As it cools here in the States and spooky season concludes, it’s time to enter a new one: earnings season!
Here it is, my usual quarterly calendar of earnings dates for gaming, media and technology companies.
The list continues to approach 120 entries, in what I consider one of the strongest earnings calendars on the web. Note that all are in local time zones, as reported by investor relations. Adjust sleeping schedules accordingly!
See above for the full calendar as an image. Below, you’ll find a Google Sheets link for easy access.
I’ve also highlighted three companies to watch during the next few weeks. Thanks for visiting. Enjoy and be well!
Working Casual Earnings Calendar Oct & Nov 2024: Gaming, Media & Tech Companies
NCSoft Corp (036870): Monday, November 4th
South Korean publisher NCSoft reports third quarter fiscal 2024 next week, and I’m keeping it on my radar for a couple reasons. First, its Amazon Games collaboration Throne & Liberty is making waves in the online role-playing space, accumulating over 3 million players in a week and peaking at an impressive 336K on Steam alone. Secondly, the company announced it will undergo a major restructuring, planning to split-off into four entities. Three of them will focus on game development of core franchises Throne & Liberty, Project LLL and Tactan, while the final one named NC Research will have an artificial intelligence specialty. All of this will happen beginning in February 2025.
Sega Sammy Holdings Inc. (6460): Friday, November 8th
The group that owns Sega, Atlus, Ryu Ga Gotoku Studio and others reports second quarter results early in November. It’s had a really good run of quick global sellers and critical successes recently, including Like a Dragon: Infinite Wealth, Shin Megami Tensei V: Vengeance, Persona 3 Reload, Metaphor: ReFantazio and Sonic X Shadow Generations this year alone. The publisher is executing well on its diversified strategy of remakes, remasters and original projects alike. It also might share more information about its announced suite of legacy property titles like Crazy Taxi, Jet Set Radio and others, plus that mysterious “Super Game” teased a few years back, if it still exists.
NetEase Inc (NTES): Mid November
The final entry on this quarter’s watch list is another Asia-based publisher in NetEase, which will share fiscal 2024 Q3 numbers sometime in November. I admit, its inclusion here is mainly so I could critique the announcement of free-to-play mobile title Destiny Rising. In a light collaboration with Bungie, NetEase made the bizarre decision to make its own online shooter set in the Destiny universe, except for phones and related devices, which implies the usual predatory strategies like time-gating the best rewards and stamina. Plus, I’d imagine, gacha mechanics for earning new characters or abilities. I was hoping a Destiny mobile project might be more creative and exist in parallel to the shared world shooter, like a deck-builder that incorporated its rich lore or a dating sim featuring its various characters. Instead, this looks more like a knock-off version of the base game with crummy mobile trappings. We’ll know for sure as it enters beta phase this Friday, November 1st, and pushes towards release sometime in the future.
Sources: Company Investor Relations Websites.
-Dom
Hi there. Thank you for all the work you do. A quick correction. Sonys ticker changed a few years ago from SNE to SONY.