摩根士丹利：将动视暴雪（ATVI.O）评级上调至增持。
股票代码：ATVI
公司名称：Activision Blizzard, Inc.
公司网址：www.activisionblizzard.com
员工人数：9800
公司总裁：Robert A. Kotick
办公地址：2701 Olympic Boulevard Building B Santa Monica CA
2022.11.7 2022财年Q3实现营业收入17.82亿美元，市场预期17.1亿美元，YoY-13.91%，归属普通股股东净利润4.35亿美元，YoY-31.92%，EPS 0.55美元，YoY-32.93%。non-GAAP下，每股收益（EPS）0.68美元，高于市场预期的0.50美元，而去年同期为0.72美元。研发费用2.77亿美元，YoY-15.81%。每股季度股息0.365美元。月活跃用户3.68亿，同比减少5.6%，预估2.9亿；业绩调整后每股收益0.68美元，上年同期0.72美元，预估0.50美元。公司预计第四季度GAAP收入将同比下降5％或更好，净订单额和分部总营业收入预计将分别同比增长至少20％，继续预计微软的交易将在截至2023年6月的当前财年完成。
本季度动视暴雪的运营现金流为2.57亿美元，而2021年第三季度为5.21亿美元。截至2022年9月30日的季度，动视暴雪的净预订量为18.3亿美元，而2021年第三季度为18.8亿美元。游戏内净预订量为13.6亿美元，而2021年第三季度为12.0亿美元。
最近6期利润表
我们的使命，通过史诗般的娱乐连接和参与世界从未像现在这样重要。通过植根于我们电子游戏的社区，我们使数亿人能够体验快乐、刺激和成就。我们通过有趣的镜头促成社会联系，我们通过健康的竞争培养目标和成就感。就像体育一样，但随着更大的可访问性，我们的玩家可以通过竞技游戏找到目标和意义。与其他社交或娱乐媒体不同，电子游戏有能力打破阻碍宽容和理解的障碍。庆祝差异是我们文化的核心，并确保我们能够为我们游戏所在的190个国家的不同背景的玩家创造游戏。
About Activision Blizzard
Our mission, to connect and engage the world through epic entertainment has never been more important. Through communities rooted in our video games we enable hundreds of millions of people to experience joy, thrill and achievement. We enable social connections through the lens of fun, and we foster purpose and a sense of accomplishment through healthy competition. Like sport, but with greater accessibility, our players can find purpose and meaning through competitive gaming. Video games, unlike any other social or entertainment media, have the ability to break down the barriers that can inhibit tolerance and understanding. Celebrating differences is at the core of our culture and ensures we can create games for players of diverse backgrounds in the 190 countries our games are played.
As a member of the Fortune 500 and as a component company of the S&P 500, we have an extraordinary track record of delivering superior shareholder returns for over 30 years. Our sustained success has enabled the company to support corporate social responsibility initiatives that are directly tied to our games. As an example, our Call of Duty Endowment has helped find employment for over 100,000 veterans.