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2021-08-02
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Videogames entered the mainstream in the pandemic, but the industry faces a rough transition<blockquote>视频游戏在疫情中进入主流，但该行业面临着艰难的转型</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":805857279,"tweetId":"805857279","gmtCreate":1627871799691,"gmtModify":1631884457882,"author":{"id":3579868315520587,"idStr":"3579868315520587","authorId":3579868315520587,"authorIdStr":"3579868315520587","name":"459c98b1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":43,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like me ok?</p></body></html>","htmlText":"<html><head></head><body><p>Like me ok?</p></body></html>","text":"Like me ok?","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/805857279","repostId":2156164154,"repostType":4,"repost":{"id":"2156164154","kind":"highlight","pubTimestamp":1627871495,"share":"https://www.laohunote.com/m/news/2156164154?lang=zh_CN&edition=full","pubTime":"2021-08-02 10:31","market":"us","language":"en","title":"Videogames entered the mainstream in the pandemic, but the industry faces a rough transition<blockquote>视频游戏在疫情中进入主流，但该行业面临着艰难的转型</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2156164154","media":"MarketWatch","summary":"Earnings Watch: Activision employees' revolt part of a potentially rough maturation process for a se","content":"<p>Earnings Watch: Activision employees' revolt part of a potentially rough maturation process for a sector that changed from a fun diversion to a gigantic industry during COVID-19 pandemic</p><p><blockquote>盈利观察：动视员工的反抗是该行业潜在艰难的成熟过程的一部分，该行业在 COVID-19 大流行期间从有趣的转移转变为巨大的产业</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26babe49763edc28e181f6b377b8e476\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>MARKETWATCH 照片插图/ISTOCKPHOTO</span></p></blockquote></p><p> For decades, Wall Street has viewed videogames like most Americans: A fun little diversion from everyday life, but not something to take too seriously.</p><p><blockquote>几十年来，华尔街和大多数美国人一样看待电子游戏：一种有趣的日常生活消遣，但不必太认真。</blockquote></p><p> The dynamic has been changing for years, and flipped permanently during the COVID-19 pandemic, which saw the videogame industry go far beyond just overtaking Hollywood in revenue and importance to the market -- depend on gamers for big revenue.</p><p><blockquote>这种动态多年来一直在发生变化，并在 COVID-19 大流行期间发生了永久性的逆转，视频游戏行业在收入和市场重要性方面远远超越了好莱坞，而是依靠游戏玩家获得巨额收入。</blockquote></p><p> With greater relevance comes greater scrutiny. Videogame studios have sometimes operated like the fun little diversions in product development, forming small groups willing to fail spectacularly in search of a big hit, while paying little and supervising employees even less. Those issues came to light again when the state of California recently sued Activision Blizzard, portraying a toxic workplace culture , French company Ubisoft Entertainment SA .</p><p><blockquote>相关性越大，审查就越多。视频游戏工作室有时会像产品开发中有趣的小消遣一样运作，形成小团体，愿意在寻找大受欢迎的过程中惨败，同时支付很少，对员工的监督更少。当加利福尼亚州最近起诉法国公司育碧娱乐公司（Ubisoft Entertainment SA）描绘有毒的工作场所文化时，这些问题再次暴露出来。</blockquote></p><p> Employees are not alone in seeking a change in practices in the videogame industry. MarketWatch readers may remember that Activision already faced a revolt from shareholders as well this year . Activision investors sent its stock to its worst week in more than a year amid the most recent controversy, down 8.6%, and shares are now down nearly 10% on the year despite strong growth.</p><p><blockquote>员工并不是唯一在寻求视频游戏行业改变做法的人。MarketWatch 读者可能还记得，动视今年也面临着股东的反抗。在最近的争议中，动视投资者将其股价推至一年多来最糟糕的一周，下跌了 8.6%，尽管增长强劲，但股价今年仍下跌了近 10%。