Research Library

Despite The Rising Popularity Of Video Games, Investor Sentiment Around Esports Has Cooled

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

NetEase Is Aggressively Investing In Marketing To Acquire New Users For Their Online Education Platform

Unity Has Benefitted From The Acceleration Of Gaming This Year, Particularly Around Casual Mobile Games

Tencent Is Negotiating With Traditional Gaming Platforms To Reduce Revenue Share And Align Incentives

Take-Two Has Been Reluctant To Fully Embrace Free-To-Play As They Prefer To Keep The Upfront Purchase

EA Has Expanded The Distribution Of Their Subscription Service To Multiple New Platforms This Year

Zynga Plans To Double Down On Marketing Over The Coming Months For Its New Harry Potter Game

Activision Has Seen A Dramatic Rise In Engagement Leading Up To The Release Of The New Call Of Duty

Ubisoft Has Delayed The Release Of 2 AAA Titles Into Next Year As The Pace Of Development Has Slowed

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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