August
Company
Documents about August
CD Projekt Valuation and Sales Forecast
Financial analysis from DM BOŚ provides a longitudinal perspective on the market performance and valuation of the Polish game developer CD Projekt.
- Analysts at DM BOŚ projected that the upcoming 'Songs of the Past' expansion for The Witcher 3 will generate approximately $187.9 million (700 million PLN) in revenue during its first 12 months.
- The 'Songs of the Past' expansion is expected to sell 11.4 million copies in its first year, with a projected release by the end of Q1 2027.
- Following the problematic launch of Cyberpunk 2077 in 2021, DM BOŚ downgraded CD Projekt's share valuation from $117 to $58.
Form 10-Q for the Quarter Ended December 31, 2020
Kintara Therapeutics reported a $24.9 million loss for the six months ended December 31, 2020, with negative cash flow from operations and an accumulated deficit of $97.8 million against only $17.2 million in cash and equivalents, raising substantial doubt about its ability to continue as a going concern within one year.
- Kintara Therapeutics reported a $24.9 million loss for the six months ended December 31, 2020, with an accumulated deficit of $97.8 million and only $17.2 million in cash, raising substantial doubt about its ability to continue as a going concern.
- To address liquidity constraints, the company raised approximately $25 million through a Series C convertible preferred stock private placement and secured a $500,000 loan from cancer research foundations.
- The lead clinical candidate, VAL-083, showed a median progression-free survival of 9.3 months in newly diagnosed glioblastoma patients and a median overall survival of 8.5 months in recurrent cohorts, both outperforming historical benchmarks.
Electronic Arts’ Earnings From Star Wars Games Top $3 Billion
Electronic Arts has undergone a significant corporate transformation, transitioning from a publicly traded entity to a private company following a $55 billion acquisition.
- Electronic Arts has been acquired by an investor group led by the Saudi Arabian Public Investment Fund (PIF) in a $55 billion deal, marking the largest leveraged buyout in gaming history.
- As part of the acquisition, EA has delisted from the NASDAQ and returned to being a private company after nearly 40 years of public trading.
- The ownership structure of the newly private EA consists of 93.4% held by the PIF, 5.5% by Silver Lake, and 1.1% by Affinity Partners.
Cyberpunk 2077 Had the Biggest Launch Month Ever in Terms of Digital Sales
The release of Cyberpunk 2077 in December 2020 established a new industry benchmark, achieving the highest digital launch month in history.
- Cyberpunk 2077 achieved the highest digital launch month in history, selling 10.2 million digital copies in December 2020.
- The launch of Cyberpunk 2077 was a primary driver for a 40% year-over-year increase in PC digital gaming revenue.
- PC platforms accounted for 80% of Cyberpunk 2077's total digital sales, though it still ranked as the third best-selling console title despite technical issues and its removal from the PlayStation Store.
Social Casino Gaming Apps Report 2021
The global social casino market reached $6.2 billion in gross revenue in 2020, demonstrating robust financial health despite a highly saturated competitive landscape.
- The social casino market is highly consolidated, with no new titles breaking into the top 200 rankings between August 2020 and August 2021.
- Market entry is increasingly expensive, with average cost-per-install reaching $7.21 and iOS acquisition costs more than double those of Android due to privacy tracking limitations.
- Battle pass mechanics experienced rapid adoption, with market penetration growing from 5% to 36% in a single year.
Raport bieżący nr 2/2021
The Management Board of PlayWay S.A. established the official schedule for the publication of periodic financial results throughout the 2021 calendar year.
- PlayWay S.A. established a formal 2021 financial reporting schedule to comply with Polish stock exchange transparency requirements.
- The company released its 2020 annual financial reports on April 30, 2021.
- Interim consolidated reports for 2021 were scheduled for release on May 28 (Q1), August 27 (semi-annual), and November 29 (Q3).
Raport Bieżący ESPI Nr 20/2021: Popremierowy Raport Sprzedażowy Bum Simulator
PlayWay S.A. released post-launch performance data for Bum Simulator following its Early Access debut on the Steam platform on August 26, 2021.
