Paradox Interactive AB (publ) PDX

Stockholm | Technology | Game development and publishing (PC strategy/management)
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Updated: 7 Sep 2026 Base analysis: 6 Apr 2026

The news check keeps the assessment current.

General analysis — not personal advice.

NEUTRAL Clear

Wait for Q1 earnings; consider adding 10–20% if normalized profitability is confirmed.

Strong core operations in DLC and cash flow but continued high execution risk from historical delays and the recent developer change motivates the review signal after the Q2 report.

Market sentiment Positive →
Trend: Stable

Sentiment remains cautiously positive after the report, supported by the buyback program and catalog sales balancing lower margins and execution risk.

Risk assessment High
Dilution: Low Net cash and strong operating cash flow
Jurisdiction: Low Sweden/EU, low political risk
Execution: High History of delays and large impairments
Cash flow: 24 mo

NEUTRAL is the call. Positive is the market mood. High risk means a lot can go wrong.

Latest change
  • 7 Sep 2026 — The report shows normalized profitability driven by ongoing contributions from live games.

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About the company

Paradox Interactive develops and publishes primarily PC strategy and management games with long lifecycles driven by DLC and expansions. The core business generates recurring revenue from established franchises, but recent results were hit by large one-off impairments tied to external projects (notably Bloodlines 2). Management has shifted focus toward fewer, more core-competency internal projects.

Sector: Game development and publishing (PC strategy/management)
Type: Tech
Next report (Q3)
29 Oct 2026
Catalysts
●
29 Sep 2026
CK3 expansion By God Alone Medium
●
30 Sep 2026
Transport Fever 3 launch Medium
◌
2026
Application for listing transfer to Nasdaq Stockholm Main Market High
Bull case

Q2 results show normalized profitability and continued contribution from live games such as Stellaris and CK3.

Bear case

Further pipeline delays and skepticism around Bloodlines 2 as well as Prison Architect 2 may continue to weigh on sentiment.

Why this signal

Strong core operations in DLC and cash flow but continued high execution risk from historical delays and the recent developer change motivates the review signal after the Q2 report.

Recent news
  • The Q2 report was published on 6 August showing net sales of SEK 524 million. The board decided on a SEK 200 million share buyback program that is ongoing with 190 000 shares repurchased in August. Gamescom brought announcements of Afterworld and LEGO Skylines while Prison Architect 2 switched developer to Kokku Games after Double Eleven exited the project. Transport Fever 3 launches on 29 September.

Key figures

Revenue
Q2 2026
SEK 524M
Revenue TTM
Rullande 12 mån
SEK 2.2B
EBITDA
Q2 2026
SEK 182M
Net income
Q2 2026
SEK 149M
Cash
Q2 2026
SEK 956M
Exchange
Stockholm
Type
Technology
Sector
Game development and publishing (PC strategy/management)
Paradox Interactive AB (publ) PDX
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