Episode 79: Epic Games Store isn’t Bleeding Out (News Show)

Apple wants the court to believe Epic is hemorrhaging money, but cherry-picked legal filings don’t tell the whole story. Also: NPD report for March 2021, Activision at War with Warzone.com, the latest stats for all the major streaming platforms, M&A minute, and more.

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TIME STAMPS

• [00:01:16] – Activision vs. Warzone.com Trademark Dispute
• [00:14:49] – NPD Report for March 2021
• [00:25:13] – M&A Minute
• [00:28:24] – Quick Hits
• [00:42:44] – The State of Live Streaming (Data)
• [00:50:27] – Epic Games Store Investment and Reframing How we Define Success

NEW WRITING FROM VIRTUAL ECONOMY

• Epic’s Game Store ‘Losses’ Don’t Tell the Whole Story – Mike

SOURCES

• Activision Publishing v Warzone.com
• DEFENDANT APPLE INC.’S PROPOSED FINDINGS OF FACT AND CONCLUSIONS OF LAW
• FINDINGS OF FACT AND CONCLUSIONS OF LAW PROPOSED BY EPIC GAMES, INC.
• Announcing a $1 Billion Funding Round to Support Epic’s Long-Term Vision for the Metaverse

M&A MINUTE

• ByteDance games division acquires Chinese developer C4games (GamesIndustry)
• The Games Fund Launches to Connect Investors to Established and Emerging Games Markets
• AppLovin prices IPO at $80 a share, to raise $2 billion (Marketwatch)
• PUBG parent Krafton applies for IPO (GamesIndustry)