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Author Topic: A Warning for Hasbro Shareholders  (Read 2838 times)

Franky

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Re: A Warning for Hasbro Shareholders
« Reply #45 on: January 15, 2023, 09:36:31 PM »
Honestly, the best thing for RPGs at this point will be the death of Hasbro’s lifestyle brand hopes. The movie falling well short of their goal (thus failing to move its tie in products) and the mass exodus of 3pp and cancellations of DDB subscriptions from D&D proper showing that, in fact, D&D was OVER-monetized (largely due to the pandemic) will do that. Without that prospect, Hasbro will lose interest in the ttrpg market entirely as too small to bother with… which should reduce the threat of lawsuits against non-OGL products closer to what Hasbro in full lifestyle brand mode would pursue as infringements.
My fantasy is the next season of Stranger Things opens up with the kids playing Traveller.

Tunnels and Trolls.  Keep it a fantasy RPG and simple.  Vintage traveller is beyond the understanding of most hollywood writers.

Ruprecht

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Re: A Warning for Hasbro Shareholders
« Reply #46 on: January 15, 2023, 11:01:57 PM »
Tunnels and Trolls.  Keep it a fantasy RPG and simple.  Vintage traveller is beyond the understanding of most hollywood writers.
After what they've been through I would think Toons.
Civilized men are more discourteous than savages because they know they can be impolite without having their skulls split, as a general thing. ~Robert E. Howard

Myrdin Potter

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Re: A Warning for Hasbro Shareholders
« Reply #47 on: January 15, 2023, 11:43:35 PM »
If this is just posted on Youtube it is going nowhere.

Rhymer88

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Re: A Warning for Hasbro Shareholders
« Reply #48 on: January 16, 2023, 03:59:59 AM »
Meanwhile, Hasbro has been named one of America's Most Just Companies.

https://gamerant.com/hasbro-just-capital-cnbc-wizards-of-the-coast-controversy/

KindaMeh

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Re: A Warning for Hasbro Shareholders
« Reply #49 on: January 25, 2023, 03:09:57 PM »
This article was trending apparently, and reminded me of the opinion expressed by Pundit rather presciently in his video and on this thread: https://www.fool.com/investing/2023/01/17/big-change-coming-for-hasbro-should-investor-worry/

Chainsaw

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Re: A Warning for Hasbro Shareholders
« Reply #50 on: January 25, 2023, 06:38:03 PM »
At least a few companies with consumer goods end-markets have already reported weak Q4s, reflecting how low/middle-income consumers are still under pressure (inflation hurting spending power) and how many are rotating what little discretionary income they have toward services from goods. This is a continuation of trends seen last summer/fall. The comps are tough as well. HAS is not immune to these broad-based trends (WMT/TGT both got hammered last summer), so I would be careful not to read too much into a weak Q4 number or 2023 guidance.

It will be interesting if this OGL topic even arises on the call. I'm guessing not, but if so, they'll casually dismiss it with some corporate speak about evolving to serve the customer in a way that benefits everyone etc.
« Last Edit: January 25, 2023, 06:59:21 PM by Chainsaw »

Theory of Games

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Re: A Warning for Hasbro Shareholders
« Reply #51 on: January 25, 2023, 07:48:39 PM »
WOTC's OGL blunder won't have any real impact until next month when the ORC rises and D&D (possibly) falls on the outside parking lot of an rpg circus. But then maybe WOTC joins the ORC to cover their backside. 3rd party creators made WOTC and then giving those creators a nice brown shower can't bode well for them. Monetizing D&D should've been drawing as many 3rd party artists to WOTC as possible but instead - they alienated them.

Hilarious. This is the opportunity for Paizo and other rpg companies to unite into a conglomerate that shakes WOTC to its knees.But, we'll see.

Chainsaw

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Re: A Warning for Hasbro Shareholders
« Reply #52 on: January 26, 2023, 07:00:26 PM »
https://www.cnbc.com/2023/01/26/hasbro-stock-tanks-as-company-cuts-jobs-warns-of-weak-fourth-quarter.html

Bad Q4 not a huge surprise. CNBC did mention the OGL debacle, though probably not quite the way one of us would have done. I doubt their writers know much more than whatever the company told them about it.
« Last Edit: January 26, 2023, 07:07:27 PM by Chainsaw »

FingerRod

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Re: A Warning for Hasbro Shareholders
« Reply #53 on: January 26, 2023, 08:58:22 PM »
https://www.cnbc.com/2023/01/26/hasbro-stock-tanks-as-company-cuts-jobs-warns-of-weak-fourth-quarter.html

Bad Q4 not a huge surprise. CNBC did mention the OGL debacle, though probably not quite the way one of us would have done. I doubt their writers know much more than whatever the company told them about it.

They hinted at this. The stock is getting killed in after hours, but it is still going to open $5 higher than it was when Prof. DM misread their financials. This OGL debacle is not likely to move the needle. But if the movie tanks in a few weeks, watch out.

I still see most places with an $80 target. The 4 billion purchase of eOne is what everyone is watching. Investors HATED the purchase. It will be very interesting to see what the post-opening weekend brings.

The layoffs are a good thing. And that is something probably universally celebrated around here :).

Omega

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Re: A Warning for Hasbro Shareholders
« Reply #54 on: January 27, 2023, 02:31:51 AM »
WOTC's OGL blunder won't have any real impact until next month when the ORC rises and D&D (possibly) falls on the outside parking lot of an rpg circus. But then maybe WOTC joins the ORC to cover their backside. 3rd party creators made WOTC and then giving those creators a nice brown shower can't bode well for them. Monetizing D&D should've been drawing as many 3rd party artists to WOTC as possible but instead - they alienated them.

Hilarious. This is the opportunity for Paizo and other rpg companies to unite into a conglomerate that shakes WOTC to its knees.But, we'll see.

Trade one devil for another. Hurray.

Rhymer88

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Re: A Warning for Hasbro Shareholders
« Reply #55 on: January 27, 2023, 06:52:11 AM »
https://www.cnbc.com/2023/01/26/hasbro-stock-tanks-as-company-cuts-jobs-warns-of-weak-fourth-quarter.html

Bad Q4 not a huge surprise. CNBC did mention the OGL debacle, though probably not quite the way one of us would have done. I doubt their writers know much more than whatever the company told them about it.

Cocks claims strong growth in digital gaming. What????

GeekyBugle

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Re: A Warning for Hasbro Shareholders
« Reply #56 on: February 01, 2023, 09:38:35 PM »
Quote from: Rhedyn

Here is why this forum tends to be so stupid. Many people here think Joe Biden is "The Left", when he is actually Far Right and every US republican is just an idiot.

“During times of universal deceit, telling the truth becomes a revolutionary act.”

― George Orwell

Opaopajr

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Re: A Warning for Hasbro Shareholders
« Reply #57 on: February 02, 2023, 05:01:30 AM »
Well that's too bad about their money.  :) Hasbro/WotC dead Spring 2023.  :D May they save as much of their money as they can as not a single red cent of mine will go to anything Hasbro/WotC will do until it all comes tumbling down.

 ;) Update resume's, diversify portfolio, find other game shelters, keep the cottage industry a hobby. It's been irritating while the consolidation lasted, and now it's time to say goodbye.  ;D
Just make your fuckin' guy and roll the dice, you pricks. Focus on what's interesting, not what gives you the biggest randomly generated virtual penis.  -- J Arcane
 
You know, people keep comparing non-TSR D&D to deck-building in Magic: the Gathering. But maybe it's more like Katamari Damacy. You keep sticking shit on your characters until they are big enough to be a star.
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