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北京时间·🕒 发布 18:22:58时区推断·⟳ 抓取 18:26:39·⚡ 决策 08-04 18:34:40 +8m01s·84.1 天前
Asmodee称集换式卡牌游戏仍强劲，相关业务占财年收入61%且一季度销售增长23.1%
Asmodee CEO确认集换式卡牌游戏需求强劲，财年收入占比61%、新财年一季度销售增长23.1%，但这些数据来自既有季度报告和经营披露。
📄 原文Reuters↗ 原文
Board gaming company Asmodee's (ASMDEEb.ST) chief executive said on Tuesday that trading card games, an "extremely stro…
不做 Asmodee（ASMDEEB.SE）
CEO采访没有新增订单、指引或超预期数字，61%收入占比和23.1%增长为既有披露，不做。
不做 Hasbro（HAS.US）
Magic相关27%收入增长已在7月财报中披露，当前只是行业景气转述，不做。
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研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Asmodee CEO确认集换式卡牌游戏需求强劲，财年收入占比61%、新财年一季度销售增长23.1%，但这些数据来自既有季度报告和经营披露。
- Hasbro的Magic相关业务收入增长27%已在7月财报中披露，当前采访没有新增订单、指引上修或超预期财务数据。
主要风险
- 采访强化行业景气叙事但缺少新鲜财务增量，容易成为已披露财报后的二次传播。
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原文全文
展开原文 · 1,770 字
Board gaming company Asmodee's (ASMDEEb.ST) chief executive said on Tuesday that trading card games, an "extremely strong" category in its catalogue, were here to stay.
Trading cards are typically sold in sealed booster packs, a format which encourages repeated purchases by collectors and players alike.
"On a game-by-game basis, maybe some will see ups and downs, but what's very strong with Asmodee is that we are not depending or relying just on one," Thomas Koegler told Reuters, referring to the range of trading card titles the company distributes.
Koegler said that many of these games were dedicated to specific communities that may overlap slightly, but appear quite separated from one another.
Trading card games have been an important revenue driver for Asmodee. In the fiscal year that ended in March, they generated 61% of Asmodee's revenue, while Asmodee-published games made up 31%. Trading card game sales also rose 23.1% in the first quarter of the new financial year.
Asmodee is not the only company benefiting from the strength of trading card games. Hasbro (HAS.O), whose "Magic: The Gathering" cards Asmodee distributes, in July reported a 27% revenue boost from the card game in its Wizards of the Coast and Digital Gaming unit.
Both Asmodee and Hasbro noted an increase in player engagement with trading cards in their respective quarterly reports.
Stockholm-listed Asmodee also distributes Pokémon, Yu-Gi-Oh and One Piece trading cards.
Since its spin-off from games group Embracer (EMBRACb.ST) in February 2025, Asmodee has been steadily acquiring studios and rights to games. It signed a deal to distribute Bandai's (7832.T) new Naruto trading card game in July and bought board game publisher ATM Gaming in March.
Trading cards are typically sold in sealed booster packs, a format which encourages repeated purchases by collectors and players alike.
"On a game-by-game basis, maybe some will see ups and downs, but what's very strong with Asmodee is that we are not depending or relying just on one," Thomas Koegler told Reuters, referring to the range of trading card titles the company distributes.
Koegler said that many of these games were dedicated to specific communities that may overlap slightly, but appear quite separated from one another.
Trading card games have been an important revenue driver for Asmodee. In the fiscal year that ended in March, they generated 61% of Asmodee's revenue, while Asmodee-published games made up 31%. Trading card game sales also rose 23.1% in the first quarter of the new financial year.
Asmodee is not the only company benefiting from the strength of trading card games. Hasbro (HAS.O), whose "Magic: The Gathering" cards Asmodee distributes, in July reported a 27% revenue boost from the card game in its Wizards of the Coast and Digital Gaming unit.
Both Asmodee and Hasbro noted an increase in player engagement with trading cards in their respective quarterly reports.
Stockholm-listed Asmodee also distributes Pokémon, Yu-Gi-Oh and One Piece trading cards.
Since its spin-off from games group Embracer (EMBRACb.ST) in February 2025, Asmodee has been steadily acquiring studios and rights to games. It signed a deal to distribute Bandai's (7832.T) new Naruto trading card game in July and bought board game publisher ATM Gaming in March.
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