Core Viewpoint - NACON reported consolidated sales of €167.9 million for the 2024/25 financial year, showing a slight increase from €167.7 million in the previous year, with expectations of a sharp increase in business levels starting in the first half of the 2025/26 financial year [1][6]. Sales Performance - Total sales for the first quarter were €32.3 million, down 9.0% from €35.5 million in the same period last year [2]. - The second quarter saw sales rise to €44.8 million, a 38.5% increase from €32.3 million [2]. - Third-quarter sales were €52.9 million, down 10.3% from €59.0 million [2]. - Fourth-quarter sales totaled €38.0 million, a decrease of 7.1% from €41.0 million [2][3]. - Full-year sales remained stable at €167.9 million, a marginal increase of 0.1% compared to €167.7 million [2]. Segment Analysis - Gaming sales for the full year were €97.1 million, down 3.8% from €101.0 million [2]. - Accessories sales increased by 4.1% to €65.2 million, up from €62.7 million [2]. - Other sales rose significantly by 38.0% to €5.6 million, compared to €4.1 million [2]. Back Catalogue Performance - Back Catalogue sales in the fourth quarter rose by 46.5% to €16.1 million, with full-year sales up 31.2% to €58.6 million [5]. Future Outlook - The company anticipates strong growth in 2025/26, driven by a busy release schedule with over 10 major games planned for the first half of the year [7][9]. - The Accessories business is expected to see firm growth, particularly in the first half of 2025/26 [8]. - A new production site in Lauwin-Planque, France, is expected to be operational in the second half of 2025/26, focusing on controller production [9]. Upcoming Events - The FY 2024/25 results press release is scheduled for 2 June 2025, with a presentation meeting on 3 June 2025 [10].

Happy Sunday…QQQs ripped 7% while the 10-year yield slipped to 4.25% and the VIX collapsed 15%, as Trump "blinked" again and trade news got better. 周日愉快……QQQ 上涨了 7%，10 年期收益率下滑至 4.25%，VIX 暴跌 15%，因为特朗普再次"让步"，贸易消息有所好转。 Busiest week of the year with 40% of TMT market cap reporting so I'm going to dive straight into Tech and avoid Macro this week other than to say our base case is a more-choppy likely slowly upwards trending mkt as we get more positive trade news flow and macro releases support the thesis that w ...

With the stock market in turmoil, it's not surprising that investors have turned to safe refuges that they think will be relatively sheltered from the impact of tariffs. The video game industry is one of them: as an internet service, it doesn't have toWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Core Viewpoint - Motorsport Games Inc. has regained compliance with the Nasdaq Stock Market's stockholders' equity requirement, indicating progress and momentum for the company [1][2]. Company Overview - Motorsport Games is a developer and publisher of racing games, including titles like Le Mans Ultimate, and is involved in the esports ecosystem for motorsport racing [3]. - The company is the officially licensed developer for major racing series such as the 24 Hours of Le Mans and the FIA World Endurance Championship [3]. - Motorsport Games also owns simulation platforms like rFactor 2 and KartKraft, with rFactor 2 serving as the official simulation platform for Formula E [3]. Recent Developments - The CEO, Stephen Hood, highlighted that regaining compliance with Nasdaq's equity requirement validates the company's progress and is supported by a recent strategic investment led by Pimax [2]. - The company is experiencing product momentum with Le Mans Ultimate and has introduced a new subscription service through RaceControl, alongside implementing cost-control measures [2].

Motorsport Games Inc. Announces $2.5 Million Strategic Investment led by Virtual Reality Company Pimax Motorsport Games is announcing a private placement offering for gross proceeds of approximately $2.5 million, before deducting offering expenses, pursuant to a definitive agreement entered into on April 11, 2025 with certain institutional and accredited investors, including an affiliate of Pimax Innovation Inc. MIAMI, April 15, 2025 (GLOBE NEWSWIRE) -- Motorsport Games Inc. (“Motorsport Games” or “the ...

MIAMI, April 15, 2025 (GLOBE NEWSWIRE) -- Motorsport Games Inc. ("Motorsport Games" or "the Company"), the racing game developer and publisher of prominent simulation racing (or "sim racing") titles including Le Mans Ultimate, is today announcing a private placement offering for gross proceeds of approximately $2.5 million, before deducting offering expenses, pursuant to a definitive agreement entered into on April 11, 2025 (the "Purchase Agreement") with certain institutional and accredited investors, incl ...

证券研究报告 2025年04月10日 海外行业报告：行业深度研究 3A游戏行业深度研究 Take Two：曾取凌云志，再见拉满弓 作者： 请务必阅读正文之后的信息披露和免责申明 1 分析师 吴立 SAC执业证书编号：S1110517010002 分析师 孔蓉 SAC执业证书编号：S1110521020002 摘要 1、复盘：Take Two过往股价走势及对应时间 我们认为，从12年前的2011年公司发布的第一支《GTA5》开始，公司因产品驱动，到2018年期间处于快速增长期，其中《GTA5》为公司营 收的快速增长做出了显著贡献，2023年，公司正式发布了《GTA6》的第一支预告，风靡市场。《GTA6》的发布将大幅增长公司营收，并成为 公司股价上涨的关键增长点。 4、Take Two：知名IP驱动的全球游戏巨头 目前旗下已有多款知名游戏IP，如《GTA》、《文明》、 《NBA 2K》、 《荒野大镖客》等。公司专注于大制作游戏，产品以3A大作为主，成 功的3A游戏IP实现移动手游为辅。代表作有《GTA5》、 《NBA 2K》系列、 《文明6》、《荒野大镖客2》、《无主之地3》等。 5、2024年全球娱乐产业概览 ...

版权归原作者所有，转载引用请注明原出处。 内容仅供交流学习，不做任何商业用途，不代表任何投资建议。如有侵权请联系后台删除。 未来15年，是决定全球经济新秩序的关键窗口期。 这些领域将引领技术革新、资本流动与产业迁移，不只是风口，更是系统性重构的主战场。 在其最新发布的《The Next Big Arenas of Competition》报告中，麦肯锡全球研究院通过对2005–2020年57个行业的系统回溯与前瞻预测，提出了一个深具 洞察力的判断： 未来的增长不是平均发生的，而是高度集中在少数"竞技场"式行业中。 报告发现，过去15年表现最突出的12个领域（如电动车、云服务、生物制药、半导体、支付、视频娱乐等）， 在2020年已占据全球经济利润的一半，并 诞生了大量市值超500亿美元的巨头企业。 1.技术与商业模式变革：如云计算、AI、大模型、自动驾驶、模块化建筑，均带来产品形态与服务方式的根本性重构。 2.渐进式投资机会：在这些行业中，投资"内功"——如技术升级、网络效应、数据积累——往往能带来规模性回报与持续领先优势。 3.庞大或正在爆发的市场需求：全球数字化、能源转型、中产消费升级等趋势，持续释放新需求 ...