Embracer (Q2 Preview): Hobbit lifts Fellowship in Q2, pipeline drives H2 upside - Redeye
Bildkälla: Stockfoto

Embracer (Q2 Preview): Hobbit lifts Fellowship in Q2, pipeline drives H2 upside - Redeye

Redeye updates on Embracer ahead of Q2-results (due November 11) where we expect sequentially stronger cash EBIT supported by licensing income in Fellowship while Embracer (ex Fellowship) likely will have a somewhat slower quarter. The outlook should remain positive supported by a stronger pipeline for H2 2026/27E with the main release being Metro 2039.

Redeye updates on Embracer ahead of Q2-results (due November 11) where we expect sequentially stronger cash EBIT supported by licensing income in Fellowship while Embracer (ex Fellowship) likely will have a somewhat slower quarter. The outlook should remain positive supported by a stronger pipeline for H2 2026/27E with the main release being Metro 2039.
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