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Author:

Jester Debunker

Subject:

Analysis

Date:

11/18/15 at 8:50 AM CST

 

 

READ: 4

RPLY: 1

0

0

RECS:0

Sentiment:

Neutral

Star Wars Battlefront

EA's Star Wars Battlefront is out, and reviews are decent but not great. 77% Metacritic for PS4, 74% for XB1. This, plus a typical "sell the news" may have been a catalyst for yesterdays early morning dump which then recovered. I imagine volatility may pick up as there ends up being a potentially large gap of opinions on how well it's actually selling through. Ultimately, provided it doesn't bomb at retail, which I seriously doubt will happen, I think EA will have no problem meeting or beating the revenue they already guided for it, and then meeting and beating earnings. Therefore I may be looking to sell puts if it dumps again to low $60's. Confidence should pick up as we get closer to the movie release too.

Jester,

I remember a very long time ago that we (or at least I) fretted about ATVI's release of a Spiderman game, which was being heavily relied upon for revs. It scored about a 75 on Metacritic, yet that really didn't hurt sales much. Enough fans out there to make the nut. I think that's happened innumerable times, with innumerable titles. And the bar for 'Star Wars' would obviously be very low, so I think your assumptons about meeting expectations is pretty much a lock. 

I was wondering what the 'lower limit' of scores needs to be before it overcomes the 'fan base effect.' I remember around the turn of the century Beavis and Butthead golf game called "Hole in One' came out that was one of the worst games I've ever played. Looked it up for kicks, and it averaged 39% on gamerankings (metacritic doesn't even list it.) Guess that's about where the lower boundary is.

 

 


Agr :0

Dis :0

RECS:0

None

Author:

Jam ok

Subject:

Analysis

Sentiment:

Neutral

Date:

11/18/15 at 2:06 PM CST

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