In this week’s Roundtable, the squad delves into the fresh UK sales numbers, highlighting top hits like Super Mario Bros. Wonder and Spider-Man 2. Then we discuss why YTD video game spend in the US is actually down compared to last year (when accounting for inflation) despite it being a notable year of great hits….
This quarterly web3 report emerges in the middle of the crypto winter that began in early 2022. There are still a number of first generation web3 games hanging on with a mix of bots and die-hards, but there have been very few impactful game releases for some time. We’ve also seen a pull-back in venture funding, and many ambitious games are still expectedly taking a long time to see the light of day.
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…
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.
In this issue, we’re taking at a look at the hard road ahead for Embracer Group in light of its failed deal with Savvy Games Group and massive restructuring plan.
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.
In this issue, we’re taking a look at Capcom’s most recent earnings announcement and discussing the company’s remarkable turnaround over the last decade.
In this issue, we’re dissecting the flood of Activision Blizzard news this past week, including its most recent earnings announcement, some major changes in Overwatch esports, and a major reversal in its distribution strategy for PC games.
In this issue, we take a look at the ongoing struggles of GameStop and examine what went wrong with its turnaround strategy.
New regions approve Microsoft’s bid for Activision Blizzard, but the saga isn’t over yet. Another former DICE member starts a studio. How did Axie Infinity finally manage to make it onto iOS, and will it succeed? Embracer loses a huge partnership deal. How will Mortal Kombat 1 fare against the upcoming slate of fighting games? What do the numbers behind Take-Two and Ubisoft’s earnings say about their future plans? Join us for all the latest games business news with Matt Dion, Aaron Bush, Felipe Mata, and host Devin Becker.
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