August

Uchwała Numer 5/2022 Zarządu PCF Group S.A. w Sprawie Podziału Zysku Spółki za Rok Obrotowy 2021

The Management Board of PCF Group S.A., operating under the People Can Fly brand, formalizes a proposal for the distribution of net profit generated during the 2021 fiscal year.

• PCF Group S.A. reported a total net profit of 41,751,983.35 PLN for the 2021 fiscal year.
• The company will distribute 8,086,561.02 PLN as a dividend to shareholders, amounting to 0.27 PLN per share.
• Approximately 80% of the 2021 net profit, totaling 33,665,422.33 PLN, will be transferred to the company’s supplementary capital to support future operations.

KRAFTON Investor Relations Presentation: August 2021

The global gaming landscape is currently defined by the rapid ascent of the battle royale genre, which achieved a valuation of $14.7 billion by 2020 and accounted for nearly 30 percent of total industry growth over the preceding three years.

Current Report No. 41/2021

The executive leadership of PCF Group S.A. issued a formal notification on August 30, 2021, regarding a correction to a previous disclosure involving the acquisition of company shares by a high-ranking official.

• PCF Group S.A. issued a formal correction on August 30, 2021, regarding a previous August 18, 2021, disclosure concerning share acquisitions by the President of the Management Board.
• The amendment was filed to ensure compliance with Article 19, Paragraph 3 of the Market Abuse Regulation (MAR), which mandates transparency for financial transactions by managerial personnel.
• The President of the Management Board increased their equity position in PCF Group S.A. during the third quarter of 2021.

Raport Bieżący Nr 42/2021

The executive leadership of PCF Group S.A. disclosed a series of insider trading activities involving the acquisition of company shares by the President of the Management Board.

• The President of the Management Board of PCF Group S.A. increased their personal equity stake in the company through a series of share acquisitions.
• The insider trading transactions occurred over a three-day period in late August 2021, specifically on August 26, August 27, and August 30.
• PCF Group S.A. issued this disclosure to comply with Article 19, Paragraph 3 of the Market Abuse Regulation (MAR) regarding transactions by persons discharging managerial responsibilities.

Raport Bieżący Nr 40/2021

On August 29, 2021, PCF Group S.A. entered into a strategic investment agreement with London-based Square Enix Limited regarding the issuance of subscription warrants.

• PCF Group S.A. and Square Enix Limited formalized a long-term strategic partnership in August 2021, allowing the publisher to acquire equity in the developer based on commercial performance.
• The agreement grants Square Enix the right to acquire up to 1,555,922 Series C shares, representing approximately 1.8% of PCF Group’s total share capital.
• Warrants are issued in six tranches valued at 4.5 million PLN each, triggered every time PCF Group generates 45 million PLN in revenue from Square Enix projects like Outriders and Project Gemini.

GDev Form 20-F: FY 2021

Nexters Inc. transitioned into a publicly traded entity on August 26, 2021, following a strategic business combination with Kismet Acquisition One Corp and Nexters Global Ltd.

• Nexters Inc. completed a business combination on August 26, 2021, resulting in its ordinary shares and warrants being listed on the Nasdaq Global Market under the symbols GDEV and GDEVW.
• The transaction involved a $50 million private placement (PIPE) of 5,000,000 ordinary shares at $10.00 per share to institutional investors.
• As of the August 26, 2021 closing date, Nexters Inc. had 196,523,101 ordinary shares issued and outstanding.

NVIDIA Quarterly Report: Q2 FY2022

NVIDIA Corporation demonstrated exceptional financial performance in the second quarter of fiscal year 2022, ending August 1, 2021.

• NVIDIA achieved $6.51 billion in total revenue for Q2 FY2022, marking a 68% year-over-year increase.
• Growth was driven by significant segment performance: Gaming revenue rose 85%, Data Center grew 35%, and Professional Visualization surged 156%.
• Net income climbed to $2.37 billion, up from $622 million in the prior year, supported by a 64.8% gross margin attributed to Ampere architecture products.

Current Report No. 39/2021

The executive leadership of PCF Group S.A. disclosed a notification regarding the acquisition of company shares by a high-ranking official.

• On August 18, 2021, the President of the Management Board of PCF Group S.A. acquired company shares.
• The transaction was formally disclosed in accordance with Article 19, Paragraph 3 of the European Union's Market Abuse Regulation (MAR).
• The filing serves as a mandatory regulatory disclosure for the Warsaw Stock Exchange regarding insider transactions by high-ranking officials.

Raport Bieżący Nr 38/2021

PCF Group S.A. reported on August 16, 2021, that it had not received any royalty payments from Square Enix Limited regarding the sales of the video game Outriders for the period ending June 30, 2021.

• As of August 16, 2021, PCF Group S.A. received zero royalty payments from Square Enix Limited for the game Outriders for the period ending June 30, 2021.
• The absence of royalties indicates that Outriders failed to exceed the net sales threshold required to recoup Square Enix's production, distribution, and promotion costs during the game's first full quarter post-launch.
• PCF Group S.A. reported a lack of transparency from the publisher, noting that Square Enix did not provide detailed data on sales figures, gross receipts, or total recoupable costs.

Raport Bieżący ESPI Nr 19/2021

PlayWay S.A. provides a comprehensive post-launch performance analysis for Car Mechanic Simulator 2021 following its multi-platform release in August 2021.

• Car Mechanic Simulator 2021 fully recouped its 2.7 million PLN development and marketing costs within the first 24 hours of its August 2021 Steam launch.
• The title achieved a peak concurrent player count of 18,500, setting a new record for the PlayWay Group while maintaining a 93% positive approval rating on Steam.
• Total sales reached 132,000 units on PC and 11,000 on Xbox, with an additional 165,500 DLC units sold across both platforms.

Unity 10-Q — Q2 FY2021 (August 2021)

Unity’s Q2 FY2021 filing documents a period of accelerated revenue growth amid widening losses and significant capital deployment.

• Unity reported a 49% year-over-year revenue increase to $273 million in Q2 FY2021, driven by 31% growth in Create Solutions and 40% growth in Operate Solutions.
• The company posted a $148 million net loss for the quarter, contributing to an accumulated deficit of $1.05 billion despite maintaining a 79% GAAP gross margin.
• Operating expenses surged to $365 million, primarily fueled by $154 million in research and development and $75 million in sales and marketing as the company aggressively pursues product innovation.

Electronic Arts 10-Q — Q2 FY2021 (August 2021)

Electronic Arts reported a mixed financial performance for the second quarter of fiscal 2021.

• Electronic Arts reported Q2 FY2021 net revenue of $1.55 billion, a 6% year-over-year increase driven by 12% growth in live-services revenue.
• Operating income declined 32% to $322 million as rising research-and-development and marketing expenses caused gross margins to contract to 79.7%.
• Cash flow from operations fell to –$143 million due to increased tax obligations, royalty payments, and variable compensation costs.