Electronics Arts NASDAQ: EA producent gier

[slayer74]

Silną zwyżką mogły też pochwalić się papiery Electronic Arts, po tym jak producent gier wideo również przebił prognozy rynku, m.in. dzięki sukcesowi gry typu bat tle royale „Apex Legends”

[slayer74]

Oferta EA przyjęta przez Codemasters

TADEUSZ STASIUK
opublikowano: wczoraj, 14-12-2020, 09:40
1,2 mld USD ma kosztować przejęcie Codemasters Group Holding przez Electronics Arts. Oferta przebija konkurencyjną propozycję złożoną przez Take-Two Interactive Software. Możliwe jest jednak kolejne podbicie stawki

https://www.pb.pl/oferta-ea-przyjeta-pr ... rs-1103097

Electronic Arts przejmie popularne tytuły gier

ŁO opublikowano: wczoraj, 14-12-2020, 16:19
Producent i wydawca doda do swojego portfolio dobrze znane na rynku tytuły gier wyścigowych.

Amerykański Electronic Arts osiągnął porozumienie z zarządem brytyjskiej firmy Codemasters, specjalizującej się w tworzeniu gier o wyścigach samochodowych. Fani rajdów samochodowych znają ją dzięki słynnej grze “Colin McRae Rally”, która okazała się przełomem na rynku takich produkcji.

https://www.pb.pl/electronic-arts-przej ... er-1103149

[slayer74]

EA uzyskuje pole position w wyścigu i pozyskuje Codemasters
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https://www.paszport.ws/ea-uzyskuje-pol ... odemasters

[slayer74]

Akcje EA w górę po zapowiedzi reaktywacji gry NCAA Football

ARŻ, BLOOMBERG opublikowano: 02-02-2021, 19:57
Akcje Electronic Arts zyskały najwięcej w ciągu prawie dwóch tygodni po tym, gdy firma ogłosiła plany reaktywacji swojej serii gier wideo o futbolu uniwersyteckim, która przestała być produkowana w 2013 roku.

[slayer74]

Tajny dokument EA ujrzał światło dzienne? Kolejna afera na horyzoncie!

Problemy firmy Electronic Arts w ciągu ostatnich miesięcy znacząco się namnożyły. Na deweloperów spada krytyka w związku z tym jaki kierunek obiera ich flagowy produkt, piłkarski symulator FIFA. Niedawno byliśmy świadkami afery związanej ze sprzedażą kart przez pracowników firmy, co jest oczywiście nielegalne, a teraz na światło dzienne wypłynął pewien dokument, który EA raczej wolałoby zachować dla siebie.
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https://esportmania.pl/biznes/tajny-dok ... tu/v7q4sy1

[slayer74]

Roblox vs. Electronic Arts: Which Video Game Stock is a Better Buy?

RBLX – Despite the availability of widening outdoor entertainment options with the reopening of the economy, the provision of advanced video game software, advanced consoles, and captivating content has enabled the industry to grow its active user base and generate significant returns over the past year. This growing interest in metaverse gaming platforms should help Roblox (RBLX) and Electronic Arts (EA) grow substantially over the long term. But which of these stocks is a better buy now? Read more to find out. Read on.

Roblox Corporation (RBLX - Get Rating) and Electronic Arts Inc. (EA - Get Rating) are two established players in the video gaming industry. RBLX, which is based in San Mateo, Calif., develops and operates an online entertainment platform that offers applications and solutions, allowing developers and creators worldwide to build, publish, and operate 3D experiences and other content. In comparison, Redwood City, Calif.-based EA develops, publishes, and distributes branded interactive entertainment software across various genres for video game consoles, PCs, handheld game players, and cellular handsets worldwide. It also provides online game-related services.

Limited outdoor entertainment and recreation activities helped the video game industry expand its active user base and generate significant returns last year. While increasing vaccination rates and decreasing COVID-19 cases were expected to slow the market this year, video game companies’ efforts to improve software, consoles, content, and graphics helped the industry generate sales worth $4.40 billion in October 2021, up 16% from the prior-year period.

