miHoYo’s Founding Journey
In this issue we recount miHoYo’s inspiring founding journey and dive into the week’s top deals.
Unity Tries to Gambit Goodwill for Profitability
In this issue we look at rise of dedicated game servers and dig into Unity’s current woes.
Korea Blockchain Week: Top Takeaways
In this issue we share top takeaways about Korea Blockchain Week before jumping into last week’s top movers and deals.
Bandai Namco’s Winning Formula
Bandai Namco, one of the largest game publishers in Japan, has trounced its Western gaming counterparts in recent years. Over the five-year period ending September 8th 2023, its Tokyo listing returned 157.5% (20.8% annualized), more than tripling the return of the Nikkei 225, Japan’s stock benchmark. Peers Konami and Nintendo have fared worse, but still…
As Free Fire Falls, What’s Next for Garena and Sea Limited?
In this issue, we’re diving deep into Sea Limited following the company’s most recent earnings announcement to discuss what’s going wrong at gaming arm Garena now that its popular battle royale Free Fire is in free fall.
Earningspalooza (Part 2)
In this issue, we have another earnings roundup covering Electronic Arts, Nintendo, and Paradox Interactive.
Square Enix’s Exclusivity Gamble May Have Backfired
In this issue, we’re reviewing Square Enix’s Q1 FY2024 earnings and discussing to what extent PlayStation exclusivity for Final Fantasy XVI hurt both the game’s initial launch sales and potentially its long-term prospects, too.
Earningspalooza (Part 1)
In this issue, we have a more earnings coverage, including a roundup of Microsoft, Stillfront, and Ubisoft’s most recent quarterly results and top takeaways about the state of the games market.
How Bungie Lost the Plot With Destiny’s Live Service Model (Part 2)
In this issue, we have the second half of our two-part live service analysis on Bungie’s Destiny and its gradual evolution into one of the most monetized mainstream games in history.
Google Sees Mobile Blockchain Potential
In this issue, we’re discussing two major changes to the web3 gaming landscape: Google opening the doors to blockchain games on Android and Ripple scoring a victory in its legal fight with the SEC.
