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.
|
Author:
|
Jam
ok
|
Subject:
|
Analysis
|
Sentiment:
|
Neutral
|
Date:
|
11/18/15 at 2:06 PM CST
|
|