How are some of you saying "sales were bad" or "sales were good" given available information?
How are you even defining "good" and "bad"? And how can the conversation be constructive when everyone's definition of "good" and "bad" will be different as the terms are so qualitative?
And how can anyone default to YoY growth being "bad" without some additional context?
No offense, and I don't mean to call you out personally, but this kind of thing is a bit ridiculous in the 2017 market. Look at ATVI's earnings call yesterday. What do they discuss? Active users. Why? Because engagement is the planning currency of the market now. HW unit sales only matter as a leading indicator of what player engagement might become. A unit of HW no longer has a SW $ value assigned to it, at least not one that any planner will take seriously. Not all users are equal in terms of market opportunity, engagement is a much better correlation metric to potential revs. The engagement information that is now presented in earnings calls and other announcements is far more useful for estimating value.
To answer your question:
Console warz.
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