Take-Two Interactive

  • Why Activision Blizzard Is a Buy

    By Ayush Singh - August 19, 2013 | Tickers: ATVI, EA, TTWO

    The previous quarter's results of Activision Blizzard (NASDAQ: ATVI) were not exciting as the company recorded a decline in its revenue as well as earnings. Despite an understated performance, Activision looks set to perform better in the long run. We'll see why Activision has a bright future, but before that, let’s take a look at the factors which affected its quarterly performance.  

    Quarterly performance
    The company’s more »

  • Activision’s Innovation Should Lead to Continued Success

    By Dan Moskowitz - August 19, 2013 | Tickers: ATVI, EA, TTWO

    Activision (NASDAQ: ATVI) doesn’t just throw titles out there. Rather, it focuses on quality and builds franchises. These franchises lead to recurring revenue. Activision management clearly knows what it’s doing. The big question now is if the company will be capable of growth in a changing industry.

    Revenue generation

    Activision is best known for its online role-playing game, World of Warcraft. But it also owns other popular franchises more »

  • Why You Should Buy Activision Blizzard Soon

    By Bryan Wagman - August 12, 2013 | Tickers: ATVI, EA, SNE, TTWO

    Activision Blizzard  (NASDAQ: ATVI), the company that is responsible for World of Warcraft, has been a leader in the video game industry for many years now. The massive company last reported a revenue of $4.98 billion for the trailing twelve months. The company has managed to consistently raise revenue and gross profit throughout the past ten years, as indicated by the chart below. 

    ATVI Revenue Annual data by YCharts more »

  • The Key Benefits to Activision Blizzard's Independence

    By Brian Shaw - August 6, 2013 | Tickers: ATVI, TTWO, VIVHY.PK

    A year ago, I laid out the case for how 2013 would be the "Year of the Activision Breakout," and predicted that the company's shares would rise from $11 per share to around $18 by the end of this year. After strong financial results and the recent announcement of a deal to buy back most of Vivendi's (NASDAQOTH: VIVHY.PK) majority stake in the company, Activision Blizzard's (NASDAQ: ATVImore »)

  • Uncertainty Surrounds This Game Company

    By Timothy Green - August 5, 2013 | Tickers: ATVI, EA, TTWO

    This year is an exciting one for the world of video games. With Sony and Microsoft set to launch new consoles this holiday season, the Playstation 4 and the Xbox One respectively, there should be a much needed jolt provided to the gaming industry. One of the biggest game companies, Activision Blizzard (NASDAQ: ATVI), is in prime position to benefit from this new generation of gaming. But the company is more »

  • Multiplayer and Mobile Games to Dominate the Industry

    By Hussain Asghar - August 4, 2013 | Tickers: ATVI, EA, TTWO

    Video games have always been one of the top leisure time activities for people, and with the advent of smartphones and tablets, the time spent on these activities has increased significantly over the past few years. The videogame industry stood at an estimated $63 billion as per an international development group’s estimate. The industry is highly fragmented, with a few large players and a number of small players within more »

  • Sell This Game Maker, Buy These Two Instead

    By Chris Lau - August 1, 2013 | Tickers: ATVI, EA, TTWO

    A few quarters ago, I owned Activision (NASDAQ: ATVI) shares, but sold them because it did not look like the market would ever appreciate its value. At the time, investors worried about the overhang of Vivendi owning a large percentage of the company. Today, Activision is now up 74% this year. Is it time to sell?

    The catalyst

    Vivendi said it would sell $5.8 billion worth of its Activision more »

  • This Game Maker Is Positioned for Growth

    By Vladimir Zernov - July 31, 2013 | Tickers: ATVI, EA, TTWO

    Electronic Arts (NASDAQ: EA) has enjoyed a wonderful year. Its stock is already up 75%. This fall, next-generation gaming consoles would be hitting the shelves. Xbox One and PlayStation 4 might become the profit drivers for the whole gaming industry. Electronic Arts recently reported its quarterly earnings, beating analysts’ estimates by $0.20 per share. Will the stock gain even more steam as we head into autumn, which is a more »

  • Free at Last: Will Shareholders Really Benefit From a Vivendi-Free Activision?

    By Jason Hall - July 31, 2013 | Tickers: ATVI, EA, NTDOY.PK, TTWO

    The recent announcement that Activision Blizzard (NASDAQ: ATVI) has entered into an agreement to acquire 429 million shares back from French conglomerate Vivendi for $5.83 billion in cash and debt, along with another 172 million shares being acquired by CEO Bobby Kotick and an investor group that includes Tencent for another $2.34 billion, has come as welcome news and a very big surprise. Shares shot up 15% on more »

  • Why Digital Matters So Much to This Industry

    By Marshall Hargrave - July 26, 2013 | Tickers: ATVI, EA, TTWO

    Every time I turnaround it seems that Electronic Arts (NASDAQ: EA) is soaring by nearly 10% in a single day. Over the past year the company is up over 110%, compared to the Nasdaq Composite's 22%. 

