"They did what they were forced to do in closing studios...and the studios themselves called those shots."
Yeah . . . a bunch of people decided to fire themselves and no longer have a job. OK, sure.
Wrong. The revenues is more lumpy now BECAUSE they tightly managed the portfolio. They've killed a lot of titles and closed down several studios (2K Marin, Rockstar Vancouver, a Czech 2K studio, PAM, Indie Built, Irrational Games, 2K Australia, etc.) So they have fewer but bigger & profitable titles. And if they were afraid of the talent, would they have closed down all those studios? But they need some more profitable titles. A high quality multiplatform MLB game would be good but Kush Studio (another studio that got closed down) did not provide quality. And the MLB deal was bad.
Well . . . why is TTWO 1/10 of ATVI and EA? Part of it is that they are just smaller. Their revenues are not as big. They don't have the broad sports line of EA and all their mobile stuff. They don't have ATVI's Blizzard division with its recurring revenue WoW. So they don't deserve the same market cap as those 2.
However, TTWO probably does deserve a higher market cap and doesn't get it because of their inconsistent revenue. They have lumpy big revenues and quarters of drought. So then need another annual. Or perhaps another good big periodic title. But they are definitely improving.
Well, it sounds like time for you to sell your shares. If you don't like what Z is doing then sell.
I like the high-quality strategy that allows time for demand to develop and the games to be great. It just ended up with the best GTA game they have ever made. And more importantly, the best-selling GTA game they ever made. And the same engine will be used for a new RDR game thus giving us another monster in the pipeline.
I wish they would put some more quality into the WWE game by taking it away from Yukes and letting the 2K Sports guys do it.
Perhaps ATVI is more of what you are looking for. Or Ubisoft.
3 to 4 Million units is good. And how do you think you get huge selling games? You improve the product and keep at it. Mafia definitely has subject matter with broad appeal.
Adding a new island is waaaaaay too much work. They just need to put out a set of scripted missions with the existing Los Santos landscape. There is plenty of area where they can still add unique missions. And there is a casino/racetrack in Los Santos that they still have not used yet . . . I assume it will be used in the DLC.
Hmm . . . it is still not clear to me if XCOM 2 is the new AAA title or not. It might be Mafia 3 . . . perhaps it will be announced in the fall and ship early in 2016? That would seem more of a AAA title than the (currently) PC-only title, XCOM 2.
MS has said that they won't release BC versions unless the publisher gives the approval. So if R* is working on a remaster (which they damn well better be) they won't give approval and will release the remaster instead. But it is unknown whether a remaster is in the works. Various chatter said that the RDR was a bit of a mess so it would be hard to port . . . and that is the reason there was no PC release. But since the demand seems strong enough, they'd be fools if they don't put in the work to do remaster it.
Hmm . . . . Is there a RDR remaster in the works? If so, when would they announce it? And ship it?
"Another solid annual around Spring would be great"
I still wish they could buy Sony's dev team that develops MLB: The Show and make it multi-platform.
No, Microsoft said that publishers have to approve titles for them to be made available on BC. The publishers don't have to do any work but they do have to approve the title for BC.
Meh. If they allow BC for it, people will probably just buy used copies at Gamestop.
Whether they allow BC or not will probably tell us about a possible RDR remaster. If the allow it to go BC, there will probably be no RDR remaster. But if they don't allow it . . . that MIGHT signal they are working on a remaster.
Interesting comments, mmxliv652. My views:
-JM16 . . . we have no one to blame but ourselves if we feel disappointment. 2K and TTWO never backed up any of those rumors. It was just a well done troll job by someone with 'the post'. But Damon was a creep for fanning the flames.
-XCOM 2 - Sadly, I think this is the AAA 2K title they said they would announce. It is a great title and got some 40 pages of discussion at neogaf. It will sell well and I suspect it will eventually come out on the consoles but the PC version will be the one to get since it will allow mods.
-Battleborn - I don't have a good understanding of the MOBA phenomenon. But it doesn't seem like this got a lot of hype at E3. But Borderlands has a lot of fans and many descriptions of Battleborn said it was Borderland-like, so perhaps that can get it some hype going. But I'm a little nervous about this one.
-GTA V monetization - I'm going to have to disagree with you here. Yeah, the GTA Online monetization hasn't been huge . . . but it might be reasonably big. Hard to know since they don't give us enough info. But as far as monetization goes, they played GTA V like a Stradivarius. A giant pile of money on PS3/Xbox360. Then a giant pile of money on PS4/Xbone. And then a pile of money on the PC. The GTA Online stuff is frosting. And we will eventually get single player DLC and that single player DLC will sell BIG. No complaints.
-Pipeline - Well, I don't think visibility is a problem. I think they've opened up and we are just not very excited about what we see. Residual GTA V sales, Battleborn, NBA 2K16, XCOM 2, WWE 2K16, and that is about it. It is a weak year. Perhaps a bit more fluff will be thrown in.
I still want to see RDR remastered though . . . they are idiots if they leave that money on the table. As they've shown with GTA V, they are generally pretty good at making sure they don't leave easy money uncollected. But they might screw this up.
That's quite a confident story. Meanwhile, the market seems to think that central inverters plus optimizers is the way to go because it is much easier to integrate a battery into that.
And who's on top? Red Dead Redemption.
And TTWO should NOT do it. They should release a RDR remastered. If they have not been working on RDR remastered then I'm angry. It was easy to see there was strong demand for it and now we have hard proof. Yeah, I've heard the code was a bit messy. I'm sure they could have got it to work.
Enphase should OEM a battery inverter from Outback, Magnum, SMA, MidNite Solar, or someone else and start offering an AC Coupled battery solution that works with the Tesla battery and other batteries. Their AC Battery is a joke. Too small and doesn't do what people want. And they don't have the time or talent to develop their own now. OEM someone else's product and slap their Enphase name on it.