Also, rising interest in metaverse gaming further enhances the industry’s long-term growth prospects. Investor optimism in this space is evident in the Global X Video Games & Esports ETF (HERO) 9.9% gains over the past month, versus the SPDR S&P 500 Trust ETF’s (SPY) 4.8% returns. The global gaming market is expected to grow at a 13.2% CAGR to reach $545.98 billion by 2028. So, both RBLX and EA should benefit.

But while EA has gained 4.9% in price over the past six months, RBLX has surged 51.6%. RBLX is a clear winner with 40.5% gains versus EA’s 7.9% returns in terms of their past month’s performance. But which of these stocks is a better pick now? Let’s find out.

Latest Developments

On August 16, 2021, RBLX acquired Guilded, Inc., a privately-held company focused on building a platform to connect gaming communities. Guilded team has built a powerful platform to connect gaming communities, including tools and features such as tiered voice chat, video chat, integrated calendars, scheduling tools, and launched its bot API to simplify bot development. Both companies are looking forward to providing the best experience to their communities.

On October 1, 2021, EA announced the launch of EA SPORTS FIFA 22, which offers the revolutionary next-gen HyperMotion gameplay technology on PlayStation5, Xbox Series X|S, and Stadia. Keeping in view the huge user base for this game, the company believes the HyperMotion technology offering will not only revolutionize the FIFA franchise, but it will also forever change the sports video game landscape.

RBLX’s revenue for its fiscal third quarter, ended September 30, 2021, increased 102.2% year-over-year to $509.34 million. The company’s loss from operations came in at $77.45 million, up 50.3% from the prior-year period. Its net loss was $77.19 million for the quarter, representing a 54.3% rise from its year-ago period. Its loss per share decreased 50% year-over-year to $0.13. The company had $1.93 billion in cash and cash equivalents as of September 30, 2021.

For its fiscal second quarter, ended September 30, 2021, EA’s net revenue increased 58.6% year-over-year to $1.83 billion. The company’s gross profit came in at $1.33 billion, representing a 54% year-over-year improvement. EA’s operating income was $340 million for the quarter, indicating a 128.2% rise from the prior-year period. While its net income increased 58.9% year-over-year to $294 million, its EPS increased 61.9% to $1.02. The company had $1.63 billion in cash and cash equivalents as of September 30, 2021.

Past and Expected Financial Performance

RBLX’s revenue has grown 115% over the past year, and analysts expect its EPS to remain negative in the current year and next year, and its revenue to increase 184.8% year-over-year in the current year and 16.1% next year. The company’s EPS is expected to grow at a 1.1% rate per annum over the next five years.

In comparison, EA’s revenue has increased 14.4% over the past year. EA’s EPS is expected to rise 20% year-over-year in the current year and 9.4% next year. Its revenue is expected to grow 23.5% year-over-year in the current year and 6.5% next year. And analysts expect the stock’s EPS to grow at 27% per annum over the next five years.

Valuation

In terms of non-GAAP P/E, EA is currently trading at 19.74x, compared to RBLX’s negative 144.40x. And in terms of forward EV/Sales, EA’s 5.38x compares with RBLX’s 22x.

Profitability

EA’s trailing-12-month revenue is almost 3.9 times RBLX’s. EA is also more profitable, with a 73% gross profit margin versus RBLX’s 20.8%.

Furthermore, EA’s 9.9%, 5.7%, and 7.2% respective ROE, ROA, and ROTC compare with RBLX’s negative values.

POWR Ratings

While EA has an overall B grade, which translates to Buy in our proprietary POWR Ratings system, RBLX has an overall D grade, equating to Sell. The POWR Ratings are calculated by considering 118 distinct factors, each weighted to an optimal degree.

In terms of Quality, EA has been graded a B, which is consistent with its higher-than-industry profitability ratios. EA’s 73% trailing-12-month gross profit margin is 41.2% higher than the 51.7% industry average. In comparison, RBLX’s C grade for Quality is in sync with its lower-than-industry profit margins. It has a 20.8% trailing-12-month gross profit margin, which is 59.7% lower than the 51.7% industry average.

EA has a B grade for Sentiment, which is consistent with favorable analyst estimates. Analysts expect EA’s EPS to grow 20% year-over-year in the current year to $6.90. However, RBLX’s D grade for Sentiment is in sync with negative EPS estimates.

