Majesco Entertainment (COOL)

[Double_Bagel]

Zumba sales numbers for Q2 2012.

I had posted this on the YMB.

I would think anything under 2.75 is a no-brainer if you hold for the rest of 2012 or at least until Sep/Oct.

Here's what I am tracking in Q2 estimates with 7 weeks sales still to go (i.e. 7 weeks of data, since VGChartz site doesn't have data out yet for last week):

Zumba Wii: 362993 (accurate)
Zumba 2 Wii: 266561 (accurate)
Zumba Kinect: 75000 (estimate, but fairly accurate)
Zumba Rush: 10828 (probably close to 200,000 or more; VGChartz doesn't have this right)
Zumba PS: 6940 (estimate, but fairly accurate)
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Total Zumba: 722322 (more like 900,000+)

In the Q2 2011 we had

Zumba Wii: 770554
Zumba Kinect: 285000 (rough estimate)
Zumba PS: 53976 (rough estimate)
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Total Zumba: 1109530

So we are over 3/4ths of the way to Q2 2011 numbers with more than half the quarter to go. Keep in mind that the price for Zumba Rush is $50 and they get a higher price for European sales of Zumba 2 and Zumba Rush.

How they do on their margins is now the more important question.

I will update these numbers when the VGChartz site has numbers for last week.

If they add more impairment charges or development costs in the Q2 2012 quarter I will be really annoyed