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Take-Two Interactive Financial Deep Dive (Pixels & Profits #6) ft. Eric Kress
GameMakers
English - August 01, 2023 14:12 - 57 minutes - 52.7 MB - ★★★★★ - 6 ratingsVideo Games Leisure Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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/
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