Blog: investment

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.

Chaos and uncertainty: Tariffs’ impact on gamers and the games market

Rhys Elliott

10 Apr 2025

Business Strategy

Subscriptions

Games

Tariff turmoil related to the US’ trade war is intensifying. Other countries have retaliated, and while Trump has eased tariffs in some countries, the situation is far from being resolved. The tariffs...

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Two years into the AI craze, where does it go next?

Hanna Kahlert

6 Nov 2024

AI market

investment

startup

We are almost two years into the reality of large-language-model (LLM) artificial intelligence. Now, the future of AI is heralding the return of nuclear power: both Google and Microsoft have announced...

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The context behind Disney’s investment into Epic Games

Karol Severin

15 Feb 2024

investment

Epic Games

Disney

Disney announced it is investing $1.5 billion into Epic Games. The same announcement talks about a creation of an “ expansive and open games and entertainment universe connected to Fortnite ”. This...

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Sony continues investing in Epic Games

Karol Severin

19 Apr 2022

Sony

Epic Games

Fortnite

Sony continues investing in Epic Games Although Microsoft stole the headlines with its acquisition of Activision early this year, Sony is certainly not just standing on the side-lines. Last week, it announced...

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Sony buys stake in Epic Games: Small equity, large impact

Karol Severin

13 Jul 2020

Games

Epic Games

Sony

Sony has made a strategic investment of $250 million to acquire a minority stake in Epic Games. According to Venture Beat , Sony will own 1.4% of the company, valuing Epic Games at $17.86 billion. While...

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Bain Capital Fashions Itself Goal-Scoring Opportunity with Tabled Serie A Offer

Alistair Taylor

16 Jun 2020

Bain Capital

Macquaire

Close Brothers

Italian football league Serie A is attracting suitors for an equity share, following a €3 billion ($3.4 billion) ‘tentative offer’ made by Bain Capital for 25% of the league. This opened up competition...

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Self-Isolation: DAZN Concedes to COVID-19

Alistair Taylor

6 Apr 2020

additive services

all-encompassing offering

asset class

Sports streaming insurgent DAZN has announced last week it plans to inform rights holders of its intent to defer its payments of rights fees for any content not yet delivered (i.e. postponed / cancelled...

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Have We Reached Peak Tech?

Mark Mulligan

27 Sep 2019

Alexa

disruption

dot com

In last week’s Take Five I highlighted a Vox story which reported that over the last year the number of companies using terms like ‘tech’ or technology’ in their documents is down 12%. This is...

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The Three Eras Of Paid Streaming

Mark Mulligan

28 Jul 2017

3 ages of streaming

3 eras of streaming

3 phases of streaming

Streaming has driven such a revenue renaissance within the major record labels that the financial markets are now falling over themselves to work out where they can invest in the market, and indeed whether...

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Four Companies That Could Buy Spotify

Mark Mulligan

15 Feb 2017

21st Century Fox

Alibaba

amc theatres

For much of 2016 it looked nailed on that Spotify would IPO in 2017 and that the recorded music industry would move onto its next chapter, for better or for worse. The terms of Spotify’s $1 billion debt...

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Has Snapchat Learned From Twitter’s IPO?

Zach Fuller

14 Oct 2016

Amazon

augmented reality

echo

Snap Inc, the parent company of messaging app Snapchat, have hired Goldman Sachs and Morgan Stanley for a seemingly imminent IPO. In addition to being one of the first app generation unicorns (alongside...

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