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Activision Blizzard, Inc (ATVI)

atvi
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#1

Starter en tråd om Activision Blizzard, Inc (ATVI) siden en del har den i favoritt-listen eller i porteføljen sin :slight_smile:

Activision Blizzard, Inc. develops and distributes content and services on video game consoles, personal computers (PC), and mobile devices.

The company operates through three segments: Activision Publishing, Inc.; Blizzard Entertainment, Inc.

; and King Digital Entertainment. The company develops, publishes, and sells interactive software products and entertainment content for the console and PC platforms through retail and digital channels, including subscription, full-game, and in-game sales, as well as by licensing software to third-party or related-party companies; and offers downloadable content.

It also maintains a proprietary online gaming service, Battle.net that facilitates the creation of user generated content, digital distribution, and online social connectivity in its games; and develops and publishes interactive entertainment content and services primarily on mobile platforms, such as Android and iOS, as well as distributes its content and services on the PC platform primarily through Facebook.

In addition, the company engages in creating original film and television content; and provides warehousing, logistics, and sales distribution services to third-party publishers of interactive entertainment software, as well as manufacturers of interactive entertainment hardware products. Its products include various genres, including first-person shooter, action/adventure, role-playing, strategy, and others.

The company serves retailers and distributors, including mass-market retailers, first party digital storefronts, consumer electronics stores, discount warehouses, and game specialty stores through third-party distribution and licensing arrangements in the United States, Australia, Brazil, Canada, China, France, Germany, Ireland, Italy, Japan, Malta, Mexico, the Netherlands, Romania, Singapore, South Korea, Spain, Sweden, Taiwan, and the United Kingdom. Activision Blizzard, Inc.

was incorporated in 1979 and is headquartered in Santa Monica, California.

La oss starte diskusjonen! @Gostemning @KronerOpp @rher @elvegris @Hakon @Petter1 @pdx


#2

Meget interessant lesning som belyser noen av grunnene for hvorfor jeg gikk inn i ATVI.

Will This Be the First Esports League to Generate $1 Billion?

(Motley Fool•May 27, 2018)

Activision Blizzard (NASDAQ: ATVI) recently revealed that its Overwatch League esport event is already approaching $1 billion in cumulative revenue since the company began selling teams last year. As famous investors and entrepreneurs scoop up franchises, the company is already making plans to expand the league.

In this clip from Industry Focus: Consumer Goods, Vincent Shen and John Ballard discuss what this latest development says about the future potential of esports as a major business for video game companies.

Vincent Shen: We’ve managed to set the stage a little bit for how big esports is getting. A few years ago, companies were more tight-lipped about how profitable or lucrative some of these events and leagues could be. But now, the viewership and engagement are exceeding a lot of expectations, the companies are sharing much more detail.

Activision, for example, they’re managing to sell teams in its esports league for $20 million each or more, and that number seems to be going up. Can you tell us a little bit about some of the actual contributions that these opportunities are making?

John Ballard: Activision recently revealed that they’ve sold, so far, 12 teams for $20 million each. That comes out to about $240 million. They sold more than $100 million of broadcast rights and sponsorship sales, and that’s just for a handful so far. This is why the Nielsen news can be big. If Nielsen reports strong data and gets that accelerating, brings in more advertisers to have interest in this, that’ll increase that even more.

Activision wants to expand Overwatch League to 28 teams. That gives us a clue as to where the scale of this is going to be. Management has said the price of teams, so far, is going up because there’s such demand they’re seeing because of the strong viewership from the beginning of the year. Let’s say teams sell for $25 million. That’d be an additional $400 million. ESPN has already reported from their sources that that could fetch between $30 million to $60 million each. You do the math, 16 teams for as much as $60 million, that could be another $1 billion in revenue.

Shen: Or getting really close to that point very quickly.

Ballard: Yeah. Now, we have to keep in mind, though, that’s just one-time team sales. That’s not recurring revenue. But obviously, these are smart business people. These are entrepreneurs. You have Robert Kraft at the New England Patriots who’s bought one of these teams. His track record speaks for itself in the NFL, growing the New England Patriots. These are well-informed business people buying these teams, and they obviously expect this to be a good investment and to recover that cost of these teams and profit over the next several years. That’s something interesting to keep in mind about these team sales.

