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Pandora Media, Inc. Message Board

frbohnen 22 posts  |  Last Activity: 9 hours ago Member since: Jul 17, 2007
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  • Reply to

    Q1 '16 Earnings (aka Christmas in August)

    by mmxliv652 Jul 22, 2015 2:58 PM

    @MMX

    you are absolutely insane... Remember YOU said "TTWO HAS NOT PUBLISHED A PIPELINE". Open your eyes!

    you can't be talking about ATVI's slide #7 in it's investor presentation. you know the slide that has a whopping "list of 4 games" for 2015, and 2015+ (CoD, HOTS, Guitar Hero, Overwatch). Or perhaps you are talking about the disheveled list of paragraphs on page 3/4 of the earnings release under "Company Outlook".... Along with mentioning currency issues and a new upcoming blizcon, yes they do mention a whopping "list of 4 games" that are new. I thought CoD was on a 3 year dev cycle, no mention of the other two games? Anywhere? Let's cry about it together this time....

    Let's move on to EA, if I could quote directly from slide 8 "Note: Represents publicly announced titles only" Isn't this EXACTLY what TTWO/ATVI do as well?! Disclose a pipeline of ONLY ANNOUNCED TITLES. Outside of "annual launches", only 5 titles in development? I'll hold you hand again, EA has well more than 5 console games underdevelopment.

    Where are these mythical unannounced pipelines?

    You can't be proposing that ATVI and EA only have 4/5 games in development. Are you? Actually I wouldn't put it past you.... Heck, depending on when Mafia 3 is officially announced, TTWO may have a more robust pipeline than ATVI in the upcoming earnings announcement, well at least by your logic.

    Face it... You have digressed to become the new board troll. Even in the face of obvious incorrectness you press on, regardless of how much egg get's on the face of yours.

    troll (/ˈtroʊl/, /ˈtrɒl/) is a person who sows discord on the Internet by starting arguments or upsetting people, by posting inflammatory, extraneous, or off-topic messages in an online community

    you've been wrong for well over a month now, let's move on....

  • Reply to

    Q1 '16 Earnings (aka Christmas in August)

    by mmxliv652 Jul 22, 2015 2:58 PM
    frbohnen frbohnen Aug 3, 2015 12:54 AM Flag

    maybe make the argument TTWO wait's too long to announce titles in development, but this whole "no published pipeline" is a complete neophyte move.

    Simply reading the earnings releases would have avoided this large boot in mouth.

    How much research have you really done?

  • Reply to

    Q1 '16 Earnings (aka Christmas in August)

    by mmxliv652 Jul 22, 2015 2:58 PM
    frbohnen frbohnen Aug 3, 2015 12:44 AM Flag

    @mmx

    you can't be this thick skulled can you?! page 4 of the earnings release, if I could quote directly...

    "Take-Two's lineup of future titles announced to date includes:"

    TTWO publishes an announced pipeline EVERY QUARTER.

    What company publishes a full UNANNOUNCED pipeline?

    Do you realize how pathetic you sound? "I can't stand the company, the management, etc. etc. but I don't have the balls to sell." this isn't therapy hour, either sell and move on or have faith in your investments. I'm sick of the persistent whining

  • Reply to

    GTA - Ill Gotten Gains Part 2...a sad story

    by mmxliv652 Jul 8, 2015 10:37 PM
    frbohnen frbohnen Jul 9, 2015 4:57 PM Flag

    I can not even bear reading these wall-o-texts any more. Given the utter lack of insight ("publicly publishing pipelines greatly enhances managements abilities", "closing studios is entirely the choice of the studio, not upper management", "upper management spends time on yahoo message boards under pseudonyms", "ATVI's extensive published pipeline" etc. etc.), I just can't bear the nonsense any more. Also the dismissive arrogant attitude and the complete dismissal of so many others makes this one very easy to ignore.

