Video Game Industry Soars Under Stay-at-Home

Video Game Industry Soars Under Stay-at-Home

DFC Intelligence just released its latest report on the state of the video game industry. The good news is that sales of video games are soaring. Of course, one of the unfortunate causes of this increase is the devastating spread of COVID-19. In the past week major public video companies have reported earnings results that were better than expected. This included Activision Blizzard, Electronic Arts, Ubisoft, Zynga and Nintendo. These .....
Can Elder Scrolls Become the Next Metaverse?

Can Elder Scrolls Become the Next Metaverse?

Elder Scrolls is a 25-year old action role-playing series set in a fantasy universe. Like many franchises with tens of millions of users, observers are starting to ask whether products like Elder Scrolls have the potential to become a metaverse. The concept of a metaverse is a hot buzzword in video games. A metaverse is basically a virtual 3D space where users can interact with each other. Not only can they communicate but they can build their own environments.....
Final Fantasy VII Remake Turns Classic 1990s Game Into a Billion Dollar+ Product

Final Fantasy VII Remake Turns Classic 1990s Game Into a Billion Dollar+ Product

On April 10, Square Enix released Final Fantasy VII Remake. This game was based on the 1997 hit PlayStation title. Rereleasing classic titles is not new. However, what Square Enix is doing with Final Fantasy VII Remake is taking a historic franchise and making it into a billion dollar plus product. Upon its release, Final Fantasy VII was seen as a key driver for the first PlayStation system. At the time Square, along with then competitor Enix, had the best-sel.....
The Impact of COVID-19 on Video Games

The Impact of COVID-19 on Video Games

DFC Intelligence has begun offering strategic briefings and feedback sessions to companies, investors and other interested parties to discuss the current state of video gaming and digital entertainment and its implication for the entire gaming ecosystem.  A major current focus is the impact of COVID-19 on video games. While the broader economy struggles under fear, doubt and uncertainly, the gaming and digital entertainment sector remains a bright spot with shut in consumers turni.....
Key Strategic Investors Make Major Bet on Interactive Game Streaming Technologies

Key Strategic Investors Make Major Bet on Interactive Game Streaming Technologies

Genvid Technologies focuses on what many would consider an obscure area, interactive streaming SDKs for game developers. However, this is an area that could drive a new future of game industry business models. Investors tend to agree as the company announced an oversubscribed Series B round from important strategic investors. The new funding round is for $33 million, raising the total investment in Genvid to $53 million. However, it was not the amount of money that made this investment.....
Lego Nintendo Partnership Underwhelms

Lego Nintendo Partnership Underwhelms

Lego and Nintendo are two of the most popular brands not just for children, but also for adults.  Therefore rumors the two companies were partnering led to a great deal of excitement among older fans on the Internet.  However, the initial Lego Nintendo partnership reveal was underwhelming. The Lego Group release announced plans to launch interactive Lego sets based on Super Mario.    They described these sets as neither a video game nor a traditional Lego brick-based set.  The ful.....
Steam Workshop Drives User Generated Content

Steam Workshop Drives User Generated Content

As part of its latest research into user-generated content (UGC), DFC has been interviewing gamers across the spectrum. Some of our most surprising findings have come from teenage girls. This surprisingly sophisticated user base clearly prefers Steam over Electronic Arts.  In large part this is driven by the Steam Workshop. Today’s game market consists of so many distinct markets and user types it is crucial to talk to many types of users. DFC is doing research on UGC and open-world.....
Activision Blizzard Removes Games from GeForce Now

Activision Blizzard Removes Games from GeForce Now

Last week Activision Blizzard (Nasdaq: ATVI) released its annual results for 2019.  Revenue was down over 2018, but the stock had a nice increase.  This week ATVI announced it would remove its games from the newly launched GeForce Now streaming service.  So, what is up with Activision? In 2019, Activision revenue was $6.5 billion versus $7.0 billion for 2018.  Net income in 2019 was $1.5 billion versus $1.8 billion the previous year.  However, the week after th.....

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