-for-granted

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analyst

Anton Damstén

Starbreeze is a developer, creator, publisher, and distributor of games for PC and console, targeting the global market. With the IP PAYDAY™ as a core, Starbreeze develops games based on proprietary and third-party rights, both in-house and in partnership with external game developers. Starbreeze utilizes a ’Games as a Service’-modell, with continuous releases of add-ons and updatates to their games. The majority of operations are in Europe. The company’s headquarters is in Stockholm.

PCGamesN              Payday 3 will have fewer developers and less investment moving forward, but...    Payday 3 developer Starbreeze says the co-op game's second year will have a smaller dev team and less investment, but content is coming.                             Pelilehdistö bongannut Q3 rapsasta Juhlin kommentin että ensi vuodelle päästään laskemaan kehittäjien määrää PD3:lle. Todennäköisesti kun Operation Medic Bag viimein päättyy.  “The level of investment during Payday 3’s first year on the market, both through launched DLCs and Operation Medic Bag, has been at an elevated level. Ahead of year two, we are confident in being able to continue delivering amounts of value to our players with a significantly lower level of investment.”

Starbreezen väliaikainen toimitusjohtaja ja talousjohtaja Mats Juhl kommentoi Q3-tuloksia Christofferille mm. PAYDAY 3:n kehitystä, tulevia projekteja kuten Project Baxteria ja Roboquesta sekä tulevia painopisteitä yhtiön toiminnassa.                    Inderes              Starbreeze Q3´24: PAYDAY 3 keeps improving but player activity remains muted...    Time: 15.11.2024 klo 16.24 Following Starbreeze's Q3 report, we took the opportunity to interview the company's acting CEO and CFO, Mats Juhl, to gain deeper insights into the latest results. Mats shares his thoughts on the activity around PAYDAY 3,...

Christoffer Jennel on tehnyt uuden rapsan Starbreezestä Q3:n jälkeen.  The PAYDAY 3 game has undergone notable improvements during the past year and the sentiment around the game has shifted more positive in recent months. However, despite these achievements, the player activity remains muted. We believe this reaffirm our conservative investment view on the company and with limited catalysts for the stock in the short-term, we reiterate our Reduce recommendation while lowering our target price to SEK 0.22 (was SEK 0.30).                   Inderes              Starbreeze Q3'24: No immediate rush into the share - Inderes    Despite a recent drop in the share price, we don’t see any rush into the stock yet. A PD3 turnaround appears increasingly improbable, and short-term catalysts are limited.

Payday 3 pelaaja ystävällinen hinnoittelu ja agressiivisemmat alennuskampanjat toi pieniä valopilkkuja tuonne pelaaja tilastoihin. Nyt vaan jouluks kunnon free weekend hyökkäys, kun peli toimii ja arviot on kääntymässä. Ehkä ne tuon kassan palamisen tahdin saisi hidastumaan joulumyynneillä. Ja alkaisi noi pelaamamäärät kieppumaan Steam tilastoissa tuhannen pelaajan jumista jonnekki 5000 päälle… Embracerin tulos julkkarissa mainittiin Payday 3 nousseen heidän top10 backlog pelilistalle (Embun julkasuvuosi on ollu surkea).

Kiitos! Rumalta näytti viime viikolla postaamasi ennakon mukaan, joten myin pois tällä viikolla koko 100 000 kpl n. 28 % voitolla. Summa ei järin suuri ollut, mutta voitolla kuitenkin.

Inderes              Starbreeze Q3’24 flash comment: In line with expectations - Inderes    Starbreeze’s Q3 revenues and adjusted EBIT aligned with our expectations. The company highlighted its ability to significantly reduce investment levels for PD3 heading into its second year, partly due to the phase-out of Operation Medic Bag (“OMB”).                             Rapsa           storage.mfn.se              starbreeze-interim-report-q3-2024.pdf                              Q3’24:  Net sales amounted to SEK 42.7 million (494.4).  PAYDAY 2 accounted for SEK 11.5 million (51.6). PAYDAY 3 accounted for SEK 22.9 million (440.8). Third-party publishing accounted for SEK 6.2 million (0.8).   EBITDA* amounted to SEK 21.4 million (441.8). Cash flow from operating activities amounted to SEK -15.9 million (11.1). Depreciation, amortization and impairment amounted to SEK 76.5 million (142.0). Profit/loss before taxes amounted to SEK -58.5 million (299.8). Basic and diluted earnings per share amounted to SEK -0.04 (0.21).  YTD  Net sales amounted to SEK 139.5 million (564.3).  PAYDAY 2 accounted for SEK 31.6 million (120.8). PAYDAY 3 accounted for SEK 68.2 million (440.8).   Third-party publishing accounted for SEK 32.3 million (0.8). EBITDA* amounted to SEK 78.0 million (460.0), including items affecting comparability of SEK 20.9 million. Cash flow from operating activities amounted to SEK 65.2 million (51.9). Depreciation, amortization and impairment amounted to SEK 227.2 million (174.7). Profit/loss before taxes amounted to SEK -150.1 million (299.2). Basic and diluted earnings per share amounted to SEK -0.10 (0.31). Cash and cash equivalents amounted to SEK 249.3 million (312.9).

Inderes              Starbreeze Q3’24 preview: Player activity remains subdued - Inderes    Starbreeze will release its Q3 2024 results on Thursday, November 14. We expect Q3 revenue to remain at a low level with challenging y/y comparisons due to the timing of the PD3 launch last year.                             Ruotsista kajahtaa ennakon muodossa. Prosentuaaliset luvut on rumat kun vastassa on viime vuoden Q3 jolloin PD3 julkaistiin. Tulos ulos ensi torstaina 14.11.  Our outlook for 2025 remains cautious, and we expect PD3 sales will likely face further headwinds in the next year. We see 2025 as a transitional year, with Starbreeze preparing for more substantial revenue growth in 2026 with the anticipated launch of Project Baxter. Starbreeze’s ongoing high investment levels, coupled with lower expected revenues, will likely place further strains on cash flows in 2025. This may necessitate external financing or other financing support to sustain Project Baxter’s development, especially if PD3 fails to generate a meaningful recovery.

Starbreeze

According to Starbreeze, PAYDAY 3 sales and player activity are currently significantly lower than the company would like. The company's focus and absolute priority is now to identify the changes that need to be made to ensure that PAYDAY 3 lives up to expectations. If they are successful, Starbreeze's current valuation undoubtedly looks very low. We had assumed that the updates released in Q4 would put PD3 on the road to recovery.

<p>According to Starbreeze, PAYDAY 3 sales and player activity are currently significantly lower than the company would like. The company's focus and absolute priority is now to identify the changes that need to be made to ensure that PAYDAY 3 lives up to expectations. If they are successful, Starbreeze's current valuation undoubtedly looks very low. We had assumed that the updates released in Q4 would put PD3 on the road to recovery. As this has not happened and there are few signs of recovery at present, we do not see sufficient drivers or support for the stock over the next twelve months.</p> 

	2023	24e	25e
Revenue	633.5	160.4	125.8
growth-%	396.47 %	-74.68 %	-21.60 %
EBIT (adj.)	190.3	-88.6	-45.8
EBIT-% (adj.)	30.04 %	-55.24 %	-36.38 %
EPS (adj.)	0.19	-0.06	-0.03
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	2.47	-	-
EV/EBITDA	0.78	0.65	7.12

PAYDAY 3's recovery can't be taken for granted

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Starbreeze

Key Estimate Figures16.02.

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Starbreeze

Key Estimate Figures16.02.

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