Ubisoft’s Neverending Challenges
Today, we explore Ubisoft’s current state and give our prognosis for its future. We’ve also gathered up the best content from around the games business in our Content Worth Consuming round-up.
EA And Take-Two Offer A Glimpse At Their Live Service Futures
This issue, we’re discussing Electronic Arts and Take-Two Interactive’s most recent earnings reports and what they say about each companies’ live service strategies.
How Mobile Gaming Headwinds Affected Take-Two and EA
What can we learn from Take-Two and EA’s earnings? Are we observing an increase in VC capital deployment? We dive into the latest game business news with Aaron Bush, Seb Park, and your host Maria Gillies.
Take-Two Underperforms in Mobile
Take-Two’s acquisition of Zynga seems to be playing out in terms of Net Bookings numbers, propping up the company in the near-term. Can this halo effect last long term? We analyze the company’s latest earnings report and tease our latest mini game deconstruction series.
October 27, 2022: Market Updates
This week we analyze Playstudios’ acquisition of Brainium, Take-Two Interactive’s closure of Playdots, and cover the launches of Murder by Choice and NBA Clash. We also round up all the key market updates.
Zynga Now In The Take-Two Earnings Mix
This was the first quarter Take-Two reported earnings with Zynga in the mix — and, as always, there is room for optimism amid the macro environment. We also feature GameDiscoverCo’s writeup on PS+.
May 26, 2022: Market Updates
This week we cover how Zynga will impact Take-Two’s business, China’s mobile gaming market, and the soft launches of Marvel Snap, Arat: TPS MOBA, and eFootball 2022. We also round up all the key market updates.
Q4 Earnings Roundup (Take-Two, Capcom, and Nexon)
Plus we analyze Epic Game’s Store 2021 performance and round up this week’s top news headlines
CD Projekt’s Results, Strategy, and Future
The Weekly Meta #70
Corsair’s S-1, Razer’s Optionality, and Take-Two’s Acquisition
The Weekly Meta #33
