Latest ideas and analyses related to gaming

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FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+35 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 108, Votes: 2, Responses: 0, Attachments: 12
NFLX

+31 pts



$NFLX - Jefferies believes Netflix should broaden its reach by going deeper into gaming-based content (deep dive)

By junkfoodlover on June 8, 2021, 11:58 a.m.
Tagged topics: gaming , deep dive , Jefferies , media , gaming-based content , The Witcher , Geeked Week

Views: 102, Votes: 1, Responses: 0, Attachments: 11
TTWO

+30 pts



$TTWO - Goldman highlights key potential catalysts ahead of E3 (June 12-15)

By junkfoodlover on June 8, 2021, 11:49 a.m.
Tagged topics: analyst checks , gaming , Goldman Sachs , E3

Views: 74, Votes: 1, Responses: 0, Attachments: 8
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: 127, Votes: 1, Responses: 0, Attachments: 26
NFLX , RBLX , GOOGL , MSFT , FB , AMZN

+32 pts



$NFLX - Barclays says Netflix's expansion into gaming would involve acquisitions, and capital return should be more conservative

By mooreideas on May 28, 2021, 3:29 p.m.
Tagged topics: buybacks , streaming , gaming , mergers and acquisitions , Barclays , media , evolution of content

Views: 133, Votes: 2, Responses: 0, Attachments: 5
CRSR , LOGI , HEAR , AMD , NVDA , INTC , TSM

+31 pts



$CRSR, $LOGI, $HEAR - end-market demand for gaming of all kinds remains 'insatiable' right now, see upside to estimates

By junkfoodlover on May 27, 2021, 4:32 p.m.
Tagged topics: gaming , strong demand , semi shortage , upside to estimates , Nintendo Switch , insatiable demand

Views: 119, Votes: 1, Responses: 0, Attachments: 1
NVDA

+1 pts





By rogoman on May 27, 2021, 1:35 p.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

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

+11 pts





By anon7828 on May 27, 2021, 12:52 p.m.
Tagged topics: margin improvement , earnings results , gaming , edge computing , improving outlook , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 3, Votes: 2, Responses: 0, Attachments: 0
NVDA

+46 pts



$NVDA - another beat-and-raise, best positioned company to benefit from growing demand across gaming, data center, automotive, and edge application

By bbern3 on May 27, 2021, 9:37 a.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 146, Votes: 6, Responses: 2, Attachments: 12
NVDA

+10 pts





By yrc7777 on May 23, 2021, 12:58 a.m.
Tagged topics: gaming , earnings preview , cryptocurrency mining , Oppenheimer , ARM acquisition , upside to estimates , datacenter

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