Earnings Calendar Jan & Feb 2017: Gaming, Media & Tech Companies

 

Here we have the first “earnings season” of 2017 for gaming, media and technology stocks, and just like last quarter, I’m right here to map out the schedule so you can keep up-to-date with all sorts of fun, interesting financial results. Why else would you be here!

 

As usual, above I’ve compiled a list of numerous companies that are reporting results this quarter. Since it’s the beginning of a new year, some will even report full-year figures from their latest fiscal years. Bonus content!

 

Below is also a Google Docs link you can use as a reference, in particular if you want to check out a company’s Investor Relations website as I’ve listed each alongside company name and ticker:

 

Updated 2/6/2017: More companies and dates are present

 

Working Casual Earnings Calendar Jan & Feb 2017: Gaming, Media & Tech Companies

 

A couple higlights include Nintendo $NTDOY having its first earnings meeting since formally revealing its newest console, the Nintendo Switch. Might hear some sales expectations if we’re lucky.

 

This is also the first earnings release for Time Warner $TWX after announcing it will be acquired by AT&T $T. Might be some further guidance on this deal and its timetable, as it was one of the largest acquisitions announced in 2016.

 

And lastly, we’ll see if Vivendi $VIV provides more information on its ownership stake in publisher Ubisoft Entertainment SA $UBI. At last count, Vivendi owned more than 25% of Ubisoft, which has pundits thinking a hostile takeover is fast-approaching.

 

Before I go, note that a handful of companies like Alibaba, Netflix, Samsung and Verizon and have reported already earlier this month, so going forward I’ll shoot to have this article up a bit earlier. Apologies, but hey we’ve got plenty of earnings season left to enjoy. Let me know if you are looking forward to any resutls in particular, or if I missed any you might want to see on the list. Thanks!

 

-Dom

2016 Year-In-Review: Best & Worst-Performing Gaming, Media & Tech Stocks

 

Overall for 2016, the global stock market saw gains of 5.3%, as measured by the MSCI World Index, and U.S. stocks were up around 9.5% as measured by the S&P 500 Index.

 

Focusing on individual stocks within gaming, media and technology, the following are the five best and worst-performing stocks for the calendar year within these segments of the global market. You’ll see that chip-maker AMD and graphics card manufacturer NVIDIA performed the best, while fledgling accessory maker Mad Catz and social media provider Twitter tumbled.

 

2016’s Best-Performing Gaming, Media & Tech Stocks

 

 

2016’s Worst-Performing Gaming, Media & Tech Stocks

Sources: Google Finance, Company Websites and iStock Photos.

-Dom

Working Casual 2016 Year-In-Review: Summary

 

Happy New Year, all!

 

It’s been a while, but I’m finally back this time with a number of topics as part of my Working Casual 2016 Year-In-Review. I’ll be posting thoughts and stats on the following topics, each in separate posts, and aggregating them here once all are published. I hope you enjoy them, feel free to comment and check Twitter for even more insights into last year and 2017 going forward.

 

Best & Worst-Performing Gaming, Media & Tech Stocks

Top 10 Video Games of the Year

Top 5 Influential Gaming Companies of the Year

Top 3 Impactful Deals of the Year

Top 5 Gaming, Media or Tech Stories & Trends of the Year

 

Also, to everyone that has visited, I want to thank you for reading and following my site after its launch this year. I wasn’t as active as I originally thought I’d be, but I do have some article ideas and cool plans for 2017 that I think you’ll enjoy. I can’t express my gratitude for you taking the time out of your busy day to check in and read some ramblings of a financial nerd and gaming, media and technology enthusiast. Hope to chat with you soon!

 

Photo Source: Colourbox

 

-Dom

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.

 

HACS_001_logo_R_ad

 

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

Earnings Calendar July & Aug 2016: Gaming, Media & Tech Companies

Microsoft Logo

 

Every quarter, “earnings season” comes around and gets us financial nerds excited. This is the recurring time period when public companies around the globe announce results for their latest financial period, whether it be quarterly, semi-annually or annually. The releases for this latest quarter usually happen between July and August for the months prior to the end of June i.e. half-way through the year.

 

Different companies have different fiscal periods, of course, but this is the general timetable and it makes for an interesting time since it’s the best way to get a handle on how well a company is performing and also gather reactions from investors, analysts and industry commentators.

 

Ubisoft Logo

 

In “celebration” of our latest earnings period, I’ve compiled a list of select companies in the gaming, media and technology industries and the dates on which each will reveal their latest results. See this full list as follows.

 

This list has been edited as of 8/4/2016, with updates to some that were “estimated” previously. These are NVIDIA, NetEase, Mad Catz and GameStop.

 

Still unsure on Square Enix and NCSoft, will update accordingly!

