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Risks
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Are there any risks that your catalysts won't play out as expected?
- Latest expansion for their main earner (FF14) was not very well received.
- Recent games like Rebirth have reached critical acclaim but are falling short on actual sales.
- PlayStation lock-in seems to be hurting them pretty badly with the low volume of consoles that were purchased compared to things like the Nintendo Switch.
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Are there any regulatory or competitor risks that could change the outcomes above?
- n/a
Catalysts
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Are there any products or services that could move sales or earnings meaningfully?
- Hard to say with the way the entire gaming industry is going lately. If they nail the next expansion / update for 14, that is probably the best way to move things forward.
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Are there any industry tailwinds this stock is benefitting or hindered from?
- As above, PlayStation sales were relatively low compared to prior generations and many of Square's games are PlayStation exclusive at least on launch.
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Disclaimer
The user martywallace holds no position in TSE:9684. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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