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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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First of all, I think you need to divide costs and revenues on a game by game basis, rather than consoles.
Secondly, I am pretty sure subscribers will decline rather than increase.
http://seekingalpha.com/article/915821-why-world-of-warcraft-will-drag-activision-blizzard-s-earnings-down
I understand that you are time limited, and don't have time to make the necessary research required to make reliable estimates for each game, but I still think you can do better than this. [ less... ]
Secondly, I am pretty sure subscribers will decline rather than increase.
http://seekingalpha.com/article/915821-why-world-of-warcraft-will-drag-activision-blizzard-s-earnings-down
I understand that you are time limited, and don't have time to make the necessary research required to make reliable estimates for each game, but I still think you can do better than this. [ less... ]
First of all, I think you need to divide costs and revenues on a game by game basis, rather than consoles.
Secondly, I am pretty sure subscribers will decline rather than increase.
http://seekingalpha.com/article/915821-why-world-of-warcraft-will-drag-activision-blizzard-s-earnings-down
I understand that you are time limited, and don't have time to make the necessary research required to make reliable estimates for each game, but I still think you can do better than this.