Take-Two Interactive Financial Deep Dive (Pixels & Profits #6) ft. Eric Kress

GameMakers

Вміст надано Joseph Kim. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Joseph Kim або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

9M ago 57:33

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The Pixel bros are joined by Eric Kress from the Deconstructor of Fun podcast to talk everything Take-Two Interactive! OUTLINE: 0:00 Intro 2:45 Take-Two Fundamentals 6:25 The $5.5B to $8B guidance in bookings 7:12 What could be driving $8B in bookings 10:30 Comparing King acquisition vs. Zynga 13:07 Rockstar and 2K Overview 15:38 Kress’ take on T2 business 20:57 Zynga Overview 23:15 Eric: Why Zynga was the worst acquisition ever 29:50 Why some investors ignore T2 longer-term risk 30:40 Bull case for T2 31:38 Why GTA6 will not sell as much as GTA5 32:48 The PC case for GTA6 33:38 Product portfolio strategy discussion: broad vs. focused 37:49 Overall outlook 38:25 T2 acquisition scenarios 40:25 Growth opportunities 46:52 Why did T2 buy Zynga and what are the ramifications? 53:37 Conclusions 👇 EPISODE LINKS: - Eric Kress: https://www.linkedin.com/in/serkantoto/ - Matthew Kanterman: https://www.linkedin.com/in/matthew-kanterman-cfa-b6345133/ - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peganoff/ SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I 🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI 🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s 🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs 🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw 🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso 🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA 🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY

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