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X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-29 15:34
RT AtnsMDX (@AntonesKaragia1)@blknoiz06 7-12 years old roblox and 12-20 years fortnitewith a mix of both in the middle ages ...
X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-29 15:23
whats the equivalent of minecraft/myspace/tumblr now for internet kids? roblox? fortnite? ...
Apple plays it safe on AI despite Wall Street pressure
TechXplore· 2025-06-10 22:50
Core Viewpoint - Apple is taking a cautious approach to generative AI, facing pressure from competitors and skepticism from Wall Street regarding its strategy [1][10]. Group 1: AI Strategy and Developments - Apple announced incremental updates to its AI software, allowing app developers to access device AI capabilities, enabling offline generative AI interactions [3]. - CEO Tim Cook stated that Siri's AI improvements are still in development and require more time to meet Apple's quality standards, particularly regarding privacy and data security [4]. - Analysts express concern over Apple's delays in AI advancements, especially as competitors like Google and Samsung introduce new AI features [4][10]. Group 2: Operating System Updates - The major announcement at the Worldwide Developers Conference (WWDC) was the renaming of Apple's operating systems to align with their release years, with iOS 26 set to launch in the fall [5][7]. - The new operating system will feature the first major redesign since 2013, termed "Liquid Glass" [7]. Group 3: Market Challenges and Analyst Sentiment - Apple's relationship with app developers has been strained due to high fees for App Store access, compounded by legal challenges from companies like Epic Games [7][8]. - Wall Street analysts are divided on Apple's future, with the stock down approximately 17% since the beginning of the year, resulting in a loss of over $600 billion in market value [10]. - Some analysts remain optimistic about Apple's long-term AI monetization potential, while others are concerned that the company's cautious approach may be detrimental in the long run [10][11].
Turtle Beach (HEAR) FY Conference Transcript
2025-06-10 16:15
Turtle Beach (HEAR) FY Conference Summary Industry and Company Overview - The conference focused on Turtle Beach, a leading company in the gaming accessory industry, particularly known for its headsets and controllers [1][2] - The discussion highlighted the upcoming gaming cycle, including new hardware launches and significant game releases that are expected to impact accessory sales positively [3][4] Key Points and Arguments Upcoming Gaming Cycle - Anticipation for the Nintendo Switch 2 and its impact on accessory sales, with historical trends indicating strong initial sales for accessories following new console launches [4][5] - Excitement surrounding the release of GTA VI in May, which is expected to drive significant engagement and accessory purchases [6][14] Accessory Categories and Growth - Turtle Beach aims to differentiate its products by collaborating with console manufacturers to create complementary accessories that enhance the gaming experience [8][11] - The company is focusing on innovative audio features and new technologies across all platforms, including PC [10][12] Engagement-Driven Sales - High engagement games, such as GTA VI and Fortnite, are identified as key drivers for accessory purchases, with the expectation that increased playtime leads to higher accessory demand [13][15] - The company has successfully launched licensed products for popular games like Minecraft, indicating a strategy to tap into high-engagement titles [16][17] Market Dynamics and Replacement Cycles - Historically, the replacement cycle for gaming accessories has been around 2-3 years, driven by gamer engagement and technological advancements [21][22] - The pandemic created a surge in demand for gaming accessories, but a full replacement cycle has not yet been realized, presenting an opportunity for future growth as new hardware and games are released [23][25] Financial Performance and M&A Strategy - The acquisition of PDP has been transformative, broadening Turtle Beach's product portfolio and contributing to a more balanced revenue split between headsets and other categories [30][31] - The company has exceeded synergy expectations from the PDP acquisition, achieving over $13 million in synergies compared to the anticipated $10-12 million [32] - Future M&A activities will be informed by the success of the PDP acquisition, with a focus on accretive deals that enhance growth [34][35] Capital Allocation and Cash Flow - Turtle Beach anticipates $50 million in EBITDA for the year, with cash flow expected to be in the mid-$30 million range, supported by low capital requirements [37][38] - The company has a strong buyback program, having repurchased nearly $30 million in stock last year and approving an additional $75 million buyback program [36][39] Long-Term Strategy - The focus for the next 3-5 years includes consistent execution, adapting to market changes, and maintaining a leadership position in the gaming accessory space [47][50] - The company aims to balance investments in core business growth, M&A opportunities, and share buybacks to enhance shareholder value [49][51] Additional Important Insights - The company is preparing for a shift in revenue seasonality due to the upcoming releases, particularly GTA VI, which may create patterns similar to console launches [44][45] - The management emphasizes agility and quick adaptation to market changes, which has been a competitive advantage for Turtle Beach [48][49] This summary encapsulates the key insights from the Turtle Beach FY Conference, highlighting the company's strategic direction, market opportunities, and financial outlook.
