Roblox Metrics

Roblox Reports December 2022 Metrics

Ahead of quarterly earnings, Roblox Corporation (NYSE: RBLX) reported that for December 2022 daily active users reached 61.5 million, an 18% year-over-year increase.  However, the estimated revenue is expected to be flat to slightly down.  Roblox also announced that starting in April 2023 the company will no longer publish monthly metrics. Analysis The discontinuation of monthly metrics is probably a positive for Roblox as it will put the focus on lo.....
Ubisoft Stock

Ubisoft has More Setbacks

On January 11, 2023 Ubisoft announced it is lowering its bookings target for the third quarter FY 23 ending 12/31/22.  The initial target of €830 million has been lowered to €725 million.  The company also announced a new strategic focus that included the cancellation of three unannounced projects and another delay for Skull and Bones. Analysis It is no secret that Ubisoft (UB.....
Corsair Stock

Corsair Looking to Have Strong 2023

Like many companies in the hardware sector, Corsair Gaming (NASDAQ: CRSR) had a tough 2022.  From January 2022 to January 2023, Corsair stock was down 37% as revenue declined significantly. There were many issues facing Corsair in the past year.  This included high prices/GPU shortages slowing new PC builds, as well as economic conditions in Europe.  However, the U.S. showed signs of making a comeback and a new genera.....
Activision Blizzard Stock

Activision Stock Price Depends on Microsoft Acquisition

Activision Blizzard (NASDAQ: ATVI) was one of the strongest performers in the DFC Intelligence Video Game Stock Index for 2022.  From January 2022 to January 2023, ATVI stock price increased 15% versus an average 30% decline in the index.  Of course, the reason for the increase was that Microsoft announced plans to buy Activision Blizz.....
Video game Stock Index

DFC Intelligence Launches Video Game Stock Index

Stock prices in the video game and interactive entertainment industry soared during COVID stay-at-home orders.  In 2022, stock prices came down across the board.  As the global economy heads towards a potential recession now is the time to evaluate company valuation.  To track the overall video game industry, DFC has launched the DFC Intelligence Video Game Stock Index. Introducing the Video G.....
Capcom Stock

Capcom Top Video Game Stock of 2022

In the recently launched DFC Intelligence Video Game Stock Index, Capcom (9697.T-JP: Tokyo) (OTC:CCOEY) was the top performer with a stock increase of 37% from January 2022 to January 2023. The overall DFC Intelligence Video Game Stock Index was down 30% in 2022. In late October, Capcom announced a 30% decline in revenue for the first six months of the fiscal ye.....
Embracer Group Stock

High Expectations for Embracer Group

The Embracer Group continued to make some big acquisition moves in 2022.  This included buying board game company Asmodee for $3 billion and getting the Eidos/Crystal Dynamic properties from Square Enix. Unfortunately, Embracer’s biggest video game release of 2022, a remake of THQ’s Saints Row, was a disappointment.  Overall Embracer Group stock was down 50% in 2022.  This compares with an average decline of 30% for the DFC Intelligence Video Game Stock Index .....
Nvidia Stock

Nvidia Due for a Comeback in 2023

Hardware companies in the DFC Intelligence Video Game Stock Index were hammered in 2022 and Nvidia (NASDAQ: NVDA) was no exception.  Nvidia stock was down 52% from January 2022 to January 2023.  This was after a slight rally toward the end of the year. The big growth area for Nvidia has been data centers.  In the last quarter, Nvidia’s data center revenue was up 31% over the previous year quarter while ga.....

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