We expect a Q2 characterised by an ongoing transition, including recently announced cost savings, which should be partially reflected in Q2 numbers. In terms of the top line, key items to follow are the turnaround status of Jewels, as well as imminent game releases, which, if successful, could lead to accelerated UA investments heading into H2/26. We reiterate our DCF-based fair value range of SEK 77-124 per share.
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