| makingmusic476 said:
I'll give you Konami, but what of Namco and EA? |
I don't know about Namco, but for EA:
"Two things are at work. First, the way deferred revenue works: EA recognizes revenue on Xbox 360 over six months following the sale, but does NOT do so for PS3. So sales of Xbox 360 games during the last two quarters (Battlefield: Bad Company and Army of Two) are rolling through till December, while sales of PS3 games are booked when sold. Second, some of EA's sales are skewed in Europe, where UEFA Euro 2008 and Battlefield probably sold a little better on PS3, and with Rock Band launching in Europe this year (also skewed PS3). Ubisoft was because of Haze, which was a PS3 exclusive.
I don't think a single quarter represents a trend. EA won't be that way when Madden shows up and when the deferral starts to lap itself." - Michael Pachter
The value of the an analysis depends on the knowledge of the analyst. In the case of the original link, the analyst knows squat. I know people like to badmouth Pachter, but he seems to know more about this situation than any of the posters here.
