3687.TWO(3687.TWO)

$76.20—

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3687.TWO(3687.TWO)

TWO

$76.20—

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3687.TWO(3687.TWO)

3687.TWO

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

6/30/26

MACROWELL OMG DIGITAL ENTERTAINMENT (3687.TWO)

Tuesday

11:13 PM

Thesis: Recent game launches and strategic partnerships are expected to drive significant revenue growth, enhancing investor confidence.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$1.7B	$1.8B
Rev. Growth	+6.0%	+6.1%
EPS	$2.33	$4.67
EPS Growth	+33.1%	+100%
P/E	32.1×	16.0×

What’s Driving the Stock

1New game title projected to generate $150M in revenue within the first year of launch, significantly boosting overall revenue.
2Partnership with a major streaming platform to integrate gaming content, expected to increase user engagement by 25%.
3Expansion into the North American market with localized content, targeting a 15% increase in user base.
4Increased investment in AI-driven game development tools, projected to reduce development costs by 20%.
5Growth of mobile gaming in emerging markets
6Integration of gaming with streaming services
7User acquisition rates in key markets like Southeast Asia
8Performance of new game releases

FY2025 Snapshot

Revenue: $1.8B
Rev. Growth: +6.1%
Gross Margin: 40.3%
Op. Margin: 14.9%
Net Margin: 7.7%
Net Income: $141M
NI Growth: +101%
EPS: $4.67
1Y Return: +0.7%

3687.TWO Chart

My Notes

"Our commitment to innovation and user engagement is set to redefine our growth trajectory."
Moat: The company has a moderate moat due to its proprietary technology and established user base, but faces pressure from larger competitors.
growth - due to the company's strong revenue growth and expansion potential in emerging markets.
Low - the business is not heavily reliant on debt financing, but higher rates could impact consumer spending on gaming.
Watch on earnings: Monthly active users (MAUs), Average revenue per user (ARPU), Game release schedules.

One Sentence Summary:

MacroWell OMG Digital Entertainment: the setup is constructive — new game title projected to generate $150m in revenue within the first year of launch, significantly boosting overall revenue.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025

P/E

32.1×

16.0×

What’s Driving the Stock

1New game title projected to generate $150M in revenue within the first year of launch, significantly boosting overall revenue.

2Partnership with a major streaming platform to integrate gaming content, expected to increase user engagement by 25%.

3Expansion into the North American market with localized content, targeting a 15% increase in user base.

4Increased investment in AI-driven game development tools, projected to reduce development costs by 20%.

5Growth of mobile gaming in emerging markets

6Integration of gaming with streaming services

7User acquisition rates in key markets like Southeast Asia

8Performance of new game releases

My Notes

"Our commitment to innovation and user engagement is set to redefine our growth trajectory."

Moat: The company has a moderate moat due to its proprietary technology and established user base, but faces pressure from larger competitors.

growth - due to the company's strong revenue growth and expansion potential in emerging markets.

Low - the business is not heavily reliant on debt financing, but higher rates could impact consumer spending on gaming.

Watch on earnings: Monthly active users (MAUs), Average revenue per user (ARPU), Game release schedules.