The DFC Dossier was launched in 2007 to provide analysis and insights into the video game industry. The goal was to highlight the nuances behind DFC Intelligence forecasts. Originally the Dossier was delivered as a PDF file with news, company and product profiles, interviews, and forecasts. The Dossier is now online with core articles available on the main Dossier page. DFC analysis of the latest news can be found on the news page. Detailed forecasts for individual companies and stocks can be found on the DFC Intelligence Video Game Stock Index which launched in 2023, as well as the Market Leaders section which has profiles and the latest stock quotes for companies in the video game space.
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Guide to DFC Analysis
News Analysis Articles
Electronic Arts Lowers Revenue Forecast
For the third quarter ending 12/31/22, Electronic Arts (NASDAQ: EA) reported net revenue increased 5% over the previous year’s quarter to $1.88 billion. Net income for the quarter was $204 million, up from $66 million for the previous year’s quarter.
However net bookings for Q3 FY 23 were down 9% from $2.58 billion the previous year to $2.34 billion for the quarter ending 12/31/22. For the trailing twelve months bookings were down 1% to $7.15 billion
Elect…..
For the third quarter ending 12/31/22, Electronic Arts (NASDAQ: EA) reported net revenue increased 5% over the previous year’s quarter to $1.88 billion. Net income for the quarter was $204 million, up from $66 million for the previous year’s quarter. However net bookings for Q3 FY 23 were down 9% from $2.58 billion the previous year to $2.34 billion for the quarter ending 12/31/22. For the trailing twelve months bookings were down 1% to $7.15 billion Electronic A…..
For the third quarter ending 12/31/22, Electronic Arts (NASDAQ: EA) reported net revenue increased 5% over the previous year’s quarter to $1.88 billion. Net income for the quarter was $204 million, up from $66 million for the previous year’s quarter. However net bookings for Q3 FY 23 were down 9% from $2.58 billion the previous year to $2.34 billion for the quarter ending 12/31/22. For the trailing twelve months bookings were down 1% to $7.15 billion Electronic A…..
Square Enix’s Forspoken is First Major Disappointment of 2023
Square Enix’s Forspoken is one of the first major exclusives for PlayStation 5 to launch in 2023. Unfortunately, reviews have been mixed with a current score of only 67 on Metacritic.
Analysis
Forspoken was a highly anticipated title for both PlayStation 5 and PC. Most reviews have been mixed with some reviewers really enjoying the title. …..
Square Enix’s Forspoken is one of the first major exclusives for PlayStation 5 to launch in 2023. Unfortunately, reviews have been mixed with a current score of only 67 on Metacritic. Analysis Forspoken was a highly anticipated title for both PlayStation 5 and PC. Most reviews have been mixed with some reviewers really enjoying the title. …..
Square Enix’s Forspoken is one of the first major exclusives for PlayStation 5 to launch in 2023. Unfortunately, reviews have been mixed with a current score of only 67 on Metacritic. Analysis Forspoken was a highly anticipated title for both PlayStation 5 and PC. Most reviews have been mixed with some reviewers really enjoying the title. …..
GoldenEye 007 to Launch as Exclusive for Both Nintendo and Microsoft
It has been announced that a remaster of the popular 1997 James Bond first-person shooter will launch January 27 for both Xbox Game Pass and Nintendo Switch Online. It was first announced back in September 2022 that the title would be coming for…..
It has been announced that a remaster of the popular 1997 James Bond first-person shooter will launch January 27 for both Xbox Game Pass and Nintendo Switch Online. It was first announced back in September 2022 that the title would be coming for…..
It has been announced that a remaster of the popular 1997 James Bond first-person shooter will launch January 27 for both Xbox Game Pass and Nintendo Switch Online. It was first announced back in September 2022 that the title would be coming for…..
Microsoft Video Game Revenue Declines for Holiday 2022
For the second quarter of fiscal 2023 ending 12/31/22, Microsoft (NASDAQ: MSFT) saw revenue increase 2% to $52.7 billion from the previous year. Revenue in Gaming declined 13% to $4.76 billion. For the first six months of fiscal 2023, gaming revenue was down 7% to $8.4 billion.Â
In the second quarter, game hardware revenue declined 13% over the previous year and Xbox content and services declined 12%.
Analysis
Microsoft is a large company a…..
For the second quarter of fiscal 2023 ending 12/31/22, Microsoft (NASDAQ: MSFT) saw revenue increase 2% to $52.7 billion from the previous year. Revenue in Gaming declined 13% to $4.76 billion. For the first six months of fiscal 2023, gaming revenue was down 7% to $8.4 billion. In the second quarter, game hardware revenue declined 13% over the previous year and Xbox content and services declined 12%. Analysis Microsoft is a large company a…..
