ATVI bom investimento ?
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Vieira Escreveu:Meu caro, pirataria e P2P dizem-te alguma coisa?
Essas empresas estão condenadas...
Estas empresas começaram a partir do nada e são hoje o que são...
E apareceram do nada, mais graças à pirataria que outra coisa..
Lembrem-se, a indústria cinematográfica e de música sofrem mais com a pirataria porque esta existia em formas menos evidentes na década de 80.
A índustria de software de entretenimento sempre viveu com esta situação e não é por isso que não deixa de crescer..
Afinal o único sector que praticamente "ignorou" o Bear da Bolha tecnológica foi este sector.. empresas Como ERTS, ATVI, THQI, TTWO, etc... cresceram bastante nestes anos.
A ERTS é lider de mercado e as minhas escolhas ficam pela Ubisoft Francesa e a Activision, THQI e Take Two em termos de crescimento.
Com a vinda das novas consolas, num prazo de 2 anos é suposto as vendas nestas empresas aumentarem, e considerando o crescimento de todo o sector, com as primeiras gerações de jogadores a entrarem na casa dos 30/40, a indústria de "videojogos" provavelmente tomará o 1ºlugar no mundo em termos de volume (neste momento já é a 2ª)
Em termos técnicos praticamente todos os títulos estão dentro de tendências ascendentes já antes do início do Bull Market de 2003..
Cumps
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- Mensagens: 2140
- Registado: 11/5/2003 12:11
- Localização: Lisboa
sobre a ERTS mas tb fala da "industria"
http://www.iht.com/articles/2006/05/04/ ... s/game.php
Gloomy outlook from Electronic Arts
By Matt Richtel The New York Times
THURSDAY, MAY 4, 2006
SAN FRANCISCO Shares of Electronic Arts, the world's largest video- game publisher, fell sharply on Thursday after the company delivered a bleak outlook for its current fiscal year.
The predictions, given during a quarterly conference call with investors after markets closed Wednesday, surprised investors and suggested that the video game industry was enduring a tough transition to a new generation of consoles.
The company, considered an industry bellwether, said that its profits would be dragged down in the current year by the cost of what it deemed a wholesale transformation of the industry. Electronic Arts said it was investing heavily in Internet and mobile phone technology, which it said it saw as central to growth.
But the biggest challenge for game publishers has been to adapt to the arrival of new consoles, including Microsoft's Xbox 360, which came out late last year, and the Sony PlayStation 3 and the Nintendo Wii, which are due out later this year.
Electronic Arts said it expected to earn 35 cents to 65 cents a share during its 2007 fiscal year, which ends next March 31. Wall Street analysts had said they expected the company to earn $1.07 a share during the period.
Shares of Electronic Arts were down $6.04, or 11.1 percent, at $48.46 in morning U.S. trading Thursday.
The guidance "is an absolute disaster," said Mike Hickey, a game-industry analyst with Janco Partners. "This is the heart of darkness for the console transition."
Warren Jenson, the chief financial officer at Electronic Arts, said the outlook reflected the realities of the console transition, but he said the investment the company was making would enable it to compete better in the future.
That future, he said, would entail a greater share of sales coming not just from new consoles but also from games played on mobile phones, hand-held gadgets and over the Internet. Jenson said, for example, that the company was raising its annual spending on research and development by at least 55 percent for mobile phone games and 80 percent for Internet-based entertainment.
The spending "is a clear hit to short- term profitability," he said, but "we made the right decision, and it's a smart long-term move."
Electronic Arts said Wednesday that in the quarter ended March 31, it had sales of $641 million, up from $553 million a year earlier.
Excluding one-time costs, profit was 14 cents a share, compared with 9 cents a year earlier. The figure beat a consensus of Wall Street analysts, who had projected earnings of 9 cents a share in the past quarter.
With one-time costs, like acquisition and restructuring expenses, the company posted a quarterly loss of 5 cents a share, compared with a loss of 2 cents a share a year earlier.