Of the 23 stocks in the Entertainment – Toys & Video Games industry, RBLX is ranked #18, while EA is ranked #2.

Beyond what we have stated above, our POWR Ratings system has also rated EA and RBLX for Growth, Momentum, Value, and Stability. Get all RBLX ratings here. Also, click here to see the additional POWR Ratings for EA.

Note that EA is one of the few stocks handpicked currently in the Reitmeister Total Return portfolio. Learn more here.

The Winner

Given the rising demand for video games, the industry is expected to maintain its sales growth in the fourth quarter. Therefore, EA and RBLX should benefit. However, we think its higher profit margins and lower valuation make EA a better buy here.

https://stocknews.com/news/rblx-ea-robl ... tock-is-a/

[slayer74]

Electronic Arts (NASDAQ:EA) is back in the rumor mill Friday, with shares surging more than 14% at one point in pre-open trading Friday on rumors Amazon (NASDAQ:AMZN) could be interested in a takeover of the video game maker. In the recent past rumors have put Comcast (NASDAQ:CMCSA) as the buyer.

Today, an obscure website named Good Luck Have Fun was out with the Amazon rumor.

Good Luck Have Fun said their sources told them that Amazon will announce today that it has put in a formal offer to acquire Electronic Arts.

The rumor seems iffy at best and CNBC is already batting down the rumors, saying their sources said Amazon is not expected to make a bid for EA.

EA has already given back much of those pre-open gains. Shares last traded up just 2.7%.

[slayer74]

Investing.com - Electronic Arts (NASDAQ: EA) reported third quarter EPS of $0.73, $2.31 worse than the analyst estimate of $3.04. Revenue for the quarter came in at $1.88B versus the consensus estimate of $2.48B.

Guidance
Electronic Arts sees FY 2023 revenue of $7.25B-$7.35B versus the analyst consensus of $7.76B.

Electronic Arts's stock price closed at $128.68. It is up 1.63% in the last 3 months and down -0.97% in the last 12 months.

Electronic Arts saw 16 positive EPS revisions and 8 negative EPS revisions in the last 90 days. See Electronic Arts's stock price’s past reactions to earnings here.

According to InvestingPro, Electronic Arts's Financial Health score is "good performance".

Check out Electronic Arts's recent earnings performance, and Electronic Arts's financials here.

[slayer74]

EA planuje zwolnić 6% pracowników i zmniejszyć powierzchnię biurową, która obciążała firmę kosztami w wysokości 170-200 mln USD. Prezes Wilson zwrócił uwagę na projekty zorientowane na strategię oraz restrukturyzację zespołów.

[slayer74]

BMO Capital cuts Electronic Arts to Market Perform over 'lingering concerns'

BMO Capital downgraded Electronic Arts Inc (NASDAQ:EA) to a Market Perform rating (from Outperform) and cut their price target on the stock to $125.00 (from $150.00) following a decision by the UK Competition and Markets Authority to block the Microsoft (NASDAQ:MSFT)/Activision Blizzard (NASDAQ:ATVI) deal.

Analysts believe this reduction to be “appropriate given lingering concerns about EA's mobile strategy and general pressure on video game spending.”

They wrote in a note, “A key component to our Outperform thesis was consolidation in the video game industry. We think large tech firms are eager to bolster video game offerings. But, we think the tumultuous and costly MSFT/ATVI experience, culminating with a critical UK rejection, could dissuade potential suitors from attempting big, multi-billion dollar deals, perhaps turning towards more bite-sized, sub-$1 billion deals, thereby reducing the takeout premium built into EA shares.”

Shares of EA are down 0.90% in premarket trading on Thursday.

[slayer74]

Investing.com - Electronic Arts (NASDAQ: EA) reported fourth quarter EPS of $-0.04, $1.38 worse than the analyst estimate of $1.34. Revenue for the quarter came in at $1.87B versus the consensus estimate of $1.75B.

Guidance
Electronic Arts sees FY 2024 EPS of $3.30-$3.81

Electronic Arts sees FY 2024 revenue of $7.30B-$7.70B

Electronic Arts's stock price closed at $125.41. It is up 12.17% in the last 3 months and up 12.37% in the last 12 months.

