No more funny business!
Alright, maybe just a little. Because it’s that time again. The most fun you’ll have all season. It’s way too hot (at least here in the States) to go outside, so spend the next couple weeks as one should right now: hanging in the air conditioning reading through financial reports and analyzing fancy numbers, of course.
If that’s your type of thing, you’re in the right spot. I’ve compiled the closest thing to a full list anywhere in the world for upcoming earnings dates from major global gaming, tech and media companies. I know you’re busy. Hope this will keep things organized.
You’ll notice something a bit different this time. Select rows are listed as not reporting this quarter. This is the result of trying to document as many names as possible, though not every international company reports quarterly. Some only share numbers semi-annually. I’ll keep them on the list for quick reference or access to the investor site, though we’ll have to be even more patient to see how those in particular are doing.
Full calendar image is above, then there’s the Google Doc link below that has each of them listed individually. A number don’t have set dates yet, though we have a general sense based on trends. Scroll further to see which three companies I’m monitoring closely this quarter. Truly appreciate your visit, please check back for updates!
Working Casual Earnings Calendar Jul & Aug 2019: Gaming, Media & Tech Companies
Sony Corp (SNE): Tuesday, July 30th
The Japanese gaming and consumer conglomerate has been bolstered lately by excellent results within its gaming division. While software and services are growth engines this late in the current cycle, I’m actually intrigued by how hardware is holding up since the PlayStation brand is maintaining better momentum than anticipated. Namely, will this be the quarter where Sony’s successful PlayStation 4 console eclipses the 100 million units shipped? If so, it would be only the sixth piece of hardware to ever cross this coveted threshold. two of them being earlier Sony consoles with the original PlayStation at over 102 million and PlayStation 3 achieved a whopping 155 million. Based on the lifetime sales of just under 97 million and the company’s trend of moving approximately 3 million or more PS4 in the past couple quarters ending June, there’s certainly a chance it reaches this milestone. Though I’d bet it happens later in the summer.
Capcom Co Ltd (9697): Thursday, August 1st
The resurgence of Osaka-based Capcom is one of the most uplifting stories of the current generation. Last year’s.. hm, yes I’m doing it. Last year’s monstrous hit Monster Hunter: World continues its momentum as it amazingly hit 13 million units sold just this past week, widening its margin as the company’s best-selling game ever. January’s Resident Evil 2 Remake is the 5th best-selling title of the 1st half of 2019 in the States according to NPD, and has eclipsed 4 million units at last count. March’s Devil May Cry V showed well at launch and is estimated to be nearing the 3 million unit threshold. Continued sales of these should make for solid results in the quarter ending June, though I’m actually more interested in where executives go with guidance. Especially in light of Monster Hunter World’s Iceborne expansion due out September. And where’s the company going with its fighting game approach? Will it factor in a brand new Resident Evil entry, perhaps for early next calendar year? We likely won’t know for sure until later, though any change in guidance can give us enough information to at least speculate!
Super League Gaming (SLGG): Mid August
Yup. This is a new one. eSports community and content platform Super League Gaming is the latest in gaming initial public offerings (IPOs), raising proceeds of nearly $23 million back in Q1. It’s an intriguing, modern business model in a growing industry where the firm operates more as a community platform for amateur players rather than solely competitive games for pros. Effectively highlighting content creators on social media, hosting events and offering a technology platform to organize all of it. Based on its first quarterly filing as a public company back in April, revenues nearly doubled and it’s established multiple partnerships with companies like Best Buy, Logitech and the aforementioned Capcom. With annual revenue estimated at $1 million, I’m curious to see how it continues to monetize this type of community approach especially since it’s aligned with major titles like League of Legends and Minecraft.
Sources: Company Investor Relations Websites & Press Releases, Sony PR, Capcom PR, NPD Group, Super League Gaming, Games Press.
-Dom