DFC Intelligence  

Market Leaders in the Video Game and Interactive Entertainment Industry

750+ pages, Released March 2005

Market Leaders in the Video Game and Interactive Entertainment Industry is divided into 18 individual sections.  The first section provides an overview and draws comparisons between many of the companies, including looking at revenue, income, expenses, assets, stock performance, market share and major acquisitions.  The following 17 sections each cover an individual company.

Each individual company profile has several sections: 1) Quick Facts: This section has basic information about the company’s location, year founded, number of employees, top executives, key divisions and alliances, company strategies, strengths and weaknesses and market share.  2) Financial Info:  This section looks back at several years of financial performance based on each company’s public filings. 3) Background: This section provides a textual introduction to the company’s history. 4) Products:  This section looks at the major products of each company, including a frank assessment of their quality/value. 5) Outlook: This is the most opinionated section and contains a textual analysis of where the company is headed from a strategic standpoint.

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TABLE OF CONTENTS ADOBE ACROBAT

Table of Contents

 Overview... 7

Company Analysis. 11

Top Franchises. 16

Key Recent Events. 26

Activision Notable Recent Events. 26

Atari/Infogrames Notable Recent Events. 26

Capcom Notable Recent Events. 26

Eidos Notable Recent Events. 27

Electronic Arts Notable Recent Events. 27

Konami Notable Recent Events. 27

Microsoft Notable Recent Events. 28

Midway Notable Recent Events. 28

Namco Notable Recent Events. 28

Nintendo Notable Recent Events. 29

Sega Sammy Notable Recent Events. 29

Sony Notable Recent Events. 29

Square Enix Notable Recent Events. 30

Take-Two Notable Recent Events. 30

THQ Notable Recent Events. 30

Ubisoft Notable Recent Events. 31

Vivendi Universal Games Notable Recent Events. 31

Revenue Comparisons. 32

Income Comparisons. 54

Operating Income Analysis. 54

Net Income Analysis. 62

Expense Comparisons. 70

Cost of Sales Analysis. 70

Sales and Marketing Analysis. 74

Research & Development Expense Analysis. 76

General & Administrative Expense Analysis. 78

Asset Comparisons. 80

Current Assets Analysis. 80

Cash Analysis. 81

Accounts Receivable Analysis. 84

Inventory Analysis. 86

Stock Market Performance Comparisons. 88

Market Value Analysis. 88

Mergers and Acquisitions. 105


 

Activision (35 pages) 120

Atari Infogrames (48 pages)

Capcom (29 pages)

Eidos Interactive (27 pages)

Electronic Arts (55 pages)

Konami (38 pages)

Microsoft (45 pages)

Midway (30 pages)

Namco (33 pages)

Nintendo (50 pages)

Sega Sammy (50 pages)

Sony (48 pages)

Square Enix (42 pages)

Take Two Interactive (39 pages)

THQ (39 pages)

Ubisoft (32 pages)

Vivendi Universal (36 pages)

 

Index of Tables

 

 

Table 1 Top 30 Game Franchises. 17

Table 2 Activision Top Franchises. 18

Table 3 Atari Top Franchises. 18

Table 4 Capcom Top Franchises. 19

Table 5 Eidos Top Franchises. 19

Table 6 Electronic Arts Top Franchises. 20

Table 7 Konami Top Franchises. 20

Table 8 Microsoft Top Franchises. 21

Table 9 Midway Top Franchises. 21

Table 10 Namco Top Franchises. 21

Table 11 Nintendo Top Franchises. 22

Table 12 Sega Sammy Top Franchises. 22

Table 13 Sony Top Franchises. 23

Table 14 Square Enix Top Franchises. 23

Table 15 Take-Two Top Franchises. 24

Table 16 THQ Top Franchises. 24

Table 17 Ubisoft Top Franchises. 25

Table 18 Vivendi Universal Top Franchises. 25

Table 19 Individual Company Home Game Revenue 2003-2005. 32

Table 20 Individual Company Home Game Revenue 1995-2004. 33

Table 21 Home Video Game Business Percentage Revenue Growth 1996-2004. 34

Table 22 Home Video Game Business Percentage Revenue Growth Fiscal 2004. 35

Table 23 Home Video Game Business Percentage Revenue Growth Fiscal 2005 to Date. 36

