Earnings Calendar Oct & Nov 2019: Gaming, Media & Tech Companies

Back again. Earlier in the week it was sales, now it’s all about earnings.

‘Tis the season. For company reporting and executive conference calls, of course. Lots of numbers and some jargon on top. Plus, reactions from yours truly as I plan to write in depth about select events.

To help us navigate this latest quarterly earnings season, I’ve gathered up notable reporting dates for companies across the gaming, technology and media sectors.

Above in the image, below in Google Docs. Then some quick hitters on three notable names I’m watching in the next few weeks. Let’s a go.

Working Casual Earnings Calendar Oct & Nov 2019: Gaming, Media & Tech Companies

Microsoft (MSFT): Wednesday, October 23rd

Last month, Microsoft announced a handful of updates to its investor reporting standards. The most noteworthy of these is the introduction of “year-over year percentage revenue growth for Xbox content and services” as opposed to the inclusion of dollar sales from its gaming segment within its earnings press release and presentation slides. As noted in the excerpt above, content and services includes Xbox Live, software sales and third-party game royalties.

The unfortunate part is the new metric is merely growth as opposed to a raw amount, the latter of which is always preferable. Upside is that Microsoft will still report overall gaming revenue, it’s just that it will only be included in its quarterly or annual filings with U.S. regulators. Which are usually published a day or so after its earnings press release. So we won’t know the dollar amount from content and services, though we’ll still see the revenue figure. After a bit of patience.

Capcom (9697): Tuesday, October 29th

Capcom’s rejuvenation continues with its recent announcement that Monster Hunter World: Iceborne, the latest expansion for its best-selling game ever, moved an impressive 2.5 million copies within a week of its release back in September. In its integrated report for 2019, the Japanese developer and publisher also expressed an intent to utilize dormant IP and remakes after successful launches of titles in the Resident Evil and Devil May Cry franchises.

While the company has been.. hm, beasting over the past couple years, the main notable game in its upcoming slate is the spin-off multiplayer title within the Resident Evil universe dubbed Project Resistance. How will its forecasting look this quarter? Does it indicate a new mainline entry in one of its properties, maybe at the launch of next generation? My guess is Capcom will look towards the fighting game genre next, a segment in which it used to excel, since both Street Fighter V and Marvel vs. Capcom: Infinite were underwhelming at best.

Activision Blizzard (ATVI): Thursday, November 7th

Blizzard, one half of major domestic publisher Activision Blizzard, has been in the news lately for all the wrong reasons after suspending a professional Hearthstone player for speaking out in support of Hong Kong protesters then fumbling through the aftermath. It’s been a public relations nightmare for the developer of Warcraft, Diablo and Overwatch.

Its annual Blizzcon event will be over by the time the earnings call happens, though I’ve got a feeling it won’t be the last of this latest news cycle and I expect at least a couple analysts to ask executives to address this situation. Especially with rumors swirling that Diablo 4 and a sequel to 2016’s hero shooter Overwatch could be revealed at the event.

On the Activision side, the obvious subject of interest will be any indication of Call of Duty: Modern Warfare forecasting with its release happening later this week. I anticipate the game will be the best-selling console title of 2019, plus has a chance to set a record for launch dollar sales in the franchise (which would be anything above a $550 million opening weekend). Expect management to be extremely bullish on its prospects, because anything else would be newsworthy on its own.

Thanks friends for stopping by, though check back often in the coming weeks. I look forward to writing more about individual companies during this season plus chatting about it on Twitter like usual!

Sources: Company Investor Websites, Kotaku, GameSpot.

-Dom

Nintendo Reports Best Results in Nearly a Decade Despite Missing Switch Target

Shuntaro Furukawa, Nintendo’s President.

Japanese gaming giant Nintendo shared its latest annual results today. I didn’t want to jump (like Mario, get it?) to conclusions, so I’ve read through carefully. The outcome? I’m equal parts impressed and cautious, the former due to the results themselves and the latter due to where executives see the company next year.

