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Microsoft's Halo: Campaign Evolved Sells 1.2M Units
"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks.'HALO' REMAKE SALES:Microsoft'slatest Xbox Game Studios-published title "Halo: Campaign Evolved" has sold 1.2M units since its release two weeks ago, according to Alinea Analytics' Rhys Elliottt. About 42% of copies were purchased on Xbox Series X/S and Windows PC, 41% were bought on PlayStation 5, and 17% were purchased on Steam.NETFLIX STUDIO CLOSURES:Netflixclosed two video game studios, including "Unhinged" and "Oxenfree" developer Night School and Helsinki-based studio Moonloot, which was founded in 2022, Gamefile's Stephen Totilo reported last week. Night School released horror game "Unhinged" onto Netflix just six weeks ago, Totilo note. "We see an opportunity to be more focused in our execution, so we are making organizational changes to the business to match those priorities," a Netflix spokesperson told Game File, with the company attributing the studio closures to a prioritization around children's games, party games, and more mainstream content.NINTENDO/CITI:Citi analyst Tokiya Baba raised the firm's price target on Nintendoto 9,800 yen from 9,300 yen and maintained a Buy rating on the shares. The firm views the company's Q2 report as strong and views next Nintendo Direct as a potential catalyst for the shares.'POKOPIA' SALES:Nintendo and The Pokemon Company announced that global sales of the "Pokemon Pokopia" game have surpassed 5M units across physical and digital versions, just over four months after its launch on March 5, 2026. The game is available exclusively for the Nintendo Switch 2 system.
Take-Two Reports Better-Than-Expected Q1 Earnings, Reiterates FY27 Net Bookings Outlook of $8.0 to $8.2 Billion
"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks.NEW RELEASES:This week's most notable new release is Electronic Arts' football sim "Madden NFL 27," which releases for PlayStation 5and Xbox Series X/Son August 13.'GTA VI' EXTENDED LOOK:Last Thursday, Take-Two'sRockstar Games announced that "Grand Theft Auto VI: An Extended Look" will premiere on NetflixThursday, August 27 at 3 p.m. ET and will also launch on the official Rockstar Games YouTube channel and the "Grand Theft Auto VI" site at 9 p.m. ET on August 27. "Grand Theft Auto VI" is coming November 19 to PlayStation 5 and Xbox Series X/S, the company added.Following the news, Raymond James said it views the announcement as further confirmation of the November 19 date and now sees the chance of a delay as "de minimis." The firm maintained a Strong Buy rating on Take-Two.TAKE-TWO RESULTS:Meanwhile, Take-Two reported better-than-expected Q1 earnings and net bookings last week, though bookings did decline 3% year-over-year. Strauss Zelnick, Chairman and CEO of Take-Two Interactive, stated: "Our excellent first quarter results reflect the power of our portfolio and disciplined execution across all of our labels. With these positive trends and excitement around the November 19th launch of Grand Theft Auto VI, we are reiterating our Fiscal 2027 Net Bookings outlook of $8.0 to $8.2 billion. Looking further ahead, we expect to sustain this new level of scale and generate strong cash flows, setting us on a path to deliver continued growth and long-term shareholder returns."NINTENDO RESULTS:Nintendoalso reported Q1 results last week, with earnings per share growing year-over-year while revenue slipped as the same quarter last year saw the launch of the Switch 2. Looking ahead, the company reaffirmed its FY27 net sales and Switch 2 hardware sales guidance, anticipating 16.5M Switch 2 units sold during the fiscal year."In our dedicated video game platform business in the first quarter of the fiscal year, Nintendo Switch 2 hardware maintained strong sales momentum, with sales totaling 3.82M units," the company said. "Looking at Nintendo Switch 2 software, titles such as Yoshi and the Mysterious Book, released in May, and Star Fox, released in June, performed steadily, and Pokemon Pokopia, released in the previous fiscal year, also sold well, with the result that Nintendo Switch 2 software sales totaled 9.46M units. As for Nintendo Switch, hardware sales totaled 0.66M units. Looking at Nintendo Switch software, Tomodachi Life: Living the Dream, released in April, has shown strong growth with sales reaching 7.94 million units. Given that consumers can play both Nintendo Switch 2 exclusive software and Nintendo Switch software with Nintendo Switch 2, Nintendo Switch titles released in past fiscal years have also shown stable sales. As a result, Nintendo Switch software sales totaled 33.81M units.""Turning to the digital business for our dedicated video game platforms, digital