Table 24 Home Video Game Business Percentage Revenue Growth 2001 vs 2004. 37

Table 25 Home Video Game Business Percentage Revenue Growth 1998 vs 2004. 38

Table 26 Home Video Game Business Revenue 2004 Comparison. 39

Table 27 Home Video Game Business Revenue 2003 Comparison. 41

Table 28 Home Video Game Business Revenue 2002 Comparison. 42

Table 29 Home Video Game Business Revenue 2004/2003 Comparison. 43

Table 30 Home Video Game Business Revenue 2004/2002 Comparison. 44

Table 31 Home Video Game Business Revenue 2004/2001 Comparison. 45

Table 32 Home Video Game Business Revenue 2004/2000 Comparison. 46

Table 33 Home Video Game Business Revenue 2004/1999 Comparison. 47

Table 34 Home Video Game Business Revenue 2004/1998 Comparison. 48

Table 35 Home Video Game Business Revenue 2004/1997 Comparison. 49

Table 36 Home Video Game Business Revenue 2004/1996 Comparison. 50

Table 37 Home Video Game Business Revenue 2004/1995 Comparison. 51

Table 38 Total Home Video Game Business Revenue 2001-2004 Comparison. 52

Table 39 Total Home Video Game Business Revenue 1998-2004 Comparison. 53

Table 40 Operating Income 1995-2004. 54

Table 41 Operating Income as a Percentage of Revenue 1995-2004. 55

Table 42 Operating Income 2004/2001 Comparison. 56

Table 43 Total Operating Income 2001-2004. 56

Table 44 Operating Income to Revenue 2001-2004 Comparison. 58

Table 45 Average Operating Income to Revenue 2001-2004 Comparison. 58

Table 46 Operating Income 2004/1998 Comparison. 59

Table 47 Total Operating Income 1998-2004. 59

Table 48 Operating Income to Revenue 1998-2004 Comparison. 61

Table 49 Average Operating Income to Revenue 1998-2004 Comparison. 61

Table 50 Net Income 1995-2004. 62

Table 51 Net Income as a Percentage of Revenue 1995-2004. 63

Table 52 Net Income 2004/2001 Comparison. 64

Table 53 Total Net Income 2001-2004. 64

Table 54 Net Income to Revenue 2001-2004 Comparison. 66

Table 55 Average Net Income to Revenue 2001-2004 Comparison. 66

Table 56 Net Income 2004/1998 Comparison. 67

Table 57 Total Net Income 1998-2004. 67

Table 58 Net Income to Revenue 1998-2004 Comparison. 69

Table 59 Average Net Income to Revenue 1998-2004 Comparison. 69

Table 60 Cost Of Sales 1997-2004. 70

Table 61 Gross Profit 1997-2004. 71

Table 62 Gross Profit Comparison 2001-2004. 72

Table 63 Average Gross Profit 2001-2004. 73

Table 64 Sales & Marketing Expense 1997-2004. 74

Table 65 Sales & Marketing Expense to Revenue 1997-2004. 74

Table 66 Sales & Marketing Expense to Revenue 2004/2001 Comparison. 75

Table 67 Average Sales & Marketing Expense to Revenue 2001-2004. 75

Table 68 Research & Development Expense 1997-2004. 76

Table 69 Research & Development Expense to Revenue 1997-2004. 76

Table 70 Research & Development Expense to Revenue 2004/2001 Comparison. 77

Table 71 Average Research & Development Expense to Revenue 2001-2004. 77

Table 72 General & Administrative Expense 1997-2004. 78

Table 73 General & Administrative Expense to Revenue 1997-2004. 78

Table 74 General & Administrative Expense to Revenue 2004/2001 Comparison. 79

Table 75 Average General & Administrative Expense to Revenue 2001-2004. 79

Table 76 Current Assets. 80

Table 77 Cash. 81

Table 78 Cash on 12/31/2004. 82

Table 79 Cash to Current Assets. 83

Table 80 Accounts Receivable. 84

Table 81 Accounts Receivable to Current Assets. 84

Table 82 Days of Sales in Accounts Receivable. 85

Table 83 Inventory. 86

Table 84 Inventory to Current Assets. 86

Table 85 Days of Inventory. 87

Table 86 Stock Price and Market Value from 1/15/2002 to 1/13/2005. 88

Table 87 Market Value 1/13/05. 89

Table 88 Market Value 1/15/04. 89

Table 89 Market Value 1/15/03. 90

Table 90 Market Value 1/15/02. 90

Table 91 Market Value Change 1/15/04-1/13/05. 93

Table 92 Market Value Change 1/15/02-1/13/05. 94

Table 93 Market Value to Revenue 2/05. 95

Table 94 Stock Price Change 1/15/02-1/13/05. 97

Table 95 Stock Price Change 1/15/04-1/15/03. 98

Table 96 Indexed Stock Price Performance 1/14/2002-1/13/2005. 99

Table 97 Indexed Stock Price Performance 1/14/2004-1/13/2005. 100

Table 98 Indexed Stock Price Performance 1/14/2000-1/15/2003. 101

Table 99 Indexed Stock Price: Larger Companies. 102

Table 100 Indexed Stock Price: U.S. Companies. 103

Table 101 Indexed Stock Price: Japanese Companies. 104

Table 102 Major Game Industry Acquisitions of Past Ten Years by Date. 105

Table 103 Major Game Industry Acquisitions of Past Ten Years by Purchase Price. 110

Table 104 Major Game Industry Acquisitions of Past Ten Years by Acquirer 115

 

 

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