</blockquote></p><p> Expectations for upcoming earnings reports show that Wall Street, like employees, are expecting these companies to show greater maturity. While the boom in videogames during the pandemic has brought new investors and attention, the companies are expected to struggle to show gains from last year as they lap the beginning of the COVID-19 pandemic.</p><p><blockquote>对即将发布的收益报告的预期表明，华尔街和员工一样，期待这些公司表现出更大的成熟度。虽然疫情期间视频游戏的繁荣带来了新的投资者和关注，但随着新冠肺炎疫情的开始，这些公司预计将难以实现去年的收益。</blockquote></p><p> While Cowen analyst Doug Creutz doesn't expect a major downturn in the third quarter, he cautioned in a recent note that investors \"may see some softening\" after a second quarter of beats, but believes fundamentals are strong \"with 2020's growth spurt due to shelter-in-place not appearing to reverse despite increasing levels of vaccination.\"</p><p><blockquote>虽然 Cowen 分析师 Doug Creutz 预计第三季度不会出现重大下滑，但他在最近的一份报告中警告说，在第二季度表现强劲后，投资者“可能会看到一些疲软”，但他认为基本面强劲，“由于 2020 年的增长激增”尽管疫苗接种水平不断提高，但就地避难所似乎并没有逆转。”</blockquote></p><p> Analysts also see the same problem that many gamers voice: The industry doesn't seem to be heading anywhere new and exciting, with sequels and retreads lining the release calendar, and potential next-generation technology such as augmented- and virtual-reality and streaming not looking strong enough yet to support a strong \"secular thesis,\" Creutz wrote.</p><p><blockquote>分析师也看到了许多游戏玩家所表达的同样的问题：该行业似乎并没有走向任何新的和令人兴奋的地方，续集和翻新版本排在发布日历上，增强和虚拟现实等潜在的下一代技术和流媒体看起来还不够强大克鲁茨写道，还不足以支持一个强大的“世俗论点”。</blockquote></p><p> VR, AR and other new technologies \"are good businesses, with above-GDP growth prospects for the foreseeable future (assuming competent execution), but we believe there is no shiny overarching thesis to bring new money in,\" Creutz said.</p><p><blockquote>Creutz 表示，VR、AR 和其他新技术“是很好的业务，在可预见的未来（假设执行得力）具有高于 GDP 的增长前景，但我们相信没有引入新资金的闪亮总体论点”。</blockquote></p><p> Creutz has outperform ratings on Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, EA, and Zygna <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, but a market perform rating on Activision. All four of those companies will report earnings this week -- Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a> on Monday, Activision on Tuesday, EA on Wednesday and Zynga on Thursday. Look for signs that the growth in videogames may slacken in the months ahead, and the companies themselves may be looking to change.</p><p><blockquote>Creutz 的评级跑赢大盘-<a href=\"https://laohu8.com/S/TWOA.U\">二</a>、EA和Zygna<a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>，但对动视暴雪的市场表现评级。这四家公司都将于本周公布财报——<a href=\"https://laohu8.com/S/TWOA\">二</a>周一，动视周二，艺电周三，Zynga周四。寻找视频游戏增长可能在未来几个月放缓的迹象，公司本身可能正在寻求改变。</blockquote></p><p> \"Ultimately, we think commentary about trends the companies are seeing in Q3 will be the most important factor during reporting season, with the potential to reassure investors that the gains in engagement and monetization made during the pandemic are in fact quite sticky,\" Creutz wrote.</p><p><blockquote>“最终，我们认为对公司在第三季度看到的趋势的评论将是报告季最重要的因素，有可能让投资者放心，大流行期间的参与度和货币化收益实际上相当粘性，”克罗茨写道。</blockquote></p><p> The numbers to watch</p><p><blockquote>值得关注的数字</blockquote></p><p></p><p> <ul> <li><b>COVID-19 vaccine sales</b>. Moderna Inc.MRNAreports earnings on Thursday for the first time sincejoining the S&P 500 indexSPX,and all eyes will be on the company’s sales of its COVID-19 vaccine. Pfizer Inc.PFEreported roughly $8 billion in vaccine sales, putting it on pace to approach $34 billion in annual sales. Pfizer confirmed plans to seek U.S. approval for a booster shot while confirming a higher per-shot price in a recent deal with the U.S., from $19.50 to $24, according to Mizuho Securities analysts. Investors, who have pushed Moderna shares up more than 377% in the past year, will be looking for similar information from executives.