The good news is that the games manufacturer hasn’t experienced this sort of financial bump in years. In particular, software is performing incredibly well even compared to its estimates. It broke through the forecast of 110 million to an impressive 118.55 million copies sold during this latest year, on the strength of titles like Mario Kart 8 Deluxe and Super Smash Bros. Ultimate.

If the teams working at or with Nintendo are experts at one thing, it’s making compelling games specifically for its platforms. While Switch hardware numbers often grab headlines, it’s the quality of games that support its business. A console can’t succeed without the support of a software lineup.

Diving into some numbers for a moment, I’ve built the above chart to illustrate results over time and expand on my headline. This is net revenue, which is overall sales achieved by Nintendo. Current revenue figure is around $10.8 billion when converted to dollars, though the chart is in local currency.

Similarly the above shows operating profit, which takes into account certain expenses. Another quality result, driven by the higher revenue offsetting slightly increased sales including those from selling and marketing its products.

Downside though is that its current generation Switch console saw sales of 16.95 million units, which means it fell short of the 17 million Nintendo expected to sell during this time frame. In fact, this target was initially upwards of 20 million around this time last year. Turns out that both of these figures were optimistic.

Which leads me back to my point on software sales, and why they are so key to Nintendo’s success. Many individual offerings are maintaining impressive momentum, especially those we’d call “evergreen” which means they are more timeless than others. Mario Kart 8 Deluxe remains the best-selling title on Switch, hitting 16.69 million units compared to just above 15 million last quarter. For a game that technically had its start on Nintendo’s prior generation Wii U device, this is excellent and conveys the power of a fine family-friendly multiplayer game.

Super Mario Odyssey and Super Smash Bros. Ultimate round out the Top 3, with 14.44 million and 13.81 million copies to date respectively. While I expected stellar results from Odyssey, it’s Smash that is the real winner here, fighting its way towards the top of the list.

So. If it’s doing so well financially, and selling software, why might I be cautious?

Well, because of where Nintendo itself expects to go. It’s just as much about guidance as it is results. Guidance which I consider to be conservative, and even timid considering its upcoming prospects.


First, the firm anticipates 18 million Switch units and 125 million software units in the year ending March 2020, which would be up a modest 6% and 5% respectively. On the financial side, execs think both sales and profit will increase 4%. These are.. lackluster, though not entirely unexpected given this past year’s result and considering the new leadership of President Shuntaro Furukawa.

Given the rumors of new Switch models as early as this year, plus key software titles in Super Mario Maker 2 (announced for a late June release), Pokemon Sword & Shield and a new Animal Crossing, I was hoping for more ambitious targets from Nintendo. This is also supported by recent reports of expansion into the world’s largest gaming market of China, which to call a massive opportunity is an understatement.

Still. Maybe some of these drivers are further out that I thought. During the call associated with this earnings release, President Furukawa revealed they won’t be talking new hardware or revisions during June’s major Electronic Entertainment Expo (E3) event. We’ll have to wait further to see if the manufacturer will try to bolster sales using either a “mini” iteration or a more powerful version of the Switch. There’s also no timeline for the China expansion, so that could push further into future fiscal periods.

One additional point before we wrap up:

Nintendo’s foray into mobile continues, with the beta for the previously-announced Mario Kart Tour beginning this summer. This past year, mobile titles like Dragalia Lost drove growth of 17% within its mobile segment to just over $400 million in sales. It’s certainly a small portion of the overall business, however it’s the one segment that many cite, including myself, as having the best upside.

All told, Nintendo’s solid financial performance is undeniable. However, I see a disconnect between what I expect for its future prospects and what the company itself thinks. Similar to fans of upcoming games like Bayonetta 3 and Metroid Prime 4, which are currently listed as “To Be Announced” in Nintendo’s pipeline, I’m left both wanting and quite curious about what the future holds.

Sources: Nintendo Investor Relations. Bloomberg. Wall Street Journal. Fortune.

-Dom

Earnings Calendar Apr & May 2019: Gaming, Media & Tech Companies

Updated: April 29, 2019

Back again!

