I don't usually report on analyst commentary, because it basically amounts to educated guesswork, but every so often an analyst says something that I feel compelled to repeat. For instance, Baird Equity's Colin Sebastian says that GTA 5 and a Red Dead Redemption sequel for Xbox One are a matter of when, not if. Both could go public this year, even. Sploosh.
"Take Two continues to produce some of the highest-quality console and PC games, which we believe should transition well on next-gen platforms," he observed in the 2014 Video Game Industry Predictions and Q4 Results Preview, as reported by VG247.
"We expect product announcements over the next year such as extending GTA V to other platforms (e.g., PC, next-gen consoles), the next Red Dead, etc., to help improve revenue and earnings visibility. In addition, the company has significant potential to grow digital/online revenues, which should help improve gross margins and add visibility to growth."
There's good news for PC gamers, too, if that's your cup of tea. "We expect PC version of GTA V in 2014. Recently, Amazon.com posted a product listing for a PC-version of the company's blockbuster franchise Grand Theft Auto V (GTA). While a PC version would not be a big surprise, this indirect confirmation of the game helps to provide some added visibility to consensus F2015 (Mar) estimates.
"In fact, we have previously published that GTA-extensions are in the development pipeline, and likely needed for the company to hit FY targets. We also believe the next Red Dead game is in the works potentially for a 2014 launch."
Rockstar certainly hasn't forgotten about Red Dead. "We don't always rush to make sequels but that does not mean that we won't get to them eventually," the developer assured fans in a Q&A back in 2012. "Stay tuned for further announcements about the future of the Red Dead series."
As revealed in October, Rockstar has been working on the "next version of a famous IP" since September 2010. Also in October, the studio's parent company Take-Two announced that it had 10 next gen games on the way.
As for Sebastian's other prediction, here are nine ways GTA 5 could be even better on Xbox One.