But Wall Street focused less on the returns and more on the prospects. Industry analysts said the disappointing outlook reflected industry trends, but also some struggles that were particular to Electronic Arts.
Evan Wilson, an analyst with Pacific Crest Securities, said Electronic Arts was feeling a particular strain from having signed expensive licensing contracts with professional sports leagues, like the National Football League.
More generally, he said all publishers were suffering from the high cost of developing games for the next-generation consoles, because they were working with significantly more powerful processors and higher-definition graphics. That cost can be $10 million, and even higher, compared with $5 million for the current generation of consoles, like the Xbox and PlayStation 2.
To offset the costs, publishers are hoping to mine new sources of revenue, including selling advertising that is placed inside games, and selling downloads of games over the Internet, which cuts the cost of distribution.
Still, Wilson said, the industry might have seen the peak of its profitability. "There's a definite possibility that EA has seen its highest operating margin ever," he said. "They're the best representative of the entire industry."
http://www.iht.com/articles/2006/05/04/ ... s/game.php
Gloomy outlook from Electronic Arts
By Matt Richtel The New York Times
THURSDAY, MAY 4, 2006
SAN FRANCISCO Shares of Electronic Arts, the world's largest video- game publisher, fell sharply on Thursday after the company delivered a bleak outlook for its current fiscal year.
The predictions, given during a quarterly conference call with investors after markets closed Wednesday, surprised investors and suggested that the video game industry was enduring a tough transition to a new generation of consoles.
The company, considered an industry bellwether, said that its profits would be dragged down in the current year by the cost of what it deemed a wholesale transformation of the industry. Electronic Arts said it was investing heavily in Internet and mobile phone technology, which it said it saw as central to growth.
But the biggest challenge for game publishers has been to adapt to the arrival of new consoles, including Microsoft's Xbox 360, which came out late last year, and the Sony PlayStation 3 and the Nintendo Wii, which are due out later this year.
Electronic Arts said it expected to earn 35 cents to 65 cents a share during its 2007 fiscal year, which ends next March 31. Wall Street analysts had said they expected the company to earn $1.07 a share during the period.
Shares of Electronic Arts were down $6.04, or 11.1 percent, at $48.46 in morning U.S. trading Thursday.
The guidance "is an absolute disaster," said Mike Hickey, a game-industry analyst with Janco Partners. "This is the heart of darkness for the console transition."
Warren Jenson, the chief financial officer at Electronic Arts, said the outlook reflected the realities of the console transition, but he said the investment the company was making would enable it to compete better in the future.
That future, he said, would entail a greater share of sales coming not just from new consoles but also from games played on mobile phones, hand-held gadgets and over the Internet. Jenson said, for example, that the company was raising its annual spending on research and development by at least 55 percent for mobile phone games and 80 percent for Internet-based entertainment.
The spending "is a clear hit to short- term profitability," he said, but "we made the right decision, and it's a smart long-term move."
Electronic Arts said Wednesday that in the quarter ended March 31, it had sales of $641 million, up from $553 million a year earlier.
Excluding one-time costs, profit was 14 cents a share, compared with 9 cents a year earlier. The figure beat a consensus of Wall Street analysts, who had projected earnings of 9 cents a share in the past quarter.
With one-time costs, like acquisition and restructuring expenses, the company posted a quarterly loss of 5 cents a share, compared with a loss of 2 cents a share a year earlier.
But Wall Street focused less on the returns and more on the prospects. Industry analysts said the disappointing outlook reflected industry trends, but also some struggles that were particular to Electronic Arts.
Evan Wilson, an analyst with Pacific Crest Securities, said Electronic Arts was feeling a particular strain from having signed expensive licensing contracts with professional sports leagues, like the National Football League.
More generally, he said all publishers were suffering from the high cost of developing games for the next-generation consoles, because they were working with significantly more powerful processors and higher-definition graphics. That cost can be $10 million, and even higher, compared with $5 million for the current generation of consoles, like the Xbox and PlayStation 2.
