Will it be Sony and Microsoft versus Google and Amazon?

Will it be Sony and Microsoft versus Google and Amazon?

Last week many industry observers were surprised when Sony and Microsoft announced a deal to work together on cloud games/AI and other technology.  This deal was done at the highest level of both companies.  The big question of many observers is whether Sony and Microsoft are teaming up to fight a perceived challenge from newcomers like Google and Amazon? The deal basically has Sony using some of Microsoft’s Azure cloud platform technology to develop game and content streaming serv.....
Winners and Losers in $70 Billion PC Game Hardware Market

Winners and Losers in $70 Billion PC Game Hardware Market

The latest DFC Intelligence forecasts estimate that by 2023 consumer spending on PC game hardware spending will reach $70 billion. This is a big number and it is, of course, attracting all kinds of participants. There will be many companies losing money trying to chase this consumer spending. Just like with the software market, there is no shortage of companies trying to cash in on consumer demand. Iro.....
Spending on PC Game Hardware to Reach $70 Billion

Spending on PC Game Hardware to Reach $70 Billion

When most people talk about the video game industry, they look at consumer spending on games.  However, this is only a portion of the overall video game ecosystem.  There is almost as much spending on the hardware to play video games as there is on the actual games themselves.  In the recent DFC Intelligence PC Game Hardware Forecast report, it is estimated that by 2023 PC game hardware spending will reach $70 .....

Minecraft Village and Pillage Expansion is Big for Microsoft

Minecraft is one of the most popular video games of all time. However, since developer Mojang was acquired by Microsoft in 2014 the game has seemed to stagnate. This seems to be changing. In 2019, DFC Intelligence has seen a major resurgence in Minecraft usage and interest.  The launch of Minecraft Village and Pillage has been a major success. In other words, Minecraft is cool again. DFC has written numerous reports on Minecraft over the years. In many ways, Minecraft is the Lego of t.....
Strong Performance of Video Games in 2018 Sets High Bar for 2019

Strong Performance of Video Games in 2018 Sets High Bar for 2019

DFC Intelligence just released its latest assessment of top 2019 video games.  This also included an analysis of 2018 releases.  Overall, 2018 was a very strong year for video game releases.  Of course, this means sales in 2019 could struggle to match the previous year success. The recent DFC Intelligence forecasts for the video game console.....
Digital Lego: Can Lego Remain Relevant in the Digital Age

Digital Lego: Can Lego Remain Relevant in the Digital Age

In recent months, a major question being asked of DFC Intelligence is the impact of Fortnite on the overall video game industry.  Our overall take has been that Fortnite is not taking away business from most other companies in the industry.  However, there are exceptions.  Toy manufacturer Lego is an example of a company potentially being impacted by products like Fortnite.  So it is worth asking if ther.....
Is Fortnite Killing Game Company Stocks?

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 companies are still down.  One of the big culprits many people are pointing to for this decline is Fortnite. DFC Intelligence does regular calls with investors about individual company performance.  Recently there have been quite a few calls from investors asking how much Fortnite is having an i.....
Forecasting New Video Game Platforms and Market Opportunities

Forecasting New Video Game Platforms and Market Opportunities

Every February, DFC Intelligence looks to assess the performance of the previous year and issue new video game market forecasts. Last year, the video game market performed better than expected. However, investors are leery of the future potential for the industry. In order to help people better understand the game industry opportunities, DFC is launching a major new segmentation for its forecast.  This includes forecasting new video game platforms that have not even been announced. Ov.....