Superstar Avatar: The Perils & Profits of Name, Image, and Likeness
In this issue, we’re discussing likeness licensing and how the star power of celebrities and athletes has become a vital economic force in game development.
Fall Guys & The Rise Of Live Service UGC
This issue, we’re discussing Fall Guys developer Mediatonic’s approach to UGC and how it differs from Fortnite, Roblox, and others.
The New Fortnite Creative Millionaires
We examine the state of Fortnite’s UGC economy following the announcement of UEFN and Fortnite Creative 2.0.
Could Gift Cards Be A Gold Mine For Games?
Roblox’s gift card program is an interesting case study for the rest of the games industry — it circumvents the App Store tax, brings in new & repeat spend, and provides customer value. Should more games be looking at this ostensibly successful payment method?
Roblox Earnings & Generative AI
In this issue, we cover Roblox’s solid earnings report and their foray into generative AI. We also round up this week’s news around PSVR2, Supercell, and Nintendo.
Why Minecraft Won’t Reach Its Full Potential
In the latest entry of our UGC series, we spotlight Minecraft and its creator base. We also release our joint report with Delphi Digital on the crypto gaming market.
The 2022 UGC Games Playbook
We reflect on our UGC learnings this past year, propose a playbook framework, and showcase expert opinions on the matter.
A Positive Outlook For Roblox
Roblox reported earnings this week — it’s a two-sided story with lots to like like DAU growth and a bit to be weary of like operating cost increases among macroenvironment changes. We also round out earnings for Nexon, Square Enix, and Unity.
A Mini-Spotlight On Rec Room
Over the last six years, Rec Room has quietly become a top contender in the race to create the “metaverse”, amassing a total of 82 million lifetime users. In this week’s issue we explore the company’s performance and future outlook.
A Spotlight on Manticore Games
Manticore Games is clearly behind other comps in terms of UGC market share. We analyze their pivot to web3 and why there’s room to be optimistic about the company.
