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X @Avalanche🔺
Avalanche🔺· 2025-08-31 17:01
RT Avalanche Gaming 🔺 (@GamingOnAvax)Ava Labs announces a strategic partnership with WARP as a preferred publishing partner for Web3 games building on the Avalanche network.This collaboration brings together Avalanche’s high-performance infrastructure with @WarpGameCHAIN's world-class game publishing expertise — designed to support and scale the next generation of breakout Web3 titles.What This Means for Game Studios:Co-Incubation & Game Discovery:Through this partnership, Ava Labs and WARP will work closel ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-08-30 13:05
Game Performance - Pudgy Party ranked 1 in the iOS store for racing games [1] - The game's success suggests a strong collaboration between Pudgy and Mythical [1]
1 Reason Take-Two Stock Could Surprise Investors (Hint: It's Not Grand Theft Auto)
The Motley Fool· 2025-08-30 08:35
Core Viewpoint - Take-Two Interactive is poised for its most profitable five-year period, driven by the anticipated release of Grand Theft Auto VI and a focus on cost discipline and profit margin expansion [1][6]. Financial Performance - Take-Two reported a revenue of $1.5 billion in the last quarter, with a year-over-year revenue growth of 12% in fiscal Q1 2026 [4][3]. - Operating expenses decreased by 3% to $923 million, while the cost of revenue declined by 1% to $559 million, resulting in an operating income of $22 million, a significant turnaround from a loss of $185 million a year ago [4][2]. Future Outlook - The company expects a net loss of $377 million to $442 million in fiscal 2026 due to increased marketing expenses for Grand Theft Auto VI, but anticipates a quick recovery given the franchise's historical sales performance [7]. - Analysts project revenue to surge to $9.2 billion in fiscal 2027, increasing to $9.8 billion by fiscal 2030, driven by new releases from existing franchises [8]. Profitability and Valuation - Take-Two's operating margin is expected to expand from 12% in fiscal 2026 to 31% by fiscal 2030, leading to an annual free cash flow of $3 billion over the next five years [9]. - The current market cap of Take-Two is $42 billion, with a price-to-free cash flow (P/FCF) multiple of 14 based on fiscal 2030 estimates, indicating potential for share price growth [9][11]. - A P/FCF multiple of 28 could potentially double the share price for investors, reflecting the company's growth opportunities and focus on margin expansion [10][11].
X @Bloomberg
Bloomberg· 2025-08-29 17:01
Konami is hoping to bring back Metal Gear Solid, one of the biggest video-game franchises of all time, after years of dormancy https://t.co/8SJEVqFR6Q ...
Marblegate Acquisition (GATE) - 2025 Q2 - Earnings Call Presentation
2025-08-28 06:00
JANUARY – JUNE: Q2 2025 INTERIM REPORT IMPORTANT INFORMATION - PLEASE READ THE FOLLOWING BEFORE CONTINUING READING This presentation (the "Presentation") has been prepared by Jumpgate AB ("Jumpgate" or the "Company") and is provided for information purposes only. By attending a meeting where this Presentation is presented or by accessing information contained in or obtained from the Presentation, including by reading this Presentation, you agree to be bound by the following limitations and notifications. Th ...
X @Bloomberg
Bloomberg· 2025-08-27 14:46
US gamers are spending more on Free Fire than Call of Duty Mobile, with anime and Netflix tie-ins helping the title surge in sales this year and rank as the highest-earning smartphone shooting game https://t.co/VvanSZtfHr ...
TROPHY GAMES Development (4H7) 2025 Earnings Call Presentation
2025-08-26 14:00
Trophy Games Investor Day 2025 on on alle make malle maller and Agenda | 16:00 | Welcome | Mingling | | --- | --- | --- | | 16:10 | Opening Remarks | Introduction by Jan Lehrmann, Chairmann of the board | | 16:15 | Half-Year Report | Presented by Aran Taghizadeh, CFO | | 16:45 | Q&A Session | Q&A session on the half-year report | | 17:15 | Truck Manager | Game status | | 17:30 | Farm Manager | Game status | | 17:45 | The Ranchers | Game status | | 18:00 | Strategy | Status on the organizational strategy | | ...
Electronic Arts has Wedbush bullish as Battlefield 6 beta draws record engagement
Proactiveinvestors NA· 2025-08-25 19:19
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - Automation and software tools, including generative AI, are used, but all content is edited and authored by humans [5]
美股异动 | Roblox(RBLX.US)涨超7.6% Wedbush称其具备显著增长潜力
智通财经网· 2025-08-25 16:03
Core Viewpoint - Roblox (RBLX.US) stock price increased by over 7.6%, reaching $126.56, despite facing negative reports and legal pressures [1] Group 1: Analyst Ratings and Price Target - Wedbush maintains a "Outperform" rating for Roblox, setting a target price of $165 [1] - The report emphasizes that Roblox remains one of the most attractive growth opportunities in the video game industry [1] Group 2: Business Outlook - Roblox's Q3 guidance indicates a year-over-year booking revenue growth of 41% to 45% [1] - Wedbush believes the company is in the early stages of unlocking value from its gaming and advertising business on the platform [1] - The operational leverage effect is accelerating, indicating potential for significant growth in the long term [1]
Roblox(RBLX.US)涨超7.6% Wedbush称其具备显著增长潜力
Zhi Tong Cai Jing· 2025-08-25 16:01
Core Viewpoint - Roblox's stock price increased by over 7.6%, reaching $126.56, with Wedbush maintaining an "outperform" rating and a target price of $165 despite recent negative reports and legal pressures [1] Group 1: Company Performance - Roblox's third-quarter guidance indicates a year-over-year booking revenue growth of 41% to 45% [1] - The company is in the early stages of unlocking value from its gaming and advertising business on the platform, with operational leverage effects accelerating [1] Group 2: Market Sentiment - Wedbush acknowledges that Roblox's stock will continue to experience volatility in response to new negative reports or legal actions, but the company has been quick to respond and has taken significant measures to create a safe and appealing virtual environment for users of all ages [1] - Long-term growth potential remains significant for Roblox, supported by a strong user ecosystem and business model [1]