There are some Key Metrics and I may as well share them that everyone that decides to go LONG the stock straight into the earnings report should keep aware of...
1) PRE-PURCHASE POLICY: Is this a double edged sword that beefs up current quarter earnings, but cannibalizes future quarter earnings? Just how BIG of an impact is this having on EPS?
I was an absolute pessimistic skeptic that any customer would actually PRE-PURCHASE their pre-order. I was wrong, deeply wrong....It seems far more popular/wide spread to me now. So, I kinda as an investor want to know what this all means for current and future Earnings Reports.
2) PS VITA & 3DS) With Nintendo suddenly optimistic over sales of the 3DS, how is PS VITA doing?
It seems to have rave reviews everywhere except many customers are cringing at the $300 price tag for the top model.
3) Canniballization) What is Gamestop going to do with their Bricks and Mortor stores as both DEUS EX and now BATTLEFIELD 3 are clearly canniballizing sales.
The SHORTS would say: "See? Told you so! Gamestop is in trouble now."
But, it was Gamestop that gave the Deus EX digital copy a far better deal for Customers than they were giving the Physical copy.
Where does it make sense to make the DIGITAL version the better deal? How is Gamestop managing DIGITAL vs. PHYSICAL given the NPD reports?
Seems naive...why didn't they just make the 2 versions of DEUS EX have the exact same deal?
If Gamestop's C.E.O. Paul Raynes can justify having 2 different deals then so be it. But, I do not see the logic.
Those are TOP 3 things to think about heading into the Earnings Report.
Good Answers for all 3 of these + a solid Q4 outlook would do wonders for this stock.
A Solid Q4 outlook and total silence on these 3 major issues? *Ugh*
Wall Street Investors aren't stupid. They should be smarter than me. So I highly doubt I am the only one here with these 3 major issues.