Bullbullbull

Turning data into insights at Alinea Analytics.

[Viktor Spindler @fintech_dev]

We're hiring another developer at Alinea!

If you want to be part of shaping the games industry, this is your opportunity to join a driven and passionate team. If you're sharp, take ownership, and genuinely love the games market, shoot me a DM or email!

https://t.co/vgIQXv6ho5

[Bullbullbull @Bullx33]

@lejooon Sant, men det er forskjell på "Wanted Dead or Awild" og "Soaked by Seamen". Hack sin katalog er nå så bred at operatører i prinsipp kun trenger de og et par til suppliers for å dekke hele sortimentet, det er også derfor alle nye operatører integrerer med Prag->Hack-> Evo først..

[Bullbullbull @Bullx33]

@blackfiskenn De kan ansette direkte fra universitet eller tradisjonell gaming, lære de raskt opp, og dermed få tilgang til en helt annen talentpool enn konkurrentene. Dette gjør at de kan forme utviklerne (ingen legacy), noe som trolig bidrar til den svært lave churnen i selskapet.

[Bullbullbull @Bullx33]

@blackfiskenn Slik jeg forstår det, er Hacksaws største moat kombinasjonen av en ekstremt god/intuitiv spillplattform og en unik utviklerkultur.

[Bullbullbull @Bullx33]

@TEVEX20 Du mener du smakte på dippies? Peter Lynch reiste rundt i butikker, snakket med ansatte, kunder etc. for å forstå målgruppen, kundemønster, populariteten etc. til produkter/tjenester. Husk at ikke alle kan være i målgruppen..

[Bullbullbull @Bullx33]

@AbbeMatti Å tro at Svensk tar denne beslutningen uten backing av hovedeierne er rimelig naivt. Samme er å tro at han vil gjøre samme greie som fikk han sparket ut av styret i Betsson.

[Bullbullbull @Bullx33]

$hack over IPO kurs!🥳

[Bullbullbull @Bullx33]

@alexeliasson Du burde se på $nkr med datterselskapet Syncrolift som er hoffleverandør av shiplifts mot defense (90% marketshare historisk).

[Bullbullbull @Bullx33]

@hacksawgaming Le gambler

[Bullbullbull @Bullx33]

Mitt skip er lastet med tørket mango! $delia

[Bullbullbull @Bullx33]

@lejooon @aktiehesten Fikk nettopp høre fra ABG at 800m omsetninge er ink elimination, så med andre ord er omsetningen til Kirirom høyere enn 140m.

[Bullbullbull @Bullx33]

@lejooon @aktiehesten Ok, da forstår jeg. Jeg trodde du mente at 60% av EBIT'en til Kirirom skulle elimineres ved konsolidering (gitt at Dellia står for 60% av EBIT'en). Interessant med all kritikk på selskapet. Blir spennende å følge utviklingen fremover..

[Bullbullbull @Bullx33]

@lejooon @aktiehesten De måtte ty til air-shipping for å få levert nok varer i Q4, så de sitter nok ikke inne med for mye tørket mango på lager..

[Bullbullbull @Bullx33]

@lejooon @aktiehesten Med forutsetningen om at de ikke selger den videre får du rett, men det er vel litt søkt å forutsette?

[Bullbullbull @Bullx33]

@lejooon @aktiehesten Kan du forklare nærmere hvorfor du mener at EBIT skal elimineres?
Interne transaksjoner elimineres på revenue og cost of sales for å fjerne internal revenue (feks at Dellias cost of sales = Kiriroms revenue). Men dette påvirker vel ikke EBIT?

[Bullbullbull @Bullx33]

@financeamir Ikke minst får de full autonomi over Kirirom's produksjonskapasitet. I 2024 var den på 2,700t og Dellia utgjorde 40-50% (fra prospektet), i 2025 6,000t og Dellia utgjorde 60% ytd (fra PM), i 2026 12,000t Dellia kan garantert øke produksjonen utover 60% av kapasiteten.

