DraftKings (DKNG) came out with quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.5 per share. This compares to a loss of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -28.00%. A quarter ago, it was expected that this company would post a loss of $0.24 per share when it actually produced a loss of $0.26, delivering a surprise of -8.33%.Over the last four quarters, the company has not bee ...

Wynn Resorts (WYNN) came out with quarterly earnings of $1.17 per share, missing the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $2.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -12.17%. A quarter ago, it was expected that this casino operator would post earnings of $1.09 per share when it actually produced earnings of $0.86, delivering a surprise of -21.1%.Over the last four quarters, the co ...

The gaming and hospitality operator posted a profit of $100 million as sales rose at its Macau proprieties but declined at its Las Vegas and Boston operations. ...

A few weeks ago, Alphabet ( GOOGL ) ( GOOG ) showed an AI model capable of generating games with just a few prompts, and this made the market more uncertain about some gaming stocks, such as studios like Take-Two Interactive (Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to co ...

A few weeks ago, Alphabet ( GOOGL ) ( GOOG ) showed an AI model capable of generating games with just a few prompts, and this made the market more uncertain about some gaming stocks, such as studios like Take-Two Interactive (Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to co ...

在随后举行的财报电话会议上，网易管理层针对AI技术应用、海外市场拓展等关键议题进行了深入解 答。 网易CEO丁磊在会上指出，AI技术的引入虽然降低了游戏制作的准入门槛，但同时也提高了头部产品 成功的标准。他强调，当前商业化大作的核心竞争力已从单纯的产能优势，转变为对AI技术与复杂游 戏系统（包括数值体系、经济系统及社交生态）的整合能力。这种整合不仅需要深厚的设计功底，还依 赖于丰富的运营经验，构成了新进入者难以轻易突破的行业壁垒。 站长之家（ChinaZ.com）2月12日 消息:昨日，网易公布了其2025年第四季度及全年财务报告。报告显 示，网易在第四季度实现了275亿元的营收，全年营收总额更是达到了1126亿元，归母净利润同比增长 13.8%，达到338亿元。 丁磊进一步表示，网易将专注于打造最懂游戏的AI专家，而非盲目追求通用大模型的研发。他认为， 在垂直领域内，高质量的私有数据比算力更为关键，而应用场景的精准匹配则远胜于模型参数的规模扩 张。基于这一理念，网易将继续加大在垂类模型、AI原生玩法创新以及人才队伍建设方面的投入力 度。 ...

UBISOFT REPORTS THIRD-QUARTER 2025-26 SALES Q3 Net Bookings up double-digit YoY and above expectations Group transformation well underway Net bookings for the first nine months of fiscal 2025-26 at €1.1bn, up 18% year-on-year, driven by Assassin’s Creed (nearly x2 YoY), The Division (x2 YoY), Anno (x4 YoY) and Avatar (+20% YoY). In €m9 months2025-26 Reported change vs.2024-25 % of total net bookings 9 months 2025-269 months 2024-25IFRS 15 sales976.2-1.4%-<td styl ...

Core Viewpoint - Roblox (RBLX) has shown significant revenue growth but faces challenges in maintaining profitability due to high spending on AI technology, making it uncertain whether the stock can sustain a price above $150 by 2030 [1]. Financial Performance - In Q4 2025, Roblox's revenue increased by 43% year-over-year to $1.415 billion, up from $988 million in Q4 2024 [1]. - The company reported a net loss of $318.107 million in Q4 2025, widening from a loss of $221.052 million in the same quarter the previous year [1]. - Roblox expects Q1 2026 revenue to be between $1.37 billion and $1.42 billion, and full-year 2026 revenue guidance is set at $6.019 billion to $6.29 billion [1]. User Engagement - Roblox's daily active users (DAUs) grew by 69% year-over-year to 144 million in Q4 2025 [1]. - The total hours spent on the platform increased by 88% year-over-year to 35 billion [1]. Investment Considerations - The stock price of Roblox has previously reached $150, indicating a significant resistance level, but currently trades below $70, which may be seen as a discount [1]. - The lack of a price-to-earnings (P/E) ratio due to unprofitability complicates the assessment of the stock's value [1]. - The company's heavy investment in AI and infrastructure raises concerns about sustainability and future profitability [1].

CMON(01792)发布公告，配售协议所载的所有条件均已达成，配售事项于2026年2月12日已告完成。合 共1032万股配售股份(占紧随完成后经配发及发行配售股份扩大的本公司已发行股本约16.67%)已根据配 售协议、补充函件及第二份补充协议的条款，按每股配售股份0.9500港元的配售价成功配售予不少于六 名承配人。 扣除配售佣金及就配售事项产生的其他相关开支后，配售事项所得款项净额约为940万港元，拟用作一 般营运资金，其中(i)约235万港元用于市场推广及活动，包括参与贸易展览会及推广活动;(ii)约587.5万 港元用于游戏开发，包括原型设计、内容开发及美术创作;及(iii)约117.5万港元用于棋盘游戏、模型战棋 游戏及其他休闲产品销售业务的正常营运。 据董事作出一切合理查询后所深知、尽悉及确信，承配人及其最终实益拥有人(如适用)均为独立第三 方，且概无任何承配人因配售事项而成为本公司的主要股东(定义见上市规则)。配售事项所得款项总额 约为980万港元。 ...

大华继显发表研报指，网易2025年第四季业绩逊预期，收入按年增长3%至275亿元，非通用会计准则净 利润大幅下跌27%。尽管业绩逊色，该行维持"买入"评级，惟将目标价从276港元下调至250港元。该行 认为，前景可期的游戏储备将推动下一阶段全球增长。万众期待的《遗忘之海》预定于2026年第三季正 式推出，该游戏已于2月5日开启技术测试，玩家参与度令人鼓舞。第二条宣传预告片发布后不久即录得 逾1000万次观看，显示出强烈的市场兴趣及关注度。与此同时，公司另一款预算庞大的都市开放世界项 目《无限大》亦在稳步开发中。 ...