Fractal Gaming Group AB (publ) (FRACTL) Q2 2026 Earnings Call

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WEBVTT 00:00:00.131 -- 00:00:05.314 Hi everyone and welcome to today's presentation of Fractal Gaming Group's second 00:00:05.314 -- 00:00:08.455 quarter 2026 report. 00:00:08.455 -- 00:00:13.298 As we described after the first quarter, the gaming hardware market went through a rapid 00:00:13.298 -- 00:00:18.401 and significant slowdown in the beginning of the year, driven by sharply increased memory 00:00:18.401 -- 00:00:20.023 prices. 00:00:20.023 -- 00:00:25.229 That environment continued through Q2 and had a clear impact on both end consumer demand 00:00:25.229 -- 00:00:30.894 and even more significantly on the purchasing behavior across the distribution channel. 00:00:30.894 -- 00:00:35.599 So today I want to focus on three things. First, what we are seeing in the underlying 00:00:35.599 -- 00:00:40.645 market and in end consumer demand. Second, how the channel inventory adjustment has 00:00:40.645 -- 00:00:45.406 affected our reported sales and financial performance, and third, the actions that we 00:00:45.406 -- 00:00:49.967 are taking to adapt the business to the current environment while continuing to invest 00:00:49.967 -- 00:00:54.228 in our product portfolio and the long-term market position. 00:00:54.488 -- 00:00:59.369 Karin and I will take you through the quarter, and as usual, we'll finish off with a 00:00:59.369 -- 00:01:01.829 session for questions. 00:01:03.650 -- 00:01:07.605 Let me start with the key developments in the quarter. 00:01:07.605 -- 00:01:12.887 The slower market that we discussed after Q1 continued where elevated DRAM 00:01:12.887 -- 00:01:18.188 pricing increasing the overall cost of building PCs and thereby putting pressure 00:01:18.188 -- 00:01:20.569 on end consumer demand. 00:01:20.569 -- 00:01:25.290 But it is important here to...