They beat out "The last of us" which was a really good game. I see many more record to be broken
Great way to trick people into believing you and i almost........ fell for it. Go back to their site and recheck yourself about 2nd quarter and 3rd quarter earning end date. Nevermind, I help you on this one since you didnt get it before
Second quarter ended on April 30, 2008 and GTA4 was release in April 29. Meaning in this quarter they ONLY GOT THE 2 DAYS SALEEEEEE from GTA4. that is why they report 539 MILLION$$$$$$$$$ on the second quarter and on the 3rd quarter that ENDED JULY, 31, 2008 was at 443.8 MILLION$$$$$$$$
GTA5 this quarter didnt get 2 days of sale but 14 days of the sale of GTA5. Meaning that you SHORT has LOST
Sentiment: Strong Buy
I see starting this friday we will see major jumps for all video company, why? because monthly data for sep would be release and it would be at least a 100 percent jump in revenue from last year
That would give us a jump the fellow week would be some news about how well NBA is selling and look into earning we might hear rumors of what games ttwo going to out in the next cc.
I see this a great buy and wont sell until it hit mid 20's at least
Here come where the profit is going to be here. They were expecting to 1.2-1.35 per share and this number is blowing away by the record selling GTA5 at full price. I say lets low ball and say $2 earning they got this quarter from everything. $2x87 million shares= 174 million cash added just on this quarter and more would be on its way for Q3. With 174 cash we add the cash in hand 642= 816 million cash in hand with a debt of 570 million that leave us positive cash in hand 246 million.
816 and they are going to add another 200 million cash in the upcoming quarter that give us 1 billion then add another 100 million in the end of the year. Total cash in end at the end of fiscal year we have 1.116 billion.
We are sitting at a market value of 1.5 billion and having close to 1.2 billion in cash while the SP is at 17 and would go down to 16 makes sense to you? If it does please give me what you are smoking because that is some great stuff you have there.
Most people think that we might go back to 16 then when earning comes up we would jump back into the high 18's. I can tell you that you are wrong why? Here is why i see low to mid 20's when earning hits
Second quarter was estimated at 750-800 million revenue which GTA5 has beat it after 1 days in sales. I use the GTA4 revenue per game they sold and it was a average of $83 dollar per game that including special edition and normal edition for GTA4 but GTA5 has Normal, SE, and collector edition which has all been sold out. VGchartz said that we have sold 21 million in the first 2 week and im adding 2 million for digital that give us 23 million in the first 2 week. 23millions x 83=1.909 billion in revenue just on one game.
Then now add the other games they were selling hot, BI was knock down to 39.99, BL was at 30 with season pass and 25 for the game, Steam sales, Xcom, GTA mobile, GTA4, RDR, Xcom IOS and CIV 5 DLC/expansion I say those add around 350 million total revenue.
We are expecting revenue to be 1.9 billion- 2.25 billion in just one quarter and the 2014 fiscal year they were talking about was close to 1.775-1.875 billion with earning at 2.25-2.50. If we meet the high end of the estimate, we are looking at first Quarter 143 millions plus second quarter we got 1.9(low ball)=2.043 billion in the first 2 quarter and we have 2 more quarter to sell games. If you think my GTA5 number is wrong then we can change it to 1.3 billion even lower ball plus the 350 million from the other games we have this quarter at 1.65 billion plus first quarter of 143 millions. We have a total of 1.793 billion in revnue just on the first 2 quarter adding the NBA 2k and cont sales of GTA5. There is in way in hell we did not pass 2 billion mark and earning for this year would jump from 2.25-2.50 to 3.25-3.50. I dont believe in the last 2 quarter GTA5 plus NBA, MLB, BL GOY, BI DLC and all other games will not get us to 3 billlion in revenue just this year.
Now that I talk about rev
The only thing that makes me mad about ttwo is that i have no more money when i keep buying in the lows. Well make more in a job and keep buying all the way until they release a good pipeline. Long run i see TTWO would be bigger then EA in near future with poeple liking 2k over ea sports
This year is going to be a record year for ttwo way bigger then the gta4 era. I see 3 billion from this year alone but what happen to next year right? What are the pipeline?
Here is what i think going to happen
GTA5 is going to help us make another 800 million and yes you type in right 800 million and maybe more why?
PC gamer like me and my friend would all get it for PC MP would be allot easier to shoot and run with a mouse. I see PC selling 10 million copies for the year
X1 and PS4 would sell 3 million total for the year and that is allot for a new console. Im saying this because i think GTA is a fun game but people love graphic and people are willing to trade up and buy a new copy and sell thier old one to gamestop
GTA5 would be on sale but having allot of used copies out there from people selling to get a better graphic one, I dont see why not discount it to close to the used game price im positive people will buy it if it is $5-$10 over the used copies for me i would
Now for GTA Online i see getting 200 million just from DLC and in games content which mark us up to 1 billion in sales just for GTA5
Then I see the yearly game like NBA WWE MLB and i hope they would sign with the NCAA since EA is not doing it anymore. Those revenue would add around 500 million total for all 3. That would leave us at 1.5 billion revenue
This we have games that are a year old and selling cheap Like
RDR remake to PC port and digital for ps4 and x1
All those adds up to 200 million in revenue. With that it give us up to 1.7 billion with no new game release beside those yearly revenue.
