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We expect Q3 to be a strong quarter given the reversal of previously deferred revenue from supply chain disruptions in Dynavox during H1, which should come as no surprise to the market. We maintain our view that the spin-off will yield value to shareholders, with more catalysts ahead: the VR market has remained at high levels ahead of what we expect to be an eventful 2022, with potential eye-tracking headset releases from Sony, Oculus and Apple.
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