Slide / 1 · 2018. 1. 4. · Slide / 23 M $ 110 $ 45 $ 15 $ 72 $ 35 $ 8 $-$€20 $€40 $€60...
Transcript of Slide / 1 · 2018. 1. 4. · Slide / 23 M $ 110 $ 45 $ 15 $ 72 $ 35 $ 8 $-$€20 $€40 $€60...
![Page 1: Slide / 1 · 2018. 1. 4. · Slide / 23 M $ 110 $ 45 $ 15 $ 72 $ 35 $ 8 $-$€20 $€40 $€60 $€80 $€100 $€120 $€140 $€160 $€180 $€200 Accelerated Uptake Base Case](https://reader036.fdocuments.us/reader036/viewer/2022071014/5fcc3b65462a6a657969c3f5/html5/thumbnails/1.jpg)
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2013GAMES DEVELOPER
2015PUBLISHING
2016VIRTUAL REALITY
2017ECOSYSTEM
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Mikael Nermark Sebastian Ahlskog Emmanuel Marquez
Saul Gascon Maeva Sponbergs Johanna Wikland Almir Listo
Bo Andersson-Klint
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M
2
IN BILLION USD
Source: NEWZOO
0.0
20.0
40.0
60.0
80.0
100.0
120.0
140.0
2015 2016E 2017E 2018E 2019E
Smartphone Tablet Handheld Console Web based PC/MMO
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2
W
Y
U
x
5
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0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
October/14 January/15 April/15 July/15
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
October/14 January/15 April/15 July/15
Act
ive
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Act
ive
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yers
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19Slide /Source: Goldman Sachs Global Investment Research
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TIME
$
4
3
2
1
PD2 / DBD PUBLISHING WALKING DEAD CROSSFIRE PAYDAY 3
5
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M
$ 110
$ 45
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$ 72
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Accelerated Uptake Base Case Delayed Uptake
Hardware Software
2
IN BILLION USD
Source: Goldman Sachs Global Investment Research.
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• Development kit 1.0
• 5K low persistent screen
• Perfect tracking through Phase Space tracking
• 210 degree field of view
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LBE ENTERTAINMENT
HMD Manufacturing
VR CONTENT & DISTRIBUTION
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+58%
+14%
+36%
+355%
-25%
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Starbreeze INVESTMENT CASE SUMMARY
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0
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sep
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STAR B OMXSPI
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