Which means, let’s get down to.. business. Here’s the rundown of notable dates for gaming, technology and media results this quarter. Many fiscal periods end in March, so we’ll see a bevy of annual results during the next couple months. Which obviously means extra fun, all around.

See the above calendar image or below for a Google Doc which offers quick access to each investor site.

After that, I’ve highlighted three companies that I’ll be watching closely. What about you? Let me know here or on Twitter. Thanks for swinging by!

Working Casual Earnings Calendar Apr & May 2019: Gaming, Media & Tech Companies

Nintendo Co., Ltd (NTDOY): Thursday, April 25th.

It’s true that Nintendo makes this list virtually every quarter, though it’s especially noteworthy as its Switch hybrid console moves into its third year on market. It’s the end of the Japanese company’s 2019 fiscal year, one in which it previously predicted sales of 20 million Switch units. However, it recently backtracked to say this goal would not be reached. I was bullish on the hardware in recent posts, and still am even if it misses this lofty target, namely because of the rumor that two new models may be out soon. Not to mention its stellar software output. Nintendo has undoubtedly the most prolific short-term lineup of the “big three” manufacturers, with Super Mario Maker 2, Fire Emblem: Three Houses, Luigi’s Mansion 3, a new mainline Animal Crossing plus, most importantly, its flagship Pokemon Sword & Shield due in Q4. In fact, regardless of hardware, I expect software numbers to be above its guidance of 110 million copies from its last report.

Take-Two Interactive Software Inc (TTWO): Monday, May 13th.

Red Dead Redemption 2 from Take-Two Interactive’s Rockstar Games had an amazing launch last October and was the best-selling game last year in the States, wrangling a whopping 23 million copies moved globally to date per last quarter’s results. However, there are questions about how much momentum its Red Dead Online mode can sustain amidst heavy saturation in the online multiplayer space. The good news? One of its main competitors is Grand Theft Auto Online, also owned and published by Take-Two. Separate of Rockstar, I’m anticipating we could see increased guidance from the publisher now that Gearbox Software has announced Borderlands 3 for a September release. A new game in the Borderlands franchise combined with 2K Games’ steady-selling NBA 2K this fall is why I’m predicting the firm could not just boost its forecast going forward, but also then achieve it.

Ubisoft Entertainment (UBI): Wednesday, May 15th.

This will be the French gaming software maker’s annual earnings and the first report after the release of Tom Clancy’s The Division 2, the successor to 2016’s record-breaking Tom Clancy’s The Division. Early indicators are showing strength, though it will be difficult to eclipse the massive $330 million opening week of the original. We also should hear Ubisoft reiterate its plan for 3 to 4 “AAA” titles through March 2020. Especially important since there’s no Assassin’s Creed game in 2019. (Fans can rest easy knowing that it will return in 2020, in what’s likely going to be a Viking setting.) Many expect the lineup to include the previously announced pirate game Skull & Bones, a third Watch Dogs entry plus potentially a Tom Clancy’s Splinter Cell title. I’m not holding my breath on the last one. I’m leaning towards a sequel to 2017’s more action-heavy Tom Clancy’s Ghost Recon Wildlands. Even though the publisher will likely save full reveals for the Electronic Entertainment Expo (E3) gaming conference upcoming in June, any juicy tidbit or guidance adjustment would give a better indication of how its pipeline is.. rounding out.

As always, I appreciate you hanging out for discussion on the busy earnings season for companies in these sectors. Check back soon for updates to those that haven’t yet announced firm dates!

-Dom

Sources: Company Investor Relations Websites/Press Releases, NPD Group, Internet Game Database (IGDB), Nintendo Life, Wall Street Journal, Business Insider, Kotaku.

Earnings Calendar Jan & Feb 2019: Gaming, Tech & Media Companies

Updated: 1/29/2019

It’s a new year, which means another earnings season is underway!

Do you like numbers? And charts ? And corporate buzzwords like “tailwinds” or “compound growth?” Then you’ll dig the next few weeks as we’ll hear reports from major companies around the globe with updates on how each of them are doing.

(And if you don’t, you probably wouldn’t be here amirite?)