    Given the prolific amount of trolling (60 posts the past month alone), I am convinced he is either,

    1) Sheephurter's alter ego

    2) a high school student on summer vacation recently completing an ECON course/stock trading excercise, and has nothing better to do now that the music has stopped

    3) or a disgruntled unemployed gamer whose GTAO account has been recently banned by Rockstar for cheating, thus he must take out his rage on these boards.

    whatever the motives, I just ignore the gibberish

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 29, 2015 1:07 PM Flag

    @mmx

    you better stop while you are behind. again answer my question?! You are honestly telling me the only way mgmt knows about it's pipeline is publishing it publicly?! do you know how INSANE you sound?

    stop dodging the questions....

    how does publishing a pipeline affect future revenue/profit in ANY WAY?! (it doesn't)

    what other developer publishes a pipeline of UNANNOUNCED titles?! (no one, and TTWO DOES publish a pipeline of announced titles just like every other studio)

    so say I don't have a clue, attack me, but just answer my questions? Don't dodge them.

    "when the debate is lost slander becomes the tool of the loser"
    -Socrates

    you make zero sense, seems like analysts are quite fond of the TTWO pipeline "Doshi likes Take-Two’s strong pipeline of games and the company’s increasing focus on digital gaming experiences." Jim Cramer calls mgmt, 'Best In Class". You are very alone on this one, marketbeat has a TOTAL ANALYST rating of 10 BUYS, 7 HOLDS, 0 SELLS. I think analysts are doing just fine with the pipeline, ZERO SELLS are you kidding me?

    See you can be a monday morning quarterback all you want with your trading. My profile speaks for itself. 7/27/2012 first post on TTWO entitled "here we go!" borderlands, bioshock, GTAV in pipeline (look at me EA posts too while you are there). But I just can't by it considering the nonesense you are spewing today. Analysts struggling with the pipeline. TTWO should be the lone studio with a undisclosed published pipeline. You are very green behind the ears and it is painfully obvious

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 29, 2015 3:47 AM Flag

    pardon me, you've been here 10 months.....

    Let's have this discussion when you can realize some long term capital gains with TTWO

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 29, 2015 3:37 AM Flag

    @mmx

    you've been here what 4 months? it absolutely blows my mind that you think "a published pipeline would be an invaluable asset for TTWO management", you honestly are telling me that mgmt is not aware of it's own pipeline?! you can't be serious...

    See many on this board (and I am sure many analysts) have working pipelines of disclosures and typical timeframes between launches.

    what other publisher discloses a pipeline of unannounced titles? (you are ware TTWO discloses a working pipeline of announced titles? like every other studio?)

    Let me hold your hand here.... Outside of the pipeline highlighted in the recent quarter's earnings release, mgmt has also disclosed they are working on a new next gen borderlands. mgmt has disclosed the formation of Hangar13 staffed with industry allstars and working on a next gen game. Levine, february 2014, disclosed he is working on a new project within TTWO and that BioShock is now being devloped by 2K. Rockstar recently hinted 'stay tuned', and Rockstar San Diego recently went on a hiring binge.

    You want this spoon fed to you? or are you willing to do a little homework?!

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 25, 2015 2:46 PM Flag

    Your not listening to conference calls or management?! Just observing? Flying blind are we? I don't know about you, but I believe mgmt knows a little bit more than the public, perhaps not.....

    The heists which were announced by rockstar to be ready spring 2014, conveniently launched in-between next gen/pc. I still contend upper mgmt had something to do with this. Rockstar disclosed too much and had to back peddle. I think the timing was perfect, and revenue from GTAO coincides with the view of a very well managed IP.

    A published quarterly pipeline is 100% irrelevant. How does a published pipeline affect the forward bottom line in any way? It doesnt! The pipeline remains the same irregardless of who knows about it. Publishing a pipeline does however negatively affect competition! Could you imagine if TTWO disclosed they were pioneering genres with borderlands (RPGFPS) and battleborn(MOBAFPS)? Wouldn't the competition have a heads up?

    How does publishing a pipeline affect future revenue and profits in ANY way?

    Timelines need to be shortened? Like Call of Duty and Assassin's Creed? Two franchises which are seeing falling sales and consumer fatigue from annual launches?

