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2021-02-06
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Activision Investors Applaud Q4 Report: What The Street Is Saying<blockquote>动视投资者对第四季度报告表示赞赏：华尔街在说什么</blockquote>
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(NASDAQ: ATVI) reported fourth-quarter results Thursday that lifted shares to a new 52-week high, while four Street analysts see ","content":"<p><html><body>Video game maker <strong>Activision Blizzard, Inc.</strong> (NASDAQ:ATVI) reported fourth-quarter results Thursday that lifted shares to a new 52-week high, while four Street analysts see further upside ahead.</p><p><blockquote><html><body>视频游戏制造商<strong>动视暴雪公司。</strong>（纳斯达克股票代码：ATVI）周四公布了第四季度业绩，将股价推至 52 周新高，而四位华尔街分析师预计未来将进一步上涨。</body></html></blockquote></p><p> <strong>The Activision Blizzard Analysts: </strong>Raymond James analyst Andrew Marok maintains an Outperform rating on Activision Blizzard's stock with a price target lifted from $109 to $120.</p><p><blockquote><strong>动视暴雪分析师：</strong>Raymond James 分析师 Andrew Marok 维持动视暴雪股票跑赢大盘评级，目标价从 109 美元上调至 120 美元。</blockquote></p><p> Needham analyst Laura Martin maintains a Buy rating on Activision Blizzard's stock with an unchanged $102 price target.</p><p><blockquote>Needham 分析师劳拉·马丁 (Laura Martin) 维持动视暴雪股票的买入评级，目标价 102 美元不变。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Brian Nowak maintains an Overweight rating on Activision Blizzard's stock with a price target from $108 to $115.</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师 Brian Nowak 维持动视暴雪股票的跑赢大盘评级，目标价为 108 美元至 115 美元。</blockquote></p><p> KeyBanc Capital Markets analyst Tyler Parker maintains an Overweight rating on Activision Blizzard's stock with a price target lifted from $102 to $120.</p><p><blockquote>KeyBanc 资本市场分析师 Tyler Parker 维持动视暴雪股票的跑赢大盘评级，目标价从 102 美元上调至 120 美元。</blockquote></p><p> <strong>RayJay Sees Strength In 2021, Beyond: </strong>Activision Blizzard's revenue rose 13% year-over-year to $3.05 billion versus the Street’s estimate of $2.83 billion, Marok said in a note.</p><p><blockquote><strong>RayJay 预计 2021 年及以后的实力：</strong>Marok 在一份报告中说，动视暴雪的收入同比增长 13%，达到 30.5 亿美元，而华尔街的预期为 28.3 亿美元。</blockquote></p><p> Revenue from the Activision segment rose 16% to $1.66 billion; King revenue was up 15% at $577 million; and Blizzard’s segment revenue was down 3% at $579 million, the analyst said. </p><p><blockquote>动视业务的收入增长 16%，达到 16.6 亿美元；King 收入增长 15%，达到 5.77 亿美元；分析师说，暴雪的部门收入下降了 3%，至 5.79 亿美元。</blockquote></p><p> The company’s core franchises, including Call of Duty, World of Warcraft and Candy Crush, all showed “robust” bookings growth in the quarter, he said.</p><p><blockquote>他说，该公司的核心特许经营权，包括《使命召唤：看涨期权》、《魔兽世界》和《糖果粉碎》，在本季度的预订量都出现了 “强劲 ”的增长。</blockquote></p><p> Momentum should be sustained in 2021 and beyond ahead of multiple launches, including a potential remaster release this year and World of Warcraft mobile titles that are in advanced development, according to RayJay. </p><p><blockquote>根据RayJay的说法，在2021年及以后的多次发布之前，势头应该会持续，包括今年可能发布的重制版和正在高级开发的魔兽世界手机游戏。</blockquote></p><p> <strong>Needham's 5 Key Takeaways: </strong>Activision’s earnings report is highlighted by five key takeaways, Martin said in a note.</p><p><blockquote><strong>李约瑟的5个关键要点：</strong>马丁在一份说明中说，动视的财报突出了五个要点。