With a new earnings season comes my usual post, featuring essentially a calendar of events that no one visiting here wants to miss. Above is a snapshot, while below gives you access to a Google Doc for easy navigation to each investor site.


Working Casual Earnings Calendar Jan & Feb 2019: Gaming, Media & Tech Companies

Notable companies on my radar this quarter are:

There’s been a lot of chatter lately about Nintendo $NTDOY and whether it can hit its lofty hardware target of 20 million Switch units sold during its fiscal year ending in March. I’m on the record as being optimistic it will hit this goal, especially after December’s NPD sales report showing it was the best-selling console in the States during 2018. However I’m actually more interested in its software figures after hearing how well Super Smash Bros. Ultimate is tracking in particular after its December release.

In my recent piece about Capcom’s Resident Evil 2 Remake, I explained why I’m upbeat on the Japanese publisher’s latest title. Today the company revealed it’s shipped 3 million copies of this remake in its first week on sale, eclipsing the launch of Resident Evil 7 in 2017 which moved around 2.5 million. Between this resurgence and the ongoing support of Monster Hunter: World, I anticipate strong results when the firm reports on Monday, February 4th.

Major U.S. publisher Electronic Arts $EA has been in the news for all the wrong reasons lately. Word of another Star Wars game being cancelled broke recently, its upcoming blockbuster game from BioWare called Anthem had a rocky demo this past weekend plus now the company has caved to pressures in Belgium to stop offering “loot box” transactions there for its FIFA franchise after local regulators deemed them gambling. The key here won’t be its actual results on February 5th, but instead its future guidance and overall tone when answering analyst questions. Especially with Anthem releasing next month.

What companies are you interested in hearing from this time around? Did I miss any that you want me to cover? Feel free to leave a message here or on Twitter, I’d be happy to chat. Thanks for stopping by.

-Dom

Sources: Company Investor Relations Websites/Press Releases, NPD Group, VentureBeat, Erica Griffin on YouTube, Kotaku, GamesIndustry.Biz, BioWare.

Earnings Calendar Oct & Nov 2018: Gaming, Media & Tech Companies

 

As the weather here in the States gets colder, the last earnings season of 2018 is heating up. Which can mean only one thing of course: It’s calendar time!

 

See image above for a snapshot of the public companies planning on releasing results during the next couple of months, and below you can access in Google Doc form complete with investor relations links for further details.

 

Working Casual Earnings Calendar Oct & Nov 2018: Gaming, Media & Tech Companies

 

Among the biggest story lines during this busy pre-holiday season include:

 

 

Hearing from Sony Corp $SNE on how Marvel’s Spider-Man, its fastest-selling exclusive game of the year with over 3.3 million units moved at launch in September, has impacted its gaming division and overall profitability.

 

 

Perhaps a hint from Take-Two Interactive $TTWO on early sales for Red Dead Redemption 2, hands down its largest and most important release from its flagship studio Rockstar Games, makers of the Grand Theft Auto franchise.

 

 

Contributions to Apple Inc $AAPL results from its latest iPhone models, XS and XS Max, perhaps even an early indication of consumer demand for the iPhone XR, which went up for pre-order last week.

 

 

As you’ll see, there are some companies that haven’t revealed dates yet so please check back soon for updates on the remaining names. Thanks for stopping by!

 

-Dom

 

Sources: Company Investor Relations Websites/Press Releases, MarketWatch, NASDAQ.

Earnings Calendar Jul & Aug 2018: Gaming, Media & Tech Companies

 

Better late than never, right!

 

Above and below are my usual handy quarterly calendars for which notable companies within the gaming, media and technology spaces are reporting fancy figures and newfangled numbers. Except for some stragglers that like to either not tell us until the last minute, or are a couple weeks out still.

 

Working Casual Earnings Calendar Jul & Aug 2018: Gaming, Media & Tech Companies

 

This will be a quick one today, I’ll be spicing it up way more on Twitter as these figures come in over the upcoming weeks. Thank you very much for checking in this quarter, feel free to drop me a line here or there!

