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Author:

Jester Debunker

Subject:

Off Topic

Date:

12/02/15 at 2:51 PM CST

 

 

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Piper supporting EA

Piper Jaffray is giving cover to EA saying it's a Buy regardless of Star Wars sales. Funny how that works. Earlier this year the analysts were pumping it on through the roof Star Wars sales forecasts. Now the message is to ignore those. He also says Star Wars should meet forecasts anyway thanks to a variety of guesswork compounded upon more guesswork, aka goal seeking.

First he assumes significant FIFA 16 sales growth despite the fact sales were down in the UK first week and first month. Then he assumes some digital penetration of 20% for FIFA. Then he figures Star Wars must be higher because EA said it was their biggest digital launch (let's ignore the fact launch will probably have more digital penetration than lifetime). Then he makes an assumption on Star Wars digital penetration. Remarkably, all of those assumptions combined together produce the result he was seeking!

Meanwhile, the concurrency stats continue to appear a little soft. Peak player count on 3 platforms last 24 hours is under 200K. Few seem to be talking about the game too. Most that have played it got bored after a few hours with the limited amount of content.

swbstats.com/

blogs.barrons.com/te...ffray/


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Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

12/03/15 at 10:25 AM CST

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