HTML5 Creates Opportunity for Software Developers in Entertainment Gaming Sector: a Wall Street Transcript Interview with Neil Doshi, Senior Equity Analyst for the Internet and Video Game Sector at Citi Investment Research

Wall Street Transcript

67 WALL STREET, New York - November 13, 2012 - The Wall Street Transcript has just published its Entertainment, Toys and Games Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Cable Subscription Rates - International Paid Television Growth - Digital Advertisement Trends - Mobile Device Gaming Prospects - Content Quality

Companies include: Google Inc. (GOOG), Amazon.com Inc. (AMZN), eBay Inc. (EBAY), Activision Blizzard, Inc. (ATVI), GameStop Corp. (GME), Best Buy Co. Inc. (BBY), Wal-Mart Stores Inc. (WMT) and many others.

In the following excerpt from the Entertainment, Toys and Games Report, an expert analyst discusses the outlook for the sector for investors:

TWST: Would you begin with a brief introduction to your coverage, including some of the specific names you follow?

Mr. Doshi: I work at Citigroup (C). I am the Internet and video game analyst. Companies that I cover include Google (GOOG), Amazon (AMZN), eBay (EBAY), Activision (ATVI), Electronic Arts (EA) and Zynga (ZNGA).

TWST: What are some technologies or offerings that are currently emerging or in development that aren't yet having an impact on the video game sector, but you believe may be significant in the next year or two?

Mr. Doshi: There are platforms and technologies that are changing the video game industry. Clearly, over the past couple of years, we've seen a lot of disruption from new platforms, including social, mobile and tablets. Now, I think one of the biggest challenges for developers will be to decide which platforms to go after. Especially on the mobile side, you have iOS, and then you have Android, and then within Android there is a lot of fragmentation.

On the actual technology side, there remains hope that developers could build on one Web-based platform and have it run smoothly across different devices. This is HTML5. But there are still some challenges with HTML5, and over time, resulting in ...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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