ATVI - Activision Inc.

[Spectre]

Activision Inc.
3100 Ocean Park Boulevard
Santa Monica, CA 90405
United States - Map
Phone: 310-255-2000
Fax: 310-479-4005
Web Site: http://www.activision.com

Activision, Inc. engages in the development, publishing, and distribution of interactive entertainment software and peripheral products. It offers a portfolio of products that spans various categories and markets, and is used on various game hardware platforms and operating systems. The company's products include game categories, such as action/adventure, action sports, racing, role-playing, simulation, first-person action, music-based gaming, and strategy. It offers its products primarily in versions that operate on the Sony PlayStation 2, Sony PlayStation 3, Nintendo Wii, Microsoft Xbox 360 console systems, Nintendo Game Boy Advance, Sony PlayStation Portable, and Nintendo Dual Screen hand-held devices, and personal computers. The company develops, markets, and sells products directly, by license, or through its affiliate label program with certain third-party publishers. It provides logistical and sales services to third-party publishers of interactive entertainment software and manufacturers of interactive entertainment hardware. The company operates in the United States, Canada, the United Kingdom, Germany, France, Italy, Spain, Japan, Australia, Sweden, South Korea, and the Netherlands. Activision, Inc. was founded in 1979 and is based in Santa Monica, California.

[Spectre]

Activision reports earnings on monday. I am looking to get into some Dec calls on this before hand.

A couple of their popular game franchises.


Call of Duty
Transformers the Movie.
Spiderman
Tony Hawk
Guitar Hero
Quake
X-Men
Marvel Alliance
Soldier of Fortune
Star Wars Battlefront
True Crime
The Movies
Bee Movie
Shrek
Doom
GUN


I think they can beat earnings and even guide up as all 3 next gen consoles are now on the market for this holiday season.

Best,

Spec

[Spectre]

In Dec 27.50 calls.

Best,

-Spec

[LuckyOne]

I made money off them last time around. Guitar Hero is huge right now going into the Christmas season. They will benefit from some delays from some of their competition. Might buy a few calls myself.

[hempick]

I frequent a lot of gaming boards and the word around them has been that Call of Duty 4 will be even bigger than Guitar Hero 3 for them. A lot of gamers have been saying that CoD 4 is better than Halo 3 even.

My question/concern is this: since these games are both being released in time for the holiday season, wouldn't it stand to reason that the earnings for them won't show up until They report the last quarter of this year sometime in '08?

...or is it more that you were thinking of playing the possible raise in guidance?

[LuckyOne]

Originally Posted by hempick

My question/concern is this: since these games are both being released in time for the holiday season, wouldn't it stand to reason that the earnings for them won't show up until They report the last quarter of this year sometime in '08?

...or is it more that you were thinking of playing the possible raise in guidance?

It could show up in guidance, but usually companies like to play it conservative, so I doubt they will guide very high. The real numbers won't show up until next report, so that will probably be the bigger pop. ATVI is probably one you can hold through the Christmas season and get nice gains as their products get buzz and hold through earnings as analysis usually underestimate performance of hot products. Then they should be good for another 5-10% pop.

[Spectre]

I would think pre-orders for CoD 4 and GH 3 might be in this qtr earnings. Not sure.

-Spec

[xxclaymanxx]

I bought in at around 20.00$ back in September. Looking forwards to the holiday season!

[Jessica]

i bought Dec calls too, people go nuts over holiday shopping, they buy all kinds of crap.

[hempick]

Originally Posted by Spectre

I would think pre-orders for CoD 4 and GH 3 might be in this qtr earnings. Not sure.

-Spec

I didn't think of that. You may be right.