We’re SO close to the end of earnings season. This week: Square Enix, Nintendo, Take-Two, Unity (and a discussion about that brutal Bloomberg expose about CEO John Riccitiello). Also: Strange happenings at Studio ZA/UM, Remedy details Control 2 publishing deal, the EU gets prickly about Microsoft’s proposed Activision acquisition, and more.
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TIME STAMPS
- [00:02:03] – Square Enix Earnings
- [00:11:00] – Nintendo Earnings
- [00:18:41] – Take-Two Earnings
- [00:26:22] – Unity Earnings and Discussion about Bloomberg Riccitiello Expose
- [00:38:20] – Investment Interlude
- [00:44:03] – Quick Hits
- [00:46:56] – Labor Report (Activision, Kabam, Studio ZA/UM, iD Software)
- [01:18:38] – Listener Question
SOURCES
- Consolidated Financial Results for the Six-Month Period Ended September 30, 2022 | Square Enix
- Consolidated Results for the Six Months Ended September 30, 2021 and 2022 | Nintendo
- Notice of Establishment of Joint Venture Company with DeNA Co., Ltd. and added as a Specified Subsidiary | Nintendo
- Take-Two Interactive Software, Inc. Reports Results for Fiscal Second Quarter 2023 | Take-Two
- Unity Announces Third Quarter 2022 Financial Results | Unity
- Unity and ironSource merge to simplify launching and growing great mobile games
- One of Gaming’s Most Hated Execs Is Jumping Into the Metaverse | Bloomberg (Paywall)
- Activision Blizzard files motion to impound Albany union vote ballots | Games Industry
- Composer Sarah Schachner Exits ‘Call of Duty: Modern Warfare II’ Soundtrack Citing ‘Challenging Working Dynamic’ With Audio Director | Variety
- November 2nd, 2022 Bargaining Session Update | Game Workers Alliance
- TO FANS OF DISCO ELYSIUM, CONCERNING THE SITUATION AT ZA/UM | Robert Kurvitz and Aleksander Rostov on Medium
- Gaming company Kabam lays off 7% of its workforce to better align with goals | TechCrunch
- Disco Elysium studio ZA/UM confirms former employees were fired for misconduct | Games Industry
INVESTMENT INTERLUDE
- Mergers: Commission opens in-depth investigation into the proposed acquisition of Activision Blizzard by Microsoft | European Commission
- KRAFTON, INC. REPORTS Q3 2022 REVENUE OF 433.8 BILLION KRW ($320.4 MILLION) | Krafton
- Remedy Entertainment signs a co-development and co-publishing agreement with 505 Games for Control 2 | Remedy