Chart of the Week
September 30, 2020

Chart of the Week 09.30.20

In The Past Year, Each Of The Leading Cloud Providers Have Launched Game Streaming Platforms

Earnings Recaps
September 03, 2020

Skillz – FEAC SPAC Merger Overview

Analysis of Skillz's strategic priorities, business model overview and recent financials from their recent merger with the SPAC,  Flying Eagle Acquisition Corp.

Earnings Recaps
August 26, 2020

Unity Software: IPO Summary

Analysis of strategic priorities, business model overview and recent financials from Unity's S-1 registration

Earnings Recaps
August 13, 2020

NetEase: 2020 Q2 Earnings

NetEase Signed A New Licensing Deal With UMG That Lets Them Experiment With New Monetization Models

Earnings Recaps
August 12, 2020

Tencent: 2020 Q2 Earnings

Tencent Is Seeking More Clarity On A Potential Ban Of WeChat (But Not Their Other Businesses) In The U.S.

Earnings Recaps
August 05, 2020

Zynga: 2020 Q2 Earnings

Zynga Has Acquired Another Mobile Publisher As They Expand Their Entry Into Hyper-Casual Games

Earnings Recaps
August 04, 2020

Activision: 2020 Q2 Earnings

Activision Has Developed A Prosperous Call Of Duty Ecosystem And Will Apply That Playbook To Other IP

Earnings Recaps
August 03, 2020

Take-Two: 2020 Q2 Earnings

Take-Two Saw Another Boost In GTA Sales Following Its Week-Long Promotion On The Epic Games Stores

Earnings Recaps
July 30, 2020

Electronic Arts: 2020 Q2 Earnings

EA Has Added Tens Of Millions Players To Their Network, In What Is Usually Their Slowest Time Of The Year

Earnings Recaps
July 22, 2020

Ubisoft: 2020 Q2 Earnings

Ubisoft Has Made Numerous Management Changes Following Allegations Of Harassment At The Company

Chart of the Week
June 24, 2020

Chart of the Week 06.24.20

Mixer Has Shut Down After They Were Unable To Grow Their Position In The Live Streaming Space

M&A Synopsis
June 01, 2020

Zynga's Acquisition of Peak Games

A brief overview of the Zynga – Peak Games acquisition, including a summary of major talking points and key information from management.

Earnings Recaps
May 20, 2020

Take-Two: 2020 Q1 Earnings

Take-Two Has A Robust Development Pipeline To Release A Steady Stream Of Titles Over The Next 5 Years

Earnings Recaps
May 19, 2020

NetEase: 2020 Q1 Earnings

NetEase Is Expanding Their Proven IP Through A Diversification Of Genres As Well As Geographies

Earnings Recaps
May 14, 2020

Ubisoft: 2020 Q1 Earnings

Ubisoft Had To Delay Several Games Last Year And Is Squarely Focused On Releasing Them This Year

Earnings Recaps
May 13, 2020

Tencent: 2020 Q1 Earnings

Tencent Saw Increased Engagement Across Online Platforms After Stay At Home Orders Were Put In Place

Earnings Recaps
May 06, 2020

Zynga: 2020 Q1 Earnings

Zynga Had An Increase In Lapsed Players Come Back To Their Games, Especially Ones With Social Elements

Earnings Recaps
May 05, 2020

Electronic Arts: 2020 Q1 Earnings

EA Recently Signed A Partnership With Google Stadia As They Strive To Be On Every New Platform

Earnings Recaps
May 05, 2020

Activision: 2020 Q1 Earnings

Activision Has Created A Call Of Duty Ecosystem Across Platforms To Attract A Wide Range Of Players

Chart of the Week
April 08, 2020

Chart of the Week 04.08.20

On The First Day Of Its Beta Release, Valorant Nearly Broke Peak Viewership Records On Twitch

Chart of the Week
March 25, 2020

Chart of the Week 03.25.20

In Its First 2 Weeks, Call Of Duty: Warzone Had Greater Adoption Than Other Battle Royale Games

Earnings Recaps
February 26, 2020

NetEase: 2019 Q4 Earnings

NetEase Plans To Use Their Music Platform To Create Viral Content Across The Chinese Music Industry

Earnings Recaps
February 06, 2020

Take-Two: 2019 Q4 Earnings

Take-Two Announced The Departure Of Rockstar’s Co Founder, But Not Expecting It To Impact The Label

Earnings Recaps
February 06, 2020

Activision: 2019 Q4 Earnings

Activision’s Call Of Duty Mobile Adds Another Touch Point To Engage With New And Existing Gamers