sales totaled 132.7B yen, up 90.0% year-on-year, mainly due to an increase in sales of downloadable versions of packaged software," Nintendo continued. "In our IP related business, sales reached 34.8B yen, up 107.4% year-on-year, thanks to the high level of audience engagement with The Super Mario Galaxy Movie. The end result is that overall sales totaled 517.8B yen. Although sales decreased compared to the same period of last fiscal year, operating profit increased 150.5% year-on-year to 142.5B yen, due to the growth in sales of software, which accounted for a larger proportion of total sales, and the refund of IEEPA tariffs in the US, which were recorded as cost of sales in prior periods. Ordinary profit totaled 206.1B yen, including 30.3B yen in share of profit of entities accounted for using equity method, foreign exchange gains of 16.8B yen, and interest income of 13.1B yen. Profit attributable to owners of parent totaled 147.4B yen."MORE VIDEO GAME NEWS:Ryan Cohen's GameStopis considering withdrawing its $56B bid for eBay,In a social media post, Georgia Attorney General Chris Carr called RobloxNintendo plans toin December 2026Microsoft's Halo Studios laid off staff less than a week after the developer released "Halo: Campaign Evolved,"Mike York, a former Rockstar Games animator who worked on "Grand Theft Auto V," said he "would not be shocked at all" if the Take-Two subsidiary opted to delay "Grand Theft Auto VI" another six months,
Sony Releases 'Marvel Tokon' Game, EA Merger Deal Approved
"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks.NEW RELEASES:This week's most notable new release is Sony-publishedfighting game "Marvel Tokon: Fighting Souls," which features playable superheroes from Marvel Comics, including Captain America, Spider-Man, and Iron Man. The game launches August 6 for PC and PlayStation 5.EA DEAL CLOSES:According to a regulatory filing, Electronic Artssaid that, as of July 30, 2026, all regulatory approvals required to complete its merger with Oak-Eagle AcquireCo and Oak-Eagle MergerCo have been obtained. Electronic Arts currently expects the merger to close on or about the close of trading on August 4, 2026. Completion of the merger remains subject to the satisfaction or waiver of the remaining customary closing conditions set forth in the merger agreement. Oak-Eagle AcquireCo and Oak-Eagle MergerCo are ntities formed by an investor consortium comprised of The Public Investment Fund, private investment funds affiliated with Silver Lake Group, L.L.C. and private investment funds affiliated with Affinity Partners.XBOX RESULTS:Along with its fourth quarter earnings report last week, Microsoftreported downbeat results for its Xbox business. Xbox content and services revenue fell 10% year-over-year during the period, while Xbox hardware revenue dropped 13%. "When it comes to Xbox, we are making the necessary decisions required across our content portfolio, platform, and operations to reset the business for long-term growth," Microsoft CEO Satya Nadella said during an earnings call, adding that Microsoft expects "to return the business to growth in fiscal 2027."Following the Q4 print, Xbox CEO Asha Sharma said she is aiming to push the gaming business' margin back in line with rivals and Nintendoand even surpass them in profitability by mid-2030, CNBC's Jordan Novet. "We will not live on past successes or be trapped by past failures," Sharma wrote in a Thursday message to staff members which was viewed by CNBC. "We will learn from both and put our energy into creating what players will love for decades."PLAYSTATION RESULTS:Meanwhile, Sony reported upbeat Q1 results and raised its FY26 sales guidance last week. Looking to Sony Interactive Entertainment business. PlayStation 5 unit sales fell 1.6M units during the period, down 36% from 2.5M during the same period last year. Sales in the Game & Network Services segment rose a modest 0.6% year-over-year, while first-party game sales fell from 6.9M to 6M units. Meanwhile, monthly active users across the PlayStation platform in June rose 2% year-over-year in to 125M, though total playtime during gthe quarter fell 4% year-over-year. "We expect further improvements in engagement metrics going forward because many major titles are scheduled to be released toward the end of the calendar year," the company said.Prior to the earnings report, Reuters' Sam Nusseythat while Sony is set to be a major beneficiary of the launch of Take-Two's"Grand Theft Auto VI," it comes as the company grapples with increasing memory chip prices. Sony launched the PS5 in 2020 and dealt with pandemic supply chain disruptions, but now its impacted by AI investment-driven memory price increases leading to repeatedly increased prices for its consoles. While