Is Fortnite Killing Game Company Stocks?

Since last October major game company stocks have been down significantly.  Of course, much of this was due to an overall market decline.  However, as market indexes have bounced back, game [...]

Losing Bungie Raises Big Concerns about the Destiny of Activision

In the past few months, a big topic for DFC Intelligence analysts has been investor concern over the fate of big game publishers Electronic Arts and Activision Blizzard.  This issue really came [...]

Ubisoft Versus Take-Two Interactive: When Less is More

In the recent DFC Intelligence report The Business of Video Games, we classified Take-Two Interactive and Ubisoft as medium-sized traditional publishers.  In fact, they are two of the few [...]

Electronic Arts and Activision Blizzard Focus on Games As A Service

The new DFC report, The Business of Video Games, looks at the gap between games as a service and traditional pay-to-play games.  As we discussed last week, these are two very different segments [...]