- Bum Simulator recouped approximately 50% of its total production and marketing costs—which were under 1 million PLN—within the first few days of its August 26, 2021, Steam Early Access launch.
- The title achieved a peak ranking of seventh on the Steam Global Bestsellers list, selling 19,000 units with an 89% positive approval rating from 315 reviews.
- The game maintained a strong wishlist of 218,000 entries, resulting in 10,000 direct conversions into sales.
Mobile Ad Creative Report: August 2021
Mobile gaming creative trends in August 2021 centered on humanizing digital experiences and leveraging high-profile cultural partnerships.
- Mobile gaming ads in August 2021 shifted toward high-fidelity, narrative-driven content featuring real-world celebrity partnerships, such as Garena Free Fire’s collaboration with Dimitri Vegas & Like Mike and Call of Duty Mobile’s integration of Ozuna.
- Top-performing creatives are increasingly moving away from pure gameplay footage in favor of cinematic storytelling, anniversary-themed promotions, and interactive elements like Buzzfeed-style quizzes.
- Psychological triggers remain a core engagement strategy, with 'fail-state' ads—demonstrating a player losing a level—continuing to drive performance for titles like Royal Match and Evony.
The State of MOBA Mobile Games 2021
This analysis explores the Multiplayer Online Battle Arena (MOBA) sub-genre within the mobile gaming market, focusing on its rapid financial growth and competitive landscape.
- The mobile MOBA market is a 'winner-takes-all' environment dominated by Tencent, Supercell, and ByteDance, making it difficult for new entrants to succeed without established brand recognition.
- Global MOBA player spending reached approximately $2 billion in the first half of 2021, with Asia accounting for 84 percent of total revenue.
- Honor of Kings is the industry leader with over $10 billion in lifetime revenue, while Pokémon Unite set a sub-genre record with 15 million downloads in its first two days following its September 2021 launch.
Social Casino Gaming Apps Report
The social casino gaming market experienced significant growth and transformation between August 2020 and August 2021, driven largely by global social distancing measures.
- The social casino market is projected to grow from $6.2 billion in 2020 to $7.5 billion by 2026, though high barriers to entry and market saturation make scaling difficult for new entrants.
- Acquisition costs vary significantly by platform, with iOS CPI reaching $11.09 compared to $5.00 on Android, while Latin America offers the lowest entry point at $1.43 per install.
- Developers are increasingly adopting 'mid-core' features to drive engagement, with battle pass integration growing from 5% to 36% adoption in a single year.
Bushiroad Financial Report: First Quarter of Fiscal 2021
Bushiroad’s financial performance for the first quarter of fiscal year 2021, covering the period from August 1, 2020, to October 31, 2020, reflects a period of significant operational transition and financial contraction.
- Bushiroad reported a net loss of 154 million yen for the first quarter of fiscal 2021 (August 1 to October 31, 2020), shifting from profitability in the same period of the prior year.
- Net sales grew by 8.0% year-over-year to reach 8,971 million yen, despite the company recording an operating loss of 82 million yen.
- Earnings per share dropped to a negative 9.57 yen, compared to a profit of 40.24 yen per share in the first quarter of the previous fiscal year.
Silent Hill Creator Teams Up with Other Industry Legends to Form Bokeh Game Studio
Bokeh Game Studio was established in Tokyo on August 13, 2020, by a trio of prominent industry veterans: Keiichiro Toyama, known for his work on the Silent Hill, Siren, and Gravity Rush franchises; Junya Okura; and Kazunobu Sato.
- Keiichiro Toyama, creator of Silent Hill, has founded an independent studio called Bokeh Game Studio alongside former colleagues Junya Okura and Kazunobu Sato.
- The studio was officially established on August 13, 2020, following Toyama's departure from Sony’s Japan Studio.
- The founding team consists of CEO and Creative Director Keiichiro Toyama, COO Kazunobu Sato, and CTO Junya Okura, all of whom previously worked on titles such as Silent Hill, Siren, and Gravity Rush.