"Valuations do look better than they have recently for EA, ATVI, and TTWO," says CFRA's John Freeman. He believes that ongoing catalysts are still driving higher growth over the next three years though impact likely peaked in 2021. On the other hand, Pedro Palandrani says that companies continue to improve their business models through digital distribution and growing nature of microtransactions. He weighs in on social gaming, the metaverse, and NFTs as well.
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