Latest ideas and analyses related to video games

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GME

+30 pts



$GME - Q1 sales up 25% with acceleration in May, continues to fortify balance sheet, and announcement of new management came earlier than expected

By josiebe on June 10, 2021, 10:02 a.m.
Tagged topics: new management , balance sheet , earnings results , eCommerce , video games

Views: 90, Votes: 1, Responses: 0, Attachments: 2
ATVI , EA , TTWO

+8 pts





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: 114, 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: 129, 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: 98, 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: 107, Votes: 1, Responses: 0, Attachments: 17
RBLX

+5 pts



Good deep dive analysis

By markelonn on April 5, 2021, 5:55 p.m.
Tagged topics: gaming , video games , deep dive , Goldman Sachs , content creation , 3D content , development costs , gaming experience

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

+5 pts



nice

By johnoneoff on April 5, 2021, 1:13 p.m.
Tagged topics: gaming , video games , deep dive , Goldman Sachs , content creation , 3D content , development costs , gaming experience

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

+42 pts



$RBLX - Goldman recommends buying Roblox as it outsources game development costs to creators while retaining substantial economic upside (deep dive)

By rIsILAwr on April 5, 2021, 1:04 p.m.
Tagged topics: gaming , video games , deep dive , Goldman Sachs , content creation , 3D content , development costs , gaming experience

Views: 150, Votes: 6, Responses: 2, Attachments: 26
U

+62 pts



$U - Goldman says Unity Software is driving a structural shift in video game creation, and now is a good entry point following recent pullback

By rIsILAwr on March 16, 2021, 1:29 p.m.
Tagged topics: valuations , video games , deep dive , Goldman Sachs , mobile gaming , 3D content

Views: 128, Votes: 2, Responses: 0, Attachments: 17