For the second quarter of fiscal 2023 ending 12/31/22, Microsoft (NASDAQ: MSFT) saw revenue increase 2% to $52.7 billion from the previous year. Revenue in Gaming declined 13% to $4.76 billion. For the first six months of fiscal 2023, gaming revenue was down 7% to $8.4 billion. In the second quarter, game hardware revenue declined 13% over the previous year and Xbox content and services declined 12%. Analysis Microsoft is a large company a…..
Roblox Reports December 2022 Metrics
Ahead of quarterly earnings, Roblox Corporation (NYSE: RBLX) reported that for December 2022 daily active users reached 61.5 million, an 18% year-over-year increase. However, the estimated revenue is expected to be flat to slightly down. Roblox also announced that starting in April 2023 the company will no longer publish monthly metrics.
Analysis
The discontinuation of monthly metrics is probably a positive for Roblox as it will put the focus on lo…..
Ahead of quarterly earnings, Roblox Corporation (NYSE: RBLX) reported that for December 2022 daily active users reached 61.5 million, an 18% year-over-year increase. However, the estimated revenue is expected to be flat to slightly down. Roblox also announced that starting in April 2023 the company will no longer publish monthly metrics. Analysis The discontinuation of monthly metrics is probably a positive for Roblox as it will put the focus on lo…..
Ahead of quarterly earnings, Roblox Corporation (NYSE: RBLX) reported that for December 2022 daily active users reached 61.5 million, an 18% year-over-year increase. However, the estimated revenue is expected to be flat to slightly down. Roblox also announced that starting in April 2023 the company will no longer publish monthly metrics. Analysis The discontinuation of monthly metrics is probably a positive for Roblox as it will put the focus on lo…..
Ubisoft has More Setbacks
On January 11, 2023 Ubisoft announced it is lowering its bookings target for the third quarter FY 23 ending 12/31/22. The initial target of €830 million has been lowered to €725 million. The company also announced a new strategic focus that included the cancellation of three unannounced projects and another delay for Skull and Bones.
Analysis
It is no secret that Ubisoft (UB…..
On January 11, 2023 Ubisoft announced it is lowering its bookings target for the third quarter FY 23 ending 12/31/22. The initial target of €830 million has been lowered to €725 million. The company also announced a new strategic focus that included the cancellation of three unannounced projects and another delay for Skull and Bones. Analysis It is no secret that Ubisoft (UB…..
On January 11, 2023 Ubisoft announced it is lowering its bookings target for the third quarter FY 23 ending 12/31/22. The initial target of €830 million has been lowered to €725 million. The company also announced a new strategic focus that included the cancellation of three unannounced projects and another delay for Skull and Bones. Analysis It is no secret that Ubisoft (UB…..
DFC Intelligence Launches Video Game Stock Index
Stock prices in the video game and interactive entertainment industry soared during COVID stay-at-home orders. In 2022, stock prices came down across the board. As the global economy heads towards a potential recession now is the time to evaluate company valuation. To track the overall video game industry, DFC has launched the DFC Intelligence Video Game Stock Index.
Introducing the Video G…..
Stock prices in the video game and interactive entertainment industry soared during COVID stay-at-home orders. In 2022, stock prices came down across the board. As the global economy heads towards a potential recession now is the time to evaluate company valuation. To track the overall video game industry, DFC has launched the DFC Intelligence Video Game Stock Index. Introducing the Video G…..
Stock prices in the video game and interactive entertainment industry soared during COVID stay-at-home orders. In 2022, stock prices came down across the board. As the global economy heads towards a potential recession now is the time to evaluate company valuation. To track the overall video game industry, DFC has launched the DFC Intelligence Video Game Stock Index. Introducing the Video G…..
Turtle Beach Becomes a Leader in Flight Simulation
Turtle Beach continues to expand their flight simulation product line with the introduction of the Turtle Beach VelocityOne Stand. The $200 stand is designed to house other products in the Turtle Beach flight simulation setup.
Analysis
In late 2021 Turtle Beach entered the fli…..
Turtle Beach continues to expand their flight simulation product line with the introduction of the Turtle Beach VelocityOne Stand. The $200 stand is designed to house other products in the Turtle Beach flight simulation setup. Analysis In late 2021 Turtle Beach entered the fli…..
Turtle Beach continues to expand their flight simulation product line with the introduction of the Turtle Beach VelocityOne Stand. The $200 stand is designed to house other products in the Turtle Beach flight simulation setup. Analysis In late 2021 Turtle Beach entered the fli…..
Articles of Interest
In addition to DFC’s own opinion, we suggest recent third-party articles of interest that include brief comments on why we recommend these articles as subject for future research.