</li> </ul> <ul> <li><b>Ride-hailing recovery.</b>Uber Technologies Inc.UBERand Lyft Inc.LYFTreport results this week, and both ride-hailing companies are trading lower than the prices commanded during their 2019 initial public offerings. The companies have been struggling to get drivers back in their cars while struggling to properly incorporate new pay practices in California. Investors will be looking for signs that some of the pandemic-related issues in ride-hailing are easing, while looking carefully at Uber’s expensive attempts to boost its other businesses.</li> </ul> The call to put on your calendar</p><p><blockquote><ul><li><b>新冠肺炎疫苗销售</b>. Moderna Inc.MRNA 将于周四公布自加入标普500指数 SPX 以来的首次财报，所有人的目光都将集中在该公司 COVID-19 疫苗的销售上。辉瑞公司报告的疫苗销售额约为 80 亿美元，年销售额有望接近 340 亿美元。瑞穗证券分析师表示，辉瑞确认计划寻求美国批准加强注射，同时确认在最近与美国达成的协议中提高每针注射的价格，从19.50美元提高到24美元。过去一年推动 Moderna 股价上涨超过 377% 的投资者将向高管寻求类似的信息。</li></ul><ul><li><b>网约车复苏。</b>Uber Technologies Inc. Uber 和Lyft公司 Lyf 本周公布了业绩，两家网约车公司的交易价格均低于 2019 年首次公开募股时的价格。这些公司一直在努力让司机回到他们的车里，同时努力在加州适当地纳入新的薪酬做法。投资者将寻找网约车行业一些与大流行病相关的问题正在缓解的迹象，同时仔细研究 Uber 为促进其他业务所做的昂贵努力。</li></ul>放在日历上的看涨期权</blockquote></p><p> <ul> <li><b>Alibaba Group Holding LTD.</b>BABAAmid questions about the future of Chinese stocks listed on U.S. exchanges, the biggest of that group will report earnings Tuesday morning. Alibaba stock plunged 13.9% in July, its worst monthly performance in more than two years, even though analysts such as Raymond James’s Aaron Kessler say, “We believe most of these new regulations do not impact Alibaba.” Expect executives on the call Tuesday to address those concerns, while playing up the company’s quarterly performance, which included the 6/18 shopping event in China.</li> </ul> This week in earnings</p><p><blockquote><ul><li><b>阿里巴巴-SW集团控股有限公司</b>Babaam 对在美国交易所上市的中国股票的未来提出疑问，该集团中最大的一家将于周二上午公布财报。尽管 Raymond James 的 Aaron Kessler 等分析师表示，“我们认为这些新规大多不会影响阿里巴巴-SW”，但阿里巴巴-SW股价 7 月份暴跌 13.9%，创下两年多来最差的月度表现。预计周二在看涨期权上的高管们将解决这些担忧，同时渲染公司的季度业绩，其中包括 6/18 在华购物活动。</li></ul>本周收益</blockquote></p><p> Roughly 148 S&P 500 companies are expected to report this week, according to FactSet, while only one Dow Jones Industrial AverageDJIAcomponent is on the calendar, Amgen Inc. Non Tuesday. The calendar is stacked with companies not in the major indexes, though, including Alibaba and Lyft on Tuesday, Uber on Wednesday, Beyond Meat Inc. Dand fresh spin-off Vimeo Inc. on Thursday, and DraftKings Inc.DKNGon Friday.</p><p><blockquote>根据 FactSet 的数据，预计本周将有约 148 家标普500公司发布财报，而只有一家道琼斯工业平均指数 (Dow Jones Industrial AveragedDJIA Component) 在日历上，安进公司 (Amgen Inc.) 不会在周二发布财报。不过，日历上堆满了不在主要指数中的公司，包括周二的阿里巴巴-SW和Lyft、周三的 Uber、周四的Beyond Meat和新分拆公司 Vimeo Inc.，以及周五的 DraftKings Inc.DKNG。</blockquote></p><p></p>","source":"lsy1603348471595","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>Videogames entered the mainstream in the pandemic, but the industry faces a rough transition<blockquote>视频游戏在疫情中进入主流，但该行业面临着艰难的转型</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nVideogames entered the mainstream in the pandemic, but the industry faces a rough transition<blockquote>视频游戏在疫情中进入主流，但该行业面临着艰难的转型</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-02 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings Watch: Activision employees' revolt part of a potentially rough maturation process for a sector that changed from a fun diversion to a gigantic industry during COVID-19 pandemic</p><p><blockquote>盈利观察：动视员工的反抗是该行业潜在艰难的成熟过程的一部分，该行业在 COVID-19 大流行期间从有趣的转移转变为巨大的产业</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26babe49763edc28e181f6b377b8e476\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>MARKETWATCH 照片插图/ISTOCKPHOTO</span></p></blockquote></p><p> For decades, Wall Street has viewed videogames like most Americans: A fun little diversion from everyday life, but not something to take too seriously.