Chart of the Week 12.09.20
Despite The Rising Popularity Of Video Games, Investor Sentiment Around Esports Has Cooled
Roblox: IPO Summary
Analysis of strategic priorities, business model overview and recent financials from Roblox's S-1 registration
NetEase: 2020 Q3 Earnings
NetEase Is Aggressively Investing In Marketing To Acquire New Users For Their Online Education Platform
Unity: 2020 Q3 Earnings
Unity Has Benefitted From The Acceleration Of Gaming This Year, Particularly Around Casual Mobile Games
Tencent: 2020 Q3 Earnings
Tencent Is Negotiating With Traditional Gaming Platforms To Reduce Revenue Share And Align Incentives
Take-Two: 2020 Q3 Earnings
Take-Two Has Been Reluctant To Fully Embrace Free-To-Play As They Prefer To Keep The Upfront Purchase
Electronic Arts: 2020 Q3 Earnings
EA Has Expanded The Distribution Of Their Subscription Service To Multiple New Platforms This Year
Zynga: 2020 Q3 Earnings
Zynga Plans To Double Down On Marketing Over The Coming Months For Its New Harry Potter Game
Activision: 2020 Q3 Earnings
Activision Has Seen A Dramatic Rise In Engagement Leading Up To The Release Of The New Call Of Duty
Ubisoft: 2020 Q3 Earnings
Ubisoft Has Delayed The Release Of 2 AAA Titles Into Next Year As The Pace Of Development Has Slowed
Chart of the Week 09.30.20
In The Past Year, Each Of The Leading Cloud Providers Have Launched Game Streaming Platforms
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.
Unity Software: IPO Summary
Analysis of strategic priorities, business model overview and recent financials from Unity's S-1 registration
NetEase: 2020 Q2 Earnings
NetEase Signed A New Licensing Deal With UMG That Lets Them Experiment With New Monetization Models
Tencent: 2020 Q2 Earnings
Tencent Is Seeking More Clarity On A Potential Ban Of WeChat (But Not Their Other Businesses) In The U.S.
Zynga: 2020 Q2 Earnings
Zynga Has Acquired Another Mobile Publisher As They Expand Their Entry Into Hyper-Casual Games
Activision: 2020 Q2 Earnings
Activision Has Developed A Prosperous Call Of Duty Ecosystem And Will Apply That Playbook To Other IP
Take-Two: 2020 Q2 Earnings
Take-Two Saw Another Boost In GTA Sales Following Its Week-Long Promotion On The Epic Games Stores
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
Ubisoft: 2020 Q2 Earnings
Ubisoft Has Made Numerous Management Changes Following Allegations Of Harassment At The Company
Chart of the Week 06.24.20
Mixer Has Shut Down After They Were Unable To Grow Their Position In The Live Streaming Space
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.
Take-Two: 2020 Q1 Earnings
Take-Two Has A Robust Development Pipeline To Release A Steady Stream Of Titles Over The Next 5 Years
NetEase: 2020 Q1 Earnings
NetEase Is Expanding Their Proven IP Through A Diversification Of Genres As Well As Geographies
Ubisoft: 2020 Q1 Earnings
Ubisoft Had To Delay Several Games Last Year And Is Squarely Focused On Releasing Them This Year
Tencent: 2020 Q1 Earnings
Tencent Saw Increased Engagement Across Online Platforms After Stay At Home Orders Were Put In Place
Zynga: 2020 Q1 Earnings
Zynga Had An Increase In Lapsed Players Come Back To Their Games, Especially Ones With Social Elements
Electronic Arts: 2020 Q1 Earnings
EA Recently Signed A Partnership With Google Stadia As They Strive To Be On Every New Platform
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 04.08.20
On The First Day Of Its Beta Release, Valorant Nearly Broke Peak Viewership Records On Twitch
Chart of the Week 03.25.20
In Its First 2 Weeks, Call Of Duty: Warzone Had Greater Adoption Than Other Battle Royale Games
NetEase: 2019 Q4 Earnings
NetEase Plans To Use Their Music Platform To Create Viral Content Across The Chinese Music Industry
Take-Two: 2019 Q4 Earnings
Take-Two Announced The Departure Of Rockstar’s Co Founder, But Not Expecting It To Impact The Label
Activision: 2019 Q4 Earnings
Activision’s Call Of Duty Mobile Adds Another Touch Point To Engage With New And Existing Gamers
Zynga: 2019 Q4 Earnings
Zynga Will Release Several Hyper Casual Games In 2020, With The Goal Of Converting One Into A Franchise
Ubisoft: 2019 Q4 Earnings
Ubisoft Has Had A Challenging Year As They Shift Their Business Model Towards In-Game Monetization
EA: 2019 Q4 Earnings
EA Is Aggressively Using Subscription Services To Expand Their Player Base And Deepen Engagement
NetEase: 2019 Q3 Earnings
NetEase Is Slowly Learning How To Create Mobile And PC Games That Appeal To Users Outside Of China
Tencent: 2019 Q3 Earnings
Tencent Is Focusing On Building Out Capabilities That Will Strengthen Their Game Globalization Strategy
Activision: 2019 Q3 Earnings
Activision Has Seen Early Success With Their First Major Mobile Title Based Off Their Console Franchises
Ubisoft: 2019 Q3 Earnings