</blockquote></p><p> They are: </p><p><blockquote>它们是：</blockquote></p><p> 1. The company noted its games reach 400 million players in 190 countries.</p><p><blockquote>1. 该公司指出，其游戏覆盖了 190 个国家的 4 亿玩家。</blockquote></p><p> 2. Throughout 2020, the company had three game franchises that generated $1 billion in net bookings. Management guided toward two additional games hitting the $1-billion revenue milestone.</p><p><blockquote>2. 2020 年全年，该公司拥有三个游戏特许经营权，净预订量达到 10 亿美元。管理层引导另外两款游戏达到 10 亿美元的收入里程碑。</blockquote></p><p> 3. Activision expects to grow in 2021 despite difficult year-over-year comparisons.</p><p><blockquote>3. 尽管同比比较困难，但动视预计 2021 年仍将实现增长。</blockquote></p><p> 4. Management will focus development efforts on its largest franchises with the objective of duplicating the CoD model of monetizing free-to-play games.</p><p><blockquote>4.管理层将把发展重点放在其最大的特许经营权上，目标是复制CoD模式，将免费游戏货币化。</blockquote></p><p> 5. Warzone more than doubled its player base and generated a lot of interest in free premium trials.</p><p><blockquote>5. Warzone 的玩家数量增加了一倍多，并引起了人们对免费高级试用的大量兴趣。</blockquote></p><p> <em>Related Link: For Some Video Game ETFs, It Was Fun While It Lasted With GameStop</em></p><p><blockquote><em>相关链接：对于一些视频游戏 ETF 来说，在游戏驿站持续期间很有趣</em></blockquote></p><p> <strong>Morgan Stanley's Reopening Concerns: </strong>Video games were <a href=\"https://laohu8.com/S/AONE\">one</a> of several categories that saw a notable uptick in demand during the COVID-19 pandemic, as consumers were looking for more forms of entertainment at home.</p><p><blockquote><strong>摩根士丹利重新开业的担忧：</strong>电子游戏是<a href=\"https://laohu8.com/S/AONE\">一</a>在新冠肺炎疫情期间，随着消费者寻求更多形式的家庭娱乐，几个类别的需求显着上升。</blockquote></p><p> Now that the reopening phase is very slowly starting to take place in some regions, it was \"encouraging\" to hear Activision's management say they are seeing momentum in reopening regions, Nowak said.</p><p><blockquote>诺瓦克说，现在一些地区的重新开放阶段开始非常缓慢，听到动视管理层表示他们看到了重新开放地区的势头，这是“令人鼓舞的”。</blockquote></p><p> Ongoing demand in areas that are more advanced in the reopening process can be attributed to Activision's content and quality of its products, the analyst said.</p><p><blockquote>这位分析师表示，重新开放过程中更先进的领域的持续需求可归因于动视暴雪的内容和产品质量。</blockquote></p><p> Encouragingly, Activision's 2021 EPS outlook of $3.60 could be conservative, he said. </p><p><blockquote>他表示，令人鼓舞的是，动视 2021 年每股收益 3.60 美元的前景可能是保守的。</blockquote></p><p> \"Given ATVI's historically pragmatic approach to forward guidance (having beaten their initial full year EPS guidance by 16% on average from '16-'19) we struggle to believe the company would have guided as aggressively as they did without a margin of safety on re-opening.\"</p><p><blockquote>“鉴于 ATVI 历来对前瞻性指引采取务实的态度（从 2016 年到 2019 年，该公司平均比最初的全年每股收益指引高出 16%），我们很难相信，如果没有安全边际，该公司会像他们一样积极地进行指引重新开放。”</blockquote></p><p> <strong>KeyBanc Says 2022 Looks Big': </strong>Activision's fourth-quarter report came in better than expected, and the company's outlook through 2022 \"looks big,\" Parker said in a note.</p><p><blockquote><strong>KeyBanc 表示 2022 年看起来很棒”：</strong>帕克在一份报告中表示，动视暴雪第四季度报告好于预期，该公司到 2022 年的前景“看起来很光明”。</blockquote></p><p> Activision's 2021 bookings guidance was stronger than expected despite the absence of a new AAA game this year, the analyst said.</p><p><blockquote>分析师表示，尽管今年没有新的 AAA 游戏，但动视暴雪 2021 年的预订指导强于预期。