First off, no jokes. I hope everyone is safe right now, especially here in the States. I know the pandemic is impossibly tough and puts a strain on everyone’s physical well-being and mental health. But it’s still bad out there, and it will only get worse if we don’t keep up with the same precautions. Please be patient and wear a mask.
The upside is that right now, we can spend even more time playing and discussing games, media and technology. And it’s as good a time as any, with a new earnings season underway and new tech products right around the corner!
Which brings us to this: The Internet’s single biggest compiled list of of earnings dates for the most important companies in these sectors. Now covering over 75 stocks, including those from numerous markets worldwide plus a handful of newer listings this time around.
Check out the calendar above to save as a handy image or click on the Google Doc below, which has links to company websites with more information. It’s the only resource you’ll ever need to track these dates.
I’ll periodically update as others are firmed up, so set up that bookmark and check back often. Now on to the calendar and highlighting three companies to watch closely this season.
Activision Blizzard, Inc (ATVI): Thursday, October 29
On one of the busiest days this quarter, domestic gaming juggernaut Activision Blizzard reports its third quarter results. I expect the ongoing momentum of Call of Duty: Modern Warfare, mostly attributed to its Warzone battle royale mode and constant stream of seasonal updates, to drive an impressive suite of figures. We’ll also hear about attribution from mid-September’s Tony Hawk’s Pro Skater 1+2, a critical darling, plus perhaps an indication of early sales for Crash Bandicoot 4: It’s About Time after its launch in early October. As for forecasting, I expect Activision Blizzard to maintain or even raise guidance with Call of Duty: Black Ops Cold War debuting in November, which I fully expect to be the best-selling console game of 2020.
Square Enix (9684): Early November
Square Enix will publish its second quarter report in early November, and it’s the most important in a long while. Mainly because this is the first period after the Japanese publisher’s flagship Marvel’s Avengers released in September, to both mixed reviews and an uncertain market reaction. As I wrote recently, it was the best-selling title in the U.S. during September according to The NPD Group. Industry tracking firm SuperData recently estimated it was the third best-seller of the month globally measured by digital sales on consoles, moving an approximate 2.2 million copies. This would be the company’s second best digital start ever behind April’s Final Fantasy 7 Remake. Square Enix has consistently reiterated very positive guidance leading into this fiscal, yet hasn’t shared global unit sales statistics for its second major title of 2020. Makes it tricky to know which way it will go.
Corsair Gaming Inc (CRSR), Unity Software (U): TBD
The games industry saw some notable initial public offerings during September in Corsair Gaming and Unity Software, the former a headset and accessory designer while the latter is a software provider boasting one of the world’s most popular gaming engines. Corsair shares declined right after listing, though have since rose over 70% to give the company a valuation over $2.2 billion. Unity Software has been hot from the start, its stock gaining 46% since first trading. This makes its market valuation a staggering $26 billion, at or ahead of the most established of publishers and software providers. This will be the first time these companies report publicly outside of their respective prospectuses, so we’ll see how underlying financials align with market sentiment once we know the exact dates.
Thanks for stopping by and hope to see you again soon!
Sources: Company Investor Relations Websites, NPD Group, SuperData.