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Game Over Thirty (aka RallyCarDelta)

@GameOverThirty

Dec 12

1/ The CMA has published "Market Participant A", which is largely a proponent of the MSFT + ATVI merger. There is heavy emphasis on the fact that the merger would actually benefit consumers with a wider array of access, options, and prices. assets.publishing.service.gov.uk/media/6391da18…

2/ You should read it yourself to get the best understanding, the "core" of the pro-consumer argument is as follows.

- Wider Choice
- Lower Cost for Consumer (in some ways, not all)
- No incentive for foreclosure

3/ Market Participant A also disputes the invincible market power of #CallofDuty, calling attention to CoD Vanguard. The industry changes rapidly, essentially, and one franchise shouldn't be labeled as carrying this much "power" (so to speak).

Read 5 tweets

Game Over Thirty (aka RallyCarDelta)

@GameOverThirty

Dec 11

1/ Using Steam as a single measurement, #warhammer40k #Darktide appears to be off to a good start. Sales have been in the top revenue for a 3 weeks. Throw that #PCGamePass payment in there and Fatshark is likely pleased with results.

2/ There are reasons to buy Darktide on Steam, especially with multiplayer not working across digital storefronts. That said, there isn't much to the idea (today) that GP is eating into traditional sales. GP simply isn't in a phase where that kind of impact is appreciable.

3/ Consider the scenario where #Xbox Game Pass has millions more people in the program (perhaps 80 million). That would probably be a different conversation.
But!
It's logical to conclude that Microsoft would likely attempt to be competitive with payments. The revenue is there.

Read 6 tweets

Game Over Thirty (aka RallyCarDelta)

@GameOverThirty

Aug 3

1/ A bit of conversation about EA and #ActivisionBlizzard. This last quarter demonstrated just how important KING has been for ActiBlizz, especially as engagement has fallen on #CallofDuty and many Blizzard products (Diablo Immortal helped pad Blizzard up a bit).

2/ Don't get me wrong, I'm actually engaged with many Blizzard products and I play plenty of Call of Duty, but between launches, it is clear that much of the consumer market isn't as engaged as they used to be. So where does that leave Acti and Blizz?

3/ In regards to segment income, each comes in roughly over 90 million USD this last quarter. Combined, and without King, that places those two segments under EA (the company) in regards to operating income. King is a mobile juggernaut so we need to set them aside for a moment.

Read 9 tweets

Game Over Thirty (aka RallyCarDelta)

@GameOverThirty

Aug 3

1/ #Nintendo has released their quarter earnings for 3 months closing June 30, 2022. While sales revenue dropped YoY, the result is arguably reasonable for the current climate. Thanks to exchange rate changes, profit increased YoY, despite the previously mentioned results.

2/ An interesting note on HW versus SW sell-through: HW sell-through decreased, but #Nintendo experienced their second best first party sell-through for a first qtr since the launch of the #NintendoSwitch. Also note sales on Switch Sports.

3/ Here's the deal with Nintendo's overall numbers when compared YoY. Again, considering the decline in the overall market, these numbers still put Nintendo in a decent, albeit declining position (even considering the Switch is going on 6 years).

Read 6 tweets

Game Over Thirty (aka RallyCarDelta)

@GameOverThirty

Aug 2

1/ Let's take a look at some of EA's prepared remarks and take a deeper look at why their quarter bucked the industry "dip". The big hitters for EA: #FIFA, #F122, and #ApexLegends. Sounds like F1 has worked out better than expected.

2/ Where things get confusing to the outside reader is when it comes to accounting. Net Bookings represent a slight decline YoY, but because of how revenue is accounted for in GAAP, more of it [revenue] was financially booked this last quarter. This is normal BTW.

3/ How does this happen? Generally speaking, GAAP demands companies recognize revenue in the quarter that the product is realized. If someone "books" (pre-purchases) a game months before the launch quarter, the revenue can't be accounted for until the product launches.

Read 4 tweets

Game Over Thirty (aka RallyCarDelta)

@GameOverThirty

Feb 17

1/ Embracer Group posted earnings for their Q3 2021 (Oct - Dec 2021). By most metrics, it's a healthy quarter, with earnings coming in significantly higher YoY. Like other publishers, spending, headcount, and other metrics are up, cutting into margin. #gamingnews #investors

2/ Embracer is the "biggest" they've ever been, with 25 AAA titles in development (through 2026). Like other publishers, the influx of cash from the pandemic went to fueling future growth. They are also preparing for listing on Nasdaq Stockholm.

3/ Highlights include #HotWheelsUnleashed, #DeepRockGalactic, #Valheim, and #Satisfactory. They also discussed acquisitions but we're careful to keep statements at a high level & cautious.

Read 4 tweets

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Game Over Thirty (aka RallyCarDelta)

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More from @GameOverThirty

Game Over Thirty (aka RallyCarDelta)

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Game Over Thirty (aka RallyCarDelta)

Game Over Thirty (aka RallyCarDelta)

Game Over Thirty (aka RallyCarDelta)

Game Over Thirty (aka RallyCarDelta)

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