</blockquote></p><p> This suggests ongoing strength in the broader gaming market, but also momentum across Activision's portfolio, he said. </p><p><blockquote>他表示，这表明更广泛的游戏市场持续走强，同时也表明动视暴雪的整个产品组合势头强劲。</blockquote></p><p> Activision hinted at a \"step-function change\" in 2022 that will be driven by a WoW expansion, a ramp in Diablo Immortal and a potential Overwatch 2 release, Parker said. </p><p><blockquote>帕克说，动视暗示2022年将发生“逐步功能变化”，这将由魔兽世界资料片、暗黑破坏神不朽的斜坡和潜在的守望先锋2发布推动。</blockquote></p><p> \"ATVI's franchise strategy to expand offerings to more platforms and models is working, and we believe there are multiple opportunities in place to grow the business for years to come.\"</p><p><blockquote>“ATVI 将产品扩展到更多平台和车型的特许经营战略正在发挥作用，我们相信未来几年有多种机会来发展业务。”</blockquote></p><p> <strong>ATVI Price Action:</strong> Shares of Activision Blizzard hit a new 52-week high of $104.23 Friday. The stock gained 9.64% in Friday's session, closing at $101.61.</p><p><blockquote><strong>ATVI价格走势：</strong>动视暴雪股价周五创下 52 周新高 104.23 美元。该股周五上涨9.64%，收于101.61美元。</blockquote></p><p> <em>Photo courtesy of Activision.</em></p><p><blockquote><em>照片由动视提供。</em></blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Activision Investors Applaud Q4 Report: What The Street Is Saying<blockquote>动视投资者对第四季度报告表示赞赏：华尔街在说什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nActivision Investors Applaud Q4 Report: What The Street Is Saying<blockquote>动视投资者对第四季度报告表示赞赏：华尔街在说什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-02-06 06:14</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body>Video game maker <strong>Activision Blizzard, Inc.</strong> (NASDAQ:ATVI) reported fourth-quarter results Thursday that lifted shares to a new 52-week high, while four Street analysts see further upside ahead.</p><p><blockquote><html><body>视频游戏制造商<strong>动视暴雪公司。</strong>（纳斯达克股票代码：ATVI）周四公布了第四季度业绩，将股价推至 52 周新高，而四位华尔街分析师预计未来将进一步上涨。</body></html></blockquote></p><p> <strong>The Activision Blizzard Analysts: </strong>Raymond James analyst Andrew Marok maintains an Outperform rating on Activision Blizzard's stock with a price target lifted from $109 to $120.</p><p><blockquote><strong>动视暴雪分析师：</strong>Raymond James 分析师 Andrew Marok 维持动视暴雪股票跑赢大盘评级，目标价从 109 美元上调至 120 美元。</blockquote></p><p> Needham analyst Laura Martin maintains a Buy rating on Activision Blizzard's stock with an unchanged $102 price target.</p><p><blockquote>Needham 分析师劳拉·马丁 (Laura Martin) 维持动视暴雪股票的买入评级，目标价 102 美元不变。</blockquote></p><p> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Brian Nowak maintains an Overweight rating on Activision Blizzard's stock with a price target from $108 to $115.</p><p><blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师 Brian Nowak 维持动视暴雪股票的跑赢大盘评级，目标价为 108 美元至 115 美元。</blockquote></p><p> KeyBanc Capital Markets analyst Tyler Parker maintains an Overweight rating on Activision Blizzard's stock with a price target lifted from $102 to $120.</p><p><blockquote>KeyBanc 资本市场分析师 Tyler Parker 维持动视暴雪股票的跑赢大盘评级，目标价从 102 美元上调至 120 美元。</blockquote></p><p> <strong>RayJay Sees Strength In 2021, Beyond: </strong>Activision Blizzard's revenue rose 13% year-over-year to $3.05 billion versus the Street’s estimate of $2.83 billion, Marok said in a note.</p><p><blockquote><strong>RayJay 预计 2021 年及以后的实力：</strong>Marok 在一份报告中说，动视暴雪的收入同比增长 13%，达到 30.5 亿美元，而华尔街的预期为 28.3 亿美元。