gmestppd.eth

GameStop reports highest quarterly net income in company history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion. investor.gamestop.com/news-releases/…

GameStop $GME will MASSIVELY BEAT Q1 ‘26 earnings estimates. Here’s why: 1) Q1 ‘26 EPS estimates of $0.11 implies earnings of ~$48M. 2) Q1 ‘25 earnings were ~$45M… 3) Ryan Cohen gave recent interviews claiming GameStop will do MORE IN PROFIT this year than last year. 4) The convertible notes issued in late April ‘25 (after Q1) added ~$4 BILLION MORE CASH to the balance sheet. 5) Interest income off cash alone should push EPS over $0.11 estimates. 6) Collectibles (higher margin product) continues to grow = earnings ⬆️ 7) @powerpacks launch is a sleeper… GameStop said it can’t keep up with demand. Powerpacks are higher priced, higher margin digital collectibles. 8) GameStop 2025 10-K also confirms: “At this time, we do NOT anticipate closing a significant number of stores in fiscal 2026, as we view our domestic footprint as a core component of our logistics infrastructure strategy.” GameStop is no longer focusing on closing stores. This is BIG! 9) The core business is now profitable. 10) Cohen will shift 2026 focus to growing revenue while continuing to maximize profitability. All of these things should push earnings well above Wall Street estimates. BUT HERE’S THE KICKER: The $ebay derivatives were bought in February when the stock was ~$85. $eBay stock is now ~$116. 11) This means $GME is UP BIG on its derivative position. 12) These American-style call/put pairs are FULLY CASH-SETTABLE. When exercised, GameStop RECEIVES CASH equal to the in-the-money value of the position. Again, they put this together in early February 2026 when eBay was trading around $85. 13) With the stock now around $116, this creates HUGE UNREALIZED GAINS. 14) Those unrealized gains flow straight into GameStop’s Q1 ‘26 net income boosting reported earnings and EPS… @ryancohen gave us a sneak peak into his playbook by repeating, “We’ll see what happens…” in response to questions on the deal financing. Ryan knows $GME stock will move up before the deal math finalizes. $GME pops on earnings beat; Cohen can then issue shares for cash to fund the deal with less overall dilution. Half cash, half stock. It’s on the website.

investor.gamestop.com/news-releases/…

Love @gamestop But they cancelled my recent online order I ordered a box of cards on Saturday and never received a confirmation they were ready for pickup @ryancohen - any chance you can help me out I’ve been a very loyal customer and supporter Thanks!