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This excerpt taken from the ATVI DEFA14A filed May 12, 2008. David
Joseph: Hi everyone. I guess I’ve got two questions; they
might even be annoying but let me try them.
So looking at — trying to get my arms around your guidance, which
implies I think about seven percent growth of fiscal ‘09 and maybe try and even
look at it on a calendar basis, it seems that it implies maybe roughly about 20
percent growth, which would imply gain share versus the 15
percent market growth. But a lot of that for Activision is really front-end loaded with the 93 percent growth we saw in the first calendar quarter. So I’m just trying to understand if you expect to — I guess back to the prior question — gain share throughout the rest of the year or is growth really going to decelerate dramatically as we kind of get into the more difficult comparisons and maybe you’ll — you might even grow in line with the market or lower.
The second question is you mentioned the online gaming, you were mentioning there are some titles launching and therefore the deferred revenue in the fourth quarter, with some specific performance obligations. So it does sound like there is something specifically in mind there and I’m just wondering, are we going to be expecting some of the titles that you have in your arsenal today to go online or are there some new titles we can expect?
And lastly, this is a quick technical question, you’re going to provide guidance for the combined merger after the deal closes. Is it going to be before the tender or afterward? Thank you.
This excerpt taken from the ATVI 8-K filed May 12, 2008. David
Joseph: Hi everyone. I guess I’ve got two questions; they
might even be annoying but let me try them.
So looking at — trying to get my arms around your guidance, which
implies I think about seven percent growth of fiscal ‘09 and maybe try and even
look at it on a calendar basis, it seems that it implies maybe roughly about 20
percent growth, which would imply gain share versus the 15
percent market growth. But a lot of that for Activision is really front-end loaded with the 93 percent growth we saw in the first calendar quarter. So I’m just trying to understand if you expect to — I guess back to the prior question — gain share throughout the rest of the year or is growth really going to decelerate dramatically as we kind of get into the more difficult comparisons and maybe you’ll — you might even grow in line with the market or lower.
The second question is you mentioned the online gaming, you were mentioning there are some titles launching and therefore the deferred revenue in the fourth quarter, with some specific performance obligations. So it does sound like there is something specifically in mind there and I’m just wondering, are we going to be expecting some of the titles that you have in your arsenal today to go online or are there some new titles we can expect?
And lastly, this is a quick technical question, you’re going to provide guidance for the combined merger after the deal closes. Is it going to be before the tender or afterward? Thank you.
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