Tag Archives: Video Games/Interactive Entertainment

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)

Stepping into the “Sand-Box” with the Big Boys, Reviews for Red Faction: Guerilla Prove THQI Can Develop Industry-Defining Owned IP

May 31, 2009 – 10:30 am

Historically, one of the most consistent criticisms of THQI among gamers and investors alike has been the company’s inability to develop video games based on differentiated owned intellectual property (IP). Investors typically have viewed THQI as a kids oriented, license-shop. For many years, THQI generated almost all of its revenues from its licenses [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , | Comments (2)

THQI: Gamestop Midnight Launch Party and High Ratings Suggest Strong Sell Through for UFC Undisputed

May 19, 2009 – 11:27 am

One of THQI’s most important games of the year, UFC Undisputed 2009 was released today. As we have highlighted in the past (here, here, and here), buzz for the game leading up to its release was quite strong. THQI’s stock is rallying today based on strong reviews for the game. According to metacritic.com, [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , | Comments (1)

The Catalysts for THQI: UFC and More

May 7, 2009 – 10:44 am

THQI reported results last night. You can find the details here. As we expected, the results were not nearly as important (some might even call them an afterthought), as the outlook provided by management and their commentary on the upcoming game slate for FY10.
Thoughts/Observations from the quarter and conference call:

We were pleasantly surprised [...]

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

Growing Buzz Surrounding UFC Undisputed Bodes Well for THQI

April 26, 2009 – 12:19 pm

Our excitement about the sales prospects for THQI’s upcoming release, UFC Undisputed 2009, remains one of the primary reason’s why we think the stock can see significant upside over the next three months. We maintain the belief that the street has underestimated the level of demand for the game. The Ultimate Fighting Championship (UFC) [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , , | Comments (1)

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)