miHoYo’s Founding Journey
In this issue we recount miHoYo’s inspiring founding journey and dive into the week’s top deals.
Korea Blockchain Week: Top Takeaways
In this issue we share top takeaways about Korea Blockchain Week before jumping into last week’s top movers and deals.
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…
Square Enix’s Exclusivity Gamble May Have Backfired
In this issue, we’re reviewing Square Enix’s Q1 FY2024 earnings and discussing to what extent PlayStation exclusivity for Final Fantasy XVI hurt both the game’s initial launch sales and potentially its long-term prospects, too.
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.
Google Sees Mobile Blockchain Potential
In this issue, we’re discussing two major changes to the web3 gaming landscape: Google opening the doors to blockchain games on Android and Ripple scoring a victory in its legal fight with the SEC.
How VCs Are Thinking About Gaming in 2023
In this issue, we ask different gaming VCs how they’re thinking about the current climate in game investing, what they’re spending their time on, and what makes them excited for the future.
The Evolution of Fighting Games
In today’s issue, we’re analyzing the state of fighting games and discussing what’s on the horizon for the genre as it continues to grow, evolve, and make room for new players.
Square Enix Turns The Page
In this issue, we’re taking stock of Square Enix at a pivotal time in the Japanese game publisher’s history following major leadership changes and an ambitious plan for the fiscal year.
Final Showdown in Microsoft’s FTC Duel
In this issue, we’re diving into the ongoing Microsoft-FTC regulatory hearing and discussing how the antitrust fight could reshape Xbox — and the game industry.
