Episode 278 - Earning Call pt1: The Breakdown

Expand Menu

The 2023Q4 earnings call is rough read. Full of business jargon about writedowns and "goodwill" Hasbro put on paper an over $1 billion dollar loss. Once you cut through that, there are number of important take away, especially surrounding eOne and various licenses. This week we cut through the jargon as best we can and give a quick breakdown, with a side of MH3 tangent to help give an overview of how HAS is currently performing. https://icv2.com/articles/news/view/56234/hasbro-loses-1-06-billion-q4 https://investor.hasbro.com/news-releases/news-release-details/hasbro-reports-fourth-quarter-and-full-year-2023-financial https://pocketsense.com/calculate-percentage-decrease-revenue-year-year-4087.html https://finance.zacks.com/diluted-vs-undiluted-shares-7866.html https://finance.yahoo.com/news/hasbro-buy-studio-entertainment-one-204840431.html https://www.investopedia.com/terms/g/goodwill-impairment.asp

MtG Cabal Cast
Download
00:30:10 3/10/2024

Past Episodes

MtG Cabal Cast
As we begin our yearly look back and take inventory of our processes and lessons learned, we are starting out on a personal level. Have the means by which we engage with the game changed? And if so, how? How have we navigated the financial landscape this year? Casting a critical lense as our processes, lessons learned, and heuristics is an important part of holding ourselves accountable and grow. So join us as we take a look back at a wild year of Magic.
00:43:41 12/1/2024
MtG Cabal Cast
As we head into the holiday season, we take a look at strategies employed at the LGS level to ensure a successful transition into the new year. What factors are in play in 2024 Q4 that might impact not just what we are looking to sell, but also how we market it and sell it. Are we looking to bring in more foot traffic just to increase product exposure, do we want to focus on growing our customer base permanently, are we able to host events? Each years Q4 provides an interesting look into how an LGS works and this year is no different, so join us as we break down holiday strategies for 2024.
00:33:32 11/24/2024
MtG Cabal Cast
With the 2025 release schedule announced at Worlds in Las Vegas, alongside an accompanying article and series of mothership posts, we have a good idea of what Magic is going to look like in 2025 and beyond. What sets will we see, the marketing copy, Universes Beyond, and the idea that Magic will now be 50% external IP. What a year it's going to be, and what an announcement it was. https://magic.wizards.com/en/news/announcements/the-foundations-of-magics-next-era
00:48:02 11/17/2024
MtG Cabal Cast
We finally have the 2025 RCQ schedule and format information, answer a number of questions that we've had as players, LGS's, vendors, and the like. This week we break down the timing, format information, TOs, and hopeful future of the system. https://www.magic.gg/news/play-in-rcqs-earn-secret-lair-promos-and-qualify-for-pro-tour-3-in-2025
00:55:28 11/10/2024
MtG Cabal Cast
With a continuously shifting landscape, the removal of Pioneer as an RCQ format to Universes Beyond being standard legacy, LGS operations and MtG Finance on the whole have become rather difficult to manage. Anything can be reprinted at any time, so how do you handle an impending price crash on your foil Patrick Starfish while also worrying about the five Standard sets. So, this week we took at step back and began to discuss what it's like at the LGS level now. What are ways that people are insulating themselves from the whims of WotC and Hasbro profiteering. How can we, LGS's and financeers alike, survive and get ahead in the current environment that WotC has set in front of us.
01:06:28 11/3/2024
MtG Cabal Cast
We went to Collect-A-Con so you don't have to! But you should because it's awesome. https://collectaconusa.com/ This week we discuss what is was like at Collect-A-Con Chicago 2024 as a gaming vendor. What kind of a event was it, what expectations did we set. What had we learned in the past that we put into practice, what were some of the take aways. And, most importantly, is it worth it to add Collecet-A-Cons as part of your list of shows to vend as either an LGS or a vendor.
01:09:42 10/27/2024
MtG Cabal Cast
We've had the pleasure of experiencing cEDH from multiple points of view over almost a decades worth of play and thought, what better way to discuss the format than to try and bring together all of that. With the experience of judging one of the largest cEDH events on the East Coast barely in the rear view, we talk about what cEDH means to players, judges, the LGS, and vendors. What is the impact the format has on all the aforementioned people and where we see the format heading. This episode was planned out well in advance of initial cEDH RC issues, giving us an even more interesting insight into the format as we get to marry together player sentiment prior to those events, all the way through the recent bannings.
01:00:41 10/13/2024
MtG Cabal Cast
From the Judges to the LGS, from the players to the formats we discuss what it's been like operating in the new RCQ system. What changes have felt impactful to each of the aforementioned elements? What are we seeing now that we haven't seen before? Do these changes to the system even feel good?
00:55:27 10/6/2024
MtG Cabal Cast
This week, wes set off to discuss Duskmour: House of Horror and the hype cycle surrounding it. What cards shone bright during spoiler season, what seemed to fall through the cracks? What references did we pick up and like the best? Join us on our review of the Spoop-tacular set, with your hosts with the mosts.
01:04:08 9/29/2024
MtG Cabal Cast
With each set, we look at cards that we think are underrated or overrated during the prerelease period. Taking into account what we've seen from these cards over the SEVEN WEEK period between set releases, we cut through what happened in order to hold ourselves accountable. Utilizing the notes we took from that episode we reflect on where we went wrong, where we went right, and evaluate why that was the case to help improve our abilities in making correct picks during prerelease.
00:42:05 9/22/2024
Show More Episodes

Copyright © 2024 LaunchpadOne.com. All Rights Reserved. | Terms & Privacy

Powered By Nox Solutions