Electronic Arts Inc. (ERTS)
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visal
In cul@ al nasdaq
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Seven Of Nine
Risk/Reward
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questo titolino si trova ora nella fase bassa del recente andamento laterale e mi sta molto interessando
oltretutto i dati usciti non son malaccio quindi vediamo ma un interesse anche qui c'è
Non lo so, lo vedo in parabole discendente da tempo
... Preferisco ATVI che mi sembra molto più solida, anche se ERTS è scesa cosi tanto che potrebbe quasi diventare un takeover target se un gigante tech volesse entrare nel settore che per la verità ha sofferto parecchio quest'anno se si guardano i dati sulle vendite negli USA.
maddof
M5S
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questo titolino si trova ora nella fase bassa del recente andamento laterale e mi sta molto interessando
oltretutto i dati usciti non son malaccio quindi vediamo ma un interesse anche qui c'è
concordo, ha fondamentali interessanti anche se il settore non mi iace molto...
p.s.: è incredibile ma non mi era mai capitato concordare con Vittorio...
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Possibili aumenti in vista del natale alle porte? battlefield non vende tanto quanto modern warfare però.
Da segnalare anche il fatto che silenziosamente la electronic arts sta piano piano andando a fare concorrenza alla zynga.
Un nuovo modello di guadagno in particolare nel gioco "Lord of Ultima" dove i guadagni non arrivano principalmente nell fase di vendita del gioco ma bensi' dall'addizione degli utenti i quali si trovano ad acquistare "diamanti" al fine di guadagnare vantaggio sugli altri giocatori.
Per intenderci quando giocavate a zynga poker potevate arricchirvi sia giocando e vincendo sia acquisendo i chips letteralmente fuori dal gioco con denaro vero.
Che sia un modello che pagherà nel lungo termine? considerando anche che il target non è più limitato a uomini fra i 16 ed i 35 ma per questo genere coinvolge anche casalinghe e teenager i quali non sono esattamente noti per il loro autocontrollo negli acquisti.
Da segnalare anche il fatto che silenziosamente la electronic arts sta piano piano andando a fare concorrenza alla zynga.
Un nuovo modello di guadagno in particolare nel gioco "Lord of Ultima" dove i guadagni non arrivano principalmente nell fase di vendita del gioco ma bensi' dall'addizione degli utenti i quali si trovano ad acquistare "diamanti" al fine di guadagnare vantaggio sugli altri giocatori.
Per intenderci quando giocavate a zynga poker potevate arricchirvi sia giocando e vincendo sia acquisendo i chips letteralmente fuori dal gioco con denaro vero.
Che sia un modello che pagherà nel lungo termine? considerando anche che il target non è più limitato a uomini fra i 16 ed i 35 ma per questo genere coinvolge anche casalinghe e teenager i quali non sono esattamente noti per il loro autocontrollo negli acquisti.
Max_Walker
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Qualcuno lo sta seguendo?
Nonostante gli ottimi titoli di quest'anno, sta volando basso e sarei tentato ad entrare.
Nonostante gli ottimi titoli di quest'anno, sta volando basso e sarei tentato ad entrare.
Seven Of Nine
Risk/Reward
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Il mercato dei videogame è piuttosto stagnante, non mi sorprende molto che il titolo di EA sia sottoperformando così nettamente il mercato.
L'attenzione degli Hedge Fund è tutta spostata sul social gaming ormai, stando pompando Zynga in maniera scandalosa, spero si ravvedano presto..
L'MMORPG basato su StarWars della EA ha sicuramentele carte in regola per portare a buoni risultati, ma è troppo presto per dire che sia stato un successo.
A livello di fondamentali a mio avviso resta molto indietro rispetto alla rivale ATVI..
Dall'altra parte abbiamo console di gioco ormai vecchie di un secolo e servirebbe un rinnovo hardware per portare nuovo impulso alle vendite.
