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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>视频游戏在疫情中成为主流，但该行业面临艰难转型</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":[],"fanSize":43,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"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.laohu8.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>视频游戏在疫情中成为主流，但该行业面临艰难转型</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>收益观察：动视暴雪员工的反抗是该行业在COVID-19大流行期间从有趣的消遣转变为庞大行业的潜在艰难成熟过程的一部分</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，华尔街像大多数美国人一样看待电子游戏：一种日常生活中有趣的小消遣，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变化，并在新冠肺炎疫情期间发生了永久性的转变，视频游戏行业在收入和对市场的重要性方面远远超过了好莱坞——依赖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，审查就越严格。视频游戏工作室有时就像产品开发中有趣的小娱乐一样运作，组建小团体，愿意为了寻找大热门而惨遭失败，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动视暴雪法国公司育碧娱乐公司时，这些问题再次浮出水面，描绘了有毒的工作场所文化。</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>员工并不是唯一寻求改变视频游戏行业做法的人。MarketWatch读者可能还记得，动视暴雪今年也面临着股东的反抗。在最近的争议中，动视暴雪投资者(Activision investors)将其股价推至一年多来最糟糕的一周，下跌8.6%，尽管增长强劲，但股价目前仍同比下跌近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>对即将发布的财报的预期显示，华尔街和员工一样，都在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，预计这些公司将难以显示去年的收益。</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大幅下滑，但他在最近的一份报告中警告说，在第二季度的表现之后，投资者“可能会看到一些疲软”，但他认为基本面强劲，“2020年的增长将出现井喷尽管疫苗接种水平不断提高，但就地避难似乎并未逆转。”</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>分析师还看到了许多游戏玩家提出的同样问题：该行业似乎没有走向任何新的和令人兴奋的方向，续集和翻新产品排在发布日历上，以及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，不足以支持强有力的“世俗论点”，克罗伊茨写道。</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，在可预见的未来具有高于GDP的增长前景（假设执行得力），但我们认为没有闪亮的总体论点来带来新资金”。</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Take-评级为跑赢大盘<a href=\"https://laohu8.com/S/TWOA.U\">两个</a>、EA和Zygna<a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>，但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\">两个</a>周一，动视暴雪周二，EA周三，Zynga周四。寻找未来几个月视频游戏增长可能放缓的迹象，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>克罗伊茨写道：“最终，我们认为对公司第三季度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，大流行期间在参与度和货币化方面取得的收益实际上相当具有粘性。”。</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>COVID-19疫苗销售</b>Moderna Inc.MRNA周四公布了自加入标普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(Pfizer Inc.)报告疫苗销售额约为80亿美元，年销售额有望接近340亿美元。瑞穗证券（Mizuho Securities）分析师表示，辉瑞（Pfizer）确认了寻求美国批准加强注射的计划，同时在最近与美国的一项交易中确认了更高的每次注射价格，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%的投资者将从高管那里寻找类似的信息。</li></ul><ul><li><b>网约车复苏。</b>Uber Technologies Inc.UBER和Lyft Inc.LYFT本周公布了业绩，两家网约车公司的交易价格均低于2019年首次公开募股期间的价格。这些公司一直在努力让司机回到他们的车里，同时努力在加州正确纳入新的薪酬做法。投资者将寻找打车领域一些与大流行相关的问题正在缓解的迹象，同时仔细观察Uber为提振其他业务所做的昂贵尝试。</li></ul>要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>BABAAmid关于在美国交易所上市的中国股票的未来存在疑问，其中最大的中国股票将于周二上午公布财报。阿里巴巴-SW股价7月份暴跌13.9%，创下两年多来最差月度表现，尽管Raymond James的Aaron Kessler等分析师表示，“我们认为这些新规定大多不会影响阿里巴巴-SW。”预计看涨期权高管周二将解决这些担忧，同时强调该公司的季度业绩，其中包括6月18日在华购物活动。</li></ul>本周财报</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，预计本周将有大约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DJIA成分股出现在日历上，即安进公司(Amgen Inc.)。不过，日历上挤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公司和新分拆的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>视频游戏在疫情中成为主流，但该行业面临艰难转型</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>视频游戏在疫情中成为主流，但该行业面临艰难转型</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>收益观察：动视暴雪员工的反抗是该行业在COVID-19大流行期间从有趣的消遣转变为庞大行业的潜在艰难成熟过程的一部分</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，华尔街像大多数美国人一样看待电子游戏：一种日常生活中有趣的小消遣，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变化，并在新冠肺炎疫情期间发生了永久性的转变，视频游戏行业在收入和对市场的重要性方面远远超过了好莱坞——依赖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，审查就越严格。