I'm guessing you don't have a MOJO? How will a Google or Amazon built Android console be any better than MCZ's?
If you're a Capitalist, and you believe that money seeks its highest rate of return, why do you think a synergistic acquisition by a larger company is out of the question? Virtually every industry goes through a period of consolidation until it is small enough that the remaining entities can be profitable.
Not really. Tritton/Saitek/Mad Catz could be insanely profitable product lines if added to a company with an existing compatible SG&A structure already in place. There is a lot of value here not reflected in the 50 cent share price. The company would be an excellent vertical integration acquisition for GameStop IMO.
I had assumed that SKU was finished. I wonder if GameStop/Newegg will restock as well? It certainly had a good run at GameStop.
kite2 (out of 3,567 "all accessories")
2/22/2014 no update
2/23/2014 no update
3/10/2014 60 Listed as out of stock on 3/10/2014
Again, per William D'Angelo over at VGChartz...
Since mid-November release date thru mid-February:
PS4 Total Sales: 6,009,474
Xbox One Total Sales: 3,612,376
As DR has stated, there is a bit of a lag between the time a new console is purchased and the time new peripherals are purchased for it, but with 9M sold in 4 months, you can get a good idea of how many will be out there by the next holiday season. Extrapolating the first 4 months over the next 8 gives 27M units.
At the same time, X360 and PS4 consoles are finding new homes and requiring new peripherals. This should make for a robust market in and of itself.
I rarely give stock price predictions, but my sense is that anybody buying MCZ at 50 cents will find themselves richly rewarded a year from now. Provided the Russians don't invade Crimea and start WWIII.
Here's what William D'Angelo has to say about Titanfall (PC) over at VGChartz.
"Titanfall (PC) added 4,349 pre-orders for a grand total of 79,015. Expect first week sales in the USA at retail to be in the 100,000 to 160,000 unit range. Expect the game to sell between 400,000 and 600,000 units lifetime in the US."
He provided no commentary on Titanfall (X360) since it hasn't been released yet, but given the way sales of it and the PC version have tracked one another, I'd extrapolate its sales to range in the 450,000 to 660,000 units lifetime in the US.
1.5X to 2X that figure to include global sales, although I would expect european sales to skew more favorable to the PC side.
In any event, that's a very solid base for MCZ's Titanfall line of branded merchandise. Should make a very nice contribution to 4q14 and 1q15 revenue.
EMP knocks out any unshielded circuitry within a certain proximity if I recall correctly. That would include battery powered two-way radios.
No...I haven't seen Broken Arrow...I'm assuming it's a movie? Worth watching? I have considered purchasing a few of the more powerful battery powered two-way radios for family members to have on hand just in case of emergency. Back in April 2011, when a spate of tornados rolled thru the region, many areas were without power and cell service for well over a week. Most of us don't maintain landlines anymore.
For instance, IF 4q14 revenue matches 4q13 revenue of $24.61M, GM could come in at 34.1%, and the GM for the fiscal year 2014 would still remain below that of fy 2013. Gross profit at that level would be $8.40M. Given KM's comment that OpEx would be less in fy2014 than fy 2013 on an absolute basis, and subtracting the goodwill write off, means that worst case, 4q14 would be break even on that revenue amount, and quite likely will see operating income in the $1.0M to $1.5M range. You've already seen my 4q14 revenue guesstimates
"Overall, we expect gross margin for the full year of fiscal 2014 to be lower than fiscal 2013."
Gross margin for fiscal 2013 was 28.1%. Gross margin for the 3 quarters of fiscal 2014 to date is 26.1%.
Therefore, Gross Margin for 4q14 could come in anywhere from 0% to ~33%, and KM's comment would remain true.
Point is, that comment is fairly worthless on its face in terms of its value in predicting 4q14's results.
MCZ should immediately repackage the MOJO as a stand alone console priced at $119 IMO. It would behoove them to increase the MOJO installed base as rapidly as possible. The lower price would capture the "non-passionate gamer" crowd looking for a solid reliable android media streaming device (which has a multitude of advantages over a connecting a PC to a TV!). It remains unclear as to whether MCZ participates in any app sale royalties, but if so, the more units in use the better. And my guess is that most who buy the stand alone unit will eventually follow up with a controller purchase, and maybe other MCZ products as well.
I do believe this is good news though, should my snarkiness suggest otherwise.
Unlike the controller that came packaged with the MOJO, this one seems to support both Bluetooth versions 2.2 and 4.0, although it never explicity states that fact.
April huh? That's MCZ-speak for October!
Sometimes they're more liable to crash than other times, and the BS in Crimea isn't helping matters. Were you around during 2008? As for ROTH, I've seen intense buying generated immediately following a presentation. Just depends on the company, and the story. The problem with MCZ is one of consistency, and credibility.