The earnings conference call

I listened to a replay of ATVI’s fourth-quarter earnings conference call the other day.  It was an odd event, in my opinion, conveying lots of data but not that much information.  This may in part have been due to the fact that the analysts participating in the call ranged from the very knowledgeable to people who gave no evidence they knew anything about either ATVI or the video game industry.  A fact of life on today’s Wall Street, or an indicator of the declining importance of the video game industry to investors?

High- and low-lights: Continue reading →