Take-Two盘前跌超15%，旗下游戏开发商Rockstar Games宣布《侠盗猎车手VI》的发布日期从2025年推 迟至2026年。 ...

智通财经5月2日电，Take-Two美股盘前跌超15%，旗下游戏开发商Rockstar Games宣布《侠盗猎车手 VI》的发布日期为2026年5月26日。 ...

Core Viewpoint - Dolby Laboratories reported quarterly earnings of $1.34 per share, exceeding the Zacks Consensus Estimate of $1.29 per share, and showing an increase from $1.27 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was 3.88%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Revenues for the quarter ended March 2025 were $369.56 million, which missed the Zacks Consensus Estimate by 2.41%, but showed an increase from $364.52 million year-over-year [3] Market Performance - Dolby Laboratories shares have declined approximately 1.7% since the beginning of the year, while the S&P 500 has decreased by 5.3% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.82 on revenues of $305.84 million, and for the current fiscal year, it is $4.03 on revenues of $1.35 billion [8] - The estimate revisions trend for Dolby Laboratories is currently unfavorable, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [7] Industry Context - The Audio Video Production industry, to which Dolby Laboratories belongs, is currently in the top 21% of over 250 Zacks industries, suggesting a favorable industry outlook [9]

Financial Data and Key Metrics Changes - Q2 revenue was $370 million, in line with the midpoint of guidance and up 1% year over year [17] - Licensing revenue was $346 million, up 2% year over year, while products and services revenue was $24 million, down 10% year over year [17] - Non-GAAP earnings per diluted share were $1.34, up 5% year over year, at the high end of guidance [19] - The company generated $175 million in operating cash flow and finished the quarter with $701 million in cash and investments [19] Business Line Data and Key Metrics Changes - Broadcast revenue declined by 11% year over year, while PC revenue increased by 17% year over year [18] - The company expects strong growth in mobile and other markets, with broadcast and PC to be flat and consumer electronics down mid-single digits for the full year [18] Market Data and Key Metrics Changes - Automotive is increasingly important, with new partnerships announced, including Porsche and Cadillac integrating Dolby Atmos into their vehicles [8] - In mobile, Dolby is expanding its presence in the Android ecosystem and has added new partners in China, including Xiaohongshu and Kuaishou [10] Company Strategy and Development Direction - The company is focused on long-term growth through strong engagement with content creators, distributors, and OEM partners [7] - Dolby aims to expand its technologies into more devices and content, particularly in the automotive and mobile sectors [11][12] Management's Comments on Operating Environment and Future Outlook - Management noted significant uncertainty in the macroeconomic environment, leading to a revision of the revenue range for the year to $1.31 billion to $1.38 billion [6] - The company is prepared to operate across a wide range of scenarios and remains focused on controllable factors that drive long-term growth [14][26] Other Important Information - The company declared a dividend of $0.33, up 10% from the previous year [19] - True-ups for Q2 were approximately $1 million [44] Q&A Session Summary Question: OEM partners' capacity in lower tariff regions - Management indicated that the ability to increase capacity varies by end market, with Mexico being a significant manufacturing location exempt from tariffs [28] Question: Clarification on U.S. sales impact - Approximately 25% of licensing revenue from consumer device shipments is from products sold in the U.S. [32][33] Question: Economic environment's impact on OpEx - Management stated they are focused on long-term value and are not making quick changes to operating plans but will adjust if necessary [40][41] Question: Tipping point for Atmos Music in cars - Management believes momentum is strong and they are working towards getting Dolby Atmos into high-volume mainstream models [42][43] Question: Tariff exposure on products and services - The impact of tariffs on the products business is fairly small, as most products are shipped to non-U.S. markets [50]

LONGBOAT KEY, FL, May 01, 2025 (GLOBE NEWSWIRE) -- Rumble Inc. (NASDAQ: RUM) (“Rumble” or the “Company”), the video-sharing platform and cloud services provider, today announced that it will release financial results for the fiscal quarter ended March 31, 2025 after the close of markets on Thursday, May 8, 2025. The Company will host a conference call on the same day at 5:00 p.m. Eastern Time. Access to the live webcast and replay of the conference call, along with related earnings release materials, will b ...