Ne sapremo di più con i risultati del rivenditore settoriale GameStop la cui trimestrale dovrebbe uscire fra un paio di giorni...
L'attenzione degli Hedge Fund è tutta spostata sul social gaming ormai, stando pompando Zynga in maniera scandalosa, spero si ravvedano presto..
L'MMORPG basato su StarWars della EA ha sicuramentele carte in regola per portare a buoni risultati, ma è troppo presto per dire che sia stato un successo.
A livello di fondamentali a mio avviso resta molto indietro rispetto alla rivale ATVI..
Dall'altra parte abbiamo console di gioco ormai vecchie di un secolo e servirebbe un rinnovo hardware per portare nuovo impulso alle vendite.
Ne sapremo di più con i risultati del rivenditore settoriale GameStop la cui trimestrale dovrebbe uscire fra un paio di giorni...
Max_Walker
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Grazie per il riassunto del settore game. Attenderò anch'io i risultati di gameStop.
Quando si parla di titoli per console EA rimane ancora leader, è comunque una bella fetta di mercato.
Quando si parla di titoli per console EA rimane ancora leader, è comunque una bella fetta di mercato.
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May 07, 2012 (BUSINESS WIRE) -- --Annual Digital Non-GAAP Revenue -- Up 47% to $1.2 Billion
--Digital Revenue Driving Margin Expansion
--Mass Effect 3 Sales Exceed $200 Million at Retail
--FIFA 12 Non-GAAP Digital Revenue Tops $100 Million
Electronic Arts Inc. EA today announced preliminary financial results for its fourth fiscal quarter and fiscal year ended March 31, 2012.
"We are proud to report a strong quarter and a fiscal year highlighted with $1.2 billion of digital revenue," said Chief Executive Officer John Riccitiello. "In the coming year, we break away from the pack, with a very different profile than the traditional game companies and capabilities that none of our new digital competitors can match."
"Digital growth drove our margins in fiscal 12 and we project this trend will continue in fiscal 13," said Interim Chief Financial Officer Ken Barker. "We saw more than 20 percent non-GAAP diluted EPS growth in fiscal 12, and are guiding to more than 30 percent growth in fiscal 13 based on the midpoint of our guidance."
Selected Operating Highlights and Metrics:
*On a non-GAAP basis
-- Strong results driven by the successful launches of Mass Effect(TM) 3, FIFA Street 4, SSX(TM) and Kingdoms of Amalur: Reckoning(TM).
-- FIFA 12 established the best year in franchise history - with downloads and micro-transactions totaling $108 million*. FIFA Ultimate Team -- a pure digital companion to recent FIFA titles was the second best-selling EA offering in the UK in fiscal 12.
-- Battlefield 3(TM) had a record year, establishing itself as one of EA's premier game services and in the process successfully took share in the growing First-Person-Shooter market.
-- Battlefield 3 players are still deeply engaged -- 6.3 million MAUs in March. New content downloads available in May and June.
-- Q4 full-game downloads were up 76 percent* year-over-year, contributing $60 million* in the quarter, driven in part by Mass Effect 3 and STAR WARS(R): The Old Republic(TM).
-- STAR WARS(R): The Old Republic(TM) active subscribers are 1.3 million. Two new content packs -- Legacy and Allies, available in Q1.
-- EA's Play4Free brands are generating an average of nearly $2 million* per week. Several more EA brands will be introduced in the Play4Free portal in fiscal 13.
-- EA shattered its goal for digital revenue growth -- generating more than $1.2 billion* in fiscal 12 for a 47 percent year-over-year growth, and driving operating margin to 10%. Another 40 percent increase in digital non-GAAP revenue and continued operating margin expansion is forecasted for fiscal 13.
-- EA's Origin(TM) platform for games and services has registered 11 million players and generated approximately $150 million* in just ten months. EA's Nucleus database has registered 220 million consumers.
....
