On the eve of its earnings announcement, Embracer Group saw a nearly-signed $2B deal fall apart. We discuss the potential impact. Also: GameStop back in crisis, a huge number of layoffs, and the strange tale of Disco Elysium continues.

Note: We discuss Cyberpunk 2077 and the Phantom Liberty DLC during this episode. While we were confused that Phantom Liberty was a no-show during Geoff Keighley’s Summer Game Fest presentation, the game did make an appearance during the Xbox event.

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TIME STAMPS

  • [00:02:11] – Embracer Group Earnings for FY23
  • [00:10:02] – Sony Business Segment Meeting – New Data
  • [00:21:25] – GameStop Earnings for Q1 2023
  • [00:29:11] – Investment Interlude
  • [00:38:38] – Quick Hits
  • [00:57:28] – Labor Report
  • [01:19:48] – Microsoft Hit with $20M COPPA Violation Fine 
  • [01:23:51] – Apple’s Vision Pro and the $3,500 Price Tag

SOURCES

INVESTMENT INTERLUDE

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