</blockquote></p><p> Revenue from the Activision segment rose 16% to $1.66 billion; King revenue was up 15% at $577 million; and Blizzard’s segment revenue was down 3% at $579 million, the analyst said. </p><p><blockquote>动视业务的收入增长 16%，达到 16.6 亿美元；King 收入增长 15%，达到 5.77 亿美元；分析师说，暴雪的部门收入下降了 3%，至 5.79 亿美元。</blockquote></p><p> The company’s core franchises, including Call of Duty, World of Warcraft and Candy Crush, all showed “robust” bookings growth in the quarter, he said.</p><p><blockquote>他说，该公司的核心特许经营权，包括《使命召唤：看涨期权》、《魔兽世界》和《糖果粉碎》，在本季度的预订量都出现了 “强劲 ”的增长。</blockquote></p><p> Momentum should be sustained in 2021 and beyond ahead of multiple launches, including a potential remaster release this year and World of Warcraft mobile titles that are in advanced development, according to RayJay. </p><p><blockquote>根据RayJay的说法，在2021年及以后的多次发布之前，势头应该会持续，包括今年可能发布的重制版和正在高级开发的魔兽世界手机游戏。</blockquote></p><p> <strong>Needham's 5 Key Takeaways: </strong>Activision’s earnings report is highlighted by five key takeaways, Martin said in a note.</p><p><blockquote><strong>李约瑟的5个关键要点：</strong>马丁在一份说明中说，动视的财报突出了五个要点。</blockquote></p><p> They are: </p><p><blockquote>它们是：</blockquote></p><p> 1. The company noted its games reach 400 million players in 190 countries.</p><p><blockquote>1. 该公司指出，其游戏覆盖了 190 个国家的 4 亿玩家。</blockquote></p><p> 2. Throughout 2020, the company had three game franchises that generated $1 billion in net bookings. Management guided toward two additional games hitting the $1-billion revenue milestone.</p><p><blockquote>2. 2020 年全年，该公司拥有三个游戏特许经营权，净预订量达到 10 亿美元。管理层引导另外两款游戏达到 10 亿美元的收入里程碑。</blockquote></p><p> 3. Activision expects to grow in 2021 despite difficult year-over-year comparisons.</p><p><blockquote>3. 尽管同比比较困难，但动视预计 2021 年仍将实现增长。</blockquote></p><p> 4. Management will focus development efforts on its largest franchises with the objective of duplicating the CoD model of monetizing free-to-play games.</p><p><blockquote>4.管理层将把发展重点放在其最大的特许经营权上，目标是复制CoD模式，将免费游戏货币化。</blockquote></p><p> 5. Warzone more than doubled its player base and generated a lot of interest in free premium trials.</p><p><blockquote>5. Warzone 的玩家数量增加了一倍多，并引起了人们对免费高级试用的大量兴趣。</blockquote></p><p> <em>Related Link: For Some Video Game ETFs, It Was Fun While It Lasted With GameStop</em></p><p><blockquote><em>相关链接：对于一些视频游戏 ETF 来说，在游戏驿站持续期间很有趣</em></blockquote></p><p> <strong>Morgan Stanley's Reopening Concerns: </strong>Video games were <a href=\"https://laohu8.com/S/AONE\">one</a> of several categories that saw a notable uptick in demand during the COVID-19 pandemic, as consumers were looking for more forms of entertainment at home.</p><p><blockquote><strong>摩根士丹利重新开业的担忧：</strong>电子游戏是<a href=\"https://laohu8.com/S/AONE\">一</a>在新冠肺炎疫情期间，随着消费者寻求更多形式的家庭娱乐，几个类别的需求显着上升。</blockquote></p><p> Now that the reopening phase is very slowly starting to take place in some regions, it was \"encouraging\" to hear Activision's management say they are seeing momentum in reopening regions, Nowak said.</p><p><blockquote>诺瓦克说，现在一些地区的重新开放阶段开始非常缓慢，听到动视管理层表示他们看到了重新开放地区的势头，这是“令人鼓舞的”。</blockquote></p><p> Ongoing demand in areas that are more advanced in the reopening process can be attributed to Activision's content and quality of its products, the analyst said.</p><p><blockquote>这位分析师表示，重新开放过程中更先进的领域的持续需求可归因于动视暴雪的内容和产品质量。</blockquote></p><p> Encouragingly, Activision's 2021 EPS outlook of $3.60 could be conservative, he said. </p><p><blockquote>他表示，令人鼓舞的是，动视 2021 年每股收益 3.60 美元的前景可能是保守的。