When it comes to gaming stocks, I think it is much more important to look at the products than the financials.
Ubisoft $UBI is currently proving how you can ruin everything despite extremely strong brands (Assassins Creed, Far Cry,...) and drive away any fanbase and goodwill.
Unfortunately, CD Projekt RED can also tell us a thing or two about this. After The Witcher 3, there was no other developer with such a blatantly positive image among gamers as CD Projekt Red. With Cyberpunk, the entire trust was destroyed in one fell swoop and the motto there is now: never pre-order!
EA is probably the most unpopular game developer of all, but with Fifa and co. they have games that bring in annual subscription fees.
All in all, the market is too hot for me from an investment point of view. I'm an enthusiastic gamer (with too little time for it ;) ), but if I'm going to invest in gaming then I'm going to do it via detours such as Microsoft $MSFT or $NVDA - Microsoft has been the best bet since the purchase of Activison anyway, as it's also well established on the mobile market through King. Plus Xbox & PC. But of course no Pure Play
PS: I wanted to buy CD Projekt Red when I held Witcher 3 in my hands for the first time - the shares were still under €5 then. Well, as always: could have, would have,... :D
Ubisoft $UBI is currently proving how you can ruin everything despite extremely strong brands (Assassins Creed, Far Cry,...) and drive away any fanbase and goodwill.
Unfortunately, CD Projekt RED can also tell us a thing or two about this. After The Witcher 3, there was no other developer with such a blatantly positive image among gamers as CD Projekt Red. With Cyberpunk, the entire trust was destroyed in one fell swoop and the motto there is now: never pre-order!
EA is probably the most unpopular game developer of all, but with Fifa and co. they have games that bring in annual subscription fees.
All in all, the market is too hot for me from an investment point of view. I'm an enthusiastic gamer (with too little time for it ;) ), but if I'm going to invest in gaming then I'm going to do it via detours such as Microsoft $MSFT or $NVDA - Microsoft has been the best bet since the purchase of Activison anyway, as it's also well established on the mobile market through King. Plus Xbox & PC. But of course no Pure Play
PS: I wanted to buy CD Projekt Red when I held Witcher 3 in my hands for the first time - the shares were still under €5 then. Well, as always: could have, would have,... :D
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@Mister_ultra You may be right, but unlike Ubisoft and EA, who have been doing this for years and posting poor figures, CD Projekt finished the game in the end and it turned out really well. I even shed a tear at the end. The anime also turned out great, as did the Netflix series, and after the difficult relationship, the community has also forgiven a lot.
Ps. Would never pre-order a game anyway.
Despite the catastrophe, the numbers have always remained stable, with EA and Ubisoft constantly fluctuating back and forth.
Microsoft is definitely the interesting one now but I would put the gaming sector at zero. I don't see that Xbox and co. will really be able to escape from the Microsoft group, the shareholders have always seen Xbox as a block on their leg and just because they now have a super franchise behind them, I don't think it will be any easier against Sony (Playstation). Although I already believe that Xbox is now better than Playstation, many still see it differently.
Ps. Would never pre-order a game anyway.
Despite the catastrophe, the numbers have always remained stable, with EA and Ubisoft constantly fluctuating back and forth.
Microsoft is definitely the interesting one now but I would put the gaming sector at zero. I don't see that Xbox and co. will really be able to escape from the Microsoft group, the shareholders have always seen Xbox as a block on their leg and just because they now have a super franchise behind them, I don't think it will be any easier against Sony (Playstation). Although I already believe that Xbox is now better than Playstation, many still see it differently.
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