 

Working Casual Earnings Calendar July Aug 2016 Update2

 

This is also available via the following Google Docs link, in case you’d like to visit the individual links I’ve compiled:

 

Working Casual Earnings Calendar July & Aug 2016: Gaming, Media & Tech Companies

 

This is sorted based on timing, and I’ve included a link to each firm’s investor relations site which is where you can go of course to read the full announcements. Public companies will also have an earnings conference call where executives and key personnel announce the results formally and take questions from analysts covering their stock.

 

This is actually my favorite part of the earnings ritual, in particular the analyst Q&A sessions, as the calls offer even much more insight into how a company is doing. Sometimes executives will provide facts or statements outside of what is in the press release or filings, and it helps provide further context for results and also it’s revealing on who is running the company. And there are even times when an executive can’t answer one of the questions, or dances around the real answer, and it’s fun to see the back-and-forth between these parties.

 

Nintendo Logo

 

A couple highlights are today both Microsoft Corporation and Ubisoft Entertainment SA will reveal their latest results, then next week the world’s largest company Apple Inc will be reporting.

 

Nintendo Co., Ltd. will also report next week, after the exceptional initial success of its Pokemon Go venture with The Pokemon Company and Niantic Labs. I wouldn’t expect to learn how much this new mobile game sensation is contributing to revenue just yet, as it’s only been out for a week and a half (hard to believe, right!). Still, Nintendo will likely address the game in some capacity.

 

Technology manufacturer Samsung Electronics Co Ltd is late next week, as is huge retailer Amazon.com Inc. These companies, in addition to Apple, are often a sort of barometer for how consumers are acting on a global scale.

 

Tencent Logo

 

Lastly, in August, we’ll hear from Tencent Holdings Ltd in its first financial release after acquiring Finnish developer Supercell for $8.6 billion. The company is now the world’s largest public gaming firm by revenue, and serves as a benchmark to seeing how well the international mobile games market is faring in particular.

 

Want to hear more about the releases as they happen? I often try to provide perspective and figures/numbers on Twitter when I’m not writing here, so visit me and shoot me a tweet! I should have a write-up on a couple of these companies soon, in particular both Activision Blizzard, Inc. and Nintendo. Until then, did I miss any companies you are following? Please let me know and I’ll add them accordingly.

 

Sources: Company Investor Relations Websites, Wall Street Journal, Newzoo.

 

-Dom

My Approach: Bottom Line, Limited Clutter & Discussion-Oriented

Before I dive into more substantive posts, up front I wanted to address my approach to covering the areas of gaming, media, technology and the like. My experience is in financial data and writing, and part of my process is sifting through all the numbers and boiling it down to the key points. Like any good analysis or argument, I try my best to back these thoughts up with supporting details and sources but ultimately, we all know it’s about the bottom line.

With that in mind, I like to isolate the driving factors behind a certain result or trend. For instance, which underlying business is driving a company’s performance? Why is a game selling well in one region and not another? Should a company diversify across hardware and software, or will the cost outweigh benefits? Sure these are complex matters, but getting caught up in the minutiae is not something I’d like to do.

Note I won’t be striving for covering 24/7 news, or live blogging, or merely presenting statements or numbers without any context. Rather I’d like to drum up discussion. Am I missing something? Do you agree or disagree? As people, we all come from different backgrounds and perspectives so let’s express those viewpoints. As I noted in my first post and my bio, I realize this is the internet and it’s ambitious to think all our chats will be constructive. This is my hope here, and we can go from there!

-Dom

Introducing Working Casual: Gaming, Media & Tech Blog

Hi all! I know it’s looking basic at this point, but bear with me while I settle in to my new blog. Welcome to Working Casual: Gaming, Media & Tech Blog! Written by yours truly, DomsPlaying (just Dom is fine).

As noted in the sidebar, this is a place where I’d like to interact with the community to discuss video games, the gaming industry and related businesses including media and technology in a way that we all can understand.

My background covers both these various industries and research, business and analysis as I have degrees in both Economics and Journalism & Media Studies, and currently work in the financial data field with hobbies of gaming, following digital media and keeping up on the latest technology. I had a brief foray into blogging earlier in my career, and have been meaning to revisit this interest as the medium evolves and digital media industry expands overall. Not to mention I need to use those writing skills! On a personal level, I’m based in the Tri-State and come from a family-oriented, Italian-American background that loves good food and fun times together.

So ultimately I would like to initiate discussions on topics related to all of these, and provide perspective while also chatting about the games I’m playing, media stories I’m following and technology I’m using. I know that’s ambitious for the internet, but let’s roll with it for now.

I look forward to expanding on this first post, and meeting like-minded folks that have similar interests. Thanks for reading, and feel free to reach out via social media links to the right or email as I’m always open for a good chat or debate.

-Dom