They have patent like 6-7 names forgot most of the names I remember a couple
They also have another game they bought from THQ that Turtle ROck was making for 2 years should be release. If things comes out right then next year add 2 new games to the pipe line we should add another 500 million to the revenue would mark us at 2.2 billion
Sentiment: Strong Buy
WIth great Review about GTAonline people are buying GTA5 just to play it and some are left waiting for a sale to come. On Oct 1 ttwo would launch its online mode which like player play against each other, as a gamer i know gamer dont like to wait when you are reading great review and how fun the game it is. After reading everything about it, you say f it and get the game(that would be me but some dont want to spend the extra money because they are like that). After a month of release of GTAOnline, they do a discount of 10 dollar from gift cards to price cutting for a week to get the gamer another excuse just to buy the game. By black friday come cut the price on black friday to 39.99 just to keep the trend going of how good the game really is. Here is the list what they can do to make GTA5 the most sold game in history and would hold the record book until GTA6 comes out
Oct1 GTA Online
Nov 2 GTA5 would be mark down 10 dollars
Black friday GTA5 mark down to 39.99
Mid dec GTA5 launch on PC
2014 jan GTA5 launches on X1 and PS4
2014 feb GTA5 launch on low graphic PSP
total units sold would be over 30+ million if they would do this
Buyout 2 gaming stock Gluu and Majesco Entertainment, WHY?
Gluu is famous for their mobile gaming and mobile gaming is expanding really fast pace so this would keep us have a steady revenue until some great game beside GTA6 would come out in near future
Why Majesco Entertainment because they have one game i see can get back over 300 million in just 2 year of time and you own their IP forever. That IP is Zumba, giving its market cap we are at 23.39 million if we offer them 100 million we would take it from them and would made big bucks since X1 and PS4 are all about movement
Why we are at buying why not buy Kingdom of Amular when they have a auction sale this nov pick up the IP and we have another game to work on
We would have a increase of 300 plus percent from GTAV as most of it, tag along would be FIFA14 and some madden sales
IM telling you guys that gaming stock is still undervalue and TTWO is the most undervalue stock there is
I like the game allot but I cant beat other diehard fans from playing it 3 days staight without sleeping, i cant do that because i work full time. I can tell you this if you havent seen the ending and wont mind spoilers then go right ahead and read the rest of the writing im doing.
Ok some #$%$ said that one of them die but non of them die in the ending they just drove off to different direction meaning that we are going to have 3 DLC talking about this future life about what they are going to do since they kind of kill the gang lord in the city. Mark those 3 DLC as 19.99 or 20 bucks each to sell in next year. I see other part is selling some Zombie DLC in this year since zombie is a big hit and you dont want to miss teh boat when games and movies are making a killing on zombie things
I see a sequel might happen to GTA5 once all 3 DLC and those 3 guys get together with another story added to it. Yes, I said it a Sequel. GTA never done a 3 people story game and it has never done a sequel too . People love these 3 character especially Travor because he is just crazy.
We will see many long cash run for this game
I saw buy and who ever is a seller here is stupid out of their mind. Think about this when you have a market value standing at 1.42 billion and this quarter is going to hit that 1.42 billion atleast why is the stock not going higher and trade little by little lower each day. Just one big day and those little loses would be wipe out. People with calls wants to win both ways selling calls and trading shares. I wouldnt be surprise we are going higher to 20's by the end of next week because we all know earning would be a mad cash flow and nothing can stop it
BTW we will make more money on GTA5 then any other game because those copy we sell now and 2 month from there are no discount and selling for full price which is pure profit then discounting them. ALso I see allot ofpeople buy digital on the game which is even more profit. I hate it going down everyday because you get punch the face know #$%$ is wrong with this stock with record sales and temped to sell and try to buy lower. Dont fell for their trap just dont look at your PC or stock for a month then return knowing you made a hell of earning just ignoring it
Like I said to my friend who i got them into this stock this week. This stock wont be like this long when earning is here and tons of cash flow from this quarter, great CC, great pipeline, up guildence on the upcoming we will see a big jump soon. Here is a example i give them
starting at price 18.50
then when 2 weeks before earning hit people will buy dont know when
the stock over night jump 3 dollar meaning al those little lost each day got wipe out in one day
Hold on to this stock because we can go even higher then where we are at now