</p><p><blockquote>几十年来，华尔街和大多数美国人一样看待电子游戏：一种有趣的日常生活消遣，但不必太认真。</blockquote></p><p> The dynamic has been changing for years, and flipped permanently during the COVID-19 pandemic, which saw the videogame industry go far beyond just overtaking Hollywood in revenue and importance to the market -- depend on gamers for big revenue.</p><p><blockquote>这种动态多年来一直在发生变化，并在 COVID-19 大流行期间发生了永久性的逆转，视频游戏行业在收入和市场重要性方面远远超越了好莱坞，而是依靠游戏玩家获得巨额收入。</blockquote></p><p> With greater relevance comes greater scrutiny. Videogame studios have sometimes operated like the fun little diversions in product development, forming small groups willing to fail spectacularly in search of a big hit, while paying little and supervising employees even less. Those issues came to light again when the state of California recently sued Activision Blizzard, portraying a toxic workplace culture , French company Ubisoft Entertainment SA .</p><p><blockquote>相关性越大，审查就越多。视频游戏工作室有时会像产品开发中有趣的小消遣一样运作，形成小团体，愿意在寻找大受欢迎的过程中惨败，同时支付很少，对员工的监督更少。当加利福尼亚州最近起诉法国公司育碧娱乐公司（Ubisoft Entertainment SA）描绘有毒的工作场所文化时，这些问题再次暴露出来。</blockquote></p><p> Employees are not alone in seeking a change in practices in the videogame industry. MarketWatch readers may remember that Activision already faced a revolt from shareholders as well this year . Activision investors sent its stock to its worst week in more than a year amid the most recent controversy, down 8.6%, and shares are now down nearly 10% on the year despite strong growth.</p><p><blockquote>员工并不是唯一在寻求视频游戏行业改变做法的人。MarketWatch 读者可能还记得，动视今年也面临着股东的反抗。在最近的争议中，动视投资者将其股价推至一年多来最糟糕的一周，下跌了 8.6%，尽管增长强劲，但股价今年仍下跌了近 10%。</blockquote></p><p> Expectations for upcoming earnings reports show that Wall Street, like employees, are expecting these companies to show greater maturity. While the boom in videogames during the pandemic has brought new investors and attention, the companies are expected to struggle to show gains from last year as they lap the beginning of the COVID-19 pandemic.</p><p><blockquote>对即将发布的收益报告的预期表明，华尔街和员工一样，期待这些公司表现出更大的成熟度。虽然疫情期间视频游戏的繁荣带来了新的投资者和关注，但随着新冠肺炎疫情的开始，这些公司预计将难以实现去年的收益。</blockquote></p><p> While Cowen analyst Doug Creutz doesn't expect a major downturn in the third quarter, he cautioned in a recent note that investors \"may see some softening\" after a second quarter of beats, but believes fundamentals are strong \"with 2020's growth spurt due to shelter-in-place not appearing to reverse despite increasing levels of vaccination.\"</p><p><blockquote>虽然 Cowen 分析师 Doug Creutz 预计第三季度不会出现重大下滑，但他在最近的一份报告中警告说，在第二季度表现强劲后，投资者“可能会看到一些疲软”，但他认为基本面强劲，“由于 2020 年的增长激增”尽管疫苗接种水平不断提高，但就地避难所似乎并没有逆转。”</blockquote></p><p> Analysts also see the same problem that many gamers voice: The industry doesn't seem to be heading anywhere new and exciting, with sequels and retreads lining the release calendar, and potential next-generation technology such as augmented- and virtual-reality and streaming not looking strong enough yet to support a strong \"secular thesis,\" Creutz wrote.</p><p><blockquote>分析师也看到了许多游戏玩家所表达的同样的问题：该行业似乎并没有走向任何新的和令人兴奋的地方，续集和翻新版本排在发布日历上，增强和虚拟现实等潜在的下一代技术和流媒体看起来还不够强大克鲁茨写道，还不足以支持一个强大的“世俗论点”。</blockquote></p><p> VR, AR and other new technologies \"are good businesses, with above-GDP growth prospects for the foreseeable future (assuming competent execution), but we believe there is no shiny overarching thesis to bring new money in,\" Creutz said.</p><p><blockquote>Creutz 表示，VR、AR 和其他新技术“是很好的业务，在可预见的未来（假设执行得力）具有高于 GDP 的增长前景，但我们相信没有引入新资金的闪亮总体论点”。