视频游戏工作室有时就像产品开发中有趣的小娱乐一样运作，组建小团体，愿意为了寻找大热门而惨遭失败，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动视暴雪法国公司育碧娱乐公司时，这些问题再次浮出水面，描绘了有毒的工作场所文化。</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>员工并不是唯一寻求改变视频游戏行业做法的人。MarketWatch读者可能还记得，动视暴雪今年也面临着股东的反抗。在最近的争议中，动视暴雪投资者(Activision investors)将其股价推至一年多来最糟糕的一周，下跌8.6%，尽管增长强劲，但股价目前仍同比下跌近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>对即将发布的财报的预期显示，华尔街和员工一样，都在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，预计这些公司将难以显示去年的收益。</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大幅下滑，但他在最近的一份报告中警告说，在第二季度的表现之后，投资者“可能会看到一些疲软”，但他认为基本面强劲，“2020年的增长将出现井喷尽管疫苗接种水平不断提高，但就地避难似乎并未逆转。”</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>分析师还看到了许多游戏玩家提出的同样问题：该行业似乎没有走向任何新的和令人兴奋的方向，续集和翻新产品排在发布日历上，以及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，不足以支持强有力的“世俗论点”，克罗伊茨写道。</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，在可预见的未来具有高于GDP的增长前景（假设执行得力），但我们认为没有闪亮的总体论点来带来新资金”。</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)$</a>, but a market perform rating on Activision. All four of those companies will report earnings this week -- Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a> on Monday, Activision on Tuesday, EA on Wednesday and Zynga on Thursday. Look for signs that the growth in videogames may slacken in the months ahead, and the companies themselves may be looking to change.</p><p><blockquote>Creutz的Take-评级为跑赢大盘<a href=\"https://laohu8.com/S/TWOA.U\">两个</a>、EA和Zygna<a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>，但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\">两个</a>周一，动视暴雪周二，EA周三，Zynga周四。寻找未来几个月视频游戏增长可能放缓的迹象，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>克罗伊茨写道：“最终，我们认为对公司第三季度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，大流行期间在参与度和货币化方面取得的收益实际上相当具有粘性。”。</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>COVID-19疫苗销售</b>Moderna Inc.MRNA周四公布了自加入标普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(Pfizer Inc.)报告疫苗销售额约为80亿美元，年销售额有望接近340亿美元。瑞穗证券（Mizuho Securities）分析师表示，辉瑞（Pfizer）确认了寻求美国批准加强注射的计划，同时在最近与美国的一项交易中确认了更高的每次注射价格，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%的投资者将从高管那里寻找类似的信息。</li></ul><ul><li><b>网约车复苏。</b>Uber Technologies Inc.UBER和Lyft Inc.LYFT本周公布了业绩，两家网约车公司的交易价格均低于2019年首次公开募股期间的价格。这些公司一直在努力让司机回到他们的车里，同时努力在加州正确纳入新的薪酬做法。投资者将寻找打车领域一些与大流行相关的问题正在缓解的迹象，同时仔细观察Uber为提振其他业务所做的昂贵尝试。</li></ul>要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>BABAAmid关于在美国交易所上市的中国股票的未来存在疑问，其中最大的中国股票将于周二上午公布财报。阿里巴巴-SW股价7月份暴跌13.9%，创下两年多来最差月度表现，尽管Raymond James的Aaron Kessler等分析师表示，“我们认为这些新规定大多不会影响阿里巴巴-SW。”预计看涨期权高管周二将解决这些担忧，同时强调该公司的季度业绩，其中包括6月18日在华购物活动。</li></ul>本周财报</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，预计本周将有大约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DJIA成分股出现在日历上，即安进公司(Amgen Inc.)。不过，日历上挤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公司和新分拆的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":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","LYFT":"Lyft, Inc.","09988":"阿里巴巴-W","EA":"艺电","UBER":"优步","MRNA":"Moderna, Inc.","TTWO":"Take-Two Interactive Software","ATVI":"动视暴雪"},"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":{"LYFT":0.9,"QNETCN":0.9,"09988":0.9,"ATVI":0.9,"MRNA":0.9,"EA":0.9,"BABA":0.9,"TTWO":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":2622,"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,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/805857279"}
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