The Pixel bros are joined by Eric Kress from the Deconstructor of Fun podcast to talk everything Take-Two Interactive!
OUTLINE: 0:00 Intro 2:45 Take-Two Fundamentals 6:25 The $5.5B to $8B guidance in bookings 7:12 What could be driving $8B in bookings 10:30 Comparing King acquisition vs. Zynga 13:07 Rockstar and 2K Overview 15:38 Kressโ take on T2 business 20:57 Zynga Overview 23:15 Eric: Why Zynga was the worst acquisition ever 29:50 Why some investors ignore T2 longer-term risk 30:40 Bull case for T2 31:38 Why GTA6 will not sell as much as GTA5 32:48 The PC case for GTA6 33:38 Product portfolio strategy discussion: broad vs. focused 37:49 Overall outlook 38:25 T2 acquisition scenarios 40:25 Growth opportunities 46:52 Why did T2 buy Zynga and what are the ramifications? 53:37 Conclusions
๐ EPISODE LINKS: - Eric Kress: https://www.linkedin.com/in/serkantoto/ - Matthew Kanterman: https://www.linkedin.com/in/matthew-kanterman-cfa-b6345133/ - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peganoff/
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