</blockquote></p><p> Creutz has outperform ratings on Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, EA, and Zygna <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, but a market perform rating on Activision. All four of those companies will report earnings this week -- Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a> on Monday, Activision on Tuesday, EA on Wednesday and Zynga on Thursday. Look for signs that the growth in videogames may slacken in the months ahead, and the companies themselves may be looking to change.</p><p><blockquote>Creutz 的评级跑赢大盘-<a href=\"https://laohu8.com/S/TWOA.U\">二</a>、EA和Zygna<a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>，但对动视暴雪的市场表现评级。这四家公司都将于本周公布财报——<a href=\"https://laohu8.com/S/TWOA\">二</a>周一，动视周二，艺电周三，Zynga周四。寻找视频游戏增长可能在未来几个月放缓的迹象，公司本身可能正在寻求改变。</blockquote></p><p> \"Ultimately, we think commentary about trends the companies are seeing in Q3 will be the most important factor during reporting season, with the potential to reassure investors that the gains in engagement and monetization made during the pandemic are in fact quite sticky,\" Creutz wrote.</p><p><blockquote>“最终，我们认为对公司在第三季度看到的趋势的评论将是报告季最重要的因素，有可能让投资者放心，大流行期间的参与度和货币化收益实际上相当粘性，”克罗茨写道。</blockquote></p><p> The numbers to watch</p><p><blockquote>值得关注的数字</blockquote></p><p></p><p> <ul> <li><b>COVID-19 vaccine sales</b>. Moderna Inc.MRNAreports earnings on Thursday for the first time sincejoining the S&P 500 indexSPX,and all eyes will be on the company’s sales of its COVID-19 vaccine. Pfizer Inc.PFEreported roughly $8 billion in vaccine sales, putting it on pace to approach $34 billion in annual sales. Pfizer confirmed plans to seek U.S. approval for a booster shot while confirming a higher per-shot price in a recent deal with the U.S., from $19.50 to $24, according to Mizuho Securities analysts. Investors, who have pushed Moderna shares up more than 377% in the past year, will be looking for similar information from executives.</li> </ul> <ul> <li><b>Ride-hailing recovery.</b>Uber Technologies Inc.UBERand Lyft Inc.LYFTreport results this week, and both ride-hailing companies are trading lower than the prices commanded during their 2019 initial public offerings. The companies have been struggling to get drivers back in their cars while struggling to properly incorporate new pay practices in California. Investors will be looking for signs that some of the pandemic-related issues in ride-hailing are easing, while looking carefully at Uber’s expensive attempts to boost its other businesses.</li> </ul> The call to put on your calendar</p><p><blockquote><ul><li><b>新冠肺炎疫苗销售</b>. Moderna Inc.MRNA 将于周四公布自加入标普500指数 SPX 以来的首次财报，所有人的目光都将集中在该公司 COVID-19 疫苗的销售上。辉瑞公司报告的疫苗销售额约为 80 亿美元，年销售额有望接近 340 亿美元。瑞穗证券分析师表示，辉瑞确认计划寻求美国批准加强注射，同时确认在最近与美国达成的协议中提高每针注射的价格，从19.50美元提高到24美元。过去一年推动 Moderna 股价上涨超过 377% 的投资者将向高管寻求类似的信息。</li></ul><ul><li><b>网约车复苏。</b>Uber Technologies Inc. Uber 和Lyft公司 Lyf 本周公布了业绩，两家网约车公司的交易价格均低于 2019 年首次公开募股时的价格。这些公司一直在努力让司机回到他们的车里，同时努力在加州适当地纳入新的薪酬做法。投资者将寻找网约车行业一些与大流行病相关的问题正在缓解的迹象，同时仔细研究 Uber 为促进其他业务所做的昂贵努力。</li></ul>放在日历上的看涨期权</blockquote></p><p> <ul> <li><b>Alibaba Group Holding LTD.</b>BABAAmid questions about the future of Chinese stocks listed on U.S. exchanges, the biggest of that group will report earnings Tuesday morning. Alibaba stock plunged 13.9% in July, its worst monthly performance in more than two years, even though analysts such as Raymond James’s Aaron Kessler say, “We believe most of these new regulations do not impact Alibaba.” Expect executives on the call Tuesday to address those concerns, while playing up the company’s quarterly performance, which included the 6/18 shopping event in China.</li> </ul> This week in earnings</p><p><blockquote><ul><li><b>阿里巴巴-SW集团控股有限公司</b>Babaam 对在美国交易所上市的中国股票的未来提出疑问，该集团中最大的一家将于周二上午公布财报。尽管 Raymond James 的 Aaron Kessler 等分析师表示，“我们认为这些新规大多不会影响阿里巴巴-SW”，但阿里巴巴-SW股价 7 月份暴跌 13.9%，创下两年多来最差的月度表现。