Aktuellt
SENASTE
Rovio's performance has exceeded our expectations for three consecutive quarters, and the recent CMD also suggested the company’s focus and execution have improved. However, sequentially lower Games revenue signals a somewhat soft Q2 report. Additionally, market normalisation following a period of abnormally high demand and the limited operational leverage indicated by the company's updated long-term financial targets prompt us to cut estimates for 2022-24. We identify the launch of Hunter Assassin 2 (which we model for Q3 2022) and signs of revenue recovery for AB Journey in Q3 as the next potential catalysts for the share. Marketing material commissioned by Rovio.
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