Electronic Arts
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A Quick Sales Jolt From New Game Systems
By Reuben Brewer - June 7, 2013 | Tickers: ATVI, EA, GME
Microsoft and Sony are both getting ready to launch new game consoles. This could provide a quick jolt to sales at Activision Blizzard (NASDAQ: ATVI), Electronic Arts (NASDAQ: EA), and particularly at GameStop (NYSE: GME).
A New Cycle
The video game business tends to move in cycles around the launch of new game systems. Each time a new system comes out, customers buy the upgraded systems and a set of more »
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Gaming Companies Playing a Riskier Game
By Paul Sangrey - June 6, 2013 | Tickers: ATVI, AMZN, AAPL, EA, GOOG
The face of the gaming industry is changing.
The gaming industry is an alliance between the channel providers and the content providers. Both areas are facing change.
The Channel Providers
Both Google (NASDAQ: GOOG) and Amazon (NASDAQ: AMZN) recently launched game stores as part of their app stores. Apple (NASDAQ: AAPL) has had one for a few years, and it already has over 100 million members.
Google is continuing its more »
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Blizzard "Resets" Its Next Big MMO: What Does It Mean for ATVI?
By Jason Gallagher - June 5, 2013 | Tickers: ATVI, EA
Gamers and investors are still reacting to the recent news that the Blizzard Entertainment branch of Activison Blizzard (NASDAQ: ATVI) has moved most of its developers off the company's long awaited next MMO, codenamed "Titan" onto other projects.
VentureBeat first broke the story that Blizzard recently reassigned as many as 70 of the 100 developers rumored to be working on the company's next big title, leaving only a more »
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Is This the End for Zynga?
By Leo Sun - June 5, 2013 | Tickers: EA, ZNGA |
Shares of social gaming company Zynga (NASDAQ: ZNGA) plunged recently, after the company reported that it would cut 520 jobs, or roughly 20% of its workforce, in an effort to reduce expenses. It also warned of weak bookings (in-game virtual product sales) in its current quarter, which doesn’t bode well for a company that has lost nearly 50% of its market cap over the past twelve months.
Zynga was more »
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New Consoles, New Games
By Adam Levy - June 5, 2013 | Tickers: ATVI, EA, TTWO, DIS
With a new round of gaming systems hitting the market, game developers have a prime opportunity to gain market share and establish new brands. Right now, game makers are working on the must-have game for the PS4 and Xbox One. A large portion of these companies’ 2013 and 2014 revenues will depend on these franchises.
Activision Blizzard (NASDAQ: ATVI) has had several great successes recently in console gaming. Chief among more »
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Activision Blizzard's Rally Is Far From Over
By Nicholas Kitonyi - June 3, 2013 | Tickers: ATVI, EA, SNE, TTWO
Activision Blizzard's (NASDAQ: ATVI) rapid rally had seemed to be ending, following the post-earnings plunge. The company had rallied to a new 52-week high of $15.40 on May 8, but fell to $15.18 at the time of this writing. The driving force of the fall following the first-quarter earnings release was due to the cautious outlook issued by management.
The company performed overwhelmingly well during the previous more »
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Disney Manages to do it Once Again
By Marcus Vilkas - May 31, 2013 | Tickers: CCL, CMCSA, EA, DIS
For years I believed there is a component of expected unpredictability to Disney (NYSE: DIS),and that emerged again this quarter. Such as countless consumer-oriented stocks, Disney continues to be on a complete tear - more than doubling the overall performance of the S&P 500 within the last year. While I would not be worried about that if I were a long-term investor of Disney, valuation is making it look more »
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Stocks Are at All-Time Highs...Is it Time to Sell?
By Adem Tahiri - May 31, 2013 | Tickers: ATVI, AZN, EA
Another day, another all-time high for the stock market. You're probably wondering, with stock prices this high, is it time to sell?