预计周二在看涨期权上的高管们将解决这些担忧，同时渲染公司的季度业绩，其中包括 6/18 在华购物活动。</li></ul>本周收益</blockquote></p><p> Roughly 148 S&P 500 companies are expected to report this week, according to FactSet, while only one Dow Jones Industrial AverageDJIAcomponent is on the calendar, Amgen Inc. Non Tuesday. The calendar is stacked with companies not in the major indexes, though, including Alibaba and Lyft on Tuesday, Uber on Wednesday, Beyond Meat Inc. Dand fresh spin-off Vimeo Inc. on Thursday, and DraftKings Inc.DKNGon Friday.</p><p><blockquote>根据 FactSet 的数据，预计本周将有约 148 家标普500公司发布财报，而只有一家道琼斯工业平均指数 (Dow Jones Industrial AveragedDJIA Component) 在日历上，安进公司 (Amgen Inc.) 不会在周二发布财报。不过，日历上堆满了不在主要指数中的公司，包括周二的阿里巴巴-SW和Lyft、周三的 Uber、周四的Beyond Meat和新分拆公司 Vimeo Inc.，以及周五的 DraftKings Inc.DKNG。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/videogames-entered-the-mainstream-in-the-pandemic-but-the-industry-faces-a-rough-transition-11627854805?mod=newsviewer_click\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","LYFT":"Lyft, Inc.","TTWO":"Take-Two Interactive Software","UBER":"优步","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","MRNA":"Moderna, Inc.","EA":"艺电"},"source_url":"https://www.marketwatch.com/story/videogames-entered-the-mainstream-in-the-pandemic-but-the-industry-faces-a-rough-transition-11627854805?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156164154","content_text":"Earnings Watch: Activision employees' revolt part of a potentially rough maturation process for a sector that changed from a fun diversion to a gigantic industry during COVID-19 pandemic\nMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\nFor decades, Wall Street has viewed videogames like most Americans: A fun little diversion from everyday life, but not something to take too seriously.\nThe dynamic has been changing for years, and flipped permanently during the COVID-19 pandemic, which saw the videogame industry go far beyond just overtaking Hollywood in revenue and importance to the market -- depend on gamers for big revenue.\nWith greater relevance comes greater scrutiny. Videogame studios have sometimes operated like the fun little diversions in product development, forming small groups willing to fail spectacularly in search of a big hit, while paying little and supervising employees even less. Those issues came to light again when the state of California recently sued Activision Blizzard, portraying a toxic workplace culture , French company Ubisoft Entertainment SA .\nEmployees are not alone in seeking a change in practices in the videogame industry. MarketWatch readers may remember that Activision already faced a revolt from shareholders as well this year . Activision investors sent its stock to its worst week in more than a year amid the most recent controversy, down 8.6%, and shares are now down nearly 10% on the year despite strong growth.\nExpectations for upcoming earnings reports show that Wall Street, like employees, are expecting these companies to show greater maturity. While the boom in videogames during the pandemic has brought new investors and attention, the companies are expected to struggle to show gains from last year as they lap the beginning of the COVID-19 pandemic.\nWhile Cowen analyst Doug Creutz doesn't expect a major downturn in the third quarter, he cautioned in a recent note that investors \"may see some softening\" after a second quarter of beats, but believes fundamentals are strong \"with 2020's growth spurt due to shelter-in-place not appearing to reverse despite increasing levels of vaccination.