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X @Bloomberg
Bloomberg· 2025-10-23 17:45
JOIN THE CONVERSATION: After years of mass layoffs, stagnant growth and project cancellations, the video-game industry faces an inflection point. Bloomberg’s Jason Schreier answers your questions in Live Q&A conversation with @timsteno on Friday starting at 11:30 a.m. EDT.🎮 Stream here: https://t.co/JlODAT3yEY ...
Electronic Arts (EA) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-10-23 14:16
Core Viewpoint - Electronic Arts (EA) is expected to report a significant decline in quarterly earnings and revenues, indicating potential challenges in its financial performance [1]. Financial Performance Estimates - Analysts predict EA will post quarterly earnings of $1.27 per share, a decline of 40.9% year-over-year [1]. - Revenues are forecasted to be $1.86 billion, reflecting a year-over-year decrease of 10.4% [1]. - The consensus EPS estimate has been adjusted downward by 0.2% over the past 30 days, indicating a reassessment of projections by analysts [2]. Revenue Composition Insights - Estimated 'Net revenue by composition- Live services and other- Non-GAAP (Net Bookings)' is projected to reach $1.14 billion, down 8.7% from the prior-year quarter [5]. - 'Net revenue by composition- Full game- Full game downloads- Non-GAAP (Net Bookings)' is estimated at $479.41 million, indicating a year-over-year change of -12% [5]. - 'Net revenue by composition- Full game- Packaged goods- Non-GAAP (Net Bookings)' is forecasted to be $255.83 million, reflecting a change of -10.9% from the year-ago quarter [6]. - Overall, 'Net Bookings' is estimated at $1.86 billion, contrasting with the previous year's figure of $2.08 billion [6]. Market Performance - Over the past month, EA shares have returned +20%, significantly outperforming the Zacks S&P 500 composite's +0.2% change [6]. - EA currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6].
X @Bloomberg
Bloomberg· 2025-10-23 11:10
Microsoft is asking the studios in its Xbox gaming division to produce profit margins that are well above the industry average, ratcheting up pressure on its video-game makers during a difficult time for the field at large https://t.co/l79rhAmusk ...
Electronic Arts, NFL Partnership Expands to Extend Reach of Offerings
WSJ· 2025-10-22 16:49
Core Viewpoint - The company is expanding its partnership with the NFL to enhance the Madden NFL franchise and college-football offerings [1] Group 1 - The partnership aims to boost the video-game maker's presence in the sports gaming market [1]
Light Up the Season With a Trip to Nintendo SAN FRANCISCO and Exclusive Holiday Merchandise
Businesswire· 2025-10-22 15:14
REDMOND, Wash.--(BUSINESS WIRE)--Nintendo is sharing extra smiles this holiday season with the launch of the Nintendo SAN FRANCISCO My Nintendo Holiday Sweepstakes1 starting today, ahead of festive in- store experiences arriving mid-November. Nintendo SAN FRANCISCO and Nintendo NEW YORK will soon transform into must-see holiday destinations for exclusive merchandise, seasonal fun, gift-with-purchase offers, beautiful window displays and store décor – making every visit a reason to smile, shop and share the ...
Earnings Preview: MGM Resorts (MGM) Q3 Earnings Expected to Decline
ZACKS· 2025-10-22 15:07
Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for MGM Resorts despite higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - MGM is expected to report quarterly earnings of $0.39 per share, reflecting a year-over-year decrease of 27.8% [3]. - Revenue projections stand at $4.22 billion, indicating a slight increase of 0.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 2.61% higher in the last 30 days, suggesting a reassessment by analysts [4]. - However, the Most Accurate Estimate is lower than the consensus, resulting in an Earnings ESP of -9.75%, indicating a bearish outlook [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict earnings deviations, but its predictive power is stronger for positive readings [8][9]. - MGM's current Zacks Rank is 3, complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, MGM exceeded EPS expectations by 36.21%, with three out of the last four quarters showing earnings beats [12][13]. Industry Comparison - In the gaming industry, Electronic Arts is expected to report earnings of $1.27 per share, a year-over-year decline of 40.9%, with revenues projected at $1.86 billion, down 10.4% [17]. - Electronic Arts has a Zacks Rank of 1 but also shows a negative Earnings ESP of -8.84%, making predictions of an earnings beat uncertain [18].
EA SPORTS and The NFL Expand Partnership to Power the Future of Interactive Football
Businesswire· 2025-10-22 14:33
Core Insights - Electronic Arts (EA) and the National Football League (NFL) have announced an expanded, multi-year exclusive agreement aimed at growing American football globally [1] - This partnership represents the most comprehensive collaboration between EA SPORTS and the NFL to date [1] - The agreement will focus on driving innovation and expansion of the Madden NFL franchise, which will remain the exclusive action simulation game for American football [1]
Take-Two Interactive Software's Quarterly Earnings Preview: What You Need to Know
Yahoo Finance· 2025-10-22 12:49
Core Insights - Take-Two Interactive Software, Inc. (TTWO) is valued at a market cap of $48 billion and is a prominent player in the global video game publishing and development industry, generating revenue through various channels including digital and physical game sales, in-game purchases, subscriptions, and licensing [1] Financial Performance - Analysts anticipate TTWO to report a profit of $0.48 per share for fiscal Q2 2026, reflecting an 84.6% increase from $0.26 per share in the same quarter last year [2] - For fiscal 2026, the expected profit is projected at $1.38 per share, marking a 146.4% increase from $0.56 per share in fiscal 2025, with further growth expected to $7.49 per share in fiscal 2027, representing a 442.8% year-over-year increase [3] Stock Performance - TTWO shares have increased by 65.9% over the past 52 weeks, significantly outperforming the S&P 500 Index's 15.1% return and the Communication Services Select Sector SPDR Fund's 28.4% rise during the same period [4] Recent Developments - On August 7, TTWO reported Q1 results that exceeded expectations, with total revenue rising 12.4% year-over-year to $1.5 billion and total net bookings increasing 16.8% to $1.4 billion. The company raised its fiscal 2026 net bookings guidance to between $6.1 billion and $6.2 billion [5] Analyst Ratings - Wall Street analysts maintain a highly optimistic outlook on TTWO, with an overall "Strong Buy" rating. Out of 27 analysts, 21 recommend "Strong Buy," three suggest "Moderate Buy," and three indicate "Hold." The mean price target for TTWO is $268.37, suggesting a potential upside of 3.1% from current levels [6]
X @Sui
Sui· 2025-10-22 06:04
Built for players.Powered by Sui.Brave Frontier Versus is live ⚔️SuiPlay (@SuiPlay):The next chapter of Brave Frontier is built on Sui ⚔️@bfvs_en, the trading card game from the legendary franchise with 38M+ downloads worldwide, is officially live today.Step into Elsavia and experience the next evolution in tactical, pixel-art combat 👇 https://t.co/0qteVR4HKp ...