Roblox’s Expensive Year of Good Intentions
Roblox lost nearly a third of its value after reporting its Q2 2026 results at the end of July. The stock now trades near $37, about 75% below its 2025 peak and... Read more.
The Memo That Undid 10 Years of XBOX Strategy
On July 6th, a roughly thousand-word memo undid a decade of XBOX strategy. Asha Sharma, five months into her tenure as CEO, announced the largest restructuring in... Read more.
Embracer Splits Again
Like a cheap pair of pants, Embracer announced that it's splitting again. In 2027, the company plans to carve out Fellowship Entertainment, the home to The Lord... Read more.
Inside Saudi Arabia’s $38 Billion Gaming Empire
In early 2022, Savvy Games Group was little more than a newly formed vehicle inside Saudi Arabia’s Public Investment Fund (PIF), armed with a $38 billion war chest... Read more.
Unity’s Ad-Driven Turnaround
When we last looked at Unity in March 2025, the company was losing ground to AppLovin in ad tech and struggling to convince the market it had a coherent plan. A... Read more.
NCSoft’s $200M Bet on Cash-Reward Gaming
We look into the Korean games giant NCSoft’s 70% acquisition in the Berlin-based cash-reward gaming platform JustPlay.... Read more.
Project Genie and the Stock Market’s Category Error
In today’s issue, we look into Project Genie — Google’s experimental AI that generates short, navigable 3D scenes — and explore the possible implications... Read more.
Nex Playground and Motion Gaming’s Second Act
In today’s issue, we explore Nex Playground, an emerging family-focused motion-based console, talk about the future of game-to-screen adaptations in a new podcast... Read more.
Valve’s Real Bet Isn’t Hardware, It’s SteamOS
Today, we explore Valve’s cross-platform expansions, share a new episode with the creators at the forefront of UEFN, revisit our latest deep dive about the future... Read more.
How EA Became a Saudi Trophy Asset
Today, we share our take on EA’s $55B takeover by Saudi Arabia’s Public Investment Fund (PIF), Silver Lake, and Affinity Partners, where we discuss the impact... Read more.
