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Take-Two Interactive Financial Deep Dive (Pixels & Profits #6) ft. Eric Kress
The Pixel bros are joined by Eric Kress from the Deconstructor of Fun podcast to talk everything Take-Two Interactive!
OUTLINE:
0:00 Intro
2:45 Take-Two Fundamentals
6:25 The $5.5B to $8B guidance in bookings
7:12 What could be driving $8B in bookings
10:30 Comparing King acquisition vs. Zynga
13:07 Rockstar and 2K Overview
15:38 Kress’ take on T2 business
20:57 Zynga Overview
23:15 Eric: Why Zynga was the worst acquisition ever
29:50 Why some investors ignore T2 longer-term risk
30:40 Bull case for T2
31:38 Why GTA6 will not sell as much as GTA5
32:48 The PC case for GTA6
33:38 Product portfolio strategy discussion: broad vs. focused
37:49 Overall outlook
38:25 T2 acquisition scenarios
40:25 Growth opportunities
46:52 Why did T2 buy Zynga and what are the ramifications?
53:37 Conclusions
👇 EPISODE LINKS:
- Eric Kress: https://www.linkedin.com/in/serkantoto/
- Matthew Kanterman: https://www.linkedin.com/in/matthew-kanterman-cfa-b6345133/
- Joseph Kim: https://www.linkedin.com/in/jokim/
- Brian Peganoff: https://www.linkedin.com/in/brian-peganoff/
SUBSCRIBE TO GAMEMAKERS:
- Spotify Podcast: https://spoti.fi/3Cpyq7i
- Newsletter: https://gamemakers.com/
😃 —CONNECT WITH ME! —
• MY INSTAGRAM → @jokim1
• TWITTER → @jokim1
• LINKEDIN → https://www.linkedin.com/in/jokim/
— POPULAR CONTENT —
🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw
ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I
🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI
🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s
🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs
🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw
🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso
🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA
🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY
View all episodes
By Joseph Kim
4.4
88 ratings
The Pixel bros are joined by Eric Kress from the Deconstructor of Fun podcast to talk everything Take-Two Interactive!
OUTLINE:
0:00 Intro
2:45 Take-Two Fundamentals
6:25 The $5.5B to $8B guidance in bookings
7:12 What could be driving $8B in bookings
10:30 Comparing King acquisition vs. Zynga
13:07 Rockstar and 2K Overview
15:38 Kress’ take on T2 business
20:57 Zynga Overview
23:15 Eric: Why Zynga was the worst acquisition ever
29:50 Why some investors ignore T2 longer-term risk
30:40 Bull case for T2
31:38 Why GTA6 will not sell as much as GTA5
32:48 The PC case for GTA6
33:38 Product portfolio strategy discussion: broad vs. focused
37:49 Overall outlook
38:25 T2 acquisition scenarios
40:25 Growth opportunities
46:52 Why did T2 buy Zynga and what are the ramifications?
53:37 Conclusions
👇 EPISODE LINKS:
- Eric Kress: https://www.linkedin.com/in/serkantoto/
- Matthew Kanterman: https://www.linkedin.com/in/matthew-kanterman-cfa-b6345133/
- Joseph Kim: https://www.linkedin.com/in/jokim/
- Brian Peganoff: https://www.linkedin.com/in/brian-peganoff/
SUBSCRIBE TO GAMEMAKERS:
- Spotify Podcast: https://spoti.fi/3Cpyq7i
- Newsletter: https://gamemakers.com/
😃 —CONNECT WITH ME! —
• MY INSTAGRAM → @jokim1
• TWITTER → @jokim1
• LINKEDIN → https://www.linkedin.com/in/jokim/
— POPULAR CONTENT —
🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw
ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I
🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI
🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s
🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs
🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw
🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso
🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA
🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY
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