FlatFX Posted August 2, 2017 Share Posted August 2, 2017 100$ here we come Would be much easier with a stable government. Link to comment Share on other sites More sharing options...
BLOOD Posted August 2, 2017 Author Share Posted August 2, 2017 (edited) What just happened . Take-Two Interactive is not a GTA company anymore. Thank you Strauss Zelnick and Co. Edit (Note): Take-Two as a label is Social Point and Independent Publishing. If they get to $20 Billion in valuation before RDR2 I think it all have to do with GTA Online, Mobile, AR/VR and future M&As (I think and also dreamt they going to buy Zenimax). Edited August 2, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 2, 2017 Share Posted August 2, 2017 Another plus 100 Million on the table easily if they don't mess up WWE 2k18 for Nintendo Switch. Looking at sales charts of Switch titles a good game can easily attract 50% of community or bigger of 5,5 million Switch sold up right now BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 2, 2017 Author Share Posted August 2, 2017 (edited) $90.00 Now that prediction of Activision and Take-Two become the two largest game company on the planet is becoming real (EA got acquired or went private). FlatFX: Social Point, and the Kerbal Space IP acquisition and future acquisitions coupled with NBA ESPORTS and GTA Online are the breakthroughs of Take-Two going forward. $120 by January 31st 2018 is now possible..Tbh who needs RDR2? Joking Edited August 2, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 2, 2017 Share Posted August 2, 2017 (edited) Yep RDR 2 can be delayed further and I think the performance of GTA 5 ist the real reason for the delay. If Rockstar would release a GTA single player DLC this could have the same impact like a moderate RDR 2 release Edited August 2, 2017 by FlatFX BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 2, 2017 Author Share Posted August 2, 2017 (edited) Great comment FlatFX ☺ Edited August 2, 2017 by BLOOD Link to comment Share on other sites More sharing options...
Jabalous Posted August 3, 2017 Share Posted August 3, 2017 Another great quarter for T2. With GTA V/O still being on the top of sale charts and one of the most played multiplayer games, it's understandable why they would see it a benefit to extend the life of the game. By extending it, I guess it means more small and large content to be added throughout the coming months. I would say that the support by adding significant content will noticeably decline as we approach the release of RDR2, but I can still see GTAO being played by a very large community and in-game transactions running throughout most of the next year since not all players would be interested to move to the old world (RDR2 Multiplayer). BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 3, 2017 Author Share Posted August 3, 2017 At $13 Billion in market cap by December 2017 with RDR2 and the Untitled 2K title coupled with GTA Online adding another $7 Billion in market cap by end of 2018 and beginning of 2019. Link to comment Share on other sites More sharing options...
Sunrise Driver Posted August 3, 2017 Share Posted August 3, 2017 So Take2 isn't bankrupting anytime soon? So much for "f**k Turd2" campaign Link to comment Share on other sites More sharing options...
Jason Posted August 3, 2017 Share Posted August 3, 2017 You know, with GTA:O's lifespan being extended further I think Take-Two know they have a potential gold mine on their hands with GTA:O and RDR:O. My reason being is that "games as a service" is the big money maker these days, the issue with them though is content. It's near impossible to constantly roll out new content every month (or two, even) so these games and publishers have to deal with the player base rising and falling every few months as they release DLC - and with new content comes players willing to spend money. But if GTA:O remains healthy and active when RDR:O releases the plan will almost definitely be to alternate content updates so that when one game is in the middle of a content drought, the other gets a brand new update to bring you back and keep you in sort of a Rockstar Games/Take-Two ecosystem. It's a gold mine yo. BLOOD 1 Link to comment Share on other sites More sharing options...
Emmi Posted August 3, 2017 Share Posted August 3, 2017 ^ It's a disaster! I hope it doesn't mean that from now on the single player portion of their upcoming releases will be dumbed down to make the online part perform better (framerate, etc.). Link to comment Share on other sites More sharing options...
DisCrafted Posted August 3, 2017 Share Posted August 3, 2017 (edited) This extension isn't going to last long. The Online team is really small at North and with each update RAGE's performance gets weaker. I'm betting on Summer/Fall next year. Maybe even earlier and sometime before/after RDR2's release. Because if they're "extending" it, it must mean that it would've been done pretty soon, like by end of the year. Edited August 3, 2017 by DisCrafted Link to comment Share on other sites More sharing options...