Electronic Arts Reports Q4 FY12 and FY12 Financial Results - MarketWatch
7 May 2012 | 5:40 PM ET
We haven’t seen these levels since 1999,” says trader Guy Adami. For the first time in a long time I think Electronic Arts [EA 15.13 0.01 (+0.07%) ] is interesting.
That was Adami’s knee-jerk reaction, after shares slipped ....
Trader Jon Najarian says much the same.
He suggests watching the options market for a tell. “If the June and July 15 and 16 calls are extremely active, I’d also look at this stock.”
Both pros say Electronic Arts is often rumored to be a takeover target and with the stock declining so much, a potential suitor may come forward.
Electronic Arts posted total revenue of $1.37 billion, compared with $1.09 billion a year ago for the three months ended March 31.
....
News Headlines
--Digital Revenue Driving Margin Expansion
--Mass Effect 3 Sales Exceed $200 Million at Retail
--FIFA 12 Non-GAAP Digital Revenue Tops $100 Million
Electronic Arts Inc. EA today announced preliminary financial results for its fourth fiscal quarter and fiscal year ended March 31, 2012.
"We are proud to report a strong quarter and a fiscal year highlighted with $1.2 billion of digital revenue," said Chief Executive Officer John Riccitiello. "In the coming year, we break away from the pack, with a very different profile than the traditional game companies and capabilities that none of our new digital competitors can match."
"Digital growth drove our margins in fiscal 12 and we project this trend will continue in fiscal 13," said Interim Chief Financial Officer Ken Barker. "We saw more than 20 percent non-GAAP diluted EPS growth in fiscal 12, and are guiding to more than 30 percent growth in fiscal 13 based on the midpoint of our guidance."
Selected Operating Highlights and Metrics:
*On a non-GAAP basis
-- Strong results driven by the successful launches of Mass Effect(TM) 3, FIFA Street 4, SSX(TM) and Kingdoms of Amalur: Reckoning(TM).
-- FIFA 12 established the best year in franchise history - with downloads and micro-transactions totaling $108 million*. FIFA Ultimate Team -- a pure digital companion to recent FIFA titles was the second best-selling EA offering in the UK in fiscal 12.
-- Battlefield 3(TM) had a record year, establishing itself as one of EA's premier game services and in the process successfully took share in the growing First-Person-Shooter market.
-- Battlefield 3 players are still deeply engaged -- 6.3 million MAUs in March. New content downloads available in May and June.
-- Q4 full-game downloads were up 76 percent* year-over-year, contributing $60 million* in the quarter, driven in part by Mass Effect 3 and STAR WARS(R): The Old Republic(TM).
-- STAR WARS(R): The Old Republic(TM) active subscribers are 1.3 million. Two new content packs -- Legacy and Allies, available in Q1.
-- EA's Play4Free brands are generating an average of nearly $2 million* per week. Several more EA brands will be introduced in the Play4Free portal in fiscal 13.
-- EA shattered its goal for digital revenue growth -- generating more than $1.2 billion* in fiscal 12 for a 47 percent year-over-year growth, and driving operating margin to 10%. Another 40 percent increase in digital non-GAAP revenue and continued operating margin expansion is forecasted for fiscal 13.
-- EA's Origin(TM) platform for games and services has registered 11 million players and generated approximately $150 million* in just ten months. EA's Nucleus database has registered 220 million consumers.
....
Electronic Arts Reports Q4 FY12 and FY12 Financial Results - MarketWatch
7 May 2012 | 5:40 PM ET
We haven’t seen these levels since 1999,” says trader Guy Adami. For the first time in a long time I think Electronic Arts [EA 15.13 0.01 (+0.07%) ] is interesting.
That was Adami’s knee-jerk reaction, after shares slipped ....
Trader Jon Najarian says much the same.
He suggests watching the options market for a tell. “If the June and July 15 and 16 calls are extremely active, I’d also look at this stock.”