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 25, 2015 12:00 PM Flag

    you question profitability for this FY, even though company has guided for a dollar.

    you question Battleborn in leiu of Overwatch, even though the latter appears to have absolutely no PvE aspects as of now (meaning this game could be years away if it really is attmepting to be a FPS MOBA)

    XCOM selling 3 mm copies is a failure in your eyes, even though it has routenly said these are low costs projects given the lack of open world/constantly running graphics.

    If you are this negative, why do you still hold?

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 25, 2015 11:56 AM Flag

    paid DLC for GTA4 launched a year/18 months after the original game, I think we need to look at some histroy hear. There was no GTAO. GTAO recorded it's highest revenue EVER last quarter, clearly I would say the fan base is still VERY engaged. We are only 7 months out from next gen, a couple months out of from PC, between FP mode, enhanced environment, etc, many argued these versions were entirely different games, not just polished.

    you complain about Rockstar, but rockstar said they would have heists ready 6 months post legacy gen launch. Do you think perhaps zelnick is the one who is pulling the strings? Do you think it's coincidence heists conveniently launched a mere month prior to PC? A piece of DLC that has been called by many 'the greatest AAA DLC ever released? I don't think it's coincidence, it was fantastic marketing for the PC version that again is exceeding expectations.

    I don't know who you are listening to, but Zelnick HAS promised profitability for the foreseeable future, HAS promised 10+ next gen games in the pipeline for nearly 2 years now. If the street discounts TTWO for lack of visibility, doesn't that just create an opportunity? What's the harm? Do you have short term options?

    GTA has routinely outselled the last copy (i am a little skeptical of GTA6 as V launched to a very large install base, but that being said, next gen consoles are outselling legacy gen consoles 18 months post launch). On average we see a 5 year launch window. We are now approaching 2 years. Is the next installment 3 years down the road? With the next gen graphics heavily polished the heavy lifting is done, reskinning liberty/vice city wouldn't be that difficult. As far as the legs of GTAV, again GTAO recorded it's HIGHEST ever revenue last quarter. When do you anticipate GTAO spending to SLOW let alone DECLINE?

    "Grand Theft Auto Online generated its highest ever revenue in the fiscal fourth quarter"
    -Zelnick 5/19/15

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 25, 2015 2:01 AM Flag

    guidance of a buck, keep calm and listen to VERY CONSERVATIVE guidance...

    last year TTWO guided for a buck, nearly delivered two. We're making money this year no doubt

  • Reply to

    GTAV (poorly monetized)

    by mmxliv652 Jun 20, 2015 2:47 PM
    frbohnen frbohnen Jun 25, 2015 1:54 AM Flag

    @mmx

    i think you are entirely off base here. how many times has zelnick referred to the 'high quality problem' within TTWO? Or erratic earnings? zelnick is adamant about smoothing out earnings. Between cost cutting and spacing out AAA titles, I think TTWO is on the cusp of zelnicks long term goal.

    the phenomenal success of GTAV has simply delayed IP in my opinion.

    ".....more than 10 unique titles in our pipeline for next-generation consoles"

    -Zelnick 10/29/2013

    This statement was made PRIOR to the launch of next gen consoles. NBA, WWE, Evolve, Battleborn, GTAV. Leaves us with more than 5 more next gen titles in the pipeline. XCOM, RDR, Hangar13. Leaves 2+ titles we have zero information on. BioShock? Max Payne? I don't think lack of content is the problem.

    I think years in which TTWO loses 100+ mm (FY12) are a problem, is exactly what Zelnick is trying to avoid, and a good reason why GTAV success has created a quiet period for IP

  • Reply to

    New 2K IP "Advent"...

    by mmxliv652 May 26, 2015 12:45 AM
    frbohnen frbohnen May 26, 2015 12:34 PM Flag

    Nice find MMX, the gif on twitter makes me think this may be the first evidence of the hangar13 team. Here's a clip from hangar13's website.

    "Though we hail from all over the world, and our backgrounds are wildly different, one thing binds us all together – the belief that 'Every Player Story is Unique.' We believe that a game should never be a fixed experience fed to the player, but something that is shaped by the game developers and the player together, every time the game is played. At Hangar 13, we want to make (and play) games that allow players the freedom to define everything from the moment-to-moment gameplay to the narrative, creating their own, unique player stories along the way."

