Gaming Stocks and the Rise of UGC
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 3 August 2020
⏱️ 16 minutes
🧾️ Download transcript
Summary
No one studies the video gaming industry like Aaron Bush. We discuss gaming’s rise during the pandemic, the ripple effect of major league sports being delayed, and the relative valuations of Activision Blizzard, Electronic Arts, and Take-Two Interactive. Plus Aaron shares the game release he’s looking forward to and the trend investors should be watching.
To learn more about this growing industry, check out more from Aaron at www.masterthemeta.com.
Transcript
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| 0:00.0 | It's Monday, August 3rd. |
| 0:04.0 | Welcome to Market Fullury. |
| 0:05.0 | I'm Chris Hill and I'm actually off this week. |
| 0:09.0 | Definitely not the summer vacation I was planning back in January, |
| 0:12.0 | but a little time away after the past few |
| 0:15.0 | months we've had, I'll take it. |
| 0:18.0 | So this is not going to be the usual week of digging into earning season, but I certainly wasn't going to let the show go dark for a week. |
| 0:25.4 | So let's kick things off with a conversation I had recently with Aaron Bush. |
| 0:29.5 | I don't know anyone who dives into the video gaming industry like he does. |
| 0:35.7 | So that's what we did. |
| 0:37.2 | Here's my talk with Aaron. |
| 0:39.0 | Recently on Motley Full Money, we talked about Microsoft's latest quarter. One of the headlines was just the |
| 0:44.3 | gaming segment crushing it. I think it was up 64%. That's the headline. I'm |
| 0:50.4 | curious as someone who studies this industry what was underneath the headline that caught your attention? |
| 0:57.2 | Yeah, so I mean the truth of the matter is just that people are playing more games |
| 1:01.6 | ahead of time when people are stuck at home. |
| 1:03.4 | People are buying a lot more consoles than before. |
| 1:07.1 | Even if, you know, the console generation is coming to a close, people are still trying to find ways to stay entertained. |
| 1:15.0 | So it really is as simple as that. |
| 1:18.7 | In my opinion though, like what's more interesting than even what Xbox, you know, presented in this latest quarter |
| 1:26.5 | is what they're setting up for in the future. So in the past week they they |
| 1:30.9 | announced their next-gen showcasing a lot of their upcoming games like |
... |
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