Ubisoft Has Seen Their Latest 2 AAA Titles Massively Underperform Their Initial Expectations
Zynga: 2019 Q3 Earnings
Zynga Is Concentrating On Live Services As They Capitalize On The Growing Audience Of Mobile Gamers
EA: 2019 Q3 Earnings
EA Is Leveraging Their Expertise From Ultimate Team To Enhance Live Services In Other Major Franchises
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 08.28.19
The International 2019 Has Set A New Record For The Largest Esports Tournament Prize Pool
Tencent: 2019 Q2 Earnings
Tencent Is Leveraging Their Gaming Expertise To Expand Into New Genres And Reach New Audiences
Activision: 2019 Q2 Earnings
Activision Has Restructured Their Business To Accelerate The Delivery Of Content For Their Marquee Titles
NetEase: 2019 Q2 Earnings
NetEase Is Collaborating With Well Established IP Owners To Expand Their Presence Outside Of China
Take-Two: 2019 Q2 Earnings
Take Two Has Open World Titles That Are Perfectly Suited For The Growth Of Post Launch Content
Zynga: 2019 Q2 Earnings
Zynga Is Slowly Expanding Their Footprint Into Asia, But Are Taking A Very Cautious Approach
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 07.24.19
Facebook Gaming Has Seen Early Progress After Relaunching As A Tab Within Their Main App
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 06.19.19
Mobile Games Have Been The Catalyst Behind The Rapid Growth Of The Global Gaming Industry
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 05.29.19
After A Successful Launch, Apex Legends Has Seen A Sharp Decline In Viewership And Revenue
Ubisoft: 2019 Q1 Earnings
Ubisoft Is Transforming Their Portfolio Of Titles To Place A Bigger Emphasis On Player Engagement
Tencent: 2019 Q1 Earnings
Tencent Has Built A Loyal User Base And Is Expanding Their Ways Of Monetization Inside Their Ecosystem
NetEase: 2019 Q1 Earnings
NetEase Is Exploring Different Ways To Capitalize On The Recent Focus On Cross Platform Gaming
Take-Two: 2019 Q1 Earnings
Take Two Is Preparing Red Dead To Follow In The Footsteps Of GTA As Their Next Everlasting Franchise
EA: 2019 Q1 Earnings
EA Is Extending Their Subscription To Additional Platforms As They Look To Bring In New Gamers
Activision: 2019 Q1 Earnings
Activision Is Expanding Their City Based Esports League Model To Their Other Popular Franchises
Zynga: 2019 Q1 Earnings
Zynga Is Using The Recurring Revenue Streams From Live Services To Invest In New Title Development
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 02.27.19
With Established Leagues In Place, Esports Revenues Are Projected To Exceed $1 Billion In 2019
Activision: 2018 Q4 Earnings
Activision Is Reorganizing Their Business To Allocate More Resources Towards Their Biggest Franchises
Zynga: 2018 Q4 Earnings
Zynga Is Focusing On In-Game Content In Order To Grow Their Portfolio Of Marquee Franchises
Take-Two: 2018 Q4 Earnings
Take Two Is Rolling Out An Online Mode To Capitalize On The Popularity Of Red Dead Redemption 2
EA: 2018 Q4 Earnings
EA Is Making Adjustments In Their Strategy After The Poor Performance From Battlefield V
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
Activision: 2018 Q3 Earnings
Activision Can Use The Early Success Of Black Ops 4 To Build Interest In Their Call Of Duty Esports League
Take-Two: 2018 Q3 Earnings
Take-Two Looks To Have Another Blockbuster Title With The Recent Release Of Red Dead Redemption 2
Ubisoft: 2018 Q3 Earnings
Ubisoft Is Concentrating On Improving Player Engagement And In-Game Monetization
EA: 2018 Q3 Earnings
EA Is Looking To Partner With Smaller Publishers To Build Out The Library For Their Subscription Service
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.
Take-Two: 2018 Q2 Earnings
Take Two Has Set The Industry Standard For Online Gameplay And Engagement With The GTA Franchise
Activision: 2018 Q2 Earnings
Activision Can Use The Success Of The Overwatch League Model To Develop New Esports Opportunities
EA: 2018 Q2 Earnings
EA Is Preparing For The Combination Of Streaming And Subscriptions To Enter The Gaming Industry
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.
Take-Two: 2018 Q1 Earnings
Take Two Has Developed A Cautious Approach To Growing The NBA 2K League And Its Esports Business
EA: 2018 Q1 Earnings
EA Has Embraced The Shift To Digital And Is Looking To Change The Way People Access Video Games
Activision: 2018 Q1 Earnings
The Early Success Of The Overwatch League Has Validated The Potential Of Esports
Activision: 2017 Q4 Earnings
The Early Success Of The Overwatch League Highlights The Mainstream Potential Of Esports
Take-Two: 2017 Q4 Earnings
Take-Two Is Looking To Independent Developers For New IP That Can Become Long-Term Franchises
EA: 2017 Q4 Earnings
The Controversy Around Battlefront II Hurt Sales, But Its Live Service Revenue Exceeded Expectations