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.....
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 .....
NCSoft Mobile Game Success Shows Potential For EA, Nintendo and Others

NCSoft Mobile Game Success Shows Potential For EA, Nintendo and Others

Last week we discussed the success casual PC game companies had going to mobile games.  Meanwhile, AAA game companies have struggled finding success with mobile games.  However, when they do it they can hit big.  The most recent example is Korea’s NCSoft.  NCSoft’s mobile game success may show that companies like Nintendo and Electronic Arts really do have untapped potential in mobile. NCSoft is perhaps best known in Western markets for their Guild Wars games.  However, th.....
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.....

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