the company has secured memory supply for the financial year, prices are expected to continue to increase for the console next year, Nussey noted.ROBLOX RESULTS:Additionally, Robloxreported mixed results for Q2, with earnings per share beating consensus but revenue falling below Wall Street estimates. The company also reported a 10% year-over-year spike in daily active users for Q2 and a 5% year-over-year increase in hours engaged.Looking ahead, Roblox provided a conservative revenue outlook in Q3, adding that while it sees a sequential increase in DAUs in the quarter, it anticipates the monetization softness it observed in Q2 persisting in Q3. Meanwhile, the company stated that it is accelerating its previously announced transition to quarter-only guidance by one quarter, issuing Q3 guidance, by not FY26 guidance, saying, "given our long-term focus, we do not believe annual guidance is a helpful tool for investors."Multiple analysts downgraded the shares following the quarterly print and withdrawal of FY26 guidance, with BMO Capital saying it expects engagement and monetization pressure at Roblox to continue over several quarters, especially in Q4 as "Grand Theft Auto VI" launches and takes share from every other player in the video game ecosystem. In addition, Deutsche Bank downgraded Roblox to Hold from Buy with a price target of $38, down from $56, saying the company reported a "disappointing" Q3 outlook which "materially reduces" its near-term visibility.MORE VIDEO GAME NEWS:Nintendo's "Splatoon Raiders" topped the Japan sales chart last week,Microsoft is raising Xbox Series X/S console prices in Europe and the U.K.,Microsoft is planning to bring more Xbox 360 games to PC,Tencenthas rebooted its ambitious video game "Last Sentinel" after six years of development,
Apple Plummets Post-Earnings, Amazon Reports Strong Results
The major averages rallied on the final day of a turbulent month as traders weighed earnings from Apple and Amazon. While Amazon surged on its quarterly beat, Apple suffered a massive decline for their worst post-earnings drop in 13 years. The sharp losses came after the iPhone maker provided a lower-than-expected revenue outlook for Q4 in the face of foreign exchange issues and supply constraints.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Applereported better-than-expected Q3 results butfor Q4 revenue growth amid foreign exchange issues and supply constraintsAmazonreported, with AWS net sales rising to $42.23BChevronreported better-than-expected Q2 earnings and revenue, with the company adding that it reportedExxon MobilreportedRedditreportedand provided upbeat Q3 revenue guidance2. WALL STREET CALLS:Benchmark and BTIGRobloxto Sell following quarterly resultsPiper Sandler and Cantor FitzgeraldReplimuneto Overweight following a postive FDA panel vote supporting RP1 approvalArgusBoston Scientificto HoldGuggenheimQuanta Servicesto BuyBMO CapitalNextpowerto Outperform3. AROUND THE WEB:T-Mobileexecutives have told the company's controlling shareholder, Deutsche Telekom, that they no longer support a proposed $300B merger between the two companies, Semafor reportsNXP Semiconductorsis in discussions to acquire Ambarella, FT reportsChimeis planning to cut about 10% of its workforce, or 150 employees, to capitalize on efficiencies created by AI, Bloomberg reportsTSMCis developing advanced AI chip packaging technology, internally called "EMIB-like," that is said to be similar to Intel'sEmbedded Multi-die Interconnect Bridge technique, The Information saysWSJ said some Teslaexecutives have been instructed by Elon Musk to prepare for a separation of the company's China business in the event of a potential merger with SpaceX, though Musk called the report "absurdly fake news."4. MOVERS:Integer Holdingsincreased afterthat KKRis near a deal to take the company privatenVent Electricwas higher in New York afterand listening additional manufacturing space in MinnesotaNewell Brandsand DexComgained in New York afterGoDaddyfell after, providing guidance for Q3, and narrowing its outlook for FY26BioAge Labsand Monte Rosa Therapeuticswere lower after Novo Nordisk'sZEUS triafor IL 6 inhibition5. EARNINGS/GUIDANCE:AbbVie, cut its EPS guidance for FY26, and provided guidance for Q3RBC Bearings, with EPS and revenue beating consensusColgate-Palmolive, with CEO Noel Wallace commenting on "strong broad-based top- and bottom-line results, despite a difficult operating environment"Eaton, provided guidance for Q3, and raised its outlook for FY26Magnaand raised its outlook for FY26INDEXES:The Dow rose 276.97, or 0.53%, to 52,485.03, the Nasdaq gained 251.68, or 1.00%, to 25,373.85, and the S&P 500 advanced 52.09, or 0.70%, to 7,489.72.
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