Hopefully a big-name publisher, but we'll see.

Whoever it was, it seems like it was important enough for CDP to mention this at the teleconference as good news, plus GOG seems to have set aside several million zloty in advance payments or minimum guarantees, assuming all of those new deferrals are going to just one supplier. We'll see if it's an actual new publisher or just one of the ones with a half-arsed presence here like SEGA or Bandai Namco.

Hopefully it isn't another hentai games publisher. I understand that these games sell, and I'm glad GOG does whatever it takes to keep the party going, but they aren't really for me.

So GOG made only about $35,450 USD in profit. That's quite negligible.

And 55 million zloty isn't that much; isn't that only about 11.6 million USD? So if they have two quarters in a row where they lose 6 million USD each, then they'd already have wiped out more than the amount of their cash and assets.

As for their "new supplier" of games: if it is something to be proud of, then why don't they outright directly name who that new supplier is?

If it's referring to something like Kagura Games, then that's not going to help GOG very much.

So, I'm not buying the overly-rosy outlook that everything is fine and dandy with GOG, and GOG is suddenly in great financial shape, just because they made a negligible amount of profit and said some warm words.

Seems to me like GOG is still in a very vulnerable position and in imminent danger of closing.

I highly doubt that. Not that these kind of games aren't selling, but it's not on the scale that would "positively influence future reporting periods".

SEGA would be nice, but I doubt they've changed their stance on DRM. Bandai Namco is a possibility... but I'm hoping that maybe, just maybe, a miracle happened and they somehow got MS onboard with their oldies catalog at least.

That would be great.

It'S going to be a bifg anime tidday publisher, you wait and see!

H1 2022 results are out now:
https://www.cdprojekt.com/en/investors/result-center/
GOG revenues are down 20% compared to first half 2021, expected as part of Cyberpunk’s post release curve, but GOG’s profits EBIT are now close to 2 million zloty. More deferred charges for more prepayments for future releases, including more new SEGA releases, among others. According to the teleconference, GOG’s deal with SEGA “covers a wide catalog of SEGA games.”
https://www.cdprojekt.com/en/wp-content/uploads-en/2022/09/transcript-h1-2022-1.pdf

Not seeing the "wide catalog of SEGA games" yet, more like drip feed, but good that changes on the gog segment turned results around, even if barely.

Earlier this month CD Projekt updated their strategy with among other things, a list of upcoming titles, over the next decade (or two).
https://www.cdprojekt.com/en/capital-group/strategy/

Later there were rumors that Sony has repeatedly looked into acquiring CDP group, and this strategy update was done to boost the valuation of the company ahead of a potential acquisition.
https://exputer.com/news/industry/cd-projekt-red-acquisition-sony/

This also raises the question of why most Sony / Microsoft games aren't on GOG. Could one or both parties be holding out as leverage for acquisition? Does being acquired by one company prevent GOG from ever signing games from the other?

Q3 2022 results are scheduled for November 28.

If CDPR does get acquired by one of them, they probably would have a tough time getting games published on their platform from the other and their related studios. Both Xbox and Playstation have their own ecosystems they use to keep their fanbase loyal (achievements and trophies, profiles, etc.) and if CDPR is acquired, everyone here is probably getting one of those profiles created. Releasing Halo when GOG is under the Sony banner or vice versa would further discourage people moving to the other system's ecosystem.

Would prefer if Sony acquired CDPR if it is one of them since Sony seems to be more pro DRM-free given their recent Playstation PC releases. CDPR wont be able to maintain their DRM-free stance if they get acquired by Microsoft and MS tells them to put in DRM.

If ever there was a time to highlight the importance of DRM-Free, a MS / Sony owned GOG is it... I don't doubt that such a Sony-CDPR acquisition would be hostile to Microsoft games (as if their exclusivity wars aren't already dumb enough on x86 consoles), but I thought the reason we already don't see MS games here was simply DRM. Eg, even 25 year old games like Age of Empires (1997) = "The version (DVD-ROM Collectors Edition) that we could sell DRM-Free is the same one we don't want to sell because it means lower prices for being a 'classic' game than endless 'Definitively HD' remakes treated (and priced like) 'new' games that we also slapped Denuvo-style Arxan DRM on"...

I also have to wonder if the decision regarding online-only games is related to potential future deals or acquisitions, and not just because of CDPR's upcoming online-only titles.

But since we're free to dream, then I'd hope for CDP to be acquired by Nintendo, who have a change of heart and bring their emulated library to GOG DRM-free, as well as bring GOG's library to their upcoming hybrid console. =)

Sorry, but just mentioning Nintendo scared me already lol

I didn't see any mention of Marcin Iwinski stepping down as CEO.
https://www.cdprojekt.com/en/media/news/message-from-marcin-iwinski/


There's no need when there is already DRM free emulated libraries elsewhere.