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ATVI , EA , TTWO , RBLX

+30 pts



Stifel data indicates May gaming metrics trending ahead of expectations, and see upside to Q2 estimates

By junkfoodlover on June 7, 2021, 5:55 p.m.
Tagged topics: analyst checks , gaming , pandemic trends , tough comps , Stifel

Views: 148, Votes: 1, Responses: 0, Attachments: 26
ATVI , EA , MSFT

+33 pts



MSFT: Why Conglomerates Suck

By Noto on May 13, 2021, 12:42 p.m.
Tagged topics: subscription model , monthly subscription , PC gamers

Views: 40, Votes: 3, Responses: 0, Attachments: 0
ATVI

+32 pts



$ATVI - Goldman keeps Activision Blizzard on Conviction Buy rating after CoD-driven Q1 beat, says it is sustaining engagement gains from 2020

By junkfoodlover on May 5, 2021, 11:18 a.m.
Tagged topics: user engagement , earnings results , gaming , Call of Duty , Goldman Sachs , conviction buy , attractive valuation , pandemic gains

Views: 113, Votes: 1, Responses: 0, Attachments: 6
ATVI , EA , TTWO

+35 pts



$ATVI, $EA, $TTWO - JPM data suggests sustained strong Q1 engagement for CoD, GTA, and Apex Legends, but slowdown for FIFA; bracing for tough comps ahead

By junkfoodlover on April 28, 2021, 4:28 p.m.
Tagged topics: valuations , Apex Legends , Call of Duty , video games , pandemic trends , JP Morgan , FIFA , reopening fears , Grand Theft Auto

Views: 131, Votes: 4, Responses: 0, Attachments: 17
ATVI , EA , TTWO

+31 pts



$ATVI, $EA - Jefferies bullish on ATVI's 'eco-systems' around its 'best-in-class IP' and upgrades EA to Buy on improved growth ahead starting with Battlefield (deep dive)

By junkfoodlover on April 23, 2021, 10:55 a.m.
Tagged topics: Apex Legends , Call of Duty , video games , deep dive , best in class , Overwatch , Diablo , Battlefield , Mass Effect , Dragon Age

Views: 155, Votes: 1, Responses: 0, Attachments: 50
ATVI , EA

+36 pts



Activision Blizzard: A company in pre-crisis

By Noto on April 21, 2021, 5:49 p.m.
Tagged topics: Jeff Kaplan , pipeline is extremely dry , lack of direction , major competition

Views: 182, Votes: 5, Responses: 0, Attachments: 138
ATVI , EA , TTWO

+33 pts



$ATVI, $EA, $TTWO - Goldman says video game engagement at new record, bullish on ATVI and EA into CQ1 earnings

By junkfoodlover on April 12, 2021, 3:03 p.m.
Tagged topics: Apex Legends , user engagement , earnings preview , video games , Goldman Sachs , Steam , upside to estimates , Twitch

Views: 117, Votes: 2, Responses: 0, Attachments: 11
EA , ATVI , Video Games

+30 pts



Jefferies data show 75% gamers gained during COVID are 'stayers', even though gaming stocks are out of favor with investors on reopening fears

By junkfoodlover on April 11, 2021, 1:15 p.m.
Tagged topics: valuations , consumer lifestyles , post-COVID , video games , pandemic trends , Jefferies , buy the dip , reopening trade , reopening fears

Views: 125, Votes: 1, Responses: 0, Attachments: 17
AMZN , GOOGL , FB , ATVI , PLTK , ZNGA , FTCH , SNAP , PINS

+45 pts



Morgan Stanley short-lists stocks they're most bullish on, set to benefit from 'structural behavioral change' post recovery

By labjordan on March 30, 2021, 6:06 p.m.
Tagged topics: digital advertising , gaming , big tech , analyst top pick , Morgan Stanley , new behavior from pandemic , post recovery

Views: 197, Votes: 4, Responses: 3, Attachments: 50
ATVI

+71 pts



$ATVI - Morgan Stanley says Activision has structurally expanded the reach of CoD and WoW to grow cash flow even through re-opening

By ethonomics on Feb. 5, 2021, 4:57 p.m.
Tagged topics: Call of Duty , World of Warcraft , reopening , Morgan Stanley

Views: 109, Votes: 1, Responses: 1, Attachments: 8