Earnings Recaps
February 06, 2020

Zynga: 2019 Q4 Earnings

Zynga Will Release Several Hyper Casual Games In 2020, With The Goal Of Converting One Into A Franchise

Earnings Recaps
February 06, 2020

Ubisoft: 2019 Q4 Earnings

Ubisoft Has Had A Challenging Year As They Shift Their Business Model Towards In-Game Monetization

Earnings Recaps
January 30, 2020

EA: 2019 Q4 Earnings

EA Is Aggressively Using Subscription Services To Expand Their Player Base And Deepen Engagement

Earnings Recaps
November 25, 2019

NetEase: 2019 Q3 Earnings

NetEase Is Slowly Learning How To Create Mobile And PC Games That Appeal To Users Outside Of China

Earnings Recaps
November 14, 2019

Tencent: 2019 Q3 Earnings

Tencent Is Focusing On Building Out Capabilities That Will Strengthen Their Game Globalization Strategy

Earnings Recaps
November 07, 2019

Activision: 2019 Q3 Earnings

Activision Has Seen Early Success With Their First Major Mobile Title Based Off Their Console Franchises

Earnings Recaps
October 31, 2019

Ubisoft: 2019 Q3 Earnings

Ubisoft Has Seen Their Latest 2 AAA Titles Massively Underperform Their Initial Expectations

Earnings Recaps
October 30, 2019

Zynga: 2019 Q3 Earnings

Zynga Is Concentrating On Live Services As They Capitalize On The Growing Audience Of Mobile Gamers

Earnings Recaps
October 29, 2019

EA: 2019 Q3 Earnings

EA Is Leveraging Their Expertise From Ultimate Team To Enhance Live Services In Other Major Franchises

Chart of the Week
October 02, 2019

Chart of the Week 10.02.19

PUBG Mobile Revenue Has Surged Past $1 Billion After Releasing A Modified Version In China

Chart of the Week
August 28, 2019

Chart of the Week 08.28.19

The International 2019 Has Set A New Record For The Largest Esports Tournament Prize Pool

Earnings Recaps
August 14, 2019

Tencent: 2019 Q2 Earnings

Tencent Is Leveraging Their Gaming Expertise To Expand Into New Genres And Reach New Audiences

Earnings Recaps
August 08, 2019

Activision: 2019 Q2 Earnings

Activision Has Restructured Their Business To Accelerate The Delivery Of Content For Their Marquee Titles

Earnings Recaps
August 07, 2019

NetEase: 2019 Q2 Earnings

NetEase Is Collaborating With Well Established IP Owners To Expand Their Presence Outside Of China

Earnings Recaps
August 05, 2019

Take-Two: 2019 Q2 Earnings

Take Two Has Open World Titles That Are Perfectly Suited For The Growth Of Post Launch Content

Earnings Recaps
July 31, 2019

Zynga: 2019 Q2 Earnings

Zynga Is Slowly Expanding Their Footprint Into Asia, But Are Taking A Very Cautious Approach

Earnings Recaps
July 30, 2019

EA: 2019 Q2 Earnings

EA Has Been An Early Pioneer In Subscription Services And Recently Launched EA Access On PlayStation 4

Chart of the Week
July 24, 2019

Chart of the Week 07.24.19

Facebook Gaming Has Seen Early Progress After Relaunching As A Tab Within Their Main App

Earnings Recaps
July 17, 2019

Ubisoft: 2019 Q2 Earnings

Ubisoft Is Beginning To Release New Post Launch Content And Updates On A Much More Frequent Basis

Chart of the Week
June 19, 2019

Chart of the Week 06.19.19

Mobile Games Have Been The Catalyst Behind The Rapid Growth Of The Global Gaming Industry

Chart of the Week
June 12, 2019

Chart of the Week 06.12.19

On The Strength Of Mobile, China Will Maintain Its Position As The Largest Video Game Market

Chart of the Week
May 29, 2019

Chart of the Week 05.29.19

After A Successful Launch, Apex Legends Has Seen A Sharp Decline In Viewership And Revenue

Earnings Recaps
May 15, 2019

Ubisoft: 2019 Q1 Earnings

Ubisoft Is Transforming Their Portfolio Of Titles To Place A Bigger Emphasis On Player Engagement

Earnings Recaps
May 15, 2019

Tencent: 2019 Q1 Earnings

Tencent Has Built A Loyal User Base And Is Expanding Their Ways Of Monetization Inside Their Ecosystem

Earnings Recaps
May 14, 2019

NetEase: 2019 Q1 Earnings

NetEase Is Exploring Different Ways To Capitalize On The Recent Focus On Cross Platform Gaming

