Tag Archives: Electronic Arts

Darksiders Looks to be Another Highly Rated, Internally Developed, Owned IP for THQI – Outlook For Shares Increasingly Compelling

December 31, 2009 – 9:38 am

In our original report on THQI, we argued that FY10 would represent the company’s transition from a pure “kids” and “licensed” video game publisher to a leading developer of industry defining owned intellectual property (IP).  Thus far in FY10, the company has released one key new owned IP — Red Faction: Guerilla, which received an average [...]

By PAA Research | Posted in Video Games/Interactive Entertainment | Also tagged , , , , , , , , , | Comments (0)

More Consolidation in the Video Game Sector? Rumors Continue to Swirl Around THQI

September 22, 2009 – 4:13 pm

THQI shares rallied strongly today based on rumors that the company could be “in-play” as an acquisition target.  This is not the first time there has been rampant speculation surrounding THQI as a potential takeover candidate.  We have not written about THQI in some time. To be quite honest there has been little to say about [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , , , , , , , , , , , , | Comments (3)

Addressing the Most Pressing Questions From Our Readers About THQI Today

July 29, 2009 – 2:55 pm

It has never been our intention to write about one company on a daily basis or give our thoughts about every single earnings release (there are plenty of traditional sell-side firms that do a reasonable job of the pre and post-view of any given quarter).  However, we have received a flood of questions today about [...]

By PAA Research | Posted in Long Ideas, Uncategorized, Video Games/Interactive Entertainment | Also tagged , , , , , , , , , | Comments (0)

THQI: UFC Undisputed 2009 3MM Units Sold and Counting….

July 12, 2009 – 1:20 pm

At a fan expo for UFC 100, the chairman and CEO of UFC, Lorenzo Fertitta made a few comments about UFC Undisputed 2009 and responded to a question about Electronic Arts’s imminent foray into the MMA space. Here is what he said in response to the question “If a fighter signs with EA Sports, [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , , , | Comments (0)

THQI:A Way to Play UFC and an Interesting Turnaround Story

April 14, 2009 – 5:33 pm

Please make sure to click on the link at the end of this post to read our full write-up on THQI.

Over the past 15-months, THQI’s stock has declined in excess of 80% in large part due to poor execution by the company in its efforts to target “core gamers” and decreased receptivity among young consumers [...]

By PAA Research | Posted in Initial Investment Idea Write-ups, Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , , , , , , , | Comments (6)