View ValuationPlaySide Studios 향후 성장Future 기준 점검 4/6PlaySide Studios (는) 각각 연간 29.1% 및 13.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.핵심 정보29.1%이익 성장률28.48%EPS 성장률Entertainment 이익 성장20.8%매출 성장률13.8%향후 자기자본이익률17.76%애널리스트 커버리지Low마지막 업데이트19 May 2026최근 향후 성장 업데이트공시 • Oct 23PlaySide Studios Limited Provides Earnings Guidance for the Fiscal Year 2025PlaySide Studios Limited provided earnings guidance for the fiscal year 2025. FY25 revenue expected to be between $62 million to $68 million (FY24: $64.6 million).공시 • Aug 24PlaySide Studios Limited Provides Earnings Guidance for the Full Year 2024PlaySide Studios Limited provided earnings guidance for the full year 2024. For the year, the company expected revenue of $50 million to $55 million.모든 업데이트 보기Recent updates공시 • Feb 16PlaySide Studios Limited to Report First Half, 2026 Results on Feb 24, 2026PlaySide Studios Limited announced that they will report first half, 2026 results on Feb 24, 2026공시 • Sep 05+ 1 more updatePlaySide Studios Limited, Annual General Meeting, Oct 22, 2025PlaySide Studios Limited, Annual General Meeting, Oct 22, 2025.Reported Earnings • Aug 28Full year 2025 earnings released: AU$0.03 loss per share (vs AU$0.028 profit in FY 2024)Full year 2025 results: AU$0.03 loss per share (down from AU$0.028 profit in FY 2024). Revenue: AU$48.7m (down 25% from FY 2024). Net loss: AU$12.1m (down 207% from profit in FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Entertainment industry.Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sophie Karzis was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jul 28+ 1 more updatePlaySide Studios Limited has filed a Follow-on Equity Offering in the amount of AUD 3 million.PlaySide Studios Limited has filed a Follow-on Equity Offering in the amount of AUD 3 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: AUD 0.2공시 • Jul 21PlaySide Studios Limited to Report Fiscal Year 2025 Results on Aug 27, 2025PlaySide Studios Limited announced that they will report fiscal year 2025 results on Aug 27, 2025공시 • Feb 26PlaySide Studios Limited Appoints Guy Costantini as Non-Executive DirectorPlaySide Studios Limited announced the appointment of Guy Costantini as a Non-Executive Director. Guy is a video game industry veteran with experience in funding, building and publishing games. His experience includes responsibility as Global Brand Director for CD Projekt Red, where he worked on the multi-award winning The Witcher 3, and prior to that he ran the North American operations at Riot Games - the studio responsible for League of Legends. Most recently, Guy held the position of SVP (Marketing & Publishing) at Skydance Interactive, where he led the global marketing and publishing efforts for all games including the highly successful The Walking Dead: Saints & Sinners. Guy currently serves as CEO of a newly founded, unannounced game studio. Guy is a graduate of Rutgers University in New Jersey where he completed a Bachelor of Science majoring in Management Science Information Systems, and is a member of the Academy of Interactive Arts & Sciences. He resides in Los Angeles. In accordance with PlaySide's Constitution, Guy will stand for election at the Company's 2025 Annual General Meeting in October.Buy Or Sell Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 59% to AU$0.20. The fair value is estimated to be AU$0.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sophie Karzis was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jan 29PlaySide Studios Limited to Report Q2, 2025 Results on Feb 20, 2025PlaySide Studios Limited announced that they will report Q2, 2025 results on Feb 20, 2025Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sophie Karzis was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Oct 23PlaySide Studios Limited Provides Earnings Guidance for the Fiscal Year 2025PlaySide Studios Limited provided earnings guidance for the fiscal year 2025. FY25 revenue expected to be between $62 million to $68 million (FY24: $64.6 million).공시 • Sep 19PlaySide Studios Limited, Annual General Meeting, Oct 23, 2024PlaySide Studios Limited, Annual General Meeting, Oct 23, 2024.New Risk • Aug 23New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 48% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.028 (vs AU$0.017 loss in FY 2023)Full year 2024 results: EPS: AU$0.028 (up from AU$0.017 loss in FY 2023). Revenue: AU$68.3m (up 78% from FY 2023). Net income: AU$11.3m (up AU$18.3m from FY 2023). Profit margin: 17% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Aug 09PlaySide Studios Limited to Report Fiscal Year 2024 Results on Aug 23, 2024PlaySide Studios Limited announced that they will report fiscal year 2024 results on Aug 23, 2024New Risk • May 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Mar 01CEO, MD & Director recently sold AU$10m worth of stockOn the 27th of February, Gerry Sakkas sold around 14m shares on-market at roughly AU$0.75 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gerry's only on-market trade for the last 12 months.Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.022 (vs AU$0.014 loss in 1H 2023)First half 2024 results: EPS: AU$0.022 (up from AU$0.014 loss in 1H 2023). Revenue: AU$36.2m (up 119% from 1H 2023). Net income: AU$8.97m (up AU$14.5m from 1H 2023). Profit margin: 25% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.New Risk • Feb 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.공시 • Feb 16PlaySide Studios Limited to Report First Half, 2024 Results on Feb 22, 2024PlaySide Studios Limited announced that they will report first half, 2024 results on Feb 22, 2024공시 • Dec 21PlaySide Studios Limited Appoints Sophie Karzis to its Board as Independent Non-Executive DirectorPlaySide Studios Limited announced the appointment of Sophie Karzis to its board as an independent non-executive director effective from 21 December 2023. Sophie is a qualified lawyer specialising in the ASX Listing Rules and Corporations Law and haspractised as a corporate and commercial lawyer in the areas of equity capital markets, mergers and acquisitions, and corporate governance for ASX listed entities for over twenty years. Sophie holds a Bachelor of Jurisprudence and a Bachelor of Laws degree from Monash University and is a member of the Law Institute of Victoria and the Governance Institute of Australia. She is currently a non-executive director of Touch Ventures Limited, RAS Technology Holdings Limited and PRT Company Limited.New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Oct 20PlaySide Studios Limited, Annual General Meeting, Nov 22, 2023PlaySide Studios Limited, Annual General Meeting, Nov 22, 2023, at 14:30 AUS Eastern Standard Time. Location: BDO, Collins Square, Tower Four Level 18, 727 Collins Street Melbourne, VIC, 3008 Melbourne Australia Agenda: To consider the Adoption of Remuneration Report; to consider the Re-Election of Director – Mark Goulopoulos; to consider the Replacement of Constitution; and to consider other matters.New Risk • Oct 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$154.9m (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.공시 • Aug 24PlaySide Studios Limited Provides Earnings Guidance for the Full Year 2024PlaySide Studios Limited provided earnings guidance for the full year 2024. For the year, the company expected revenue of $50 million to $55 million.Reported Earnings • Aug 24Full year 2023 earnings released: AU$0.017 loss per share (vs AU$0.012 profit in FY 2022)Full year 2023 results: AU$0.017 loss per share (down from AU$0.012 profit in FY 2022). Revenue: AU$39.0m (up 34% from FY 2022). Net loss: AU$6.97m (down 244% from profit in FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Entertainment industry.공시 • Aug 18PlaySide Studios Limited to Report Fiscal Year 2023 Results on Aug 24, 2023PlaySide Studios Limited announced that they will report fiscal year 2023 results on Aug 24, 2023Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Chairman Cris Nicolli was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측CHIA:PLY - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20287614103026/30/202766752626/30/2026528-1415212/31/2025411-22-3N/A9/30/202545-5-22-5N/A6/30/202549-12-23-7N/A3/31/202553-8-150N/A12/31/202457-3-86N/A9/30/2024614-112N/A6/30/20246511618N/A3/31/2024619817N/A12/31/20235871016N/A9/30/202348027N/A6/30/202338-7-5-2N/A3/31/202337-4-41N/A12/31/2022360-33N/A9/30/2022332-15N/A6/30/202229518N/A3/31/2022220-52N/A12/31/202115-4-10-4N/A9/30/202113-5-8-4N/A6/30/202111-6-6-4N/A3/31/202110-4-4-2N/A12/31/20209-2-1-1N/A9/30/20208-100N/A6/30/20207000N/A6/30/201940N/A1N/A6/30/201852N/A2N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: PLY 의 연간 예상 수익 증가율(29.1%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: PLY 의 연간 수익(29.1%)이 Australian 시장(11.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: PLY 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: PLY 의 수익(연간 13.8%)이 Australian 시장(연간 6.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: PLY 의 수익(연간 13.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: PLY의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 07:24종가2026/05/20 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PlaySide Studios Limited는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jasper StruwigCanaccord GenuityJules CooperShaw and Partners LimitedJoshua GoodwillShaw and Partners Limited
공시 • Oct 23PlaySide Studios Limited Provides Earnings Guidance for the Fiscal Year 2025PlaySide Studios Limited provided earnings guidance for the fiscal year 2025. FY25 revenue expected to be between $62 million to $68 million (FY24: $64.6 million).