BLOOD Posted August 3, 2017 Author Share Posted August 3, 2017 (edited) I cannot wait for Take-Two to finally join the S&P 500 (maybe it takes Time Warner's spot). In future I can see them breaking down revenue like this: Labels- Take-Two, Rockstar, 2K, Social Point and others; Digital- GTA and GTA Online products, NBA2K, Others; Geography- US and Canada, Europe, China, Asia and Rest of the World. 2007- $0.7 million in market cap. 2017- $10-13 Billion in market cap. 2018-2019- $18-25 Billion in market cap. 2020s- $25-50 Billion. They still be smaller than Activision and EA though. Revenue should topple $3 Billion in annual sales in the 2020s. Edit: Rockstar will likely create a Rockstar Online StudioS to handled GTA Online and future Multiplayer/online components etc. similar to 2K with 2K Sports and Visual Concepts. Edited August 3, 2017 by BLOOD Jabalous 1 Link to comment Share on other sites More sharing options...
Emmi Posted August 3, 2017 Share Posted August 3, 2017 ^ BLOOD you are missed in this very thread http://gtaforums.com/topic/871075-red-dead-redemption-2-general-chat/page-481 Maybe you can swing by and say Hello? BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 3, 2017 Author Share Posted August 3, 2017 (edited) Thanks .Emmi I will be there in a while. Anyway here is my prediction: The three largest Independent game companies in the 2020s will be Activision ($100B market cap), EA ($80B market cap) and Take-Two ($25-30B market cap, still smaller than the other two). Zenimax will be acquired by one of the three, and Ubisoft will still be around. Tencent will own a small stake in all the "Big 3". Mobile and AR/VR will become as big as Console. And Digital will be the new Physical but that will still be around. Edit: I can see all three mostly Take-Two popping again after Activision's earning call. Edited August 3, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 3, 2017 Share Posted August 3, 2017 I still see EA as one of the weakest players to grow further. Im with you that Activision can be an Entertainment giant with market cap >100M Their strategy and fast adapting to new business makes them favorable. Overwatch prooves that they know how to do E-Sports. And they have so many IPs which are huge blockbusters and can sell millions easily. They have the complete media portfolio where it's just a matter of time till the next thing explodes. Take Two still has to many variables in the game - will NBA Live be a serious competitor for NBA 2k18? - will NBA 2K18 E-Sports League be a success (I have doubts) - will RDR2 be a Great Game and outperform estimations? - can Social Point release more apps which will be a success? This will drive FY19 growth. If all these question can be answered in favor for Take Two 15-20B are realistic also in short term. But I don't see potential further growth beyond this numbers with the currently known portfolio Link to comment Share on other sites More sharing options...
BLOOD Posted August 3, 2017 Author Share Posted August 3, 2017 (edited) Interesting points and comment FlatFX. I will try answer them right (Take-Two just get a price-target of $108 by year end btw): -Not to underestimate NBA Live but NBA2K already got hold of the market coupled with brand loyalty. -NBA2K18 E-Sports will be a cash cow going forward but not in the near term. -Red Dead is not Grand Theft Auto so if RDR2 surpass expectations (T2 don't have none seeing that they are being conserved) or becomes a commercial flop it will not deter their growth trajectories however time shall tell. -Social Point will make hits and misses but the opportunity is not only on mobile gaming but also social gaming (Facebook Instant Game is a potential platform) and being called "Zynga of Europe" they already doing really great owning Dragon City and Monster Legends. And then there is the acquisitions of IPs to bring all these into a third label. Edit: I expect $20+ Billion in valuation way before 2020. Edited August 3, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 4, 2017 Share Posted August 4, 2017 (edited) I would like to see them releasing a Single Player DLC for GTA V out of the dark Right now it's the only chance left to do that before RDR2 releases Community and stock price would go bonkers and 500M in additional revenue. Was the comment in the conference call that they will expand lifetime of GTA V and GTA Online or just Online. Could be an indicator that there is still something in the background especially voice actors said in 2014 that they are working on a SP DLC. Edited August 4, 2017 by FlatFX BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 4, 2017 Author Share Posted August 4, 2017 I think they will be a SP DLC for GTA V seeing that it in 80 million gamers home then the continued crazy growth of GTA Online but that will be in a while. It still shocking that for a company growing this fast their biggest acquisition to-date is Social Point at $175 million or $250 million including stocks compared to Activision buying King for $5 billion and EA buying Popcap for $850 million. Edit: This is interesting and not surprising:"If you are over 17 and you have a new generation console, you have GTA. Otherwise we wouldn't have shipped 80m units. Can any other title achieve that? It seems unlikely. Do we have incredibly high hopes for Red Dead? We do. But we are not putting it in the context of GTA."- Strauss Zelnick, Chairman and CEO of Take-Two Interactive. Link to comment Share on other sites More sharing options...