    When I looked at Electronic Arts back in May, the stock was up over 23% in a matter of days, and the company kept the status quo earlier this week, jumping 8 more »

  • NCAA Punts Video Game Contract

    By Jason Gallagher - July 22, 2013 | Tickers: EA, SNE, TTWO

    The NCAA announced July 17 that it will not renew its licensing contract with video game publisher Electronic Arts (NASDAQ: EA) while it fights a lawsuit filed by former collegiate athletes over the use of their names and likenesses in video games.

    The governing body for college sports seems intent on putting its focus on squashing the lawsuit brought by former basketball star Ed O'Bannon, and is looking to more »

  • 2 Reasons to Avoid Zynga, 2 Companies to Buy

    By Chris Lau - July 9, 2013 | Tickers: GLUU, TTWO, ZNGA

    The bounce in shares of Zynga (NASDAQ: ZNGA) might be over. After paying an outrageous amount of money for a Microsoft executive and getting surpassed as the biggest game developer on Facebook by King.com, it appears that investors might want to take profit in Zynga. 

    Zynga is up 45% in 2013: 

    ZNGA data by YCharts

    Investor sentiment about Zynga switched to bullish when the company said it hired Don more »

  • Disney Tries to Turn Things Around in Its Gaming Segment

    By Phillip Woolgar - July 9, 2013 | Tickers: ATVI, TTWO, DIS

    Walt Disney (NYSE: DIS) is attempting to take hold of its video game segment with the planned release of Disney Infinity, a game that is slated to hit the market on August 18.

    Every division of the company has performed well, including the theme parks and the cable TV segment. Signs of a turnaround have even been noted in the firm's film studio. Disney Interactive is essentially the only more »

  • Adobe Wins With Subscriptions, Activision Blizzard Moves to Free

    By Nihar Patel - July 8, 2013 | Tickers: ATVI, ADBE, TTWO

    I remember reading an article over a decade ago that discussed the transition of anti-virus software from a perpetual license for updates to a subscription-based system. Nowadays, that model has shifted to be completely free anti-virus software for private, non-commercial users in order to safeguard the Internet as a whole.

    Even subscription-based online games have moved to a free-to-play model with micro-transactions. So it is not just anti-virus that went more »

  • Are You Game for These Three Stocks?

    By Phillip Woolgar - July 7, 2013 | Tickers: ATVI, EA, TTWO

    Investing in video games is a relatively risky venture, but with that risk comes a slew of potential upside. The stocks of video game companies are volatile and are often hedged on whether a few flagship games catch on. Revenue can surge dramatically during the release of new video games, but trying to time these stocks on upcoming releases is risky. That's why it is best to take a more »

  • The Video Gaming Industry Has Awful Years Ahead

    By Alexander Cho - July 1, 2013 | Tickers: ATVI, EA, TTWO

    The video game industry consistently under-performs the markets, as there are just too many things that can go wrong in the process of video game development.

    Stock price performance

    Source: Ycharts

    Over the past five years, Electronic Arts (NASDAQ: EA) declined 47.6%, Take-Two Interactive (NASDAQ: TTWO) declined 41.9%, and Activision Blizzard (NASDAQ: ATVI) declined by 15.4%.

    Three reasons for why game studios have under-performed:

  • Which Video Game Maker Will Win Digital?

    By Jason Earley - June 24, 2013 | Tickers: ATVI, EA, TTWO

    Video game makers aim to captivate consumers across multiple platforms for longer periods of time, moving from packaged goods as a one-time delivery to digital games as an ongoing service. The industry expects a few benefits from this approach. Consumers will spend more money over the life of a game, especially through in-game micro-transactions and premium subscriptions, and digital services have lower costs and higher margins than traditional packaged goods more »

  • Video Game Reviews Matter: To Gamers and Investors

    By Andrew Gill - June 19, 2013 | Tickers: ATVI, EA, TTWO

    All gamers have done it at some time or another: fallen victim to a barrage of marketing hype, rushed to the store, and spent a wad of cash on the "it" game, ran home to play, and experienced ... grave disappointment. $50 for this?

    Order ... In a disorderly market

    Fortunately, gamers are a resourceful bunch, and some have taken to the internet to write reviews critiquing the newest games. These editorials more »

  • Why These 3 Game Stocks Are Set to Drop

    By Chris Lau - June 17, 2013 | Tickers: ATVI, EA, TTWO

    In the wake of the video game industry's recent E3 conference, and the announcement of next-generation consoles from Sony and Microsoft, excited investors have bid video game stocks higher. But their euphoria now could lead to downside ahead.

    These companies risk disappointing the market, because it could take several quarters for game publishers to grow sales after the newest generation of consoles is released. Investors in these game makers more »

  • Electronic Arts in Good Shape After Adjusting Its Strategy

    By Vladimir Zernov - June 17, 2013 | Tickers: ATVI, EA, TTWO

    Electronic Arts (NASDAQ: EA) has been favored by the market this year. The stock is up 50% year-to-date. Its peers, Activision Blizzard (NASDAQ: ATVI) and Take-Two Interactive (NASDAQ: TTWO), have enjoyed gains of 39% and 40%, respectively. The industry has gained momentum, but would this momentum continue as we head into the second part of the year?

    Strategy

    Games are played on three main types of devices – consoles, PCs, and more »

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