Lego Nintendo Partnership Underwhelms

Lego Nintendo Partnership Underwhelms

Lego and Nintendo are two of the most popular brands not just for children, but also for adults.  Therefore rumors the two companies were partnering led to a great deal of excitement among older fans on the Internet.  However, the initial Lego Nintendo partnership reveal was underwhelming. The Lego Group release announced plans to launch interactive Lego sets based on Super Mario.    They described these sets as neither a video game nor a traditional Lego brick-based set.  The ful.....
Steam Workshop Drives User Generated Content

Steam Workshop Drives User Generated Content

As part of its latest research into user-generated content (UGC), DFC has been interviewing gamers across the spectrum. Some of our most surprising findings have come from teenage girls. This surprisingly sophisticated user base clearly prefers Steam over Electronic Arts.  In large part this is driven by the Steam Workshop. Today’s game market consists of so many distinct markets and user types it is crucial to talk to many types of users. DFC is doing research on UGC and open-world.....
New Microsoft Xbox Series X Announcements

New Microsoft Xbox Series X Announcements

On February 24, Xbox head Phil Spencer released a blog post with the latest on the Xbox Series X.  This was the latest in a trickle of new information about the upcoming game system.  Once again, this is line with what DFC believes is a solid strategy of slowly leaking information to an eager audience. The official Microsoft blog post contained little in the way of new information.....
When Will We Officially See the PlayStation 5 and Xbox Series X?

When Will We Officially See the PlayStation 5 and Xbox Series X?

The year is young, but we are already looking towards the upcoming holiday season. There has been a continuing drought in terms of new big-ticket games being released. Right now, it looks that the launch of new console systems this fall may not see much in the way of new product. This begs the question, do the new console systems even need games to be successful? Of course, that is a rhetorical question and the answer is of course the PlayStation 5 and Xbox Series X need games. However.....
Activision Blizzard Removes Games from GeForce Now

Activision Blizzard Removes Games from GeForce Now

Last week Activision Blizzard (Nasdaq: ATVI) released its annual results for 2019.  Revenue was down over 2018, but the stock had a nice increase.  This week ATVI announced it would remove its games from the newly launched GeForce Now streaming service.  So, what is up with Activision? In 2019, Activision revenue was $6.5 billion versus $7.0 billion for 2018.  Net income in 2019 was $1.5 billion versus $1.8 billion the previous year.  However, the week after th.....
Sony Stock Jumps as Game Revenue Declines

Sony Stock Jumps as Game Revenue Declines

On Monday February 3, Sony Corporation (NYSE: SNE) announced total revenue results that were flat, but down significantly in the video game division.  Ironically Sony stock rose on the news.  This was in sharp contrast to Nintendo that a few days before had seen its stock drop after reporting a significant revenue increase. The recent third fiscal quarter for Sony ended on December 31, 2019.  Overall revenue in the quarter was up 3% over Q3 2018.  However, net incom.....
Nvidia GeForce NOW is Strong Competitor to Google Stadia

Nvidia GeForce NOW is Strong Competitor to Google Stadia

The GeForce NOW cloud gaming service has been operating for several years. Today in a blog post, Nvidia announced GeForce Now is open for all and the service is officially launching. GeForce Now is launching as a $5 a month subscription service. This $5 price includes the first 3-months free and is good through 2020. There is also a free.....
Nintendo Sales Strong/ Stock Drops

Nintendo Sales Strong/ Stock Drops

Last week Nintendo announced its earnings for the nine months ending 12/31/2019.  As expected Nintendo sales were strong.  However, they were not strong enough to please investors who punished Nintendo stock. DFC Intelligence had forecasted a strong holiday season for the Nintendo Switch and it delivered.  For the second half of 2019, Switch hardware sales were up 31% over 2018.&nb.....

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