InvestorsHub Logo
Followers 0
Posts 36
Boards Moderated 0
Alias Born 12/03/2016

Re: titi post# 3139

Friday, 03/03/2017 4:57:05 PM

Friday, March 03, 2017 4:57:05 PM

Post# of 4632
I conducted a fair amount of competitive analysis of the games industry after seeing the company present at past conferences. From what I can see, the most successful companies are those who are able to generate a fair amount of content (for example, games) and not focus on just one specific product. If you go back and look at companies from Rovio to King to Activision to Electronic Arts you can see that they build brands and build customers (year on year) by having a high amount of content. I went back and I listened to some of the past interviews with the company on their YouTube channel and the phrase "recurring release calendar" has been used a lot. It seems to be consistently said as a company growth goal. I believe "recurring release calendar" is basically the same as saying "high amount of content." It would seem to me that having that "recurring release calendar" would help set up the potential for revenue generation, allow the company to cross-promote its products across its expanding portfolio, and help to potentially generate a more frequent news cycle. From looking at the company's historical balance sheets, you can see the company has been undercapitalized and that such has hindered its ability to develop and market a progressively larger amount of content. Something to think about, in my opinion.

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.