Blog: Games - Page 7

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

Quick Take: Regulation and war are leading the global games industry's trajectory to diverge

Cover image for Quick Take: Regulation and war are leading the global games industry's trajectory to diverge

Karol Severin

11 Mar 2022

Over the last few years, the traditional unit sales-based model in games has been increasingly moving towards engagement-led models. In other words, we are moving away from costly price points to buy complete games – instead the industry is turning towards a set-up, where access to games is more commoditised, with engagement and fandom becoming the key ways to monetise (e.

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Webinar: Games companies’ video opportunity

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Karol Severin

3 Mar 2022

Traditionally, games companies predominantly used games video for marketing purposes. This made perfect sense in the era of unit sales and early-adoption stages of games-related video. Today, 30% of console gamers view games-related videos every month.

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Epic Games, Bandcamp, and fandom for the ‘me’ generation

Cover image for Epic Games, Bandcamp, and fandom for the ‘me’ generation

Mark Mulligan

3 Mar 2022

Cultural trends

Honestly, it has been a struggle to find the inspiration to write a blog post about the music industry, considering what is going on in the world at the moment. But along came this story, which is eye opening enough to put virtual pen to paper: Epic Games buys Bandcamp.

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Reflections from PG Connects London 2022

Cover image for Reflections from PG Connects London 2022

Karol Severin

25 Feb 2022

industry events

PG Connects London 2022 was the first in-person games industry event that I attended in over two years. Having spent the best part of the pandemic on Zoom, which quickly blurred the lines between a call and an event, walking into a physical venue was truly reinvigorating.

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Quick take: Roblox is another victim of the attention recession

Cover image for Quick take: Roblox is another victim of the attention recession

Karol Severin

17 Feb 2022

attention recession

Earlier this week, Roblox announced its fiscal year (FY) 2021 results. The market response was stark, wiping 20+% fromRoblox’s market cap. While the media is citing Roblox’s slowing growth (particularly in key markets such as the US), extended loss, and underperforming analyst expectations, Roblox encouraged investors to take a long-term view.

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Microsoft sets the scene for regulator scrutiny around Activision deal

Cover image for Microsoft sets the scene for regulator scrutiny around Activision deal

Karol Severin

10 Feb 2022

Brad Smith, president and vice chair at Microsoft, published a post on Microsoft’s website yesterday , outlining the company’s new Open App Store principles and addressing key questions around exclusivity going forward.

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The games video opportunity for games companies

Cover image for The games video opportunity for games companies

Karol Severin

27 Jan 2022

games streamers

Traditionally, games companies predominantly used games video for marketing purposes. This made perfect sense in the era of unit sales and early-adoption stages of games-related video. Today, 30% of console gamers view games-related videos every month.

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Acquiring Activision is Microsoft’s big bang in games

Cover image for Acquiring Activision is Microsoft’s big bang in games

Karol Severin

19 Jan 2022

Only last week we wrote about Take-Two acquiring Zynga for $12.7 billion in what was the largest games acquisition in history. But that was last week. This week, that record is beaten more than five-fold, thanks to Microsoft acquiring Activision for an eye-watering $68.

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Time for diversification for Take-Two as it bids to acquire Zynga

Cover image for Time for diversification for Take-Two as it bids to acquire Zynga

Karol Severin

12 Jan 2022

take two interactive

Take-Two Interactive announced an acquisition deal to buy Zynga (pending a 45-day shopping window for Zynga) for $12.7billion. The deal Who got a great deal? It depends on who you ask. It worked out well for the founder and early backers in the end , while those who bought into the company on the day of its IPO will still be coming out short, as the final price point is still less than at the IPO ten years ago.

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Ubisoft+ is coming to Xbox as shifts in distribution continue

Cover image for Ubisoft+ is coming to Xbox as shifts in distribution continue

Karol Severin

6 Jan 2022

games distribution

Ubisoft has announced that its subscription service Ubisoft+, currently available on PC, will come to Xbox in the future. It will also make its upcoming title Rainbox Six Exploration available on Xbox Game Pass and PC Game Pass from day one.

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Gamer penetration: Two findings from end-of-year health check

Cover image for Gamer penetration: Two findings from end-of-year health check

Karol Severin

16 Dec 2021

gamer penetration

Gamer demographics

Gamer penetration is one of those stats that most people are intuitively aware of – mobile is the largest, followed by PC and console gamer bases…However, when we get complacent with existing knowledge and take it for granted for too long, this is when one runs a risk of missing something important.

