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G5 Entertainment: Lower commission on Microsoft store a positive for G5 - SEB

News out yesterday that Microsoft will lower distribution cut in Windows Store from 30% to 12% in August. Positive for the developers sector in general and for G5 in particular as we expect the company has a meaningful share of revenue from Microsoft tablets where Hidden Objects games has been suitable for the large screens. Quarterly report next week, meaningful revisions anticipated from this news, 2022E EPS possibly >20%.

News out yesterday that Microsoft will lower distribution cut in Windows Store from 30% to 12% in August. Positive for the developers sector in general and for G5 in particular as we expect the company has a meaningful share of revenue from Microsoft tablets where Hidden Objects games has been suitable for the large screens. Quarterly report next week, meaningful revisions anticipated from this news, 2022E EPS possibly >20%.
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