</blockquote></p><p> \"Given ATVI's historically pragmatic approach to forward guidance (having beaten their initial full year EPS guidance by 16% on average from '16-'19) we struggle to believe the company would have guided as aggressively as they did without a margin of safety on re-opening.\"</p><p><blockquote>“鉴于 ATVI 历来对前瞻性指引采取务实的态度（从 2016 年到 2019 年，该公司平均比最初的全年每股收益指引高出 16%），我们很难相信，如果没有安全边际，该公司会像他们一样积极地进行指引重新开放。”</blockquote></p><p> <strong>KeyBanc Says 2022 Looks Big': </strong>Activision's fourth-quarter report came in better than expected, and the company's outlook through 2022 \"looks big,\" Parker said in a note.</p><p><blockquote><strong>KeyBanc 表示 2022 年看起来很棒”：</strong>帕克在一份报告中表示，动视暴雪第四季度报告好于预期，该公司到 2022 年的前景“看起来很光明”。</blockquote></p><p> Activision's 2021 bookings guidance was stronger than expected despite the absence of a new AAA game this year, the analyst said.</p><p><blockquote>分析师表示，尽管今年没有新的 AAA 游戏，但动视暴雪 2021 年的预订指导强于预期。</blockquote></p><p> This suggests ongoing strength in the broader gaming market, but also momentum across Activision's portfolio, he said. </p><p><blockquote>他表示，这表明更广泛的游戏市场持续走强，同时也表明动视暴雪的整个产品组合势头强劲。</blockquote></p><p> Activision hinted at a \"step-function change\" in 2022 that will be driven by a WoW expansion, a ramp in Diablo Immortal and a potential Overwatch 2 release, Parker said. </p><p><blockquote>帕克说，动视暗示2022年将发生“逐步功能变化”，这将由魔兽世界资料片、暗黑破坏神不朽的斜坡和潜在的守望先锋2发布推动。</blockquote></p><p> \"ATVI's franchise strategy to expand offerings to more platforms and models is working, and we believe there are multiple opportunities in place to grow the business for years to come.\"</p><p><blockquote>“ATVI 将产品扩展到更多平台和车型的特许经营战略正在发挥作用，我们相信未来几年有多种机会来发展业务。”</blockquote></p><p> <strong>ATVI Price Action:</strong> Shares of Activision Blizzard hit a new 52-week high of $104.23 Friday. The stock gained 9.64% in Friday's session, closing at $101.61.</p><p><blockquote><strong>ATVI价格走势：</strong>动视暴雪股价周五创下 52 周新高 104.23 美元。该股周五上涨9.64%，收于101.61美元。</blockquote></p><p> <em>Photo courtesy of Activision.</em></p><p><blockquote><em>照片由动视提供。</em></blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/node/19512510","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109777873","content_text":"Video game maker Activision Blizzard, Inc. (NASDAQ:ATVI) reported fourth-quarter results Thursday that lifted shares to a new 52-week high, while four Street analysts see further upside ahead.\nThe Activision Blizzard Analysts: Raymond James analyst Andrew Marok maintains an Outperform rating on Activision Blizzard's stock with a price target lifted from $109 to $120.\nNeedham analyst Laura Martin maintains a Buy rating on Activision Blizzard's stock with an unchanged $102 price target.\nMorgan Stanley analyst Brian Nowak maintains an Overweight rating on Activision Blizzard's stock with a price target from $108 to $115.\nKeyBanc Capital Markets analyst Tyler Parker maintains an Overweight rating on Activision Blizzard's stock with a price target lifted from $102 to $120.\nRayJay Sees Strength In 2021, Beyond: Activision Blizzard's revenue rose 13% year-over-year to $3.05 billion versus the Street’s estimate of $2.83 billion, Marok said in a note.