During Tuesday's edition of Consumer Countdown, Motley Fool consumer goods analyst Sean O'Reilly joins Mark Reeth to discuss the biggest news in their sector. In this video they take a look at the video game industry, and all the big changes happening there in November.
First, the guys take a look back at Electronic Arts' (NASDAQ:EA) and Take-Two Interactive's (NASDAQ:TTWO) earnings from last month. Mark is impressed by EA's digital and mobile performance, and thinks those areas will continue to grow stronger over time. Meanwhile, he's worried that without a new Grand Theft Auto title this quarter, Take-Two will see a quick decline.
The guys also look ahead at Activision Blizzard's (NASDAQ: ATVI) upcoming earnings, and how they think the newly released Call of Duty: Ghosts will perform. They also speculate on the new consoles that will be released later this month, and how Microsoft's (NASDAQ:MSFT) Xbox One will stack up against Sony's (NYSE:SNE) Playstation 4.
Mark Reeth has no position in any stocks mentioned. Sean O'Reilly has no position in any stocks mentioned. The Motley Fool recommends Activision Blizzard and Take-Two Interactive. The Motley Fool owns shares of Activision Blizzard and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.