Unless you have a crystal ball, you can't time the market. So don't try it; just stay in the market as a whole. But now is a great time to lighten up on a few stocks with poor outlooks. Here are a few stocks that more »
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Electronic Arts: Why I'm Optimistic
By Sarfaraz Khan - May 30, 2013 | Tickers: ATVI, EA, GIGM, DIS
Walt Disney (NYSE: DIS), the leading media and entertainment conglomerate and the owner of Star Wars franchise, has reported strong quarterly results. A significant development occurred on the Star Wars front when Disney awarded the license to develop the games of the franchise to Electronic Art (NASDAQ: EA). Naturally, Walt Disney is shutting down LucasArts, the original developer of the games. The Star Wars brand is certainly going to be more »
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There Are 1.67 Billion Reasons This Company Is a Buy
By Chad Henage - May 29, 2013 | Tickers: ATVI, EA, FB, ZNGA
There are many different reasons that investors buy stocks. Sometimes, you buy shares for growth and income. Other investors buy for superior growth, still others buy a company because it seems like it's turning around. Maybe the easiest stocks to choose are the companies where the value of their assets is so valuable, that a buyout by a larger company seems like a certainty. The nice thing about buying more »
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This Company Is a Buy (But Not Today)
By Chad Henage - May 29, 2013 | Tickers: ATVI, EA, MSFT, TTWO
I don't know how any logical thinker could suggest that Activision Blizzard (NASDAQ: ATVI) is anything other than the class of its industry. The company's games rank in the top 10 among multiple formats, and in North America and Europe, they had the No. 1- and No. 2-selling games in the first quarter. That said, investors seem to be struck with euphoria that probably isn't warranted -- at more »
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1, 2, 3, 4...I Declare a Console War
By John McKenna - May 28, 2013 | Tickers: EA, MSFT, SNE
On May 21, Microsoft (NASDAQ: MSFT) finally announced their new gaming console to the marketplace: the Xbox One. The console was revealed in a big webcast event that featured development teams from Microsoft and representatives from gaming studios like Electronic Arts (NASDAQ: EA) and Activision, makers of the successful "Call of Duty" franchise. Billed as one of the most revolutionary consoles of its era, Microsoft has staked out its place more »
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Technology Is Spelling the End for GameStop
By Ryan Gilbert - May 27, 2013 | Tickers: ATVI, EA, GME
GameStop (NYSE: GME) has been a watering-hole for gamers for many years now. It's a place where people can buy games, consoles, or just socialize with their friends at different game releases or events. Ironically, advances in technology are going to harm the entertainment retailer given that it's current business model relies on the stock-and-sell method of selling video games.
Zombie mode
GameStop has barely held on to more »
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Electronic Arts Gives Investors Another Way to Play Star Wars Movies
By Chris Katje - May 22, 2013 | Tickers: EA, HAS, DIS
On Oct. 30 2012, Disney (NYSE: DIS) announced a $4.05 billion acquisition of LucasFilm, the owner of the popular Star Wars franchise. That news, and other key factors, has sent shares of Disney up over 35% in less than seven months. One company also poised to benefit from the acquisition has also seen shares rally, but has far more upside.
After Disney closed LucasArts, the video game arm of more »
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Is It Time To Get Your Game On?
By Marshall Hargrave - May 21, 2013 | Tickers: ATVI, EA, TTWO
Electronic Arts (NASDAQ: EA) has rallied approximately 23% over the past week, putting its stock up 50% year-to-date. With this increase, is there any room left for investors to make money?
Examining EA
A big win that helped to drive EA's climb was the guidance of 2014 earnings that were well above expectations; management guided 2014 earnings-per-share to $1.20, in comparison to the average analysts' estimates of $1 more »
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A Market for Video Games
By Ash Anderson - May 21, 2013 | Tickers: ATVI, EA, MSFT
Recent news in the video game world has prompted me to ask whether or not there is money to be made here.
There are new consoles coming from Sony and Microsoft (NASDAQ: MSFT) later on in the year, and there are bound to be countless numbers of games from publishers Activision Blizzard (NASDAQ: ATVI) and Electronic Arts (NASDAQ: EA).
In the news
Activision and EA have been in the press more »
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Viacom, Disney, and J.J. Abrams: A Long Time Ago in the Final Frontier
By Scott Levine - May 16, 2013 | Tickers: EA, VIA, DIS
Reinventing a franchise is a tricky situation. On one hand, a director must stay true to the source material, but he also wants to incorporate his own vision—to distinguish his interpretation from the others. Most fans and investors believe that J.J. Abrams has the force to make two favorite franchises live long and prosper.
To go boldly where some men have gone before. . .
Abrams’s re-imagination of Gene more »
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Electronic Arts' Gross Margin Improves at the Expense of GameStop
By Alexander Cho - May 15, 2013 | Tickers: EA, GME, SNE
Is the video game console dead? Perhaps Electronics Arts may no longer have the long-term potential with its hard-core video game franchising. Despite the weak performance, I’m a little more optimistic than the rest of the street. Let’s uncover this opportunity?
Earnings highlightsIn the first quarter of 2013 Electronic Arts (NASDAQ: EA) reported a decline in revenue. The company’s revenue declined from $1.368 billion in more »
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A Game Company Worth Buying
By Timothy Green - May 15, 2013 | Tickers: ATVI, EA, TTWO
One of the most successful video game franchises in history, Call of Duty, is set for a new release this holiday season. Activision Blizzard (NASDAQ: ATVI), the company behind Call of Duty, has been releasing a new game in the series every year since Call of Duty 4: Modern Warfare was released in 2007 and sold over 16 million copies. The most recent title in the series, released last year more »
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Four Companies with Large Exposure to Europe
By Rupert Hargreaves - May 14, 2013 | Tickers: BWA, EA, HAR, MAN
The recent Cyprus situation highlighted the fact the the Eurozone crisis is far from over and the continent's progress in recovering from its debt crisis, which first started to cause havoc in the markets nearly two years ago, is moving along at a snail's pace.
Having said that, it appears that the majority of the world has lost interest in the Eurozone, focusing instead on improving economic data more »