 

-Dom

 

Sources: Company Investor Relations Websites/Press Releases, MarketWatch, NASDAQ, Bloomberg, Google.

Earnings Calendar Apr & May 2018: Gaming, Media & Tech Companies

Updated: 4/24/2018

 

Hi all. It’s time again for some numbers. Well let’s be honest, for a whole lot of numbers!

 

Our quarterly celebration of numerical values, financial performance and corporate updates is upon us as the latest earnings season is now underway. We will see most gaming, media and technology-related companies report results in the next few weeks then a handful of stragglers later on down the line.

 

To help guide through this particular season, I’ve compiled the usual calendar with dates and investor links in case you want to track these sorts of events individually. I’ll update it above and below at the Google Docs link as the last few come in with official dates.

 

Working Casual Earnings Calendar Apr & May 2018: Gaming, Media & Tech Companies

 

As for notable results to watch this quarter, here are three I’m watching:

 

 

Facebook Inc ($FB): Wednesday, April 25th

 

To say that Facebook and its wunderkind CEO Mark Zuckerberg have been in the spotlight lately is an understatement, with its latest data scandal and questions on the privacy of its user information. Financially, the company beat analyst estimates last quarter and I expect its results will be consistently strong again, so I’m more interested in how Zuckerberg and his fellow executives answer tough questions on its conference call with analysts rather than the underlying figures themselves.

 

 

 

Capcom Co Ltd ($9697): Tuesday, May 8th

 

The Japanese publisher has a huge hit on its hands in January’s Monster Hunter: World, which at last count has moved over 7.5 million units to become the best-selling individual release in the company’s storied history (not accounting for re-releases, re-makes etc). Since this is the first quarter where this massively successful title will contribute to sales, I’m very interested to hear about what kind of growth Capcom sees and also whether its financial outlook changes based on these stellar shipment numbers for its latest flagship title.

 

 

 

Ubisoft Entertainment SA ($UBI): Thursday, May 17th

 

This will be the first time French developer and publisher Ubisoft announces results since news that Vivendi has divested its stake in the company, putting to bed any rumors of a potential acquisition by the French media conglomerate. Separately, as I’ve said before and I’ll say again, Ubi has been doing exceptionally well in terms of both releasing new games and supporting its older titles. It released Far Cry 5 in late March, and at least one analyst estimates it sold 5 million units right after release to become the second largest launch in the firm’s history. Ubisoft also shared that Tom Clancy’s Rainbow 6 Siege has eclipsed 30 million players since it came out nearly 3 years ago, one of many examples of how the firm is generating ongoing revenue to invest in upcoming projects. It’s a good time to be either a fan, or a stakeholder, or both!

 

 

 

Thanks all for visiting, and for checking back in if you bookmark this page for future updates!

 

-Dom

 

 

Sources: Company Investor Relations Websites/Press Releases, MarketWatch, CNBC, NASDAQ, Bloomberg, Boursier.

Earnings Calendar Jan & Feb 2018: Gaming, Media & Tech Companies

 

Hello friends and folks, it’s that time again!

 

The quarterly earnings season is upon us, during which time public companies bless fellow financial nerds and the investing public with a bevy of numbers, charts, tables plus all manner of corporate terminology to describe how business is faring. Sift through the technical jargon and biz-speak and I guarantee there’s interesting information to be gathered and crucial indicators that reveal a company’s health individually and within its broader industry.

 

As always, I’ve got you covered on a lineup of earnings dates for games, tech and media firms through the next few weeks. Bookmark this page and use the image above or the link below, as I’ll periodically update both once some of the stragglers start announcing firm dates.

 

Working Casual Earnings Calendar Jan & Feb 2018: Gaming, Media & Tech Companies

 

Lastly, here are three big names I’m following closely this season. Thank you as always for reading!

