Chris Lau

Entertainment Dollars Stay Home: Activision's New Game Trumps Movie Sales

Remember that the profit margin for Activision includes Total sales less Cost of Advertising. Activision spent a lot of money advertising this game.

What's Wrong with the Gaming Industry?

iPhone app games are quietly gaining traction, because $1 games (and up to just $20) are attractive. The big gaming companies, EA, and ATVI, are still "milking" their core products. The consumer is beginning to feel wary of being nickel and dimed with them. Examples include buying more songs for guitar hero, and EA sports' releases that have little change year after year.

Activision-Blizzard Q2: Company Beats Its Own Forecast

Are you concerned about the delays in some of its games? Also, the company is relying in big hit releases in the christmas time frame period. What about in between? There's quite a gap between the revenue earned from existing titles and the revenue pickup dependent on new "hit" titles.

GameStop: Margin of Safety Is Attractive at Current Prices

matttz, could you elaborate on your claim GME does not take used game? This is completely incorrect: it's the cornerstone of its business and a reason why it is so attractive during "recessionary" times.

Used-game sales were up 32%, with sales at $549 million. This is +19%, +31% on a quarter to quarter comparison.