Video

Data

Text duration start ents sentiment
regulatory concerns over its nearly 70 4.159 Jump to 8.48
    CARDINAL nearly 70
billion dollar deal for activision 3.92 Jump to 10.96
activision blizzard that's that 68.7 4.56 Jump to 33.28
    CARDINAL 68.7
billion dollar acquisition that they 3.52 Jump to 36.0
call of duty one of activision 2.4 Jump to 161.28
    CARDINAL one
blizzard's biggest properties one of the 3.039 Jump to 162.48
was one of the most played games on 5.28 Jump to 166.48
sony's playstation in 2021 and so if 4.799 Jump to 168.8
    DATE 2021
activision blizzard for that nearly 70 3.84 Jump to 193.28
    CARDINAL nearly 70
billion dollars 3.2 Jump to 195.36
think that it was about 30 years ago 3.92 Jump to 198.56
    DATE about 30 years ago
when the doj first started programming 4.401 Jump to 200.319
violations that was three decades ago uh 3.92 Jump to 204.72
    DATE three decades ago
is up about three percent right now your 4.64 Jump to 221.12
    PERCENT about three percent
excuse me adjusted eps coming in at 35 4.32 Jump to 225.76
    CARDINAL 35
cents versus the estimate of 25 cents 4.241 Jump to 228.239
    MONEY 25 cents
and that revenue of 510 million versus 4.879 Jump to 230.08
    CARDINAL 510 million
the estimate of 495. just go over some 4.56 Jump to 232.48
    CARDINAL 495
with q 120 again before people went into 5.361 Jump to 267.919
    CARDINAL 120
the last 24 months we clearly saw that 4.4 Jump to 273.28
    DATE the last 24 months
short refresh cycle uh and within two or 4.24 Jump to 294.56
    CARDINAL two
three years uh they'll be back to buy uh 3.039 Jump to 296.88
    DATE three years
the situation to improve throughout 2022 3.68 Jump to 326.16
    DATE 2022
probably two-thirds of our revenue 4.56 Jump to 338.56
    CARDINAL two-thirds
been a trend for the last 20 years that 3.681 Jump to 345.199
    DATE the last 20 years
the best gaming pc is one that you build 3.679 Jump to 346.96
so graphics cards have been 150 to 200 5.599 Jump to 364.16
    CARDINAL 150
    CARDINAL 200
graphics cards are a thousand or two 3.52 Jump to 371.44
    CARDINAL a thousand or two
thousand dollars a lot of people prefer 4.08 Jump to 372.88
which a few years ago used to be three 2.879 Jump to 400.88
    DATE a few years ago
    CARDINAL three
thousand dollars is now fifteen to 4.16 Jump to 402.24
twenty thousand dollars uh and so for 4.641 Jump to 403.759
    MONEY twenty thousand dollars
and activision for for 69 a billion 4.16 Jump to 449.84
    MONEY 69 a billion
couple of things think about alex one is 5.201 Jump to 481.039
that's the first thing now i i think 3.44 Jump to 498.4
six or seven acquisitions in the last uh 5.681 Jump to 506.879
    CARDINAL six
    CARDINAL seven
three years um and the majority of those 4.08 Jump to 510.0
    DATE three years
our first acquisition actually which was 2.48 Jump to 516.479
    ORDINAL first
you've got to be one of the big three or 3.919 Jump to 542.48
four players that are out there now uh 4.48 Jump to 544.0
    CARDINAL four
50 to 100 million revenue companies you 4.4 Jump to 548.48
    CARDINAL 50 to 100 million
you were able to launch over 140 new 3.839 Jump to 567.68
    CARDINAL over 140
one of the things that's emerging as an 3.359 Jump to 582.48
    CARDINAL one
as one of the biggest growth markets 4.72 Jump to 601.44
one already has an esports 4.56 Jump to 607.76