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Earnings Calendar Oct & Nov 2017: Gaming, Media & Tech Companies

 

Hi everyone!

 

As you can see, I’ve taken a bit of a break but I’m back for my latest earnings calendar post so we can all prepare to see how companies in the gaming, media and tech spaces are performing lately. Q4 performance tends to be an important indicator of how companies are faring against full-year estimates, since it’s usually the half-way mark for a fiscal year. And it’s especially telling if companies start to adjust guidance.

 

I’ve posted the calendar above with the most current dates available, and the link below takes you to the usual Google Docs location to use it as a reference:

 

Working Casual Earnings Calendar Oct & Nov 2017: Gaming, Media & Tech Companies

 

Some of the noteworthy results incoming within the next month:

 

 

Amazon $AMZN (Thu 10/26): The world’s largest online retailer by market capitalization recently closed its acquisition of Whole Foods back in August, so we should see the early impact of the deal on its overall business plus future guidance. Plus Amazon’s tone and guidance are always a good barometer of consumer sentiment going into the holiday season, which is of course the most important time of year for the online retailer especially as most holiday shoppers still tend to favor brick-and-mortar stores (for some odd reason.. embrace the digital revolution, folks!).

 

 

Nintendo $NTDOY (Mon 10/30): The Big N’s Switch hybrid console has even more sales momentum than I initially thought. It’s been the best-selling console in the States for the past 3 months according to NPD Group, and has moved over 1.5 million units in its home country of Japan to date. The firm’s stock is up a whopping 91% return since Switch’s launch in early March. Friend of the blog and analyst Daniel Ahmad says its worldwide total is likely around 7 million units by now, which means it’s well on its way to the 11 million in its 1st year that I predicted back in April and will likely even surpass that total. We’ll hear exactly how many have shipped in a little over a week, and exactly how much it’s contributed to the firm’s bottom line.

 

 

Samsung Electronics (Tue 10/31) and Apple Inc $AAPL (Thu 11/2): You could argue that the financial results of two of the world’s largest smart device manufacturers are always important to gauge how the global economy is doing plus how people are spending their discretionary income, but this quarter will be especially interesting for both as Samsung released its Galaxy S8 in April and its larger Galaxy Note 8 in September and Apple will provide current figures on overall iPhone shipments plus more guidance on its iPhone 8 which came out about a month back.

 

 

Ubisoft Entertainment SA $UBI (Tue 11/7): France’s Ubisoft has been on a tear this year when it comes to its lineup of games: Tom Clancy’s Ghost Recon Wildlands, For Honor, Mario + Rabbids Kingdom Battle and even 2015’s Tom Clancy’s Rainbow 6 Siege have all spent time on the best-sellers list across a variety of regions. In fact, Tom Clancy’s Ghost Recon Wildlands is actually the best-selling game of the year in the States as of late August, and For Honor holds the 4th spot on that coveted list. And Ubi isn’t done yet for the year, releasing South Park: The Fractured But Whole just this past week plus its triple-A holiday title Assassin’s Creed Origins later this month. The company also has been making efforts to remain independent from ownership of outside parties, namely Vivendi $VIV, by buying back shares and opening new studios so I anticipate its results will remain solid if not beat to the upside.

 

 

Thanks as always and I hope you stay tuned for commentary here and on Twitter during this earnings season!

 

-Dom

 

Sources: Company Investor Relations Websites/Press Releases, MarketWatch, NPD Group, Business Wire, Daniel Ahmad.

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Earnings Calendar Oct & Nov 2016: Gaming, Media & Tech Companies

working-casual-earnings-calendar-oct-nov-2016

 

Quarterly earnings season has started again for public companies, where they report how business is going over the latest 3 months period. I started this type of post last quarter, and have again compiled an Earnings Calendar above for select companies in the gaming, media and technology sectors that you might be interested in following.

 

This is also available as a Google Doc at the link below, in case you’d like to visit any of the Investor Relations sites with ease.

Working Casual Earnings Calendar Oct & Nov 2016: Gaming, Media & Tech Companies

 

Microsoft Corp ($MSFT) and Advanced Micro Devices ($AMD) are the first of these firms on the list to report, with results coming after U.S. stock market is closed for the day. This kicks off what is always an interesting, fun time for those of us who enjoy knowing how companies are doing and hoping for as much transparency as possible!

 

Some of the names to keep an eye on this quarter are the following:

 

apple-logo-rainbow

 

Apple Inc ($AAPL): Reporting on Tuesday 10/25, the largest company in the world’s earnings are always a great indicator of consumer sentiment worldwide. It will be especially interesting this quarter with the release of its latest mobile iteration, the iPhone 7, plus the ongoing woes of its major competitor Samsung Electronics ($005935) which recently lowered guidance because of the discontinuation of its Galaxy Note 7 line of products.

 

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Nintendo Co Ltd ($NTDOY): Just this morning, Nintendo announced its long-awaited new console (code-name “NX”) as the Nintendo Switch, a device that gamers can use at the home or on-the-go as a handheld platform. This obviously won’t impact earnings just yet, as it’s slated for release in March 2017, but this will be the first financial release where the very popular mobile game Pokemon GO contributes to sales. Still, I expect another sluggish quarter for Nintendo as it doesn’t receive 100% of the revenue from Pokemon GO plus its existing hardware is getting long-in-the-tooth and doesn’t have many titles driving sales.

 

sony-ps-vr

 

Sony Corp ($SNE): Sony has “lost” the battle with Microsoft in the U.S. when it comes to console hardware sales during the last three months according to the NPD Group, with the Xbox One outselling Sony’s PlayStation 4 during this time frame. A lack of major exclusive games and the Xbox One having a new “slimmer” model are primary factors, though the PlayStation 4 is still leading when it comes to overall sales by a large margin. Sony also released its first foray into virtual reality last week in PlayStation VR, but this happened after its latest quarter ended so its contribution won’t be until next time.

 

Which companies are you watching closely this quarter? Any big products or news stories that you think might influence how firms in these industries are faring? Shoot me a note!

 

Sources: NASDAQ, NPD Group, Company Investor Relations & Press/Media Websites

-Dom