Jabalous Posted August 4, 2017 Share Posted August 4, 2017 (edited) I think it's a great time to invest into T2 after some pullback from the current price. If they're growing revenue and beating estimates past the consensus with no major release for years now, one can only imagine what they could do when RDR2 releases next year, coupled with the ongoing, but slightly declining, revenue channels from GTAO, other previous titles from 2K, the recent IP acquisitions, and maybe the next major title from 2K which, I believe, will be announced before Q2 2018 conference call and will be slated for a Fall 2018 release, adding more to the expected growth for FY 2019. It wouldn't be strange to find R* supporting GTAO with new content beyond the release of RDR2 since Strauss stated that RDR2 Multiplayer/Online won't compete with it, so long as the community is still engaged. Any reasonable investor would want to see GTAO going further until the next and new Online offering in the Grand Theft Auto universe, which would make one's head spins thinking about its potential for entertainment and investors! Edited August 4, 2017 by Jabalous BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 5, 2017 Author Share Posted August 5, 2017 (edited) Happy 10th Anniversary on Strauss Zelnick becoming Chairman, CEO and Single Largest Shareholder (by voting) of Take-Two Interactive. Here is to another 10 years. And I hope Take-Two Interactive is one of the largest gaming company come 2027. Key Timeline: 2007:0.0B in market cap, $200-400M in annual revenue, $50M in cash flow. 99% dependant on GTA. 2017:$9.4B in market cap, $1.8B in annual revenue, $350M in cash flow. 11 franchises with sales over 5M units. 30% dependant on GTA. 2027:$25-39B in market cap, $2.5-3.8B in annual revenue, $1B in cash flow. 10% dependant on GTA. (Note: If acquired this will become irrelevant) Edited August 5, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 5, 2017 Share Posted August 5, 2017 Cannot wait till 2027 This hopefully goes much faster with the shift from traditional media experience. By 2019 I want them to be a 18-22B company BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 6, 2017 Author Share Posted August 6, 2017 (edited) Cannot wait till 2027 This hopefully goes much faster with the shift from traditional media experience. By 2019 I want them to be a 18-22B company Amen Brother.. Edit: I think since Strauss Zelnick-owned ZMC owns 50% of Canadian-based 9 Story Media he will either take it public on US Stock markets (NYSE or Nasdaq) or sell it to Take-Two Interactive making the company a gaming and media powerhouse while also increasing his stake in the latter. Activision alreading doing that with Activision Blizzard Studios. https://en.m.wikipedia.org/wiki/9_Story_Media_Group http://www.9story.com/Home Edited August 6, 2017 by BLOOD Link to comment Share on other sites More sharing options...
FlatFX Posted August 6, 2017 Share Posted August 6, 2017 (edited) nevertheless I will shift some money from Take Two to Activision. Call of Duty will be fu***** huge this year. Already now in Amazon Charts ahead of Destiny 2. No comparable competition. End of November we have Battlefront 2. It will sell millions just because its Star Wars and there will be a new movie but I think the game itself will be just a decent experience. Edited August 6, 2017 by FlatFX BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 6, 2017 Author Share Posted August 6, 2017 I think Activision could dominate Christmas charts..However GTA V and GTA Online could continue to be on all charts. Jabalous 1 Link to comment Share on other sites More sharing options...
Jabalous Posted August 7, 2017 Share Posted August 7, 2017 Just when you think that GTA Online is done and players are starting to migrate to other games, it continues to deliver even more. It's now almost equivalent to a platform where a player can engage in a wide variety of activities (games), from simple leisure like playing Tennis, to hardcore and illegal business in trafficking drugs and weapons. Given that the game still holds up very well graphically and technically, and even easily competing with the current open world games of the same genre, R* can remaster Liberty City and add it to Online. One can only imagine the flood of players if that happens and R* might never have to release a new game for another two years. I agree that Call of Duty might dominate the charts later this year, but I don't see it affecting Online that much given that the two games are very different. BLOOD 1 Link to comment Share on other sites More sharing options...
BLOOD Posted August 7, 2017 Author Share Posted August 7, 2017 I think at #1 again, Take-Two/Rockstar will have to start thinking of making SPDLC for GTA V and still continue to cater to GTA Online. The game and it online component is now an unprecedented platform not just a must-have thing. Jabalous,Great comment BTW. (If GTA V stays top 1-5 for many years then I am afraid we will not get a VI but spin-offs to V just like Mario Bros.) http://www.gamesindustry.biz/articles/2017-08-07-crash-bandicoot-has-scored-more-uk-no-1s-than-any-other-ps4-game Link to comment Share on other sites More sharing options...
Emmi Posted August 7, 2017 Share Posted August 7, 2017 ^ Sorry BLOOD but yor last sentence is total nonsense. Link to comment Share on other sites More sharing options...
DisCrafted Posted August 7, 2017 Share Posted August 7, 2017 (edited) Again, the success of V/Online has nothing to do with VI as it's in full production at North. Edited August 7, 2017 by DisCrafted Link to comment Share on other sites More sharing options...
BLOOD Posted August 7, 2017 Author Share Posted August 7, 2017 I am not going to panic but I hope it ends at $90.35 today them continues popping all the way up..Sorry .Emmi I gET into my own fantasy sometimes Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now