\nRevenue from the Activision segment rose 16% to $1.66 billion; King revenue was up 15% at $577 million; and Blizzard’s segment revenue was down 3% at $579 million, the analyst said. \nThe company’s core franchises, including Call of Duty, World of Warcraft and Candy Crush, all showed “robust” bookings growth in the quarter, he said.\nMomentum should be sustained in 2021 and beyond ahead of multiple launches, including a potential remaster release this year and World of Warcraft mobile titles that are in advanced development, according to RayJay. \nNeedham's 5 Key Takeaways: Activision’s earnings report is highlighted by five key takeaways, Martin said in a note.\nThey are: \n1. The company noted its games reach 400 million players in 190 countries.\n2. Throughout 2020, the company had three game franchises that generated $1 billion in net bookings. Management guided toward two additional games hitting the $1-billion revenue milestone.\n3. Activision expects to grow in 2021 despite difficult year-over-year comparisons.\n4. Management will focus development efforts on its largest franchises with the objective of duplicating the CoD model of monetizing free-to-play games.\n5. Warzone more than doubled its player base and generated a lot of interest in free premium trials.\nRelated Link: For Some Video Game ETFs, It Was Fun While It Lasted With GameStop\nMorgan Stanley's Reopening Concerns: Video games were one of several categories that saw a notable uptick in demand during the COVID-19 pandemic, as consumers were looking for more forms of entertainment at home.\nNow that the reopening phase is very slowly starting to take place in some regions, it was \"encouraging\" to hear Activision's management say they are seeing momentum in reopening regions, Nowak said.\nOngoing demand in areas that are more advanced in the reopening process can be attributed to Activision's content and quality of its products, the analyst said.\nEncouragingly, Activision's 2021 EPS outlook of $3.60 could be conservative, he said. \n\"Given ATVI's historically pragmatic approach to forward guidance (having beaten their initial full year EPS guidance by 16% on average from '16-'19) we struggle to believe the company would have guided as aggressively as they did without a margin of safety on re-opening.\"\nKeyBanc Says 2022 Looks Big': Activision's fourth-quarter report came in better than expected, and the company's outlook through 2022 \"looks big,\" Parker said in a note.\nActivision's 2021 bookings guidance was stronger than expected despite the absence of a new AAA game this year, the analyst said.\nThis suggests ongoing strength in the broader gaming market, but also momentum across Activision's portfolio, he said. \nActivision hinted at a \"step-function change\" in 2022 that will be driven by a WoW expansion, a ramp in Diablo Immortal and a potential Overwatch 2 release, Parker said. \n\"ATVI's franchise strategy to expand offerings to more platforms and models is working, and we believe there are multiple opportunities in place to grow the business for years to come.\"\nATVI Price Action: Shares of Activision Blizzard hit a new 52-week high of $104.23 Friday. The stock gained 9.64% in Friday's session, closing at $101.61.\nPhoto courtesy of Activision.","news_type":1,"symbols_score_info":{"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":570,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/380704881"}
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