Who is Worth More?  Sony and Nintendo Market Value

Who is Worth More?  Sony and Nintendo Market Value

In June 2017, Nintendo Co stock made news when its company market value passed Sony.  This was not the first time that had happened.  However, it did have a great deal of investors asking us about the relative market value of both Sony and Nintendo.  So, when it comes to Sony and Nintendo market value which company is worth more? One would think this is a rhetorical question.  Nintendo is a pure play video game company.  Sony has many divisions and products, including a video game.....
Video Game Industry Segments: Games as a Service versus Traditional Games

Video Game Industry Segments: Games as a Service versus Traditional Games

The recent DFC report The Business of Video Games breaks the game industry into multiple segments. At a high level the biggest distinction is between traditional pay-to-play games and games as a service. These are almost two entirely separate businesses and it will be interesting to see how many companies can play in both segments. Overview Pay-to-play is what most people think of as the traditional console .....
NCSoft Mobile Game Success Shows Potential For EA, Nintendo and Others

NCSoft Mobile Game Success Shows Potential For EA, Nintendo and Others

Last week we discussed the success casual PC game companies had going to mobile games.  Meanwhile, AAA game companies have struggled finding success with mobile games.  However, when they do it they can hit big.  The most recent example is Korea’s NCSoft.  NCSoft’s mobile game success may show that companies like Nintendo and Electronic Arts really do have untapped potential in mobile. NCSoft is perhaps best known in Western markets for their Guild Wars games.  However, th.....

E3 2018 Roundup Part 2: Looking to the Future, New Consoles and the Netflix of Video Games

This our E3 2018 Roundup Part 2.  In part one we looked at: The strength of AAA games in a world of free-to-play products The controversial issue of loot boxes The top games for the second half of 2018 and early 2019 This second part of our E3 2018 Roundup will focus on: A look at each of the major game publishers Highlights from the major console manufacturers inc.....

E3 2018 Roundup Part One

Another E3 has come and gone and it is time to assess where the video game industry is headed.  In a few weeks, DFC Intelligence will be releasing its latest industry forecasts as well as providing analysis of over 400 upcoming games for console and PC.  In the mean time we thought we would provide a two-part E3 2018 Roundup. In our E3 2018 Roundup we are going to focus on several issues. In part one, our major trends include: The strength of AAA games in a world .....