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Latest Resource
February 27, 2024
EBAY is getting back to its roots

Ebay started as a simple hobby site called AuctionWeb nearly […]

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Call of Duty consumer demand propels Activision above peers

December 15, 2020

Activision Blizzard (ATVI), Take-Two Interactive (TTWO)

Gaming is gaining steam again. First-time gaming mentions increased +5% in the last month vs. prior quarter, and are currently pacing +81% YoY. Xbox and PlayStation released new consoles in November, and those sold out in minutesActivision and Take-Two timed game releases/upgrades in November strategically alongside console drops. Call of Duty is performing significantly better in the last 30 days vs. prior year. This game is propelling ATVI demand higher than peer TTWO:
activision vs take-two demand growth

We've got a close eye on game-specific performance through the gift-giving season, but right now it's clear Activision has an edge.

Alphabet (GOOGL)

Consumers take Google’s ubiquitous service offerings for granted. This phenomenon is clear when looking at the company’s underlying mentions.

Google’s services, including Youtube and Gmail, suffered a worldwide outage yesterday, and mention volume...

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Gaming tailwinds are propelling Take-Two

Take-Two (TTWO) ake-Two reports 21Q3 earnings today after the bell. Many investors […]

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LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

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