Electronic Arts saw 4 positive EPS revisions and 7 negative EPS revisions in the last 90 days. See Electronic Arts's stock price’s past reactions to earnings here.

According to InvestingPro, Electronic Arts's Financial Health score is "good performance".

[slayer74]

Electronic Arts prognozuje słabe rezerwacje, ponieważ konkurencja, niższe wydatki ważą
[translator]
Wydawca gier wideo Electronic Arts (NASDAQ:EA) prognozował kwartalne zamówienia netto poniżej oczekiwań i we wtorek rozminął się z szacunkami za pierwszy kwartał, dotknięty dużą konkurencją i stłumionymi wydatkami graczy, co spowodowało, że jego akcje spadły o 3% po dzwonku.

Starsi wydawcy gier wideo, tacy jak EA, nie tylko zmagają się ze spowolnieniem wydatków, ale także walczą o pierwsze miejsca z nowymi graczami, takimi jak Warner Bros Discovery (NASDAQ:Życiorys), której gra oparta na "Harrym Potterze" "Hogwarts Legacy" była jedną z najlepiej sprzedających się gier w tym roku do maja, według firmy badawczej Circana.

Podwyższona inflacja zmusiła graczy do wybredności w wybieranych tytułach, a wielu z nich wraca tylko do swoich ulubionych franczyz z powodu napiętych budżetów.

EA powiedziało, że "Star Wars Jedi: Survivor", najnowsza gra wideo oparta na legendarnej serii Star Wars wydanej w kwietniu, dobrze sobie radziła, podczas gdy w grze wieloosobowej "Apex Legends" pojawiły się niższe wydatki w grze wieloosobowej "Apex Legends".

"W tym kwartale zamówienia netto były poniżej oczekiwań, głównie spowodowane słabszymi wynikami z sezonu 17 (Apex Legends)" - powiedział dyrektor finansowy Stuart Canfield w rozmowie telefonicznej po ogłoszeniu wyników.

EA prognozuje zamówienia netto w przedziale od 1,70 mld USD do 1,80 mld USD w kwartale kończącym się 30 września, poniżej szacunków analityków na poziomie 1,81 mld USD, wynika z danych Refinitiv.

Firma, która utrzymała prognozę rezerwacji na rok fiskalny 2024, spodziewa się debiutu we wrześniu "EA Sports FC", nowej serii piłkarskiej EA po zakończeniu współpracy z FIFA w zeszłym roku.

W pierwszym kwartale firma odnotowała zamówienia netto w wysokości 1,58 mld USD, w porównaniu z szacunkami Refinitiv na poziomie 1,59 mld USD. Zarobił 96 centów na akcję w ujęciu skorygowanym i nie osiągnął oczekiwań na poziomie 1,02 USD.

[slayer74]

Shares of Electronic Arts (NASDAQ:EA) experienced a surge on Tuesday, following an upgrade from Bank of America (BofA) from 'Neutral' to 'Buy'. The bank cited unjustified discounted shares and positive early indicators for fiscal year 2024 as reasons for the upgrade, setting a new price target for EA shares at $150. This led to a 2.5% rise in EA's stock.

The upgraded rating comes amid the global success of EA SPORTS FC 24, a soccer game that saw over 11 million downloads in less than two weeks. The first-day user volume reached a substantial 2.2 million, which is anticipated to shape future financial predictions and guidance. BofA analysts argue that EA's current discounted price is unjustified given its near five-year low worth.

Despite EA shares being rangebound since January and the company facing weak fiscal year 2024 guidance, challenging comparisons for EA Sports FC post-World Cup, and significant rebranding, BofA analysts see an investment opportunity. They view EA's stock as undervalued and anticipate growth based on preliminary data from the EA Sports FC 24 launch and above-trend growth in the gaming market.

The bank expects upward revisions for fiscal year 2025 estimates due to the projected $293.15 billion global video game market by 2026. EA's largest franchises are set to benefit from expanding consumption modalities and a strong correlation between in-game spending and playtime.

This upgrade could represent a turning point for EA, signaling a broader shift in investor sentiment with potential ripple effects across the economy. EA's strategy of capitalizing on major events like the Women's World Cup and amplifying in-game participation strategies could secure its continued success.