 

 

 

Nintendo $NTDOY (Wed 1/31): Yes, I’ve listed Japan’s Nintendo as a company to watch every single quarter. But that’s because it continues to be the most innovative and noteworthy of all companies in its industry, whether hardware maker or software publisher. It boasts the hottest product in gaming and one of the must-have gadgets right now in the Switch, which has sold-through 10 million consoles to consumers in around nine months on sale. And it recently announced crazy, cardboard construction “kits” in a line of products dubbed Nintendo Labo which is so outlandish that it just might work enough to impact its future guidance. Expect Nintendo to have its best annual results since the tail end of the Wii’s popularity almost a decade ago.

 

Analysts: Nintendo is reporting both Q4 2017 and full-year results. Consensus is it will generate sales of ¥433 billion ($3.89 billion) for Q4, which would be up more than 150% year-on-year, though earnings-per-share will decline 30% to ¥373 ($3.36). On the year, analysts see revenue of  ¥1.01 trillion ($9.09 billion) and ¥953 ($8.42) in earnings-per-share, which would be increases of 108% and 12% respectively. Needless to say, count me as among those who think Nintendo will beat these numbers.

 

 

Apple $AAPL (Thu 2/1): Though Apple normally doesn’t break out revenue or unit sales by each of its products within each product category (iPhone, iPad, etc), I’m hoping it can *hint* at a bit of granularity for iPhone sales in light of its high-end iPhone X release back in November plus recent reports of production adjustments for its high-end smart phone. Even so: When it seems like the market is completely and utterly saturated, Apple continues to have impressive sales and earnings beats, so I vow to never, ever underestimate it.

 

Analysts: For Apple’s first quarter 2018 fiscal, analysts forecast almost $86 billion in quarterly sales and around $3.80 in earnings per share. Up 10% and 13% over last year, respectively.

 

 

 

 

NVIDIA $NVDA (Thu 2/8): Next week, the world’s hottest graphics card manufacturer (and crytpo-currency mining catalyst) NVIDIA will reveal both its final quarter and full-year 2018 results. And I fully anticipate it will continue its streak of record results driven by both gaming and, yes, our beloved bitcoin. The company’s stock surged almost 87% last year, and is up another 28% in January alone, and yet I still think it has room to grow. I see almost limitless earnings potential in the current environment where demand is sky-high, as many have learned when checking prices on its products while trying to build a powerful new gaming computer. As long as it can keep up with production, which I believe it absolutely will in the short to medium term, NVIDIA will continue its extraordinary run.

 

Analysts: Estimates are for $2.66 billion in quarterly revenue, earning $1.30 or so a share. Both would boast double-digit growth rates since the same time last year. As for its annual sales, consensus is $9.5 billion in revenue (up almost 37%), with earnings growing even faster at a rate of 48% to $4.52. I have to check historically, but I believe this would be a record year for the company overall. Stay tuned for an update.

 

Updated: 1/30/2018

 

-Dom

 

Sources: Company Investor Relations Websites/Press Releases, MarketWatch, CNN, NASDAQ, Bloomberg.

Working Casual 2017 Year-In-Review: Over-Review

 

Hello all!

 

It’s been.. let’s call it.. an “interesting” year. Despite my writing output obviously declining, and the current state of the geopolitical climate (which is something I don’t critique or comment on here), it’s actually been one of the best in recent memory in terms of video games and the technology surrounding the medium. 2017 has seen both Nintendo and Microsoft release a new console, innovation in the augmented/virtual reality and mobile spaces, a stellar year for video game stocks plus some of the best darn games of this entire generation if not ever. Gamers and techies have been treated to an awesome 12 months, admittedly if only within our immediate “bubble.”

 

In celebration of the past year, I’ll now round up my thoughts on some of its most important topics and products, similar to last year’s pieces. I’ll update this post throughout the next week, as I cover the following:

 

Dom’s Top 10 Video Games of the Year

 

Top 5 Influential Gaming, Tech & Media Companies of the Year

 

Top 3 Impactful Deals or Mergers of the Year

 

Best & Worst-Performing Gaming, Media & Tech Stocks

 

 

If you participate (or participated) any of the year-end celebrations, I’ll take this opportunity to wish you a happy, healthy holiday season and a very Happy New Year into 2018. But it’s not over just yet, so stay tuned!

 

-Dom

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.