How EA Became a Saudi Trophy Asset

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 of the deal for the company itself and for the gaming industry going forward. In our latest podcast episode, we talk about the big entertainment companies’ increasing interest in Roblox, and we also bring you this week’s top news items and content worth consuming.

sony, msft, valve

Sony, Microsoft, Valve, and Roblox: Who Will Be Platform King?

The gaming industry is currently facing an identity crisis, with widespread layoffs, escalating budgets, and a flood of new games hitting the market. In light of these macro trends, game studios and platforms need to find ways to leverage their existing strengths or develop new strategies for long-term success. Ben Feder, Managing Partner at Tirta…

China’s Regulations / Microsoft & EA Earnings / Apple’s Legal Challenges

China’s Regulations / Microsoft & EA Earnings / Apple’s Legal Challenges

In this week’s Roundtable, the squad dives into the public reversal of China’s proposed bans on game monetization tactics, plus ponders the future of these regulations and their impact on Chinese game stocks. We then shift focus to Tencent’s CEO’s candid reflections on the company’s 2023 gaming performance and its hopeful outlook on AI for…

Why Is Gaming Spend Not Up More? / M&A and Funding Trends / Earnings Season Begins

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….