    "Living" or "fearing" the world seems to fit in this discription?

  • Reply to

    For the old timers......

    by twochiefdukee May 19, 2015 12:17 PM
    frbohnen frbohnen May 19, 2015 2:18 PM Flag

    many suspect it may be a MSFT published (paid for), 2K/VC developed Joe Montana Football 2016. Many credible rumors that because EA has not disclosed NFL contract terms that perhaps it is not an exclusive contract, or that it is multi-platform exclusivity only meaning MSFT can front the bill on an XBOX exclusive.

    Joe Montana did retween an image of his likeness in a video game screenshot with the 2K games logo on the screenshot.

    Irregardless of the title, I think it should be interesting to pay attention to E3. Also, we know the title will not be RDR2, as this is a rockstar production. RDR2 is still in the bag. Shares look cheap $4.25 two years ago, $2 last year, guiding (likely very conservative guidance) for a buck this year. Over two bucks a share on average the past three years, very reasonable PE with RDR2 in the hole, I'm personally very excited for Hangar13, shares look cheap to me.

  • Reply to

    For the old timers......

    by twochiefdukee May 19, 2015 12:17 PM
    frbohnen frbohnen May 19, 2015 12:39 PM Flag

    "Throughout the coming year, we will continue to execute our proven strategy of launching a select array of the highest-quality titles, led by new annual releases of NBA 2K and WWE 2K; Battleborn, a groundbreaking new intellectual property from Gearbox Software; and a SOON-TO-BE ANNOUNCED NEW TRIPLE-A TITLE FROM 2K."

  • Reply to

    GTA V DLC update...

    by mmxliv652 May 18, 2015 10:17 PM
    frbohnen frbohnen May 19, 2015 1:15 AM Flag

    opportunity in that the stock gets discounted for lack of visibility, but if we use faith/zelnick prior comments, I think the picture becomes more clear and shares maybe currently undervalued as paid single player DLC on a 50+ mm unit install base would be easy $$$

  • Reply to

    GTA V DLC update...

    by mmxliv652 May 18, 2015 10:17 PM
    frbohnen frbohnen May 19, 2015 1:14 AM Flag

    personally I like it. I think it creates opportunity as a shareholder. TTWO is really in a way like Willy Wonka, secluded in the factory. But if we look at the history of TTWO, they pioneered payed story DLC. GTA4 story DLC is arguably the greatest DLC created (lost and damned, ballad of gay tony). I think unquestionably we get paid story DLC using history as a yardstick.

    Also, I am very fond of this quote from the earnings release. "Throughout the coming year, we will continue to execute our proven strategy of launching a select array of the highest-quality titles, led by new annual releases of NBA 2K and WWE 2K; Battleborn, a groundbreaking new intellectual property from Gearbox Software; and a SOON-TO-BE ANNOUNCED NEW TRIPLE-A TITLE FROM 2K."

    JM16?

  • Reply to

    BULL@#$% MOVE

    by daschlock May 15, 2015 9:19 AM
    frbohnen frbohnen May 18, 2015 11:41 AM Flag

    You're waiting 21 months for a PE of 30 for a QSR name?! Enough said.....

  • Reply to

    BULL@#$% MOVE

    by daschlock May 15, 2015 9:19 AM
    frbohnen frbohnen May 16, 2015 1:58 AM Flag

    come on friend the math isn't that hard....

    24.70/0.70 = 35.3.... Simple math my friend, use company guidance, use the closing price today....

    LOCO = QSR by company's own ommision

    CMG = Fast Casual

    Apples to oranges my friend.... LOCO has already failed eastern expansion.... TX, AZ, NM growth is real, but that's about it....

  • Reply to

    BULL@#$% MOVE

    by daschlock May 15, 2015 9:19 AM
    frbohnen frbohnen May 15, 2015 3:15 PM Flag

    exactly..... 70 cents yearly guidance. Forward PE of 35 for fast food? are you out of your mind?

    interested in LOCO, but I have realistic expectations. STILL 10 points higher that IPO pricing. QSR by the COMPANIES own omission. Still on the sidelines waiting for this fast food name to fall back to earth

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