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2013GAMES DEVELOPER
2015PUBLISHING
2016VIRTUAL REALITY
2017ECOSYSTEM
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l
W
2
B
x
3
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Mikael Nermark Sebastian Ahlskog Emmanuel Marquez
Saul Gascon Maeva Sponbergs Johanna Wikland Almir Listo
Bo Andersson-Klint
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M
2
IN BILLION USD
Source: NEWZOO
0.0
20.0
40.0
60.0
80.0
100.0
120.0
140.0
2015 2016E 2017E 2018E 2019E
Smartphone Tablet Handheld Console Web based PC/MMO
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2
W
Y
U
x
5
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0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
October/14 January/15 April/15 July/15
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
October/14 January/15 April/15 July/15
Act
ive
pla
yers
Act
ive
pla
yers
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19Slide /Source: Goldman Sachs Global Investment Research
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TIME
$
4
3
2
1
PD2 / DBD PUBLISHING WALKING DEAD CROSSFIRE PAYDAY 3
5
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M
$ 110
$ 45
$ 15
$ 72
$ 35
$ 8
$-
$ 20
$ 40
$ 60
$ 80
$ 100
$ 120
$ 140
$ 160
$ 180
$ 200
Accelerated Uptake Base Case Delayed Uptake
Hardware Software
2
IN BILLION USD
Source: Goldman Sachs Global Investment Research.
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• Development kit 1.0
• 5K low persistent screen
• Perfect tracking through Phase Space tracking
• 210 degree field of view
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LBE ENTERTAINMENT
HMD Manufacturing
VR CONTENT & DISTRIBUTION
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+58%
+14%
+36%
+355%
-25%
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Starbreeze INVESTMENT CASE SUMMARY
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0
5
10
15
20
25
30
jan
/15
feb
/15
mar
/15
apr/
15
maj
/15
jun
/15
jul/
15
aug/
15
sep
/15
okt
/15
no
v/1
5
dec
/15
jan
/16
feb
/16
mar
/16
apr/
16
maj
/16
jun
/16
jul/
16
aug/
16
sep
/16
okt
/16
no
v/1
6
dec
/16
jan
/17
feb
/17
STAR B OMXSPI
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