Former VP at Activision Blizzard Inc
- 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
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