Electronic Arts (EA)

Re: Electronic Arts (EA)

Postby winston » Mon Feb 11, 2019 10:29 am

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EA's 'Fortnite' rival wins 10 million gamers in three days

EA said its decision not to release a battle royale version of Battlefield V was one reason why it sold some one million fewer units than expected in the final quarter of 2018.

Apex Legends could add US$100mil (RM406mil) to EA's revenue in the fiscal year ending March 2020, Wedbush Securities analyst Michael Pachter said.

"That figure is based upon our rule of thumb that free-to-play games typically generate around US$10 (RM40) per monthly active user per year," he said.

EA has forecast about US$4.75bil (RM19.3bil) in adjusted revenue for fiscal year 2019.


Source: Reuters

https://www.thestar.com.my/tech/tech-ne ... d3wRO2j.99
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Re: Electronic Arts (EA)

Postby winston » Tue Feb 12, 2019 7:03 am

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Why Electronic Arts Stock Is Hopping Again Today

Powerful stats on "Apex Legends" keep EA stock climbing off last week's highs.

by Rich Smith

What happened

This morning, investment banker Merrill Lynch, announced it is upgrading Electronic Arts to buy based on the success of Apex Legends, while down the Street at Piper Jaffray, analysts upped their price target on EA stock to $99 a share.

Now what

By this point practically "every major game developer is trying to copy [Fortnite's] battle royale concept."

Competition is heating up, and there's no guarantee that EA will be able to hold on to its early gains in the field.

After all, "free-to-play" may make it easier for a company like EA to convince players to switch from one game (Fortnite) to their game, because there's little switching cost.

But that fact makes it just as easy for those same players to switch right back, or to mosey even further down the road, just as soon as Activision or Take-Two invent an even shinier free-to-play object.

Source: Motley Fool

https://www.fool.com/investing/2019/02/ ... today.aspx
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Re: Electronic Arts (EA)

Postby winston » Tue Feb 12, 2019 7:10 am

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Video-game maker Electronic Arts extends huge rally on the popularity of its latest game 'Apex Legends' (EA)

by Ethel Jiang

Rival Fortnite’s viewership on the streaming site Twitch was "basically chopped in half" following EA's release, said Jefferies in a note seen by Bloomberg.

Source: Motley Fool

https://markets.businessinsider.com/new ... insider%29
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Re: Electronic Arts (EA)

Postby winston » Tue Feb 12, 2019 10:14 am

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Data Miners Discover Solo and Duo Modes in Apex Legends Code

by Nathaniel Mott

The new game modes are simple enough: they offer solo play and two-person groups. Those additions would bring Apex Legends more in line with other battle royale titles; right now it's limited to squads of three players. (That itself an oddity, because most of these games offer solo, duo and four-person modes.)

They would also make it easier to enjoy the game when someone doesn't feel like playing with strangers but none of their squad mates are free.


The possibility of a ranked mode is also intriguing. Fortnite players have been clamoring for something a bit less casual for months.

Epic Games capitulated a bit with public tournaments, but those aren't always available, and people just like to watch their skill ratings go up. That's part of the reason why people stick with games like League of Legends despite their toxicity--nobody wants to lose their rank.

It's a powerful motivator, and if it is implemented, it could give people a reason to keep playing Apex Legends.


Source: Tom's Hardware

https://www.tomshardware.com/news/data- ... 38589.html
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Re: Electronic Arts (EA)

Postby winston » Tue Feb 12, 2019 8:54 pm

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AN UPDATE ON APEX LEGENDS FROM VINCE ZAMPELLA
What a week it’s been!

First up, the Twitch Rivals Apex Legends Challenge. Sponsored by our friends at Twitch, the Rivals Apex Legends Challenge will take place this Tuesday the 12th and next Tuesday the 19th, with 48 of the biggest streamers on Twitch competing live in Apex Legends. We’ll be co-streaming all the action from our Apex Legends Twitch channel here: www.twitch.tv/playapex.

Then, later this week we’ll be celebrating Valentine’s Day by introducing some limited-time Valentine’s Day themed loot, so all you (Apex Legends) lovers out there keep your eyes open.

Don’t forget, Season One kicks off in March, introducing the debut of our Battle Pass as well as new Legends, weapons, loot, and more.


We’re also thrilled to announce that since last Monday, more than 25 million players have jumped into the game, and over the weekend we had well over 2 million concurrent players at our peak. Like I said earlier, what a week!


