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Saudi Fund to Own Almost All of Electronic Arts After Buyout
WSJ· 2025-12-02 17:49
PIF is on course to own 93% of the videogame maker, implying it needs to stump about $29 billion in addition to rolling over its existing stake. ...
Global Markets Navigate Strategic Acquisitions, Leadership Transitions, and Geopolitical Crosscurrents
Stock Market News· 2025-12-02 03:08
Key TakeawaysGoldman Sachs (GS) is set to acquire Innovator Capital Management in a $2 billion deal, significantly expanding its footprint in the rapidly growing defined-outcome and Bitcoin-linked ETF markets, with the transaction expected to close in Q2 2026.The Walt Disney Company (DIS) is in the final stages of its CEO succession race, with the board actively considering both internal and external candidates, including Electronic Arts (EA) CEO Andrew Wilson, for an announcement in early 2026.Hong Kong st ...
ETFs in Focus as AI Tools Boost Record Black Friday Spending
ZACKS· 2025-12-01 14:01
AI-driven shopping tools boosted U.S. online spending this Black Friday, as consumers avoided stores and used chatbots to compare prices and lock in deals amid tariff concerns. The holiday season this year started amid tighter budgets, and rising unemployment (which is hovering around a four-year high).Still, U.S. shoppers spent a record $11.8 billion online, up 9.1% from 2024, according to Adobe Analytics, which tracks 1 trillion website visits, per Reuters, as quoted on Yahoo Finance.E-Commerce Growth Out ...
X @The Economist
The Economist· 2025-11-27 20:50
“Civilization VII”, “Ghost of Yotei” and “Two Point Museum” are among our favourite video games of 2025. Discover more of our top picks here: https://t.co/Dsqr7qfYsy ...
5 Stocks With Strong Sales Growth to Bet on Amid Volatile Markets
ZACKS· 2025-11-25 13:06
Core Insights - The U.S. equity markets are currently experiencing volatility due to high valuations, sluggish economic signals, and uncertainty regarding the Federal Reserve's future actions, particularly affecting growth and AI-linked stocks [1] Group 1: Stock Selection Strategy - Retail investors face challenges in stock selection amidst market volatility, making traditional stock-picking methods more relevant [2] - Sales growth is emphasized as a more reliable metric for evaluating stocks compared to earnings growth, as it reflects underlying demand and business model durability [3][10] - Sustained sales growth leads to predictable cash flows, allowing companies to reinvest and maintain stability without excessive borrowing [5] Group 2: Screening Parameters for Stocks - Selected stocks should have a 5-Year Historical Sales Growth (%) greater than the industry average and Cash Flow exceeding $500 million [6] - Additional criteria include a Price-to-Sales (P/S) Ratio lower than the industry average, indicating better value for revenue [7] - Positive revisions in sales estimates compared to the industry can trigger stock price increases [7] Group 3: Key Metrics for Evaluation - An operating margin greater than 5% over the last five years indicates effective cost control and sales growth outpacing costs [8] - A Return on Equity (ROE) greater than 5% ensures that sales growth translates into profits, indicating wise spending and profitability [9] - Stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) are expected to outperform in various market conditions [9] Group 4: Recommended Stocks - Take-Two Interactive (TTWO) is projected to have a sales growth rate of 14.8% for fiscal 2026 and holds a Zacks Rank of 1 [11] - Globus Medical (GMED) anticipates a sales growth rate of 14.5% for 2025, also with a Zacks Rank of 1 [12] - Rockwell Automation (ROK) expects a sales increase of 5.8% in fiscal 2026 and has a Zacks Rank of 2 [13] - Canadian Natural Resources (CNQ) forecasts a sales growth of 5.7% for 2025, currently holding a Zacks Rank of 1 [14] - VICI Properties anticipates a sales growth of 4.1% in 2025 and has a Zacks Rank of 2 [15]
Ubisoft Entertainment SA 2026 Q2 - Results - Earnings Call Presentation (OTCMKTS:UBSFY) 2025-11-24
Seeking Alpha· 2025-11-24 23:12
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PRESS RELEASE: NACON: HALF-YEAR RESULTS 2025-2026 - ENGLISH VERSION
Globenewswire· 2025-11-24 21:44
Core Insights - NACON reported consolidated half-year results for the 2025-2026 financial year, indicating business growth and expected operating profit for the full year [1][10]. Financial Performance - Sales for the first half of 2025-2026 reached €78.1 million, a 1.4% increase from €77.0 million in the previous year [2]. - Gross margin improved to €54.4 million, representing a 7.4% increase, with a gross margin rate of 69.7% [2][3]. - EBITDA rose by 18.7% to €33.6 million, with an EBITDA margin of 43.1%, up 6.3 points [2][6]. - Operating income increased by 30.4% to €4.2 million, accounting for 5.3% of sales [2][4]. - Profit before tax surged by 80.2% to €1.7 million, with net income for the period at €2.5 million, a 16.2% increase [2][4]. Business Segments - Gaming sales contributed €56.4 million, while the Accessories business generated €19.8 million, and "other activities" accounted for €1.8 million [3]. - The Accessories segment is expected to benefit from the launch of new products, including the RIG R5 PRO HS headset and controllers for the Switch TM 2 [9]. Future Outlook - NACON has 41 games under development, with related assets valued at €128.1 million [7]. - The company anticipates a strong second half of the fiscal year, supported by a robust editorial calendar and expected sales performance in line with the previous fiscal year [8][10]. - Despite challenges in the U.S. market, signs of recovery are noted, and the company remains optimistic about growth prospects [9].
How to play the boom in video game stocks
Financialpost· 2025-11-24 14:10
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X @Bloomberg
Bloomberg· 2025-11-24 13:04
Video game stocks are on a tear. What comes next for investors after the buyout of its marquee company, Electronic Arts? https://t.co/PxPDxTJOgM ...
Wall Street Breakfast Podcast: Ubisoft Level Up With Tencent
Seeking Alpha· 2025-11-24 11:42
Company Overview - Ubisoft Entertainment shares surged to their highest in almost a year following a deal with Tencent Holdings to invest in Vantage Studios, the unit behind major franchises like Assassin's Creed, Far Cry, and Tom Clancy's Rainbow Six [3][4] - The €1.16 billion ($1.3 billion) cash investment will be utilized to reduce Ubisoft's debt and marks a significant milestone in the company's transformation [4] Investment Details - The investment values Vantage Studios at a pre-money enterprise value of €3.8 billion, with Tencent acquiring a 26.32% economic interest in the studio, which remains under Ubisoft's exclusive control [4][5] - Following the announcement, Ubisoft's shares on the Paris stock exchange increased by 9.04%, reaching EUR 7.67 [6]