Earnings Recaps
May 13, 2019

Take-Two: 2019 Q1 Earnings

Take Two Is Preparing Red Dead To Follow In The Footsteps Of GTA As Their Next Everlasting Franchise

Earnings Recaps
May 07, 2019

EA: 2019 Q1 Earnings

EA Is Extending Their Subscription To Additional Platforms As They Look To Bring In New Gamers

Earnings Recaps
May 02, 2019

Activision: 2019 Q1 Earnings

Activision Is Expanding Their City Based Esports League Model To Their Other Popular Franchises

Earnings Recaps
May 01, 2019

Zynga: 2019 Q1 Earnings

Zynga Is Using The Recurring Revenue Streams From Live Services To Invest In New Title Development

Chart of the Week
May 01, 2019

Chart of the Week 05.01.19

Twitch Viewership Has Grown 35% In The Past Year, Driven By The Rise Of Long-Tail Content

Chart of the Week
February 27, 2019

Chart of the Week 02.27.19

With Established Leagues In Place, Esports Revenues Are Projected To Exceed $1 Billion In 2019

Earnings Recaps
February 12, 2019

Activision: 2018 Q4 Earnings

Activision Is Reorganizing Their Business To Allocate More Resources Towards Their Biggest Franchises

Earnings Recaps
February 06, 2019

Zynga: 2018 Q4 Earnings

Zynga Is Focusing On In-Game Content In Order To Grow Their Portfolio Of Marquee Franchises

Earnings Recaps
February 06, 2019

Take-Two: 2018 Q4 Earnings

Take Two Is Rolling Out An Online Mode To Capitalize On The Popularity Of Red Dead Redemption 2

Earnings Recaps
February 05, 2019

EA: 2018 Q4 Earnings

EA Is Making Adjustments In Their Strategy After The Poor Performance From Battlefield V

Chart of the Week
January 23, 2019

Chart of the Week 01.23.19

The Rise Of In-Game Transactions Has Been A Major Driver In The Growth Of The Gaming Industry

Earnings Recaps
November 08, 2018

Activision: 2018 Q3 Earnings

Activision Can Use The Early Success Of Black Ops 4 To Build Interest In Their Call Of Duty Esports League

Earnings Recaps
November 07, 2018

Take-Two: 2018 Q3 Earnings

Take-Two Looks To Have Another Blockbuster Title With The Recent Release Of Red Dead Redemption 2

Earnings Recaps
October 30, 2018

Ubisoft: 2018 Q3 Earnings

Ubisoft Is Concentrating On Improving Player Engagement And In-Game Monetization

Earnings Recaps
October 30, 2018

EA: 2018 Q3 Earnings

EA Is Looking To Partner With Smaller Publishers To Build Out The Library For Their Subscription Service

Deep Dive Reports
October 18, 2018

Esports Landscape - Part 2 - Video Game Publishers

Analysis of the video game industry's shift to digital sales and in-game transactions and its potential impact on the burgeoning Esports sector.

Earnings Recaps
August 02, 2018

Take-Two: 2018 Q2 Earnings

Take Two Has Set The Industry Standard For Online Gameplay And Engagement With The GTA Franchise

Earnings Recaps
August 02, 2018

Activision: 2018 Q2 Earnings

Activision Can Use The Success Of The Overwatch League Model To Develop New Esports Opportunities

Earnings Recaps
July 26, 2018

EA: 2018 Q2 Earnings

EA Is Preparing For The Combination Of Streaming And Subscriptions To Enter The Gaming Industry

Deep Dive Reports
June 07, 2018

Esports Landscape - Part 1 - Sports Media Industry

Analysis of the sports media industry and how the changing market conditions can support the growth of Esports viewership.

Earnings Recaps
May 16, 2018

Take-Two: 2018 Q1 Earnings

Take Two Has Developed A Cautious Approach To Growing The NBA 2K League And Its Esports Business

Earnings Recaps
May 08, 2018

EA: 2018 Q1 Earnings

EA Has Embraced The Shift To Digital And Is Looking To Change The Way People Access Video Games

Earnings Recaps
May 03, 2018

Activision: 2018 Q1 Earnings

The Early Success Of The Overwatch League Has Validated The Potential Of Esports

Earnings Recaps
February 08, 2018

Activision: 2017 Q4 Earnings

The Early Success Of The Overwatch League Highlights The Mainstream Potential Of Esports

Earnings Recaps
February 07, 2018

Take-Two: 2017 Q4 Earnings

Take-Two Is Looking To Independent Developers For New IP That Can Become Long-Term Franchises

Earnings Recaps
January 30, 2018

EA: 2017 Q4 Earnings

The Controversy Around Battlefront II Hurt Sales, But Its Live Service Revenue Exceeded Expectations