[Alinea Analytics @alineaanalytics]

🎮💵 Through Savvy Games Group (via PIF) and Tencent, Saudi and China stand at the center of the global entertainment ecosystem.

Savvy set out its ambitions clearly in its 2030 strategy a few years ago, structured around four investment programs. The acquisition of Electronic Arts adds that flagship PC/console publisher to its mobile-heavy private portfolio. EA also aligns with Saudi Arabia’s broader investments in both traditional sports and esports.

At the other end of Asia, Tencent has long been one of the most influential vehicles in gaming. In 2022, it “quietly” pivoted from being a passive minority investor to explicitly focus on buying majority stakes in overseas publishers, with Europe as a particular focus. The objective, to shape the industry’s direction. We haven’t seen many majority investments since then, which could suggest that Tencent has redirected near-term focus back to Asia with its surging PC/Console user base (speculative).

Both companies have steadily increased their stakes over the years and now rank among the top three shareholders in most listed publishers. Expect their influence to grow even further. More concentration will come.

@alineaanalytics visual 👇

[Alinea Analytics @alineaanalytics]

✨ OUR LARGEST PLATFORM UPDATE YET 👀

We’re excited to share a major update that brings together the most accurate unified cross-platform sales estimates with the industry’s most comprehensive curated database of actual sales milestones.

What's new:
🔹 Unified cross-platform views (Steam/PlayStation/Xbox)
- Available for all games and all regions (incl. China).

🔹 Sales estimates and actuals, side by side
- All in one place. Split between copies sold and total players (Game Pass and PS+ included).

🔹 25,000+ curated actuals
- Linked to each game, fully sourced, traceable and constantly updated.

Why this matters:
From day one, our mission has been to provide fast, accurate and transparent market intelligence. This update brings it all together:

⚡ Fast: Insights should be instant. Our platform is designed to be ultra-responsive, and with this update, the full picture is just one click away across platforms.

🎯 Accurate: Market intelligence guides high-stake business decisions. Our independent estimation framework is benchmarked and precise, and we openly display margins of error.

🔍 Transparent: Most publishers never disclose sales or player numbers, making trust in estimation models essential. That’s why reconciliations are now displayed alongside estimates, no cherry-picking. It’s the best of both worlds, giving you the clarity to act with confidence and adjust when needed.

With the most accurate unified cross-platform sales estimates, aligned with, the industry’s most comprehensive curated database of actual sales milestones, we hope this release sets a new standard for transparency and reliability in market intelligence.

👍 If you’re a gaming studio or company seeking fast, accurate and transparent cross-platform market intel, we’d love to hear from you, reach out!

[Alinea Analytics @alineaanalytics]

We're back from a great Gamescom and diving into the lineup of H2 releases.

🎮 Nearly 200 million wishlists are still waiting on a release date, but more than 40 million already have a date to look forward to. Here’s how upcoming months line up in terms of outstanding wishlists:

🔷 August
Metal Gear Solid Δ: Snake Eater sneaks in with a mighty 87 OpenCritic embargo score.

🔷 September
Hollow Knight: Silksong finally emerges on Sep 4. Its predecessor sold 15M copies (10M PC / 5M Console, according to @alineaanalytics estimates), and over 75% of wishlisters are returning players. It releases with day-one Game Pass access.

🔷 October
Battlefield returns to its roots on Oct 10, while Arc Raiders lands later in the month. Interestingly, a large share of Arc Raiders wishlisters also have their sights set on Arena Breakout: Infinite (TBD), an insight worth noting for both Embark and Morefun Studio Group.

🔷 November
The month of strategy. Europa Universalis V lands 12 years after EU IV, this time with Chinese & Turkish localisation at launch, a big thing given both are top 3 markets. A week later comes Anno 117: Pax Romana. Even among Anno fans, EU V is the title with the strongest wishlist affinity.

🔷 December
Still wide open, but Paralives currently holds the top spot, with high InZoi affinity.

Which release is top of your wishlist?