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  • As PS4 Sales Outpace Estimates, Here's Why I'm Bullish On Sony [View article]
    to be fair, Sony needs to fix other businesses (cough* TV, PC and electronic) in order for the stock to go up. Yes, Sony makes solid profit every year from contents, life insurance, and banking. However, the PC and TV businesses are eating their profit. If they care about us, the investors, by cutting the unprofitable businesses, the stock can go back to 50 dollars easily.

    The current book value for SNE is around 27-29 PPS.

    if they can utilize all their services and contents into the PS4, they will make money. Perhaps, they can take over netflix streaming business too....
    Feb 20, 2014. 03:58 PM | Likes Like |Link to Comment
  • Sony Finally Comes To Its Senses [View article]
    PS4 doesn't make profit is not a news, it was mentioned repeatedly at E3 or CES last year. They don't sell the PS4 as a product rather they sell it as a service with integration with other contents, subscriptions and game streaming... their PS+ subscription base has been tripled since the PS4 release. I am glad they are cutting their unprofitable businesses like PC, and that will maximize the company's profit. as of today, Sony is still below its book value, hence, the stock is a buy. Plus, the profit from services is very consistent and strong.
    Feb 10, 2014. 03:53 PM | Likes Like |Link to Comment
  • Sony Finally Comes To Its Senses [View article]
    they can make money from smartphones, and they can make money from PS via subscriptions and accessories and contents
    Feb 8, 2014. 12:13 PM | Likes Like |Link to Comment
  • Microsoft sells over 1M Xbox One consoles within 24 hours [View news story]
    both Xbox one and PS4 don't make money from the console, and they stated this earlier.... They expect to make money from services and contents. more console sales = more subscriptions = more profit
    Nov 24, 2013. 10:13 PM | 1 Like Like |Link to Comment
  • Xbox One Beats PlayStation 4 [View article]
    Xbox one sold 1 million worldwide
    PS4 sold 1 million in NA
    Nov 22, 2013. 08:52 PM | Likes Like |Link to Comment
  • Activision Blizzard: Financial Engineering 101 [View article]
    so what if Bungie develops the games. ATVI can possibly take a large profit margin, if they are the one who build the server farms to support the online players, and market the game.

    everything we are talking about Destiny is based on speculations and assumptions. Sometimes, the one who create the product doesnt make that much profit margin....
    Nov 22, 2013. 11:24 AM | Likes Like |Link to Comment
  • Activision Blizzard: Financial Engineering 101 [View article]
    EXACTLY!!!

    look at the upcoming piplines from ATVI:

    - Destiny (we dont know the profit margin)
    - Diablo 3 expansion (potential cash cow, but they are going to close the Auction house)
    - WoW expansion (already a Cash Cow, subscriptions)
    - Hero of Storm (Cash Cow, selling ingame items)
    - Hearthstone (Cash Cow, selling digital cards)

    they are all coming early next year... ATVI is trading at discounted price

    it is easy for Blizzard to market these product lines or taking the new market shares, since they already have large fanbase in these franchise.
    Nov 22, 2013. 11:18 AM | Likes Like |Link to Comment
  • Activision Blizzard: Financial Engineering 101 [View article]
    WoW fading is expected, but the decline is not dramatic.
    From what I heard for Skylander Swap Force, they are doing better than Disney Infinity.

    Again, you are too focus on bashing Call of Duty... ATVI makes lots of games... especially, they are trying to penetrate the Chinese market and mobile devices...

    you know what is fading? TTWO was just downgraded by Cowen from 20 to 17.
    Nov 22, 2013. 11:10 AM | Likes Like |Link to Comment
  • Activision Blizzard: Financial Engineering 101 [View article]
    #1. Bungie studio develops the destiny, however, you are just assuming they make a low profit margin from that game without any facts to back you up.

    #2. There were lots of MMORPG before WoW. Look at how much market share did Blizzard took? The game still has 7 million subscriptions considering it is 10 years old. Plus, most of the MMORPG become Free to Play. Anyways, people are more familiar with the characters in Hero of Storm than Dota and LoL. We will see how it will do in the future.

    #3. Hearthstone is another cash cow, people already spent money on the cards before the beta releases.

    #4. your comments are too focus on bashing COD, obviously, the game is not their only franchise.

    #5. in regards to the Skylanders sales, "a concept that was first introduced in Skylanders Spyro’s Adventure in 2011 and has since amassed global sales in excess of $1.5bn"

    #6. with the next gen releases, it will boost up the gaming industry at the end of the day.

    #7. in terms of ATVI's financial background, they have lots of cash and every brokers recommend it as a buy.
    Nov 22, 2013. 08:38 AM | 1 Like Like |Link to Comment
  • Activision Blizzard: Financial Engineering 101 [View article]
    the conference call only covers the last quarter... skylanders swap force just came out, and it is better than the previous 2 games according to the critics. In regards to the 48%, can you please provide the source? And depends what you compared to? According to the Gamespot, Call of Duty: Ghosts tops the UK chart, with PS4 outselling Wii U...

    Again, Destiny is coming out next year, and it has very high pre-order rate, PLUS, Blizzard will release some good games upcoming years. Hearthstone and Hero of Storm are going to be Cash Cow for $ATVI.
    Nov 21, 2013. 11:02 PM | 1 Like Like |Link to Comment
  • Activision Blizzard: Financial Engineering 101 [View article]
    you realize Blizzard is also part of ATVI as well....

    hearthstone is going to be a cash cow, in fact, people are already paying for the cards in closed beta.

    destiny is the new halo + MMO

    WoW population is declining but they still have 7.5 million subscription.

    Titan will be the new MMORPG.

    i forgot about hero of storm aka dota is coming out soon.
    Nov 21, 2013. 09:48 AM | 1 Like Like |Link to Comment
  • Sony Playstation Causes Kids To Say, 'I Need One' [View article]
    Xbox and Xbox 360 were having heat issue, according to your "image hit" logic, Xbox is already gone by now.
    Nov 19, 2013. 04:29 PM | Likes Like |Link to Comment
  • Sony Playstation Causes Kids To Say, 'I Need One' [View article]
    every electronic devices have problems, but 500/ 1 million is 0.4 %... I bought the PS4 and run it for 2 days, and it works perfectly. Xbox 360 was having problems with their device being overheated. Wigits, I guarantee people wont refund the console, they will just send it to sony and have it fixed.
    Nov 18, 2013. 03:29 PM | 1 Like Like |Link to Comment
  • Sony Needs More Innovativion To Pay Off [View article]
    and you forgot to mention their financial service and insurance which are pretty strong at the moment.
    Nov 15, 2013. 09:08 AM | Likes Like |Link to Comment
  • A Breakdown Of The 3rd Great Console War [View article]
    hey Zach, nice article!!!! judging on the current financial status, what's your target price on sony?
    Nov 14, 2013. 04:33 PM | Likes Like |Link to Comment
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