공시 • Aug 24PlaySide Studios Limited Provides Earnings Guidance for the Full Year 2024PlaySide Studios Limited provided earnings guidance for the full year 2024. For the year, the company expected revenue of $50 million to $55 million.
공시 • Feb 16PlaySide Studios Limited to Report First Half, 2026 Results on Feb 24, 2026PlaySide Studios Limited announced that they will report first half, 2026 results on Feb 24, 2026
공시 • Sep 05+ 1 more updatePlaySide Studios Limited, Annual General Meeting, Oct 22, 2025PlaySide Studios Limited, Annual General Meeting, Oct 22, 2025.
Reported Earnings • Aug 28Full year 2025 earnings released: AU$0.03 loss per share (vs AU$0.028 profit in FY 2024)Full year 2025 results: AU$0.03 loss per share (down from AU$0.028 profit in FY 2024). Revenue: AU$48.7m (down 25% from FY 2024). Net loss: AU$12.1m (down 207% from profit in FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Entertainment industry.
Board Change • Aug 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sophie Karzis was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jul 28+ 1 more updatePlaySide Studios Limited has filed a Follow-on Equity Offering in the amount of AUD 3 million.PlaySide Studios Limited has filed a Follow-on Equity Offering in the amount of AUD 3 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: AUD 0.2
공시 • Jul 21PlaySide Studios Limited to Report Fiscal Year 2025 Results on Aug 27, 2025PlaySide Studios Limited announced that they will report fiscal year 2025 results on Aug 27, 2025
공시 • Feb 26PlaySide Studios Limited Appoints Guy Costantini as Non-Executive DirectorPlaySide Studios Limited announced the appointment of Guy Costantini as a Non-Executive Director. Guy is a video game industry veteran with experience in funding, building and publishing games. His experience includes responsibility as Global Brand Director for CD Projekt Red, where he worked on the multi-award winning The Witcher 3, and prior to that he ran the North American operations at Riot Games - the studio responsible for League of Legends. Most recently, Guy held the position of SVP (Marketing & Publishing) at Skydance Interactive, where he led the global marketing and publishing efforts for all games including the highly successful The Walking Dead: Saints & Sinners. Guy currently serves as CEO of a newly founded, unannounced game studio. Guy is a graduate of Rutgers University in New Jersey where he completed a Bachelor of Science majoring in Management Science Information Systems, and is a member of the Academy of Interactive Arts & Sciences. He resides in Los Angeles. In accordance with PlaySide's Constitution, Guy will stand for election at the Company's 2025 Annual General Meeting in October.
Buy Or Sell Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 59% to AU$0.20. The fair value is estimated to be AU$0.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sophie Karzis was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jan 29PlaySide Studios Limited to Report Q2, 2025 Results on Feb 20, 2025PlaySide Studios Limited announced that they will report Q2, 2025 results on Feb 20, 2025
Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Sophie Karzis was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Oct 23PlaySide Studios Limited Provides Earnings Guidance for the Fiscal Year 2025PlaySide Studios Limited provided earnings guidance for the fiscal year 2025. FY25 revenue expected to be between $62 million to $68 million (FY24: $64.6 million).
공시 • Sep 19PlaySide Studios Limited, Annual General Meeting, Oct 23, 2024PlaySide Studios Limited, Annual General Meeting, Oct 23, 2024.
New Risk • Aug 23New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 48% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.028 (vs AU$0.017 loss in FY 2023)Full year 2024 results: EPS: AU$0.028 (up from AU$0.017 loss in FY 2023). Revenue: AU$68.3m (up 78% from FY 2023). Net income: AU$11.3m (up AU$18.3m from FY 2023). Profit margin: 17% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Aug 09PlaySide Studios Limited to Report Fiscal Year 2024 Results on Aug 23, 2024PlaySide Studios Limited announced that they will report fiscal year 2024 results on Aug 23, 2024
New Risk • May 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Mar 01CEO, MD & Director recently sold AU$10m worth of stockOn the 27th of February, Gerry Sakkas sold around 14m shares on-market at roughly AU$0.75 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gerry's only on-market trade for the last 12 months.
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.022 (vs AU$0.014 loss in 1H 2023)First half 2024 results: EPS: AU$0.022 (up from AU$0.014 loss in 1H 2023). Revenue: AU$36.2m (up 119% from 1H 2023). Net income: AU$8.97m (up AU$14.5m from 1H 2023). Profit margin: 25% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Global Entertainment industry. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
공시 • Feb 16PlaySide Studios Limited to Report First Half, 2024 Results on Feb 22, 2024PlaySide Studios Limited announced that they will report first half, 2024 results on Feb 22, 2024
공시 • Dec 21PlaySide Studios Limited Appoints Sophie Karzis to its Board as Independent Non-Executive DirectorPlaySide Studios Limited announced the appointment of Sophie Karzis to its board as an independent non-executive director effective from 21 December 2023. Sophie is a qualified lawyer specialising in the ASX Listing Rules and Corporations Law and haspractised as a corporate and commercial lawyer in the areas of equity capital markets, mergers and acquisitions, and corporate governance for ASX listed entities for over twenty years. Sophie holds a Bachelor of Jurisprudence and a Bachelor of Laws degree from Monash University and is a member of the Law Institute of Victoria and the Governance Institute of Australia. She is currently a non-executive director of Touch Ventures Limited, RAS Technology Holdings Limited and PRT Company Limited.
New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Oct 20PlaySide Studios Limited, Annual General Meeting, Nov 22, 2023PlaySide Studios Limited, Annual General Meeting, Nov 22, 2023, at 14:30 AUS Eastern Standard Time. Location: BDO, Collins Square, Tower Four Level 18, 727 Collins Street Melbourne, VIC, 3008 Melbourne Australia Agenda: To consider the Adoption of Remuneration Report; to consider the Re-Election of Director – Mark Goulopoulos; to consider the Replacement of Constitution; and to consider other matters.
New Risk • Oct 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$154.9m (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
공시 • Aug 24PlaySide Studios Limited Provides Earnings Guidance for the Full Year 2024PlaySide Studios Limited provided earnings guidance for the full year 2024. For the year, the company expected revenue of $50 million to $55 million.
Reported Earnings • Aug 24Full year 2023 earnings released: AU$0.017 loss per share (vs AU$0.012 profit in FY 2022)Full year 2023 results: AU$0.017 loss per share (down from AU$0.012 profit in FY 2022). Revenue: AU$39.0m (up 34% from FY 2022). Net loss: AU$6.97m (down 244% from profit in FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Entertainment industry.
공시 • Aug 18PlaySide Studios Limited to Report Fiscal Year 2023 Results on Aug 24, 2023PlaySide Studios Limited announced that they will report fiscal year 2023 results on Aug 24, 2023
Board Change • Mar 31Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Chairman Cris Nicolli was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.