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VOICE ARCHIVE

Daniel Ahmad

@zhugeex
230 posts
2025-11-14
Yes, this could imply an acquisition of sorts. Could also imply some accounting / financial issue. Just remember to freak the fuck out for the next few days and speculate as much as possible until they announce something.
2025-11-14 View on X
Bloomberg

Ubisoft delays publishing its H1 financial results on the day they were due and requests that its shares be halted from trading until then; UBI is down 47%+ YTD

Bloomberg :

Ubisoft just postponed its earnings report and halted the trading of its shares. Unclear why at this point but could indicate a major announcement related to the company. [image]
2025-11-14 View on X
Bloomberg

Ubisoft delays publishing its H1 financial results on the day they were due and requests that its shares be halted from trading until then; UBI is down 47%+ YTD

Bloomberg :

2025-10-25
I guess when you think about it, Halo really did go back to Bungie
2025-10-25 View on X
New York Times

Microsoft plans to bring its Halo franchise to the PlayStation for the first time with the launch of a 25th‑anniversary remake of Halo: Combat Evolved in 2026

As part of a strategic shift away from exclusivity, Microsoft is bringing Halo to Sony's competing console for the first time.

This isn't technically incorrect given consoles are no longer the primary entry point for gaming. The issue is that Xbox has de-emphasized its own console ecosystem while falling short of building a true Xbox ecosystem on mobile, PC, and cloud. Hence Xbox games on PS5.
2025-10-25 View on X
New York Times

Microsoft plans to bring its Halo franchise to the PlayStation for the first time with the launch of a 25th‑anniversary remake of Halo: Combat Evolved in 2026

As part of a strategic shift away from exclusivity, Microsoft is bringing Halo to Sony's competing console for the first time.

2025-09-27
@shinobi602 Oh great! Now the Saudi's are going to put Cristiano Ronaldo as a playable character in EA FC too!
2025-09-27 View on X
Wall Street Journal

Sources: EA is in talks to go private in a deal valuing it at ~$50B; investors include Jared Kushner's PE firm and Saudi Arabia's PIF; EA closes up 14.87%

Investors including Silver Lake eyeing deal that would likely be the largest leveraged buyout ever

2025-09-20
Trump's tariffs are negatively impacting gamers like you and me.
2025-09-20 View on X
Windows Central

Microsoft plans to raise Xbox Series X price by $50 to $649.99 and Series S by $20 to $399.99 starting Oct. 3, citing “changes in the macroeconomic environment”

second price increase of 2025 comes as shifting tariffs continue to plague tech prices Vikki Blake / Eurogamer.net : U.S. Xbox fans hit with another hardware price hike just four m...

2025-08-21
As an aside, Nintendo also explored raising prices on Switch 2 when tariffs were temporarily at 10% for Vietnam. Now they're at 20%. This is definitely impacting margins for them. While they may not be willing to raise prices right now, I can see them reconsidering next year.
2025-08-21 View on X
The Verge

Sony raises PlayStation 5's prices by $50 in the US due to the “challenging economic environment”: PS5 is $550, PS5 Digital Edition is $500, and PS5 Pro is $750

Here's When And How Much Andy Edser / PC Gamer : Sony has bumped up the US prices of the PlayStation 5 range by roughly $50 a piece, citing ‘a challenging economic environment’ Eth...

Said it would happen Even though Sony is diversifying away from China (for US bound shipments), it's still an important manufacturing center for Sony 30% tariff on China, 15% tariff on Japan, 20% tariff on Vietnam, 19% tariff on Malaysia means Sony is impacted no matter what
2025-08-21 View on X
The Verge

Sony raises PlayStation 5's prices by $50 in the US due to the “challenging economic environment”: PS5 is $550, PS5 Digital Edition is $500, and PS5 Pro is $750

Here's When And How Much Andy Edser / PC Gamer : Sony has bumped up the US prices of the PlayStation 5 range by roughly $50 a piece, citing ‘a challenging economic environment’ Eth...

2025-08-20
Said it would happen Even though Sony is diversifying away from China (for US bound shipments), it's still an important manufacturing center for Sony 30% tariff on China, 15% tariff on Japan, 20% tariff on Vietnam, 19% tariff on Malaysia means Sony is impacted no matter what
2025-08-20 View on X
The Verge

Sony says it is raising PlayStation 5 prices by $50 for all models in the US due to a “challenging economic environment”, starting on August 21

The prices will go up by $50 for all three models. … Sony is raising the price of all PS5 models by $50 in the US due to a …

As an aside, Nintendo also explored raising prices on Switch 2 when tariffs were temporarily at 10% for Vietnam. Now they're at 20%. This is definitely impacting margins for them. While they may not be willing to raise prices right now, I can see them reconsidering next year.
2025-08-20 View on X
The Verge

Sony says it is raising PlayStation 5 prices by $50 for all models in the US due to a “challenging economic environment”, starting on August 21

The prices will go up by $50 for all three models. … Sony is raising the price of all PS5 models by $50 in the US due to a …

2025-08-02
One interesting point from the Nintendo earnings is that 20% of Switch 2 month one shipments were outside the Americas, Japan, and Europe. The is in contrast to the OG Switch where 11.5% of its LTD sales are outside those regions. Switch 2 launched in more regions on day 1.
2025-08-02 View on X
CNBC

Nintendo Q1: revenue up 132% YoY to ~$3.8B, operating profit up 4.4% to ~$378M; it sold 5.82M Switch 2 units in the first month, more than double the original

Tariffs are pushing prices up but only for the original Switch and Switch 2 accessories, not the Switch 2 itself. @gameoverthirty : My summary of Nintendo's Q1 FYE March 26 investo...