Core Insights - Xbox is increasing prices for its gaming consoles, controllers, first-party titles, and accessories due to US tariffs affecting global supply chains [1] - The Xbox Series X will now retail for approximately $600 in the US, marking a $100 increase [1] - Sony has also raised prices for its PlayStation 5 console, indicating a trend among console manufacturers to adjust for rising manufacturing costs [2] Industry Trends - Gaming consoles are projected to be the primary growth driver for the video game industry this year, with Nintendo set to launch the Switch 2 in June [2][6] - The PlayStation 5 Pro is priced around $700 in the US, reflecting the industry's shift towards higher pricing [2] - Nintendo has resumed pre-orders for the Switch 2 after a delay due to tariff uncertainties [6] Economic Impact - Tariffs imposed by the Trump administration on manufacturing hubs like Japan, China, and Vietnam have led to increased prices in the gaming industry [3] - Analysts have expressed concerns that these tariffs may hinder industry growth, especially amid potential economic recession and rising inflation affecting consumer spending [3] Pricing Strategies - Xbox plans to increase prices of certain first-party games to around $80, following Nintendo's pricing strategy for "Mario Kart World," potentially establishing a new industry standard [7]

Microsoft CEO Satya Nadella speaks during an event celebrating the 50th Anniversary of Microsoft in Redmond, Washington, on April 4, 2025.Microsoft said Thursday that it has increased the recommended retail prices of its Xbox video game consoles and some controllers globally due to "market conditions."The announcement, which also affects some new first-party games, means consumers will be paying more for consoles this holiday season as they reckon with higher costs from President Donald Trump's sweeping tar ...

The upcoming report from Electronic Arts (EA) is expected to reveal quarterly earnings of $1.11 per share, indicating a decline of 19% compared to the year-ago period. Analysts forecast revenues of $1.56 billion, representing a decrease of 6.2% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 148% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company ...

Revenue, Adjusted EBITDA2 and EPS above top end of guidanceAll-time record annualized recurring revenue4, up 30% YoYCompany reaffirms full year 2025 guidance WILMINGTON, Del., May 01, 2025 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a mobile, video, and AI technology research and development company, today announced results for the quarter ended March 31, 2025. "In the first quarter, we licensed vivo Mobile, a major smartphone vendor, to drive revenue above the top end of our guidance and increas ...

Core Viewpoint - The male-oriented drama segment on platforms like Youku has faced significant challenges, with many projects failing to launch or perform well, leading to a strategic shift towards more stable content types and budget cuts [1][3][4]. Group 1: Market Dynamics - The male-oriented drama market has not expanded significantly, remaining constrained by a focus on niche quality and high-investment blockbusters, resulting in unstable investment returns [1][4]. - The competition among long-video platforms has intensified, leading to a shift from exploring new audience segments to focusing on existing user bases and premium content [1][8]. - The number of male-oriented dramas announced for 2024 has nearly halved compared to 2023, indicating a downward trend in production expectations [8]. Group 2: Project Performance - Youku's male-oriented dramas like "Shaonian Ge Xing" and "Yiren Zhi Xia" have had decent viewership and reception, but overall, the platform has struggled to produce a major hit in the male-oriented category [4][5]. - Several high-profile male-oriented projects have been delayed or failed to launch, including adaptations of popular novels, which contrasts with successful examples from competitors like Tencent and iQIYI [5][6]. - The success rate of male-oriented dramas is low, with only a handful performing well out of approximately 40 released from 2019 to 2024 [8][10]. Group 3: Strategic Shifts - In response to budget constraints, Youku has begun to cut back on high-investment male-oriented dramas, indicating a strategic pivot towards more manageable projects [3][11]. - The platform's new policy requires the production of pilot previews for all approved projects, which may influence long-term decision-making regarding project approvals [6][7]. - The industry is entering a "cost-cutting and efficiency-enhancing" phase, suggesting that future male-oriented dramas may need to redefine what constitutes "incremental" success [11].