EA’s Year of Austerity
In today’s issue we dive deep into what lies ahead for EA, talk web3 games with Immutable and handpick the best articles and podcasts of the week in Content Worth Consuming.
Why Is Gaming Spend Not Up More? / M&A and Funding Trends / Earnings Season Begins
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….
Web3 Market Update – Q3 2023
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’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.
Embracer Braces for Steep Cuts
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.
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.
Dissecting Capcom’s Remarkable Decade
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.
Dissecting the Influx of Activision Blizzard News
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.
GameStop’s Failed Turnaround
In this issue, we take a look at the ongoing struggles of GameStop and examine what went wrong with its turnaround strategy.
