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Gaming
Gene Munster, Steve Van Sloun
Nvidia: FY20 Outlook Too Aggressive
Shares of NVDA are trading up 5% after hours, as final results for Jan-19 were in-line with the disappointing pre-announcement. While we are believers in the Nvidia story and expect the company to be one of the more notable winners…
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Artificial Intelligence
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Cryptocurrency
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Gaming
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Nvidia
Doug Clinton, Pat Bocchicchio, Steve Van Sloun
Wall Street Is Wrong About Apex Legends
It’s been a rough six months for video game publishers. Shares of Activision Blizzard (ATVI), Take-Two Interactive (TTWO), and Electronic Arts (EA) have each fallen more than 25%. However, after last Wednesday’s earnings misses and weak guidance that sent the…
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Gaming
Doug Clinton, Steve Van Sloun
Blizzard Moves Closer to Making Overwatch Free-To-Play
A little over a week ago, Blizzard permanently reduced the price of its popular title Overwatch. The standard version of the game now costs $19.99 from the prior $39.99 and the legendary version has dropped to $39.99 from $59.99. Blizzard…
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Gaming
Doug Clinton, Steve Van Sloun, Pat Bocchicchio
Fortnite x Marshmello Concert Teases the Future of Play
On Saturday, popular electronic dance music (EDM) artist Marshmello performed a live 10-minute set on Fortnite, the free-to-play game that continues to transform the gaming space. Here’s our favorite video and here’s Marshmello’s video. In our view, the concert is a great example of…
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Future
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Gaming
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Virtual Reality
Gene Munster, Steve Van Sloun
Nvidia Woes Continue
Shares of Nvidia are down 15% after the company lowered its guidance for the fourth quarter. Full Jan-19 results will be reported on February 14th. Nvidia pre-announced Jan-19 results 19% below the Street. ($2.7B to $2.2B). This miss is particularly…
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Artificial Intelligence
,
Gaming
,
Nvidia
Gene Munster, Pat Bocchicchio
How to Become a Full-Time YouTuber
As we think about investing in the future of work, retail, communication, transportation, play, and experience, it’s important to discuss one of the most impactful and often underrated players in the entertainment industry, YouTube. Almost 2 billion people log on…
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Gaming
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Google
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Virtual Reality
Doug Clinton, Steve Van Sloun
Live Streaming Platforms Are on the Rise
Live streaming has exploded over the past few years as a dangerous competitor to traditional broadcasting and content streaming. While platforms like Twitch, YouTube Gaming, Facebook Live, Mixer, and Caffeine have predominantly featured gaming content, they’re quickly expanding into other…
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Amazon
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Gaming
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Meta
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Microsoft
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Netflix
Gene Munster, Steve Van Sloun
CES: Nvidia Shifts Focus to Gaming & More Affordable Pricing
At Nvidia’s CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models from all major OEMs. The three key takeaways are: The company has shifted its CES focus back to gaming, with the new…
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Artificial Intelligence
,
Gaming
,
Nvidia
Doug Clinton, Steve Van Sloun
Increasing Competition in the Game Store Space
On the back of Discord’s latest funding round, we’re taking a look at the current landscape for PC game stores. Earlier in December, Epic Games announced their own game store that would give developers a higher share of revenue compared…
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Gaming
Loup Ventures
2018 Loup Ventures Holiday Gift Guide
Halo Sport Headset | $499 | A pair of headphones that utilizes neuropriming to improve workouts. Apple Watch Series 4 | $499 | Fall detection, an electrocardiogram, super-accurate fitness tracking, and cell connectivity make it the best smartwatch period. Plae Shoes |…
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Apple
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Gaming
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iRobot
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Neurotech
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Retail
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Robotics
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Tesla
Gene Munster, Steve Van Sloun
Nvidia: Despite Earnings Miss, Long-Term Story Still Intact
Shares of NVDA are down 16% after-hours. While the near-term is ugly, the long-term story is intact. Nvidia missed Oct-19 revenue by 2%. The biggest miss occurred in its gaming segment. Crypto miners have been using gaming products for mining…
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Cryptocurrency
,
Gaming
,
Nvidia
Doug Clinton, Pat Bocchicchio
Attending the Super Bowl of Esports
The first thing many of us think when we hear the word esports is: “why would someone want to watch someone else play video games.” And this is often just referencing Twitch streamers or YouTube gaming channels, let alone going…
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Feedback Loup
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Gaming
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