Activision is a buy for me after the popularity of the new modern warfare and cod mobile however anecdotal that may sound.
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Anecdotal is really valuable I think, especially with gaming and entertainment. You canāt really quantify the āthis game is amazingā vibe, at least in between quarterly earnings anyway.
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Big first few days for COD.
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CoD MW is the first game iāve been excited for in years, itās brilliant. I imagine will bring them huge profits.
Has anyone played it yet?
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Yesā¦ Iām addicted! Best BR Iāve played!
Yes but I prefer the standard multiplayer. Donāt enjoy Battle Royals that much.
Curious to see their Q1 earnings and if the various lockdowns have had a substantial impact or not.
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@userfy_123 The earnings call is on 30th April.
For what itās worth, video gamingās already existing ascent has been likely bolstered by COVID-19. āEarnings are forecast to grow.ā
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Itās another question whether thatās already priced in.
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CNN stock price forecast, so we donāt only look at SimplyWallStreetās valuation:
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Activision launched Call of Duty: Warzone battle royale on 10th March, and it attracted 6 million global players on the first day. It has now over 30 million users. Gaming is so popular, it is straining our global internet infrastructure, so gamers are asked to choose a āreasonableā time to play.
Anyone holding this share?
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Iāve been holding a few shares and recently bought some more when it dipped, mostly for the long term.
Iām always been bullish for the long term of both Activision and TakeTwo, and I think this lockdown period will have accelerated the growth trajectory of the gaming industry as a whole - many people who werenāt gamers before are now using it as a means of socialising and I feel this trend will continue even after the lockdowns are lifted.
I agree. Also, I think it depends on whatās in ATVIās game pipeline, how badly it was affected with several titles from various developers and published postponed already, including old games ported to new consoles (e.g. Switch).
Content-making industries without the platform lock-in, such as Netflix, are kind of ācyclicalā and, like the music industry, have hits and misses. (This is probably why some titles have not been made available on Steam at first - Valve have a lot of power.)
Fortnite could be hot now but their next season is postponed already and maybe it will be āreplacedā by a non-Epic Games-made/produced title. And some popular streamers can jump to another game they like - and they have large followings. Then, thereās a question of how do they (ethically) monitise their users, since a bunch of most popular titles are kind of free.
ATVI were already struggling not long ago with layoffs which caught media attention.
Will they be able to capture the gamers attention with the new OverWatch, etc when thereāre so many games and videos to play and watch?
The attention economy is hard. I reckon a lot of gamers are casual users, so they can choose between YouTube and Animal Crossings.
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Earnings call on 5 May. Activision will probably post some eye-popping engagement and audience numbers.
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BlizzCon 2021ā¦ Thoughts?
Iām interested to see their monetization approach to Overwatch 2 (i.e. will we see a battle pass?)
ATVI at all time highs today on the back of Call of Duty pandemic earnings.
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So I bought just the other dayā¦ I have to assume theyāll not make the same mistakes as last Blizzcon.
What happened last time? Hopefully some exciting news today and over the weekend although I know the 2 main titles are delayed.
Wasnāt last time the ādonāt you guys have phones?ā when it came to Diablo immortal.
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