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Electronic Arts (EA) Upgraded to Buy: Here's Why
ZACKS· 2025-07-03 17:00
Electronic Arts (EA) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors ...
X @Decrypt
Decrypt· 2025-07-03 14:22
RT GG (@ggDecrypt)EverQuest, Planetside Co-Creator Reveals Open-World Shooter Game 'Reaper Actual'► https://t.co/lJ8Jr1iwkZ https://t.co/lJ8Jr1iwkZ ...
Has GameStop Forged a Cost Path Toward Sustainable Profitability?
ZACKS· 2025-07-03 14:00
Core Insights - GameStop Corp. (GME) reported significant improvements in its fiscal first-quarter 2025 results, primarily due to effective cost management and operational efficiency [1][4] - The company achieved a 3.4% increase in gross profit, with gross margin expanding by 680 basis points to 34.5% [2] - GameStop's net income shifted from a loss of $32.3 million to a profit of $44.8 million, reflecting the benefits of its cost restructuring [4] Financial Performance - Adjusted SG&A expenses decreased by 24.8% year over year to $225.3 million, improving as a percentage of net sales by 320 basis points to 30.8% [1] - Adjusted EBITDA turned positive at $38.6 million, reversing a loss of $37.6 million from the previous year [3] - Adjusted operating income rose to $27.5 million from a loss of $55 million in the prior year [3] Revenue and Sales - Despite a 17% decline in net sales, attributed to weaknesses in hardware and software, the collectibles segment provided some offset [5][9] - The company’s gross profit increased to $252.8 million from $244.5 million [2] Valuation and Estimates - GameStop's shares have decreased by 23.6% year to date, contrasting with the industry's growth of 13.7% [8] - The forward price-to-sales ratio for GME is 3.23X, slightly below the industry average of 3.58X [10] - The Zacks Consensus Estimate for GME's fiscal 2025 earnings indicates a year-over-year growth of 127.3%, while fiscal 2026 estimates suggest a decline of 52% [11]
X @Bloomberg
Bloomberg· 2025-07-03 07:08
Business Strategy - Sega is collaborating with international partners to facilitate expansion in Asia [1] - The company aims to reduce its dependence on the Japanese market [1]
X @Forbes
Forbes· 2025-07-02 18:16
Xbox Has Cancelled ‘Perfect Dark’ And Two More Games Amongst Layoffs https://t.co/1Pfx3TKJEL https://t.co/1Pfx3TKJEL ...
Bilibili (BILI) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2025-07-01 17:01
Bilibili (BILI) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power ...
Vimeo Appoints Rose Frawley as Chief People Officer to Drive Global Talent Strategy and Culture
Globenewswire· 2025-07-01 12:30
Core Insights - Vimeo, Inc. has appointed Rose Frawley as Chief People Officer, focusing on global talent strategy and organizational development [1][2] - Frawley's experience includes over 20 years in human resources, with a strong background in building high-performing teams in technology and data companies [2] - The company emphasizes a people-first strategy, aiming to cultivate a culture of trust and engagement among employees [1][3] Company Overview - Vimeo is recognized as the largest private video network globally, serving millions of users and facilitating billions of video views each month [4] - The platform aims to provide innovative video experiences, catering to a diverse community from creative storytellers to large corporate teams [4]
视听盛宴长沙造:从“小而美”迈向“精而强” | 经济观察
Chang Sha Wan Bao· 2025-06-30 22:58
Core Viewpoint - Changsha's audio and video equipment industry is developing a dual barrier of "technological independence + deep cultivation of scenarios," creating an advanced manufacturing cluster characterized by "independent standards + domestic equipment + high-quality content" [1][3] Industry Overview - In 2024, the total output value of Changsha's audio and video equipment industry is projected to reach 140.4 billion yuan, becoming a new growth engine for the local economy [3] - The industry is not competing with major cities like Beijing, Shanghai, Guangzhou, and Shenzhen in terms of scale but is carving out a niche with a "small but beautiful" approach [3] - The industry has established a complete closed-loop chain covering "collection—editing—playback—transmission—display," setting national benchmarks in various sectors such as broadcasting, industrial manufacturing, and digital stages [3][7] Technological Advancements - The "4K ultra-high-definition dual Vivid live broadcast" technology, developed in Changsha, is recognized as a significant advancement in the Chinese ultra-high-definition industry, aiming to replace expensive foreign standards [8] - The Ma Lan Mountain audio and video laboratory has participated in the formulation of over 20 international and domestic standards, contributing to the entire industry chain [8] Market Applications - The Ma Lan Mountain audio and video laboratory has developed AI video translation technology that significantly reduces translation time and costs, addressing challenges faced by domestic micro-short drama exports [6][7] - The industry is also making strides in industrial manufacturing, where AI-powered robots equipped with high-precision 3D cameras are enhancing production efficiency and accuracy [12] Ecosystem Development - The industry ecosystem includes leading companies in various segments: optical lenses, chip technology, intelligent products, and transmission solutions, all contributing to the overall competitiveness of the audio and video equipment sector [7] - Changsha's spatial layout includes dual cores (Hunan Xiangjiang New Area and Ma Lan Mountain Video Cultural Industry Park) and five districts focusing on specialized manufacturing [7] Future Directions - The industry aims to enhance its value by continuing to strengthen its closed-loop capabilities, focusing on chip and algorithm development, and deepening applications in industrial, cultural, and educational scenarios [14] - Changsha's model of "cultural + technological" integration is expected to drive the growth of a globally influential audio and video equipment and content integration industry cluster [14]
Kaltura Named a Leader in IDC MarketScape: Worldwide AI-Enabled Enterprise Video Platform 2025 Vendor Assessment
Globenewswire· 2025-06-30 16:00
IDC identified Kaltura as a worldwide leader after a thorough evaluation of its AI Video Cloud and its extensive, industry-leading implementationsNew York, June 30, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the AI Video Cloud, today announced that it has been named a Leader in the IDC MarketScape Worldwide AI-Enabled Enterprise Video Platform 2025 Vendor Assessment (doc # US52036124, June 2025). This is the first IDC MarketScape assessment to focus specifically on AI-powered video platforms, evaluate ...
Why GameStop (GME) is a Top Growth Stock for the Long-Term
ZACKS· 2025-06-30 14:50
Company Overview - GameStop Corp. is the world's largest video game retailer, offering a wide selection of new and pre-owned gaming consoles, accessories, and titles in both physical and digital formats [11] - The company operates in four geographic segments: United States, Canada, Australia, and Europe [11] Investment Analysis - GameStop has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a moderate investment potential [12] - The company is considered a top pick for growth investors, with a Growth Style Score of B, forecasting year-over-year earnings growth of 127.3% for the current fiscal year [12] - Recent analyst activity shows one analyst has revised their earnings estimate higher for fiscal 2026, with the Zacks Consensus Estimate increasing by $0.28 to $0.75 per share [12] - GameStop has an impressive average earnings surprise of 181.9%, suggesting strong performance relative to expectations [12] Conclusion - With a solid Zacks Rank and strong Growth and VGM Style Scores, GameStop is recommended for investors' consideration [13]