Episode 69: How nice are the earnings? Pretty nice. (Earnings Show)

Feb 7, 2021

 It’s financial reporting season again! We’re breaking down Square Enix, Activision Blizzard, Sony, Unity, EA, and Nintendo. The game industry has thrived during the pandemic, but can it last?

TIME STAMPS

• [00:01:57] - Square Enix
• [00:09:39] - Activision Blizzard
• [00:21:30] - Sony
• [00:31:44] - Unity
• [00:36:37] - EA
• [00:53:27] - Nintendo

SOURCES

• Financial Results Briefing Session (Square Enix): https://www.hd.square-enix.com/eng/ir/pdf/21q3slides.pdf
• ACTIVISION BLIZZARD ANNOUNCES FOURTH-QUARTER AND 2020 FINANCIAL RESULTS: https://investor.activision.com/static-files/0a027e58-e3cd-445e-9e38-fd27f34775af
• Q3 FY2020 Consolidated Financial Results (Sony): https://www.sony.net/SonyInfo/IR/library/presen/er/pdf/20q3_sonypre.pdf
• Unity Announces Fourth Quarter and Full Year 2020 Financial Results: https://investors.unity.com/news/news-details/2021/Unity-Announces-Fourth-Quarter-and-Full-Year-2020-Financial-Results/default.aspx
• EA Earnings Release for Q3 Fiscal 2021: https://s22.q4cdn.com/894350492/files/doc_financials/2021/q3/Q3-FY21-Earnings-Release-Final.pdf
• EA Prepared Remarks for Q3 Fiscal 2021: https://s22.q4cdn.com/894350492/files/doc_financials/2021/q3/Q3-FY21-Prepared-Remarks-Final.pdf
• EA Sports is making a new college football video game (Polygon): https://www.polygon.com/2021/2/2/22262449/ea-sports-college-football-ncaa-players
• Nintendo Consolidated Results for the Nine Months Ended December 31, 2019 and 2020: https://www.nintendo.co.jp/ir/pdf/2021/210201e.pdf
• Nintendo Switch + AC New Horizons attach rate: https://twitter.com/MatPiscatella/status/1356288101803454464?s=20