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.
The Entertainment Software Ratings Board wants to use facial scanning to keep your kids from playing GTA and other adult-focused games. Also, it’s earnings season, with Microsoft, Capcom, Sega, and EA kicking us off. We also cover two more instances of the dreaded “payoffs for layoffs,” and a heap of listener questions!
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.
One day we’ll be free of the Microsoft/Activision deal, but that day is NOT today. Also: Nintendo, EA, Starbreeze, Square Enix, Capcom, and Take-Two Earnings, acquisitions, the Circana US Video Game Spending report for April…
After years of stumbling in the mobile space, Sega decided to throw $775M at the problem with the acquisition of Rovio. Also: Lots of layoffs, some acquisitions, a bunch of earnings, and the March Circana report on U.S. video game spending.
The new ReedPop-run E3 died before it could live… or was it… MURDERED?! (Spoiler: It was murdered.) Also: GameStop leans on cost cutting to finally turn a modest profit, Microsoft is one step closer to…
It’s been a bloody couple of weeks for service-based games, and we suspect the murderer is still on the loose. Also: IT’S EARNINGS SEASON, BAYBEEE! We’ve got a meaty plate of all your favorite cold cuts: EA, Capcom, Sony, Nintendo, Square Enix, Take-Two, Capcom, Sega, Embracer Group, Starbreeze, and more.
Wizards of the Coast squandered goodwill to find itself right back where it started. Also: Earnings season has begun, the GDC State of the Industry report shows developers put the smackdown on Web3, NPD for December shows a bit of lift, and (as we grimly expected) we’re in the layoff bad times.
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.
With Microsoft and Sony falling short on subscriptions, is our future still an all-you-can-eat buffet? Also: Earnings for Microsoft, Sony, Capcom, Paradox, Remedy, and Sega; Embracer shutters recently acquired and rebranded Studio Onoma, and Marvel Snaps up huge mobile revenue.