Both pros say Electronic Arts is often rumored to be a takeover target and with the stock declining so much, a potential suitor may come forward.
Electronic Arts posted total revenue of $1.37 billion, compared with $1.09 billion a year ago for the three months ended March 31.
....
News Headlines
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May 8, 2012 7:58 AM EDT
Needham & Company upgraded Electronic Arts (NASDAQ: EA) from Hold to Buy with a price target of $22.00.
Analyst, Sean McGowan, said, "Results for 1Q were in line with our expectations, with digital revenues continuing to grow faster than total sales. We expect 2013 to see strong sales and EPS growth, with expanded margins and broad success on multiple platforms. We do not believe the current valuation reflects EA’s cash-generating potential, the strength of its many brands, and its reduced reliance on any single product, platform or distribution channel. We expect the stock to trade at $22 or higher in the next year."
"We have lowered our F2013 EPS estimate from $1.25 to $1.15 on slightly lower sales and gross margins. We have lowered our F2014 EPS estimate from $1.50 to $1.45 on higher sales but lower margins."
....
Shares of Electronic Arts closed at $15.13 yesterday, with a 52 week range of $14.48-$21.45
StreetInsider.com - Needham & Company Upgrades Electronic Arts (EA) to Buy; Expecting Accelerated Growth in 2013
Needham & Company upgraded Electronic Arts (NASDAQ: EA) from Hold to Buy with a price target of $22.00.
Analyst, Sean McGowan, said, "Results for 1Q were in line with our expectations, with digital revenues continuing to grow faster than total sales. We expect 2013 to see strong sales and EPS growth, with expanded margins and broad success on multiple platforms. We do not believe the current valuation reflects EA’s cash-generating potential, the strength of its many brands, and its reduced reliance on any single product, platform or distribution channel. We expect the stock to trade at $22 or higher in the next year."
"We have lowered our F2013 EPS estimate from $1.25 to $1.15 on slightly lower sales and gross margins. We have lowered our F2014 EPS estimate from $1.50 to $1.45 on higher sales but lower margins."
....
Shares of Electronic Arts closed at $15.13 yesterday, with a 52 week range of $14.48-$21.45
StreetInsider.com - Needham & Company Upgrades Electronic Arts (EA) to Buy; Expecting Accelerated Growth in 2013
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May 8, 2012 7:17 AM EDT
Baird maintains a 'Neutral' on Electronic Arts (NASDAQ: EA) price target lowered from $23 to $18.
Analyst, Sebastian Colin, said, "In-line quarter, but Q1 looking softer than expected. The revenue and earnings guidance for Q1 appear to be dampened by greater-than-expected subscriber losses for Star Wars. While EA continues to make progress on its new digital initiatives, we expect the transformation to remain a marathon event for the foreseeable future. We are reducing our F1Q and F2013 revenue and earnings estimates and lowering our price target."
Colin cuts Q1 from (0.33)/$597mln to (0.41)/$507mln and FY13 from $1.20/$4.56 bln to $1.15/$4.356 bln.
StreetInsider.com - Baird Lowers Numbers on Electronic Arts (EA); Star Wars Hides 'The Force'
Baird maintains a 'Neutral' on Electronic Arts (NASDAQ: EA) price target lowered from $23 to $18.
Analyst, Sebastian Colin, said, "In-line quarter, but Q1 looking softer than expected. The revenue and earnings guidance for Q1 appear to be dampened by greater-than-expected subscriber losses for Star Wars. While EA continues to make progress on its new digital initiatives, we expect the transformation to remain a marathon event for the foreseeable future. We are reducing our F1Q and F2013 revenue and earnings estimates and lowering our price target."
Colin cuts Q1 from (0.33)/$597mln to (0.41)/$507mln and FY13 from $1.20/$4.56 bln to $1.15/$4.356 bln.
StreetInsider.com - Baird Lowers Numbers on Electronic Arts (EA); Star Wars Hides 'The Force'