Sep. 10 at 3:48 AM
Smaller / weirder side quests worth watching
$AENT
From the call:
+ management said gaming side has been “pretty solid”
+ they were cautiously optimistic around more push toward consoles and physical product
+ collectibles business was described as super strong
That reads more like distribution/collectibles tailwind than pure gaming software.
$EEFT
Interesting indirect angle:
+ management said publishers want greater control over distribution and billing
+ they signed direct publisher relationships including Capcom
+ they think changing app store billing frameworks can increase demand for their services over time
That’s a sneaky “picks and shovels of digital game commerce” angle.
$BBY
Not a hidden gem, but useful category signal:
+ management explicitly said they expect demand for Grand Theft Auto 6 to benefit the gaming category
Again, not alpha by itself. But when a broad retailer says it out loud, that’s a real downstream read.