Epic Games CEO Tim Sweeney says 'the long national nightmare of the Apple tax' is over
Business Insider· 2025-06-05 19:25
Tim Sweeney won, and he's out celebrating. After a five-year battle with Apple, Sweeney, the CEO of Epic Games, won a massive victory in court last month. Apple must tear down its proverbial walled garden and allow for more competition and payment methods on its App Store. It will no longer be able to take a 27% fee from US developers who direct users to make purchases externally. And that means that Epic's popular game, Fortnite, is coming back to iOS."Apple's stay is denied by the 9th Circuit Court. The ...
Appeals court denies Apple's bid to pause App Store order in yearslong feud against ‘Fortnite' maker
New York Post· 2025-06-04 22:52
Core Points - Apple has been denied a request to pause parts of a federal judge's order that mandates the company to open its App Store to increased competition [1][5] - The ruling is part of an ongoing antitrust lawsuit initiated by Epic Games, the maker of "Fortnite" [8][10] Group 1: Legal Proceedings - US District Judge Yvonne Gonzalez Rogers found Apple in contempt of a previous injunction related to the Epic Games case [2] - The judge's April order required Apple to cease practices that circumvented the injunction, including a 27% fee imposed on app developers for purchases made outside the App Store [3][9] - The court has prohibited Apple from restricting developers from placing links for external purchases [4] Group 2: Reactions and Implications - Apple expressed disappointment over the decision and plans to continue its appeal [3] - Epic Games claims that Apple's actions are an attempt to evade competition and continue collecting fees that have been barred [7] - Since the injunction, Epic noted a surge in competition as developers have improved payment methods and consumer choices [7]
苹果未能争取暂停法院对应用商店变更的命令
news flash· 2025-06-04 22:01
金十数据6月5日讯,据外媒报道,苹果(AAPL.O)暂停一项法庭令的请求未获通过,该法庭令要求苹果 允许应用商店开发者引导用户至网页端购买应用内商品,且无需支付佣金。旧金山一家联邦上诉法院于 周三作出此项裁决,对于苹果而言,这是在与《堡垒之夜》(Fortnite)开发商Epic Games就智能手机 软件市场的主导权及其应用商店展开的长期争斗中遭遇的最新挫折。 苹果未能争取暂停法院对应用商店变更的命令 ...
Court denies Apple appeal in Epic Games case, keeping App Store changes in place
CNBC· 2025-06-04 21:40
Apple was dealt a blow in the U.S. Court of Appeals for the Ninth Circuit on Wednesday, as a panel of judges denied the company's emergency application to halt changes to its App Store that resulted from the company's legal battle with Epic Games. Apple "bears the burden of showing that the circumstances justify an exercise of [our] discretion," according to the order. "After reviewing the relevant factors, we are not persuaded that a stay is appropriate." The App Store logo is seen next to the Epic Games S ...
Ahead of WWDC, Apple says App Store blocked $2B in fraud transactions last year, $9B in past 5 years
TechCrunch· 2025-05-27 14:43
Apple on Tuesday announced new figures related to its App Store’s ability to protect app developers and consumers from fraud. The company said it has prevented more than $9 billion in fraudulent transactions over the past five years. In 2024, Apple stopped $2 billion in fraudulent transactions and blocked nearly 2 million risky app submissions from being published.The release of these metrics, in the days before Apple’s annual Worldwide Developer Conference (WWDC 2025), aren’t just meant to highlight the be ...
One Tech Tip: These are the apps that can now avoid Apple's in-app payment system
TechXplore· 2025-05-22 13:49
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: People sit in front of an Apple Store in Duesseldorf, Germany, Monday, April 7, 2025. Credit: AP Photo/Martin Meissner, File Apple users are starting to get ways out of the iPhone maker's so-called "walled garden." For years, the company blocked app developers from informing people about how to pay for a subscription or servic ...