CNBC's Jim Cramer on Monday explained why he's bullish on Take-Two Interactive, saying it's set to dominate the video game space now that its top competitor is going private."This was an industry with three major players, but now, with Activision gone and EA going private, Take-Two's now the only major publicly-traded American video game company that's a pure play," Cramer said. "I think this is huge. Not only were some very sophisticated investors willing to pay a premium for EA, but Take-Two has real scar ...

Electronic Arts (EA) agreed on Sept. 29 to be acquired in a record-breaking $55 billion leveraged buyout by a group led by Saudi Arabia’s Public Investment Fund (PIF), Silver Lake Partners, and Affinity Partners at $210 per share, marking the largest private equity-funded acquisition in history and a defining moment for consolidation in gaming. With EA shares already trading near the offer after surging more than 16% over the last five days, attention is shifting to other opportunities in the space. The g ...

公司业绩预期 - TakeTwo Interactive Software将于5月15日发布2025财年第四季度财报，预计GAAP净收入在15.2亿至16.2亿美元之间，GAAP每股净亏损20美分至每股收益13美分 [1] - Zacks一致预期显示公司第四季度收入为15.5亿美元，同比增长14.73% [1] - 每股收益一致预期为1.08美元，同比增长248.39%，过去四个季度均超预期，平均超出幅度达206.58% [2] 核心业务驱动因素 - NBA 2K系列预计推动业绩，净预订量受益于该系列经常性消费者支出增长约20% [3] - 《GTA V》《GTA Online》持续贡献收入，但《GTA Online》本季度可能出现下滑，《荒野大镖客2》及在线版保持高玩家活跃度 [3] - 新游戏《文明VII》《PGA Tour 2K25》《WWE 2K25》加入贡献，《文明VII》创系列预售纪录 [4] 业务挑战 - 移动端预订量面临阻力，预计全年仅低个位数增长，部分游戏如《Empires & Puzzles》表现不佳，超休闲类游戏轻微拖累业绩 [5] 成本控制 - 第四季度GAAP运营费用预计9亿至9.2亿美元，同比下降2%，主因营销费用正常化及成本节约措施 [6] 其他公司参考 - Capital Southwest（CSWC）预计第四季度业绩超预期，Zacks排名第2，年内股价下跌4.6% [8][9] - 百度（BIDU）Zacks排名第3，年内股价上涨8.3%，预计一季度业绩超预期 [9] - Applied Materials（AMAT）Zacks排名第3，年内股价上涨13.4%，预计二季度业绩超预期 [10]