JPMorgan analyst Mark Murphy downgraded Box (BOX) to Underweight from Neutral with an unchanged price target of $15. While the stock has run higher, competition is intensifying in Box's target markets, Murphy tells investors in a research note. The analyst believes Box is "increasingly more vulnerable" to Microsoft (MSFT), not only because the latter's OneDrive is improving but also because of Microsoft's Office 365 offerings feeds OneDrive into enterprise environments at minimal cost to the customer. In addition, Murph says his chief investment officer survey shows negative spending intentions for Box in 2019. He sees long-term structural headwinds for Box amid the increasing competition.

Sales of video games in Bethesda's "Fallout" series have surged across Europe, with 2015's "Fallout 4" reclaiming the top spot, Gamesindustry.biz's Christopher Dring reports. Sales of "Fallout 4" jumped 7,500% week-on-week across Europe, due to some heavy discounting on games in the "Fallout" franchise across all platforms designed to tie-in with Amazon Prime's (AMZN) "Fallout" television series, Dring says, citing GSD data. 2018's "Fallout 76," 2010's "Fallout: New Vegas," and 2008's "Fallout 3" rounded out Europe's weekly top ten as well, Dring says. The Fly notes that Microsoft (MSFT) acquired Bethesda in 2021. Reference Link

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here

Microsoft's Activision is dropping team entry fees for its professional Call of Duty League, and will return prior collected fees, as the esports industry faces profit challenges, Bloomberg's Cecilia D'Anastasio reports. A lawsuit this year from a former owner identified the fees as $27.5M per franchise. Activision is also offering the teams two-year minimum revenue guarantees, according to the report. Reference Link

Microsoft's (MSFT) Rare said that its 2018 video game "Sea of Thieves," has achieved 40M players across Xbox, Windows 10 and Steam so far. The Fly notes that the game is set to release on PlayStation 5 (SONY) on April 30. Reference Link

"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks. NEW RELEASES: Among... To see the rest of the story go to thefly.com. See Story Here

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.  1... To see the rest of the story go to thefly.com. See Story Here

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here