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.
Embracer Restructuring / Apple’s AR / Not-E3 Week
In this week’s Roundtable, we discuss the biggest news from the Not-E3 showcases hosted by major game publishers like Microsoft and Ubisoft. We also debate if Embracer’s announced restructuring will help the company in the long run. Other topics on the agenda include whether the FTC can stop Microsoft from acquiring Activision Blizzard at the last second, the gritty details on how hurdle rates could be influencing investments, and what impact Apple’s Vision Pro and the Meta Quest 3 might have on XR gaming. Additionally, we touch on Reddit’s controversial policy changes that led to widespread and ongoing subreddit blackouts and discuss if this protest movement might make a difference. Join us for all the latest games business news with Sebastian Park, Dave Elton, Aaron Bush, and host Devin Becker.
Embracer’s Lost Partnership & Its Major Blow to Profitability
This issue, we’re discussing Embracer Group’s ongoing struggles and its $2 billion gaming partnership deal that went up in smoke.
Embracer’s Deal Collapse / Take-Two & Ubisoft Earnings / Mortal Kombat 1
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.
Embracer: Power of Tabletop Games
Embracer reported earnings last week, and we take a look at the company’s board game division’s performance. We also teased our latest deconstruction on Brawl Stars.
Embracer Teases New Strategies
Embracer is a frankenstein of a company that hasn’t quite seen synergies from its acquisitions yet. We look at where there’s room for optimism, as the company clearly has backup options for what to do with its assets.
Embracer Goes On A Shopping Spree (Again)
In Embracer Group’s latest earnings report, they announced six new acquisitions, including the IP behind Lord of the Rings. We analyze the Embracer deals and tease our new game deconstruction of Sunflower Lands.
As Square Enix Pivots, Embracer Acquires New IP
Embracer’s acquisition of Square Enix’s Western studios signals a doubling-down on each company’s new priorities: Square Enix in new tech like blockchain and Embracer for AAA. We also preview a premium piece on Sports NFTs.
Square Enix’s Western Studios ‘Only’ Cost $300M?
In this week’s Metacast episode, David Amor, Matej Lancaric and Miikka Ahonen, join your host Maria Gillies to discuss Embracer’s recent acquisition of Square’s Western Studios and what could be behind the $300M price tag. The team also discusses Bored Ape’s recent virtual land sale and the key difference between user acquisition in Web3 versus Web3. Finally, the team also touches on the recent Warcraft Arclight Rumble announcement and what may be in store for Blizzard’s newest mobile game.
Supercell’s North American Expansion
Plus we break down Embracer Group’s recent $3B bid for Asmodee and round up this week’s top news headlines.