In a way, these teams’ values give us an indicator as to what potentially could be the annual recurring value of Overwatch League, if you want to think about it in terms of revenue or whatever. It’s pretty obvious that this is probably going to be, conservatively, at least a $1 billion business segment for Activision when you look at all that. You add up the team sales, you add up the sponsorships, you anticipate there’s going to be more advertisers coming in at some point spending money annually on this –

Shen: I would go beyond that, really, beyond the direct contributions from things that you mentioned like sponsorships, advertising, ticket sales, franchise deals. Management at these companies also recognize that their bread and butter here is also from the increased interest that they generate in their esports titles. This ends up creating a virtuous cycle. Esports popularity draws in more viewers, more potential players. And while most of these games do cost money to purchase, so companies get revenue from that initial sale, they want to extend the tail of revenue generation from each title. That happens thanks to greater engagement, because most of these games have in-game purchases, downloadable content.

And some popular titles, like Fortnite, which Tencent has its fingers in as part-owner of the game’s developer, that costs no money upfront and it’s free to play. But even then, the latest estimates for that game put monthly revenue at over $200 million, really, really impressive.

John Ballard owns shares of Activision Blizzard. Vincent Shen owns shares of Activision Blizzard and Tencent Holdings. The Motley Fool owns shares of and recommends Activision Blizzard and Tencent Holdings. The Motley Fool has a disclosure policy.


#3
  • Will This Be the First Esports League to Generate $1 Billion?

Will This Be the First Esports League to Generate $1 Billion?


#4

Millennial Stocks Worth Buying

May 16, 2018|by Chris Preston

Millennial Stock #1: Activision Blizzard (ATVI)
A favorite of our recently retired value expert Roy Ward last year, shares of this video-game developer have grown considerably since. ATVI stock is up 25% in the last year, spurred in part by double-digit sales and earnings growth in its most recent quarter. Activision’s success is due to the extreme popularity of its myriad video games.

Activision’s portfolio of top game franchises includes World of Warcraft, Call of Duty, Skylanders, StarCraft and Diablo. The company also has a long-term exclusive license for certain Marvel Enterprises comic book characters, including Spider-Man and X-Men.

Activision acquired King Digital in February 2016. King is best known for its super popular Candy Crush games and had nearly 500 million monthly active users for its mobile-focused games. Activision now has global scale, multiple strong franchises and growing digital offerings.

After peaking at an all-time high of 78 in early March, ATVI was brought back to earth by the second leg of the market correction. The stock bottomed at 64, holding firm above its 200-day moving average. Now up to 70, it also crossed its 50-day threshold for the first time since March. The long-term trend remains very much up.


#5

Selv om ATVI tok et hodestup etter ny ATH på over 80 tallet og ned til 70; så signaliserer selskapet fortsatt seriøs satsing i e-sporten og Overwatch generelt. Guidingen fremover var noe lavere enn det analytikerne hadde estimert; men veksten innen i esport har såvidt begynt - Og nå skal det satses mer på mobilspill o.l. Blir spennende å se hva som kommer ut av pressen: Heartstone har vært en suksess i mange år nå. Oppkjøpet av King (eieren av candycrush ip) kommer til å hjelpe med å fremme kvaliteten også.

Videre kommer Activition med Call of Duty Black Ops 4 i October.
Blizzard kommer med World of Warcraft: Battle for Azeroth Release i oktober.
Det lages også XP pakker og DLC’er hyppig; bl.a kommer det straks en ny XP til Heartstone som jeg personlig ser frem til å prøve.
Reboot’en av WoW Classic er heller ikke noe å undervurdere. Jeg har selv tatt temperaturen i gamingmiljøet og er blitt positivt overrasket over hypen rundt det; til tross for at det nærmer seg 15 år siden det kom ut!

(Hvis det er noen flere enn meg som eier ATVI eller er interessert i ATVI vil jeg gjerne høre deres meninger. Hvis ikke så fortsetter jeg bare å snakke til meg selv her inne :grin::grin:)

https://marketrealist.com/2018/08/activision-blizzard-expands-overwatch-league


#6

slenger denne inn her.


#7

Synes markedet overreagerte iforhold til rapporten. Mye artig som skjer fremover, og sånn jeg ser det er det en fin anledning til inngang nå. I forhold til at de har lagt inn mindre forventet inntjening til neste kvartal så tipper jeg denne kommer til å bli knust ! Det som også er veldig spennende fremover er annonsering rundt evt nytt Diablo.


