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Impressive CY11 Title Slate Should Overshadow UFC Disappointment

June 16th, 2010

Earlier this evening THQI hosted its investor presentation at this year's E3 Expo.  The company's presentation focused on its impressive core gamer title slate for CY11. Think about it this way: THQI spent almost an hour discussing more than a dozen...

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THQI: Strong Reviews, Expansion of Midnight Event at Gamestop Bode Well for Sell Through for UFC Undisputed 2010

May 24th, 2010

THQI will release one of its key titles for FY11 tomorrow, UFC Undisputed 2010.  Expectations among gamers, MMA fans, and investors is high following the strong sell through for UFC Undisputed 2009 and...

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THQI's 4Q10 Results and Guidance Come In as We Expected, CY11 Could Bring $1.2B+ Revs, $1.00+ EPS

May 6th, 2010

THQI reported 4Q10 results after the close and provided initial guidance for 1Q11 and FY11.  You can read the company's earnings release here.  The earnings results and initial guidance provided by management were inline...

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THQI's Baseline Profitability Now Proven, the Focus Turns to Earnings and Cash Flow Growth for FY11 and FY12 - Just...

April 15th, 2010

THQI spent the better part of FY08 and FY09 streamlining its studio system, reducing headcount company-wide, and altering its project development process.  It was an arduous, painful process...

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One Week After Launch, Sell Through Indicators for Darksiders Suggest Potential Upside to Our Previous Estimates

March 12th, 2010

This report was originally published on 1/13/10.Approximately 2-weeks ago we published a report highlighting our positive expectations for Darksiders, THQI (6.5 ↓0.31%)’s second major launch of owned...

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

March 12th, 2010

This report was originally published 12/31/09.In our original report on THQI (6.5 ↓0.31%), we argued that FY10 would represent the company’s transition from a pure “kids” and “licensed”...

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

March 10th, 2010

This report was originally published on 9/22/09.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...

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Addressing the Most Pressing Questions From Our Readers About THQI Today

March 10th, 2010

This report was originally published on 7/29/09.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...

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What to Expect for THQI’s 1Q10 Earnings Release; How Will Management Handle Guidance?

March 10th, 2010

This report was originally published on 7/28/09THQI will release its 1Q10 earnings after the market close today. The company will host a conference call at 5PM EST. You can listen in here. We have written at length about the...

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THQ, Inc. Finally Wins In Its Arbitration Suit with JAKKS Pacific – The Earnings and Cash Flow Implications;...

March 10th, 2010

This report was originally published on 7/27/09.THQI announced this morning that the company received a favorable ruling in its binding arbitration with JAKKS Pacific Ltd surrounding the two...

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

March 9th, 2010

This report was originally published on 7/12/09At 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...

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THQI: Nothing Wrong, Except the Technicals – The Catalysts for THQI Shares Now

March 8th, 2010

This report was originally published on 6/16/09.We have received a ton of questions about THQI shares in the past few days. Since closing at a year-to-date high of $8.93 on June 10th, the stock has sold off 15.3%, including a 10%+ sell-off...

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

March 8th, 2010

This report was originally published on 5/31/09Historically, one of the most consistent criticisms of THQI among gamers and investors alike has been the company’s inability to develop video games...

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It’s Official, UFC Undisputed 2009 is THQI’s Fastest Selling Video Game Ever

March 8th, 2010

This report was originally published on 5/27/09THQI’s stock was particularly strong today in a relatively weak tape. We can only attribute it to one thing: Increased chatter about sell through data for UFC Undisputed 2009. We did some...

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

March 8th, 2010

This report was originally published on 5/19/09.One of THQI’s most important games of the year, UFC Undisputed 2009 was released today. As we have highlighted in the past, buzz for the game leading up to its release...

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The Catalysts for THQI: UFC and More

March 7th, 2010

This report was originally published on 5/7/09.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...

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Growing Buzz Surrounding UFC Undisputed Bodes Well for THQI

March 7th, 2010

This report was originally published on 4/26/09.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...

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

March 6th, 2010

This report was originally published 4/14/09Investment ThesisOver 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...

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