August

Roblox 10-Q — Q2 FY2023 (August 2023)

Roblox’s Q2 FY2023 Form 10-Q presents a mixed picture of continued revenue growth amid escalating operating losses and significant capital outlays.

• Roblox reported a 15% increase in total revenue to $680.8 million for Q2 FY2023, supported by a paying user base of approximately 790,000 daily unique payers.
• Operating losses nearly doubled year-over-year, rising from $170.3 million to $313.9 million due to increased spending on infrastructure, R&D, developer-exchange fees, and trust-and-safety initiatives.
• The company is undergoing significant capital expenditure, evidenced by $2.7 billion in investing outflows directed toward technology, security, and international expansion efforts.

Subscription Rules for the Issuance and Offer of Common Shares Series G

PCF Group S.A. is executing a private subscription of up to 2,510,904 Series G common shares, representing approximately 7% of the company’s share capital, for listing on the Warsaw Stock Exchange.

• PCF Group S.A. is issuing up to 2,510,904 Series G common shares, representing approximately 7% of its total share capital, to raise capital on the Warsaw Stock Exchange.
• KRAFTON Inc. is acquiring 251,091 shares at a fixed price of 40.20 PLN, increasing their total ownership in PCF Group to 10%.
• The remaining shares are being allocated to qualified investors via an accelerated book-building process conducted in August 2023, with a minimum investment threshold of EUR 100,000.

PCF Group Current Report No. 38/2023: Share Placement and Book-Building Process

PCF Group S.A., the parent company of game development studio People Can Fly, announced on August 9, 2023, the commencement of a private subscription offering and bookbuilding process for up to 2,510,904 new Series G common bearer shares.

• PCF Group S.A. has initiated a private subscription offering for up to 2,510,904 new Series G common bearer shares to raise capital from institutional and professional investors.
• The offering is structured to bypass the requirement for a formal prospectus by leveraging EU regulatory exemptions for issuances representing less than 20% of existing shares over a 12-month period.
• Participation is restricted to qualified investors or those committing a minimum of 100,000 EUR, with geographic exclusions including the United States, Australia, Canada, Japan, and South Africa.

Take-Two Interactive Investor Presentation: August 2023

Take-Two Interactive operates as a global leader in the interactive entertainment industry, maintaining a diversified portfolio that spans console, PC, and mobile platforms.

SciPlay 10‑Q – Q2 FY2023 (August 2023)

SciPlay Corporation reported a robust second-quarter performance for FY2023, with total revenue reaching $189.9 million—an increase of 60% from the same period a year earlier and 19% YoY when compared to prior quarter figures.

• SciPlay reported Q2 2023 revenue of $189.9 million, representing a 60% increase year-over-year.
• The pending merger with Light & Wonder is expected to finalize by Q4 2023, transitioning SciPlay into a wholly owned subsidiary and ending its public trading status.
• Mobile in-app purchases drove the majority of revenue at $169.6 million, with platform distribution split between Apple (50%), Google (33%), and Facebook (11%).

PCF Group Resolutions Adopted at Extraordinary General Meeting: 7 August 2023

PCF Group S.A., the Warsaw-based parent company of game developer People Can Fly, held an Extraordinary General Meeting on August 7, 2023, to authorize a significant capital increase through the issuance of Series G ordinary shares.

• People Can Fly parent company PCF Group S.A. authorized a capital increase of up to 2,510,904 new Series G shares to raise at least 100.9 million PLN.
• The capital raise is intended to fund the company's 2023 growth strategy, specifically targeting self-publishing, Game-as-a-Service (GaaS) models, and development of projects including Project Dagger, Bifrost, and Victoria.
• To accelerate the funding process, shareholders voted to waive pre-emptive rights in favor of a private subscription and book-building process aimed at institutional and qualified investors.

Shareholder Report No. 37/2023: PCF Group S.A.

