Latest ideas and analyses related to Apex Legends

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EA

+36 pts



$EA - outlook appears quite conservative given the rate of growth for Apex Legends, expectations for Battlefield 2042

By junkfoodlover on Nov. 9, 2021, 2:40 p.m.
Tagged topics: conservative guidance , Apex Legends , video games , upside to estimates , Battlefield 2042

Views: 194, Votes: 5, Responses: 0, Attachments: 1
EA

+41 pts



$EA - another beat-and-raise quarter driven by Apex Legends and FIFA Ultimate Team helps ease concerns on Battlefield 2042

By junkfoodlover on Nov. 4, 2021, 12:03 p.m.
Tagged topics: Apex Legends , video games , beat and raise , FIFA , Battlefield 2042

Views: 222, Votes: 7, Responses: 0, Attachments: 3
EA

+10 pts



It will be interesting to see if there were any challenges with IDFA surrounding newer mobile properties GLUU, Codemasters and Playdemic. Company doesn't have a...

By Supersaverguy on Nov. 2, 2021, 11:58 p.m.
Tagged topics: management departure , Apex Legends , earnings preview , video games , Battlefield 2042

Views: 2, Votes: 1, Responses: 0, Attachments: 0
EA

+42 pts



$EA - Apex Legends should drive another solid quarter, but focus likely on Battlefield 2042 and Jorgensen's departure and replacement

By junkfoodlover on Nov. 2, 2021, 1:38 p.m.
Tagged topics: management departure , Apex Legends , earnings preview , video games , Battlefield 2042

Views: 218, Votes: 7, Responses: 1, Attachments: 1
ATVI , EA

+5 pts



Not a surprise to anyone who's been following $NASDAQ:ATVI* closely. They've been launching weak titles for a long time now and this is probably only...

By Noto on Sept. 14, 2021, 12:54 p.m.
Tagged topics: Apex Legends , Call of Duty , Warzone , Deutsche Bank , Twitch

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

+37 pts



$EA $ATVI - Deutsche says #Twich data indicates #ApexLegends taking share from #Warzone (deep dive)

By junkfoodlover on Sept. 14, 2021, 12:08 p.m.
Tagged topics: Apex Legends , Call of Duty , Warzone , Deutsche Bank , Twitch

Views: 172, Votes: 2, Responses: 1, Attachments: 2
EA

+35 pts



$EA - Battlefield, Apex and M&A are likely to provide upside to estimates, but also some execution risks

By josiebe on Aug. 5, 2021, 11:49 a.m.
Tagged topics: Apex Legends , earnings results , video games , Deutsche Bank , JP Morgan , Barclays , Jefferies , Battlefield 2042 , execution risks

Views: 193, Votes: 2, Responses: 0, Attachments: 8
EA

+33 pts



$EA - BMO expects Apex Legends to drive Q1 beat, sees resilient game engagement despite reopening

By junkfoodlover on Aug. 3, 2021, 11:59 a.m.
Tagged topics: Apex Legends , earnings preview , video games , BMO

Views: 225, Votes: 2, Responses: 0, Attachments: 2
EA

+31 pts



$EA - Oppenheimer says F'22 guidance looks conservative after better than expected Q4 results

By junkfoodlover on May 12, 2021, 11:38 a.m.
Tagged topics: conservative guidance , Apex Legends , earnings results , gaming , beat and raise , Oppenheimer , Codemasters , Battlefield , Metalhead Software , Glu

Views: 163, Votes: 1, Responses: 0, Attachments: 2
ATVI , EA , TTWO

+8 pts



I couldn't disagree more with this report. As I've posted before, I don't find ATVI as solid a buy as I do EA, simply because...

By Noto on April 28, 2021, 4:51 p.m.
Tagged topics: valuations , Apex Legends , Call of Duty , video games , pandemic trends , JP Morgan , FIFA , reopening fears , Grand Theft Auto

Views: 7, Votes: 4, Responses: 0, Attachments: 0
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: 184, 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: 224, Votes: 1, Responses: 0, Attachments: 50
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: 180, Votes: 2, Responses: 0, Attachments: 11
EA

+35 pts



$EA - Stifel expects a 'beat-and-raise' F'Q3 based on healthy trends for Live Services, FIFA and Apex Legends, against a conservative guidance

By phenphen on Jan. 27, 2021, 11:27 a.m.
Tagged topics: analyst checks , conservative guidance , Apex Legends , earnings preview , Stifel , FIFA

Views: 146, Votes: 1, Responses: 0, Attachments: 10
EA

+30 pts



F'20 guidance now looks conservative

By junkfoodlover on Nov. 15, 2019, 3:44 p.m.
Tagged topics: Star Wars Jedi Fallen Order , Apex Legends , Need for Speed , Plants vs. Zombies , F'20 outlook appears quite conservative

Views: 130, Votes: 1, Responses: 0, Attachments: 0