To offset the costs, publishers are hoping to mine new sources of revenue, including selling advertising that is placed inside games, and selling downloads of games over the Internet, which cuts the cost of distribution.
Still, Wilson said, the industry might have seen the peak of its profitability. "There's a definite possibility that EA has seen its highest operating margin ever," he said. "They're the best representative of the entire industry."
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- Mensagens: 3299
- Registado: 8/2/2006 17:32
ATVI superou as espectativas, ao contrario de outras publicadoras como ERTS e já sobe 10%.
Continua num periodo dificil para as editoras de jogos mas a ATVI não s ta a portar mt mal. Penso de dps deste momento de transição de consolas, vão continuar a subir como tem vindo a subir nos ultimos anos.
Entretanto, não penso ver a ATVI ir aos 12 onde abri a minha posição de longo prazo.
Continua num periodo dificil para as editoras de jogos mas a ATVI não s ta a portar mt mal. Penso de dps deste momento de transição de consolas, vão continuar a subir como tem vindo a subir nos ultimos anos.
Entretanto, não penso ver a ATVI ir aos 12 onde abri a minha posição de longo prazo.
- Mensagens: 42
- Registado: 1/8/2005 14:58
- Mensagens: 42
- Registado: 1/8/2005 14:58
n axo, pelo k a pirataria nas novas consolas sao mais dificeis de conseguir..
Mas eu digo isto uma vez que trabalho numa distribuidora de jogos..e o futuro da atvi parece mais rizonho a nivel de crescimento que a ERTS.
Deverá ter fortes titlos este ano. dito pelo gestor da atvi.
Meu caro André, a pirataria está geralmente tão evoluida como as protecções que os jogos têm. É um jogo tipo gato e rato e hoje em dia não há protecção de dados que não tenha sido quebrada. Até nas novas consolas PSP.
E basta ver a quantidade de rips que existem na net, alguns mesmo antes do próprio jogo ter sido oficialmente lançado...
Em relação à ATVI como título, na minha opinião tem um bom potencial este ano com os novos jogos mas tecnicamente não me parece apetecível para entrar ainda. Como empresa e pelos fundamentais prefiro uma ERTS, mais conhecida como a Microsoft dos jogos.
Um abraço,
T. Martins
- Mensagens: 123
- Registado: 5/8/2003 16:51
n axo, pelo k a pirataria nas novas consolas sao mais dificeis de conseguir..
Mas eu digo isto uma vez que trabalho numa distribuidora de jogos..e o futuro da atvi parece mais rizonho a nivel de crescimento que a ERTS.
Deverá ter fortes titlos este ano. dito pelo gestor da atvi.
Mas eu digo isto uma vez que trabalho numa distribuidora de jogos..e o futuro da atvi parece mais rizonho a nivel de crescimento que a ERTS.
Deverá ter fortes titlos este ano. dito pelo gestor da atvi.
- Mensagens: 42
- Registado: 1/8/2005 14:58
...
Não gosto do sector... mas optava sempre pela ERTS
'You cannot beat a roulette table unless you steal money from it.'
http://tradingthecow.blogspot.com/
http://tradingthecow.blogspot.com/
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- Mensagens: 142
- Registado: 27/8/2003 8:50
ATVI bom investimento ?
Estive à espera que ela chega-se aos 12USD para entrar longo, e parece k funcionou bem esta resistencia..é considerada a segunda maior publicadora de jogos do mundo, e teve um mau momento , como todo o sector, na transição das consolas.
Os titlos para este ano prometem ser promisores, e penso que seja um mt bom investimento para quem estiver interessado em longo prazo.
Não tenho gráfico da menina, mas se alguem postar agradecia.
Os titlos para este ano prometem ser promisores, e penso que seja um mt bom investimento para quem estiver interessado em longo prazo.
Não tenho gráfico da menina, mas se alguem postar agradecia.
- Mensagens: 42
- Registado: 1/8/2005 14:58
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