Transcript
Transcript

Video Game Publishers & Coronavirus Impact – Activision Blizzard, EA, Take-Two Interactive – 16 April 2020

  • Multi Asset
  • TMT
  • North America

Specialist

Former VP at Activision Blizzard Inc

Agenda

  • Implications of the novel coronavirus pandemic for video game publishers – Activision Blizzard (NASDAQ: ATVI), Electronic Arts (NASDAQ: EA), Take-Two Interactive (NASDAQ: TTWO), Zynga (NASDAQ: ZNGA), Scopely, Epic Games and others
  • Top-line outlook – ARPU expansions via engagement increases vs development and console release delays
  • Infrastructure investments required to sustain server quality
  • Outlook for 2020 and beyond – potential wildcards

Questions

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