Sign in

    Clayton Griffin

    Research Analyst at MoffettNathanson

    Clay Griffin is a Research Analyst at MoffettNathanson specializing in equity research across the cable, satellite, and media sectors, with core coverage of companies like Take-Two Interactive and others in the media and telecommunications landscape. He has built a strong performance track record, achieving a 71.43% success rate and an average return of 14.6% on his published stock ratings, ranking in the 73rd percentile among equity research analysts. Beginning his career in financial consulting roles, Griffin joined MoffettNathanson in June 2021 after previous experience at firms such as Centric Consulting and Acquivest Financial Group. He holds the Chartered Financial Analyst (CFA) designation, underscoring his professional credentials and expertise.

    Clayton Griffin's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership

    Clayton Griffin's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership • Q3 2025

    Question

    Clayton Griffin asked for Take-Two's view on the Roblox platform and whether small gameplay changes in live services like NBA 2K are now having outsized impacts on results, potentially reducing intra-quarter visibility.

    Answer

    CEO Strauss Zelnick characterized Roblox as a competitor rather than a platform, making it an unlikely destination for Take-Two content. President Karl Slatoff and Zelnick both asserted that their focus is on overall engagement and quality, not minor tweaks, and that they do not feel they are losing visibility into their live services performance.

    Ask Fintool Equity Research AI

    Clayton Griffin's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership • Q2 2025

    Question

    Clayton Griffin asked if the technical bifurcation of the Xbox platform (Series S vs. Series X) poses a challenge for future ambitious titles and inquired about the development of third-party Android app stores.

    Answer

    CEO Strauss Zelnick expressed no concern, stating their labels are adept at supporting platforms with different tech specs and highlighted the growing importance of PC. He added that more third-party app stores would be 'good news' and that he believes distribution take rates will decline over time.

    Ask Fintool Equity Research AI

    Clayton Griffin's questions to ELECTRONIC ARTS (EA) leadership

    Clayton Griffin's questions to ELECTRONIC ARTS (EA) leadership • Q3 2025

    Question

    Clayton Griffin of MoffettNathanson asked about the role of the 'Rush' mode in EA Sports FC's engagement trends and questioned if server performance issues were a contributing factor to the quarter's softness.

    Answer

    CEO Andrew Wilson clarified that Rush is the second most-played mode and is considered a net positive for the franchise's long-term advancement. He dismissed theories of server issues being a significant factor, stating that their data shows the game is "incredibly stable," and any issues are within the normal course of business with low player impact.

    Ask Fintool Equity Research AI