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PlayStation Plus overhaul: a defensive catch-up move, or foundation for growth offensive?

Cover image for PlayStation Plus overhaul: a defensive catch-up move, or foundation for growth offensive?

Karol Severin

9 Dec 2021

games subscriptions

According to Bloomberg citing people familiar with the matter, Sony plans to weave PlayStation Now (its on-demand games streaming offering) into PlayStation Plus (subscription necessary to access multiplayer features, and a small, windowed selection of games).

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Labels could have helped Epic reimagine music – now Harmonix will do it instead

Cover image for Labels could have helped Epic reimagine music – now Harmonix will do it instead

Karol Severin

25 Nov 2021

Epic Games announced it is acquiring Harmonix, the maker of Rock Band. While this makes sense for the Fortnite maker and its entertainment metaverse, it has the risk of diluting the potential music expertise that labels and other music companies could (and should) offer to games partners.

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Quick take: Bridging IRL and digital – the next phase of entertainment consumption

Cover image for Quick take: Bridging IRL and digital – the next phase of entertainment consumption

Karol Severin

19 Nov 2021

consumption habits

consumer trends

We are entering a new phase in the evolution of consumption. Traditionally, IRL dominated entertainment consumption. With the advent of the internet, smartphones and other technological innovations, companies and consumers created de-facto digital replicas of IRL.

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Quick take: Overwolf hints that UGC is the future of entertainment

Cover image for Quick take: Overwolf hints that UGC is the future of entertainment

Hanna Kahlert

18 Nov 2021

Media and Marketing

The gap between creation and consumption is closing. Entertainment behaviours no longer follow simple dynamics of viewing or listening. Increasingly, they comprise a variety of activities from sharing with friends, to using basic creator tools to interact with and create new aspects within other entertainment formats.

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Reality check: NFTs are still niche, but they do have mainstream potential

Cover image for Reality check: NFTs are still niche, but they do have mainstream potential

Karol Severin

11 Nov 2021

Audience Insight

The rise of NFTs has certainly been one of the talks of 2021. Looking at emerging trends and then separating the hype from the substance is MIDiA’s specialty. This is particularly pertinent as the most hyped trends are often labelled as ‘going mainstream’ too early, which can be a misleading label that causes stakeholders to over-focus or over-invest on the trend too soon.

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Quick take: Another blow for Epic Games as Fortnite shuts down in China

Cover image for Quick take: Another blow for Epic Games as Fortnite shuts down in China

Karol Severin

4 Nov 2021

It has not been the best year for Fortnite. Following the fiasco with its Apple lawsuit, as well as year on year consumer penetration having declined , the Fortnite maker announced that it is shutting down its Chinese version of Fortnite, Fortress Night.

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FaZe goes public – what to watch out for

Cover image for FaZe goes public – what to watch out for

Karol Severin

28 Oct 2021

FaZe is going public via a SPAC merger. It is positioning itself as the company who can help brands reach Gen Z. Can it succeed? Every generation or so, there is a company that builds its narrative to investors around being the company to help reach and influence the ever-so-fickle young demographic.

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EA’s exclusive FIFA license is under threat as games go cross-entertainment

Cover image for EA’s exclusive FIFA license is under threat as games go cross-entertainment

Karol Severin

22 Oct 2021

Last week it was reported that FIFA and EA are at an impasse regarding the renewal negotiations of an exclusive license deal. EA stated that it is considering renaming its flagship football title, while FIFA responded with a press release stating that “the future of gaming and esports for football stakeholders must involve more than one party controlling and exploiting all the rights’’ This is less about who is right and who is wrong, and more about the synergy of this once symbiotic partnership having run its course.

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The key winners and losers of the Covid-bounce effect in games

Cover image for The key winners and losers of the Covid-bounce effect in games

Karol Severin

14 Oct 2021

games engagement

As we have covered before, games engagement began to experience effects of the Covid-bounce . As usual, however, there are winners and losers within the wider micro-dynamics. The following graph demonstrates how 20 key games franchises fared in the US between Q2 2020 and Q2 2021, in terms of consumer penetration growth: Roblox and Rockstar are the biggest winners Roblox grew 49% in penetration year on year.

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