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Rap Sheet

Author:

LongTerm CapGains

Subject:

Off Topic

Date:

04/08/15 at 10:15 AM CDT

 

 

READ: 8

RPLY: 2

0

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RECS:0

Sentiment:

Neutral

EA: What are your thoughts regarding this and next couple of Quarters

What games to be released can carry earnings higher.  Estimates are for continued growth through next FY.  The stock has held up remarkably well.

EA has always been given huge benefits of the doubt, even whent hey struggled. Analysts seem capable of predicting earnings on vaporware, unlike TTWO where there is no benefit of the doubt given. I suppose with EA since you know analysts will accpet crazy Non-GAAP one time expenses every quarter, their earnings can be consistebnt in that regard! BF has to be a huge failure relative to expectations, so I think short term there will be hiccpus. I also do not see the software market picking up. The attach rate is way down relative to past cycles, but there price will mostly be dictated by people with more money thatn I and the hedge funds like them right now. I am currently short, but would love to close the position if it drops to low 50's.


Agr :1

Dis :0

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Author:

breinejm

Subject:

Off Topic

Sentiment:

Neutral

Date:

04/08/15 at 12:59 PM CDT

The studio GM in charge of BF Hardline has suddenly left, presumed fired. 15 year veteran of EA. That's not exactly a vote of confidence. By tomorrow, the game will have spent more time at $39.99 than $59.99.

"We are thankful for Steve's many contributions to EA and wish him the best," the publisher said in a statement to Eurogamer. "The Visceral team continues to be focused on new game content for Battlefield Hardline including expansion packs, as well as new development projects."

eurogamer.net/ar...rts-ea


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Author:

Jester Debunker

Subject:

Off Topic

Sentiment:

Neutral

Date:

04/08/15 at 2:36 PM CDT

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