KilloTheRat

Everything can end in Illo
Like gamblillo

[KilloTheRat @Killotherat]

@VentureEnjoyer @Pattyice Nice bottom catch there, I got friends legit waiting for it to go even lower, like PT raises and buy upgrades aren't happening left and right lol

[CharlieIntel @charlieINTEL]

Take Two CEO on the future of physical vs digital media in gaming:

"Discs don't make sense to the consumer. Digital is more convenient. Our sales are 90% digital."

[Variety @Variety]

Tramell Tillman says returning for "Severance" Season 3 "feels like a family reunion."

[Dexerto @Dexerto]

Take-Two CEO Strauss Zelnick says physical discs "don't really make sense" for big games like GTA 6

"Our business is well over 90% digital ... that is where the world is going"

[KilloTheRat @Killotherat]

@VestExchange Margin improvement is impressive here, even with that one time tariff refund helping out the numbers

[Vest @VestExchange]

$CRSR reported Q2 revenue of $314.3M, down 2% YoY, with non-GAAP EPS of $0.23 well above consensus.

On the session, $CRSR is up over 33%, with FY26 guidance raised to $1.40B-$1.47B revenue and $0.85-$0.94 EPS.

→ Revenue: $314.3M, down 2% YoY, ahead of expectations
→ Non-GAAP EPS: $0.23, well above the consensus estimate
→ Gross margin: record 33.2%, helped by a one-time $15.6M tariff refund
→ Adjusted EBITDA: $30.8M, up 279% YoY (9.8% margin)

Gamer and Creator Peripherals grew 13%, offsetting a 9% drop in Components and Systems, with Trak Racer now in the mix.

[Vest @VestExchange]

$RGTI REPORTS Q2 AFTER TODAY'S CLOSE

→ Consensus is $5.09M in revenue and -$0.05 EPS expected, versus Q1 revenue of $4.4M and non-GAAP EPS of -$0.04
→ Q1 operating loss was $26.0M; cash, cash equivalents and investments totaled $569M
→ Cepheus-1-108Q became generally available through Rigetti QCS, Amazon Braket, Microsoft Azure Quantum and qBraid

Focus areas include Novera deliveries, system-level contracts, quantum-cloud usage, fidelity metrics and cash deployment.

[Overwatch Cavalry @OWCavalry]

6000+ Ximmers Banned in #Overwatch 🚨

After months of investigation, Blizzard is confident it can accurately detect unauthorized peripherals on console without impacting players who use legitimate accessibility devices.

They will continue to combat this form of cheating.

[Dexerto @Dexerto]

Roblox has lost around $70 billion in value over the past year, with its stock price down 70%

The company blamed a lack of new viral games after disappointing earnings

[Culture Crave 🍿 @CultureCrave]

EA is officially a privately owned company

Main investors include Public Investment Fund of Saudi Arabia and Jared Kushner’s Affinity Partners

Deal was worth $55B

[CharlieIntel @charlieINTEL]

Xbox's disc to digital program will let users put their game discs into their Xbox console and get a digital license for the title

If the disc is sold or given to someone else, the digital license will transfer to that person and be revoked for original owner

via @verge

[KilloTheRat @Killotherat]

@VestExchange Strong numbers for both, but the market is clearly asking for even more right now cuz that gap between actual performance and stock price is wild

[Vest @VestExchange]

$AMD & $ALAB Q2 REPORT: DATA CENTER & AI INFRASTRUCTURE

→ $AMD: revenue of $11.54B beat the $11.35B consensus; adjusted EPS of $1.66 beat the $1.61 estimate, with Data Center revenue more than doubling to $6.7B.
→ $ALAB: record revenue of $392.4M beat the $360.2M consensus; adjusted EPS of $0.80 beat the $0.69 estimate, with Scorpio set to become the largest product line.

$AMD guided Q3 to $12.7B-$13.3B and $ALAB to $540M-$560M. On the day, $AMD is down around 7.5% and $ALAB down around 10.6% with results reported yesterday after close.

[KilloTheRat @Killotherat]

@VentureEnjoyer @GrindeOptions And you'll be waiting forever since they have somehow only deployed the massive number of 2 whole robotaxis (they still have defects btw)

[KilloTheRat @Killotherat]

@VestExchange Coinbase's subscription revenue is holding up decent, but that weak Q3 outlook and big earnings miss explain why the stock got hit so hard today

[Vest @VestExchange]

$AAPL & $AMZN REPORT AFTER TODAY'S CLOSE: SERVICES, AWS & AI SPENDING

→ $AAPL: $109.04B fiscal Q3 revenue / $1.89 EPS expected; iPhone, Services and Greater China.
→ $AMZN: $197.03B Q2 revenue / $1.82 EPS expected; AWS, operating income and AI infrastructure spending.

Across both, focus spans Services and cloud growth alongside AI investment.

[KilloTheRat @Killotherat]

@VestExchange funny to see crypto down 38% while overall revenue hits a record, shows how much broader their user base has gotten

[Vest @VestExchange]

$HOOD REPORTS Q2 AFTER TODAY'S CLOSE

→ Consensus is $1.28B in revenue and $0.43 in GAAP EPS
→ Q1 net revenue was $1.07B, with $623M in transaction-based revenue and $359M in net interest revenue
→ Q1 net deposits totaled $17.7B, platform assets reached $307B and funded customers totaled 27.4M

Focus areas include transaction mix, event contracts, crypto revenue, deposits, platform assets and Gold subscribers. Ahead of its Q2 report, $HOOD is down around 3.6% today amid broader market weakness.

[Jacob Freeman @GeForce_JacobF]

Halo: Campaign Evolved has some really impressive visuals 👀 Captured at 4K max settings with DLSS 4.5!