DRS in Millions (10-Q & 10-K)

  • 10/30/21 20.80
  • 01/29/22 35.60
  • 04/30/22 50.80
  • 07/30/22 71.30
  • 10/29/22 71.80
  • 03/22/23 76.00
  • 06/01/23 76.60
  • 08/31/23 75.40

DRS in Millions (What if Cede Would Lie?)

  • 10/30/21 20.80
  • 01/29/22 35.60
  • 04/30/22 50.80
  • 07/30/22 71.30
  • 10/29/22 71.80
  • 03/22/23 103.2382
  • 06/01/23 114.7828
  • 08/31/23 129.5794

It might be hard to visualize, but the last 3 fake data points do include a smaller slope by including the data point where we “only” added 0.5M in October of 2022.

But what if Cede fucked with the reporting for October specifically, knowing that the last 2 real data points (71.3 and 71.8) would only show a slope of ~0.5M a quarter?

Why do youyouyou think Gamestop changed the wording from 03/22/2023 onward?

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8 points

Those are very reasonable (and very conservative) numbers.

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