2025-06-11
This makes it not just the best selling Nintendo console in the first 4 days, but the fastest selling home video game console of all time.
2025-06-11 View on X
Bloomberg

Nintendo says it sold 3.5M+ Switch 2s globally in the console's first four days, a record for any of its hardware; Nintendo aims to sell 15M units by March 2026

Samsung's Galaxy S25 Edge Shows the Limits of Impressively Thin Phones … Explainers

2025-05-12
Includes data from Niko Partners:
2025-05-12 View on X
Bloomberg

A profile of Genshin Impact creator HoYoverse, which is exploring new game genres as its titles begin to cannibalize each other and its revenue declined in 2024

HoYoverse plots a future path to reach further than its anime roots  —  For decades, Chinese video games and American gamers just didn't mix. Bluesky: @jaysheen . X: @zhugeex , @ce...

2025-05-02
The GTA VI delay is welcome news tbh. I've been saving $100 a month for the past 5 years so I can buy a new console and GTA VI at launch. The delay means I'll finally have the $7,000 needed to do that by May 2026!
2025-05-02 View on X
The Verge

Rockstar Games delays the release of Grand Theft Auto VI from fall 2025 to May 26, 2026, saying it needs extra time to deliver the expected and deserved quality

Rockstar Games says it needs more time to deliver the ‘quality you expect and deserve.’  —  Rockstar Games is delaying …

2025-04-23
Worth noting, given this is via the My Nintendo Store, the requirements for Japanese users to register too: - 50 hours of play time on Switch 1 in past year - Paid for 12 months of Nintendo Switch online sub Makes the 2.2m figure for Japan even more impressive
2025-04-23 View on X
Eurogamer.net

Nintendo says Switch 2 preorder demand in Japan “far exceeds expectations” and 2.2M applied via a lottery; Nintendo is offering a cheaper, region-locked model

2.2m people applied to buy, and a “significant number” will be unsuccessful.  —  News by Tom Phillips Editor-in-Chief

2025-04-09
Didn't happen. Deadline passed. Which means China tariff rate would increase by 50% to 104%. It's so over.
2025-04-09 View on X
CNN

The White House says that tariffs on China are set to rise to 104% at 12:01am ET on April 9 after China missed Trump's deadline to remove its reciprocal tariffs

President Donald Trump is set to impose an astounding 104% in levies across all Chinese imports on Wednesday …

2025-03-28
I know a lot of people are confused about how Nintendo's Virtual Game Card feature works. So I made this easy to read guide to help everyone understand. [image]
2025-03-28 View on X
TechCrunch

Nintendo unveils Virtual Game Cards, letting users transfer existing digital Switch games to other consoles and lend them out more easily, available in April

https://www.youtube.com/...  #Nintendo #NintendoSwitch #VirtualGameCards #gaming #Switch2 X: Tom Warren / @tomwarren : Nintendo is introducing a new lending system for digital Swit...

2025-02-19
Worth noting this round of layoffs only impacts the team in the US, not the core dev team in China. It's part of a broader reconsideration of NetEase's overseas investments and studios. The firm has pulled funding from a number of overseas teams over the past year.
2025-02-19 View on X
VentureBeat

Sources: Chinese game publisher NetEase has been directed to divest its overseas holdings, starting with hit game Marvel Rivals, which laid off its Seattle team

Chinese game publisher NetEase raised fears with recent moves that it is unloading as much as all of its overseas holdings …

2025-01-17
Nintendo has diversified its business beyond dedicated console gaming. “However, Nintendo still generates approximately 91% of its revenue from its Nintendo Switch business which shows the importance of the Switch 2 launch for the company.” https://www.barrons.com/...
2025-01-17 View on X
The Verge

Nintendo teases the Switch 2, featuring a new kickstand design and backward compatibility for physical and digital games, with more details on April 2, 2025

and that's exactly what Nintendo needs Bluesky: Shane Luis / @rerez.net : Switch 2 seems to be exactly what I wanted so far!  —  + Bigger Screen  —  + Bigger Controls  —  + Digital...

Would be a smart way to counter the PC gaming handheld segment by attracting traditional PC games to the platform + tapping into the traditional PC gamer audience that wants a secondary device with a broad range of games. IF this feature is indeed confirmed.
2025-01-17 View on X
The Verge

Nintendo teases the Switch 2, featuring a new kickstand design and backward compatibility for physical and digital games, with more details on April 2, 2025

and that's exactly what Nintendo needs Bluesky: Shane Luis / @rerez.net : Switch 2 seems to be exactly what I wanted so far!  —  + Bigger Screen  —  + Bigger Controls  —  + Digital...