\"\nAnalysts also see the same problem that many gamers voice: The industry doesn't seem to be heading anywhere new and exciting, with sequels and retreads lining the release calendar, and potential next-generation technology such as augmented- and virtual-reality and streaming not looking strong enough yet to support a strong \"secular thesis,\" Creutz wrote.\nVR, AR and other new technologies \"are good businesses, with above-GDP growth prospects for the foreseeable future (assuming competent execution), but we believe there is no shiny overarching thesis to bring new money in,\" Creutz said.\nCreutz has outperform ratings on Take-Two, EA, and Zygna $(ZNGA)$, but a market perform rating on Activision. All four of those companies will report earnings this week -- Take-Two on Monday, Activision on Tuesday, EA on Wednesday and Zynga on Thursday. Look for signs that the growth in videogames may slacken in the months ahead, and the companies themselves may be looking to change.\n\"Ultimately, we think commentary about trends the companies are seeing in Q3 will be the most important factor during reporting season, with the potential to reassure investors that the gains in engagement and monetization made during the pandemic are in fact quite sticky,\" Creutz wrote.\nThe numbers to watch\n\nCOVID-19 vaccine sales. Moderna Inc.MRNAreports earnings on Thursday for the first time sincejoining the S&P 500 indexSPX,and all eyes will be on the company’s sales of its COVID-19 vaccine. Pfizer Inc.PFEreported roughly $8 billion in vaccine sales, putting it on pace to approach $34 billion in annual sales. Pfizer confirmed plans to seek U.S. approval for a booster shot while confirming a higher per-shot price in a recent deal with the U.S., from $19.50 to $24, according to Mizuho Securities analysts. Investors, who have pushed Moderna shares up more than 377% in the past year, will be looking for similar information from executives.\n\n\nRide-hailing recovery.Uber Technologies Inc.UBERand Lyft Inc.LYFTreport results this week, and both ride-hailing companies are trading lower than the prices commanded during their 2019 initial public offerings. The companies have been struggling to get drivers back in their cars while struggling to properly incorporate new pay practices in California. Investors will be looking for signs that some of the pandemic-related issues in ride-hailing are easing, while looking carefully at Uber’s expensive attempts to boost its other businesses.\n\nThe call to put on your calendar\n\nAlibaba Group Holding LTD.BABAAmid questions about the future of Chinese stocks listed on U.S. exchanges, the biggest of that group will report earnings Tuesday morning. Alibaba stock plunged 13.9% in July, its worst monthly performance in more than two years, even though analysts such as Raymond James’s Aaron Kessler say, “We believe most of these new regulations do not impact Alibaba.” Expect executives on the call Tuesday to address those concerns, while playing up the company’s quarterly performance, which included the 6/18 shopping event in China.\n\nThis week in earnings\nRoughly 148 S&P 500 companies are expected to report this week, according to FactSet, while only one Dow Jones Industrial AverageDJIAcomponent is on the calendar, Amgen Inc. Non Tuesday. The calendar is stacked with companies not in the major indexes, though, including Alibaba and Lyft on Tuesday, Uber on Wednesday, Beyond Meat Inc. Dand fresh spin-off Vimeo Inc. on Thursday, and DraftKings Inc.DKNGon Friday.","news_type":1,"symbols_score_info":{"ATVI":0.9,"LYFT":0.9,"09988":0.9,"QNETCN":0.9,"BABA":0.9,"MRNA":0.9,"TTWO":0.9,"UBER":0.9,"EA":0.9}},"isVote":1,"tweetType":1,"viewCount":3135,"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":9,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/805857279"}
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