Source: Respawn Entertainment

https://www.ea.com/news/apex-legends-25 ... 9975766458
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Re: Electronic Arts (EA)

Postby winston » Tue Feb 12, 2019 9:18 pm

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1 Reason to Be Optimistic About Electronic Arts

The launch of a new battle royale game could spell a comeback for the game maker.

by John Ballard

Apex has been attracting around 200,000 to 300,000 viewers per day on Twitch, while Fortnite's viewership has mainly hovered under 150,000.

Activision Blizzard's Call of Duty: Black Ops 4 was beating Fortnite on Twitch last fall, but Activision's best-selling shooter couldn't sustain the momentum. Eventually, gamers drifted back to the cute, colorful world of Fortnite.

Gamers have to pay $60 to play Call of Duty: Black Ops 4, and that up-front cost is why it can take a big-budget game like Call of Duty or Overwatch a few years to reach a sizable player base.

Fortnite's free-to-play model allowed it to reach 125 million players in a matter of months.


Fortnite grossed over $3 billion in profit in 2018, according to TechCrunch. Keep in mind, that $3 billion is purely from in-game spending. That means the average Fortnite player spent about $24 last year on in-game cosmetic items, such as character emotes and outfits.
/quote]

EA has generated 42% of its total revenue, or $2.2 billion, over the last year from live services (or in-game spending) across all of its games, but the problem is that the company is still dependent on selling games for $60 up front and, therefore, limiting the potential size of its audience reach.


Source: Motley Fool

https://www.fool.com/investing/2019/02/ ... -arts.aspx
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Re: Electronic Arts (EA)

Postby winston » Tue Feb 12, 2019 10:28 pm

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EA's 'Apex Legends' tops 'Fortnite' record with 25 million signups

Bernstein analyst Matt Romariz said, raising his price target on the stock by $29 to $120 - well above the median Wall Street target of $95.

"Fortnite" took three months to reach 30 million users.


Source: Reuters

https://www.investing.com/news/technolo ... ps-1777156
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Re: Electronic Arts (EA)

Postby winston » Wed Feb 13, 2019 5:50 pm

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Man, if you want vibes just check out Electronic Arts (NASDAQ:EA).

This thing is up, down and then up again all in a session or two. Seems like $110 to $112 is a reasonable upside target and if long, I wouldn’t want to see EA below $92.50.

Source: Investor Place

https://investorplace.com/2019/02/5-mus ... orPlace%29
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Re: Electronic Arts (EA)

Postby winston » Wed Feb 13, 2019 6:13 pm

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Don’t Count on Apex Legends to Save Electronic Arts Stock

EA's new battle royale game is driving big-time optimism, but problems persist

By VINCE MARTIN

But the 25% gain here looks to be too much. It already prices much — if not all — of the game’s potential success.

And it ignores the fact that the rest of Electronic Arts’ portfolio has some very real concerns.

Analyst firm Baird estimated potential 2020 revenue of $500 million. Bank of America estimated a high-side case of $600 million.

Against trailing-twelve-month revenue of $5.3 billion, the game could drive an additional 10% in revenue. Considering the high margins on incremental revenue, meanwhile, the profit contribution could be even higher.

Estimating the exact potential of Apex Legends remains a guessing game, but the impact on EA stock could be huge.

Fortnite, according to one source, generated $2.4 billion in revenue last year. According to another, Epic Games booked some $3 billion in profit. (That latter figure seems aggressive, however, given a reported valuation of $15 billion for Epic.)

EA stock has added roughly $5 billion in market value in the last four sessions.


Source: Investor Place
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Re: Electronic Arts (EA)

Postby winston » Thu Feb 14, 2019 6:55 pm

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Loup Ventures cautiously optimistic on EA's 'Apex'

by Brandy Betz

Loup Ventures says the Street might be overestimating the economic opportunities for EA's (EA -0.1%) "Apex Legends," a battle royale game meant to take on blockbuster Fortnite.

EA shares have gained 27% since reporting earnings last Thursday and while Loup understands the hype of what other analysts are calling EA's "hottest new game in years," the firm says there are reasons to be cautiously optimistic.

Loup notes the game's staying power remains to be seen, and EA's stock could turn volatile as player numbers and monetization trends emerge.

Other potential issues include increasing free-to-play competition driving overall earnings potential down, the uncertainty of players buying in-game merchandise, and the risk of the battle royale gaming craze dying out.

Source: Seeking Alpha

https://seekingalpha.com/news/3432917-l ... c-eas-apex
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