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@tonicskies

random thoughts.. definitely not investment advice

Vrijeme pridruživanja: siječanj 2020.

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  1. 15. sij

    Call of duty mobile > 180 million downloads in launch quarter (second to pokemon go) > generated $50 mil in US sales (second to Fortnite) > ~$75 mil assuming EMEA is half of NA ~40 mil in ebitda to if u assume 30-50% pub/dev split?

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  2. 15. sij

    company also has wow classic and a remastered version of warcraft 3 coming in a few weeks. they have executed perfectly on remasters/relaunches of legacy IP lately.

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  3. 15. sij

    Highest since 2015 we take it back further this combined with crossplay, success with new modes (ground war + gunfight), and mobile could be + catalyst for shrs

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  4. 15. sij

    - upside in COD battle pass/mtx numbers when company reveals earnings next month? Google trends searches are through the roof. company changed name from season pass last year to battle pass this yr

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