The Microsoft/Activision deal is still alive. And now, Ubisoft has been folded into the conversation with control of cloud streaming rights. Also: Earnings (Square Enix, Sony, Take-Two, Embracer Group), The July 2023 Circana Report on U.S. Video Game Spending, Xbox’s new moderation system, and a listener question about the Xtra Small Small.

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TIME STAMPS

  • [00:01:36] – Square Enix Q1 FY24 Earnings
  • [00:07:16] – Take-Two Q1 FY24 Earnings
  • [00:14:51] – Sony Q1 FY24 Earnings
  • [00:18:24] – Embracer Group Q1 FY24 Earnings
  • [00:26:23] – Investment Interlude
  • [00:41:24] – Quick Hits
  • [00:46:17] – Labor Report
  • [00:50:59] – Circana Report on U.S. Video Game Spending for July 2023
  • [00:54:19] – Xbox’s New Moderation System
  • [00:56:46] – Listener Question

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