WotC $HAS (Hasbro) surges 14.4% at Q1 Earnings; Earnings Call Transcript, First Quarter 2025 Financial Results

[aiouh]

So Magic is over half the company value?

WotC and Digital Gaming makes up over half of total revenues of Hasbro and about 80-90% of total Profits for Hasbro because Consumer Products aren't profitable at the moment. (Whether that is owed due to some IFRS BS I can't tell at this point)

Magic makes up over half of the WotC Revenue, but it is not clear whether Magic has better Margins (less costs total) than D&D and other Hasbro Gaming projects.

So yeah I think it is fair to say that the outlook of Magic and upside potential of Entertainment are probably dictating the value of HAS

 

[mamba]

So Magic is over half the company value?

Hasbro is more than Hasbro Gaming, but yes, it probably is at this point, given that it accounts for like 75% of profit by itself

 

[mamba]

Also it seems like MAGIC is just continuously growing faster than the rest of the Hasbro Gaming Division more every quarter.

that depends on the quarter you are looking at

Don't like that they can never stick to one format,,,

 

[mamba]

Also, can someone explain this chart...

How can the total revenue increase be larger than every single component of it? The 'there can be rounding errors' does not explain that either

 

[Azzy]

Also, can someone explain this chart...

View attachment 403403

How can the total revenue increase be larger than every single component of it? The 'there can be rounding errors' does not explain that either

It adds up to 45%, so it's in range of a rounding error.

 

[Azzy]

that depends on the quarter you are looking at

View attachment 403395

View attachment 403396

Don't like that they can never stick to one format,,,

Graphs are often manipulated to show what those creating the graph wish to show. You see this a lot it in the news

 

[mamba]

It adds up to 45%, so it's in range of a rounding error.

say what? You cannot say I grew truck sales by 20% and sedan sales by 10%, so my overall sales are up 30%. The total increase should be between 10% and 20% then…

Maybe that is what they did if the numbers add up, but then that is a meaningless and misleading number. I expected a weighted average

 

[occam]

Also, can someone explain this chart...

View attachment 403403

How can the total revenue increase be larger than every single component of it? The 'there can be rounding errors' does not explain that either

Yeah, looks like someone screwed up that slide. The total on the right looks correct, but not the category-specific numbers, given this:

 

[Umbran]

say what? You cannot say I grew truck sales by 20% and sedan sales by 10%, so my overall sales are up 30%. The total increase should be between 10% and 20% then…

Maybe that is what they did if the numbers add up, but then that is a meaningless and misleading number. I expected a weighted average

Nah, it is just a deconstructed stacked bar graph
Total sales were up by 46%
Tabletop was responsible for 37%
Digital licensing was responsible for 8%.

It is not, "Tabletop sales were 37% higher than Tabletop sales were last year". It is that "overall sales were up 46%, with 37% of it from Tabletop sales".

 

[mamba]

Nah, it is just a deconstructed stacked bar graph
Total sales were up by 46%
Tabletop was responsible for 37%
Digital licensing was responsible for 8%.

It is not, "Tabletop sales were 37% higher than Tabletop sales were last year". It is that "overall sales were up 46%, with 37% of it from Tabletop sales".

ah, that at least makes some sense, even if it is not at all how I understood these numbers. That must be the least useful (as in providing the least information) way to show something like this. It tells you nothing about the actual growth rate of any of the parts