Losing Bungie Raises Big Concerns about the Destiny of Activision

In the past few months, a big topic for DFC Intelligence analysts has been investor concern over the fate of big game publishers Electronic Arts and Activision Blizzard.  This issue really came to a head with the announcement that Bungie, developer of the Destiny franchise, was making a break from its publisher Activision.  What exactly does this announcement say about the future of a company like Activision Blizzard?  To be cute, in other words, what is the destiny of Activision? D.....
Ubisoft Versus Take-Two Interactive: When Less is More

Ubisoft Versus Take-Two Interactive: When Less is More

In the recent DFC Intelligence report The Business of Video Games, we classified Take-Two Interactive and Ubisoft as medium-sized traditional publishers.  In fact, they are two of the few remaining notable mid-size publishers focused on AAA-console games.  The companies have a similar revenue base so we thought it would be interesting to compare Ubisoft versus Take-Two Interactive. In terms of revenue, both Take-Tw.....
Who is Worth More?  Sony and Nintendo Market Value

Who is Worth More?  Sony and Nintendo Market Value

In June 2017, Nintendo Co stock made news when its company market value passed Sony.  This was not the first time that had happened.  However, it did have a great deal of investors asking us about the relative market value of both Sony and Nintendo.  So, when it comes to Sony and Nintendo market value which company is worth more? One would think this is a rhetorical question.  Nintendo is a pure play video game company.  Sony has many divisions and products, including a video game.....
Electronic Arts and Activision Blizzard Focus on Games As A Service

Electronic Arts and Activision Blizzard Focus on Games As A Service

The new DFC report, The Business of Video Games, looks at the gap between games as a service and traditional pay-to-play games.  As we discussed last week, these are two very different segments of the industry.  This week we are looking at how two traditional pay-to-play game companies, Electronic Arts and.....
Video Game Industry Segments: Games as a Service versus Traditional Games

Video Game Industry Segments: Games as a Service versus Traditional Games

The recent DFC report The Business of Video Games breaks the game industry into multiple segments. At a high level the biggest distinction is between traditional pay-to-play games and games as a service. These are almost two entirely separate businesses and it will be interesting to see how many companies can play in both segments. Overview Pay-to-play is what most people think of as the traditional console .....
Mobile Game Market Lures PC Game Companies

Mobile Game Market Lures PC Game Companies

The newly released DFC Intelligence report The Business of Video Games, looks at the diversity of the ever expanding video game market.  On a top level, one of the biggest issues is the bifurcation of the industry into two separate segments.  One segment is the core video game players.  The other is the more casual users that are increasingly playing on mobile devices.  The mobile game market has mainly lured the more c.....
Video Game Market Segmentation

The Landscape of the $150 Billion Video Game Industry

The week before E3, DFC Intelligence previewed its new video game market segmentation on Venture Beat. The article, written by DFC analyst David Cole was entitled the $150 billion video game landscape: 7 segments to watch. The goal of this landscape is to provide observers of the $150 billion video game industry with a greater look at the complexity of the video game industry. This.....

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