The shareholder structure of PCF Group S.A., the Warsaw-based developer known as People Can Fly, was formally disclosed following the Extraordinary General Meeting held on August 7, 2023.

• Sebastian Wojciechowski maintains majority control of PCF Group S.A., holding 44.78% of total voting rights and 51.90% of the votes present at the August 7, 2023, Extraordinary General Meeting.
• Krafton Inc. is the second-largest shareholder, possessing a 10.00% stake in the company's total voting power.
• Three individual stakeholders—Bartosz Kmita, Krzysztof Dolaś, and Bartosz Biełuszko—hold significant influence with 7.72%, 5.43%, and 5.40% of total voting rights, respectively.

Supplementary Information: Brilliantcrypto

Brilliantcrypto represents a strategic initiative by the COLOPL Group to enter the Web3 and metaverse sectors by introducing a sustainable Play-to-Earn gaming model.

• COLOPL Group is launching Brilliantcrypto, a mining-themed Web3 game designed to create a sustainable Play-to-Earn economy that addresses existing gaps in metaverse income and consumption models.
• The project utilizes a 'Proof of Gaming' mechanism, which requires active player effort to generate value, conceptually mirroring the Proof of Work validation process used in Bitcoin.
• Revenue is generated through three primary channels: the initial exchange offering (IEO) of the native cryptocurrency, the sale of pickaxe NFTs, and secondary distribution fees from in-game gemstone marketplace transactions.

PCF Group Current Report No. 32/2023: Convocation of Extraordinary General Meeting

This regulatory announcement, issued on July 10, 2023, serves as an official notice from the Management Board of PCF Group S.A. regarding the convening of an Extraordinary General Meeting (EGM).

• PCF Group S.A. has convened an Extraordinary General Meeting for August 7, 2023, at 11:00 AM in Warsaw to address corporate governance and capital structure.
• The primary agenda item for the meeting involves the authorization of a new share issue for the game development studio.
• The proposed share issuance is restricted to qualified investors within the European Economic Area and specific institutional buyers.

PCF Group Draft Resolutions for Extraordinary General Meeting: 7 August 2023

PCF Group S.A. is pursuing a strategic capital increase through the issuance of up to 2,510,904 new Series G ordinary shares to support its expanded development pipeline and self-publishing transition.

• PCF Group is seeking to raise at least 100.9 million PLN through the issuance of up to 2,510,904 new Series G ordinary shares.
• The capital injection is intended to fund the development of key titles—Project Dagger, Bifrost, and Victoria—and support the company's transition to a Game-as-a-Service model.
• The issuance will exclude pre-emptive rights for existing shareholders to accelerate the private subscription process via a competitive book-building exercise.

PCF Group EGM Convocation Announcement: 7 August 2023

The Management Board of PCF Group S.A., a Warsaw-based game development studio known as People Can Fly, issued a formal notice convening an Extraordinary General Meeting (EGM) scheduled for August 7, 2023.

• People Can Fly (PCF Group S.A.) has convened an Extraordinary General Meeting for August 7, 2023, to vote on a capital increase via the issuance of Series G ordinary shares.
• The proposed share issuance includes the total exclusion of existing shareholders' pre-emptive rights, alongside the dematerialization of the new shares and their admission to the Warsaw Stock Exchange.
• As of the announcement, PCF Group’s share capital consists of 33,429,367 ordinary bearer shares across Series A, B, D, E, and F.

RB ESPI 10/2023

The management board of PlayWay S.A., a prominent Polish game developer and publisher, formalized the distribution of corporate profits through a dividend payment approved during the Ordinary General Meeting held on June 30, 2023.

• PlayWay S.A. approved a dividend payout of 19.39 PLN per share for the 2023 fiscal period.
• The total dividend expenditure for the company's 6,600,000 ordinary bearer shares amounts to 127,974,000 PLN.
• Shareholder eligibility for the dividend was determined by the record date of August 22, 2023.