#8

What? Har det dryppet noe info om noe nytt i Diablo IPen? :star_struck::star_struck::star_struck:
Ellers enig i det du sier med forventet inntjening. :slight_smile:


#9

"We know that a new Diablo game is coming as Blizzard posted a job listing on their website.

The listing said this:
“The minions of Hell are growing stronger… We’re working on a new, unannounced Diablo project.”"


#10

Activision Blizzard: Buy Gaming Stock Giant On Q2 Pullback

Aug. 8, 2018 11:31 AM•ATVI

Summary

Activision Blizzard stock dipped about 4% on the heels of a weak fiscal 3Q guide.

Year-over-year, shares have climbed almost 16%.

Could the pullback present an enticing buying opportunity?

Video game giant Activision Blizzard (NASDAQ:ATVI) is swimming in a sector that top 10 analyst Colin Sebastian at Baird calls any investor’s “must own.”

Sebastian sized up ATVI, Electronic Arts (NASDAQ:EA) and Take-Two (NASDAQ:TTWO), telling investors to “pick your favorite flavor” among these entertainment stocks. After all, the rise of the digital revolution translates to a boost in user engagement as well as monetization.

The analyst wrote ahead of the yearly E3 trade show in Los Angeles that this market is racing to hit around $145 billion in revenue in just two years. If Sebastian is right, look out for the worldwide interactive entertainment space to rule the globe’s media and entertainment market. Where does ATVI fall into the mix?

Four-star analyst Timothy O’Shea of Jefferies believes the stock has room to run a whopping 34%. After all, O’Shea poses a bold bullish call, calling ATVI the House of Mouse of video game making: “We believe Activision is building a Disney-style entertainment business for the 21st century, but with higher operating margins.”


#11

#12

Nytt mobilspill release i dag. Det er KING som står bak CandyCrush som har utviklet det. Her er litt gameplay:


#13

Battle for Azeroth™ Becomes Fastest-Selling World of Warcraft® Expansion Ever

  • “It also makes it one of the fastest-selling PC games of all time” - Seeking Alpha
  • “On the Aug. 14 launch day, sell-throughs hit more than 3,4m units” - Seeking Alpha

https://finance.yahoo.com/news/battle-azeroth-becomes-fastest-selling-125200155.html


#14

Dette gir meg faktisk grunn til å investere i en Switch!
GG Blizzard.


#15

Hver måned kårer jeg det jeg kaller Teksperter™ for noen av de mest populære investeringene våre :slight_smile:

Det er de 3 medlemmene som har fått flest likes på innleggene sine de siste 90 dagene. Teksperter™ får også en unikt merke på profilen sin og et trofé-ikon ved siden av navnet sitt. Du kan bli Tekspert™ i flere aksjer/investeringer, og troféet vil bare vises i tråder der du er Tekspert™.

Her er denne månedens Teksperter™ og det mest likte innlegget deres fra de siste 90 dagene:

  1. @Gostemning (4 likes)
  1. @GyldeN (4 likes)
  1. @Evilfreud (1 likes)

Gratulerer!


#16

https://finance.yahoo.com/news/jefferies-record-setting-world-warcraft-133834249.html

Activision’s “World of Warcraft” game “Battle for Azeroth” sold 3.4 million units, which puts it among the fastest-selling PC titles of all time, although it is difficult to quantify what the Street was expecting, O’Shea said in a Thursday note. Activision is building what the analyst said is a “Disney-style entertainment business for the 21st Century,” but with higher operating margins.

Jefferies’ Timothy O’Shea maintains a Buy rating on Activision Blizzard with an unchanged $90 price target.
:1st_place_medal::1st_place_medal::1st_place_medal:


#17

https://finance.yahoo.com/video/activision-soars-gamers-cheer-call-194600399.html

Hylles som verdig rival av Fortnite og PUBG. :sunglasses:
#BULL


#18

https://seekingalpha.com/news/3396966-activision-nearly-4-percent-latest-call-duty-release

Activision up nearly 4% after latest Call of Duty release

Oct. 12, 2018 8:19 AM ET|About: Activision Blizzard, Inc (ATVI)|By: Stephen Alpher, SA News Editor

COD: Black Ops IV was released overnight to mostly positive reviews (according to Baird).

ATVI +3.9% premarket


#19

66GB aka 10Kroner Gigabyten :smiley:
De har blodige priser og du har lite valg med tanke på expansions,
Kan det bli den nye pubg?

image


#20

Kjøpte standard edition på allkeyshop for 40 euro :ok_hand: