Keywords Studios (KWS) H1 results. presentation by CEO Andrew Day and CFO David Broderick.
Duration: 58 minutes
Andrew Day
Introduction – 00:19
Opportunities in the growing video games market – 1:14
Servicing Games Development Lifecycle – 4:16
Global service delivery platform – 5:12
International scale and flexibility – 6:34
Market leading position – 8:00
Creating value since IPO – 8:45
Delivering consistent growth – 9:08
David Broderick
Financial review – 11:58
Highlights – 12:12
Income statement – 12:35
Balance sheet – 14:02
Cashflow – 15:40
H2 Guidance – 16:36
Andrew Day
Operational review – 18:11
Delivering on our Strategy – 18:18
Strong performance complimented by acquisitions – 20:40
Strategy – 27:39
Growth opportunities – 27:46
Acquisition strategy – 29:54
Management – 31:22
Driving operational efficiencies – 32:44
Key opportunities – 34:16
Outlook – 35:58
Investment Summary – 37:58
Q&A – 40:21
Localization business – 40-22
Investment – 43:38
larger acquisitions? – 46:50
Mobile localization budgets – 49:05
Augmented Reality – 52:55
Limitation of Keywords brand? – 55:09
Presentation slides can be viewed here.
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