E3 2021 Highlights Shift in Industry Strategy

E3 2021 Highlights Shift in Industry Strategy

Virtual E3 came and went without any major announcements.  However, the lack of news was itself newsworthy.  The E3 show highlighted how the console manufacturers have vastly different strategies going forward. The E3 show has always been primarily about the major console systems from Microsoft, Sony, and Nintendo.  In recent years, Sony has dropped out of E3 while Nintendo focuses primarily on its Nintendo Direct event.  So the real hope was that E3 week would spur.....
Western Game Companies Lead Record Growth In PC Games

Western Game Companies Lead Record Growth In PC Games

After several years of flat to stagnant growth the PC game market grew 19% in 2020 to reach $36 billion. While much of this growth was because of increased usage due to stay-at-home orders, there are encouraging long-term signs for PC games. The most notable trend in PC games is that Western publishers are now among the biggest players in terms of revenue. For many years, China and Asia in general have been the dominant players in the PC game space. Market growth slowed as much of the .....
Will Roblox Be Biggest Video Game IPO Ever?

Will Roblox Be Biggest Video Game IPO Ever?

Roblox is a video game company that has flown under the radar for many years. This is likely to change this month as the company prepares to go public. Roblox has the potential to become one of the biggest video game IPOs ever. The potential IPO was first announced last fall. The listing has been delayed several times but is currently set for March 10. Roblox will trade on the New York Stock Exchange under the symbol RBLX. The Roblox IPO has flown somewhat under the radar in par.....
Amazon and Google Bungle Video Game Development

Amazon and Google Bungle Video Game Development

At the end of January, Bloomberg released a well-researched article detailing Amazon’s failure at game development. A few days later Google announced it was shutting down its in-house game development studio for Stadia. To industry insiders these were not big surprises, but they have left many wondering about the future of Amazon and Google i.....
Which Video Game Company Stock Is The Next GameStop?

Which Video Game Company Stock Is The Next GameStop?

Video game retailer GameStop made national news when its stock soared this past week.  Most of this rise was due to factors unrelated to the video game industry.  However, it is a sign of a larger trend that will definitely impact video game industry analysis. At the start of 2021, GameStop was under $20 a share.  This represented a nice upward trend, as the stock had been in the $5 range the previous year.  GameStop has had a very low value because its brick.....
Can CD Projekt Recover from the Cyberpunk 2077 Disaster?

Can CD Projekt Recover from the Cyberpunk 2077 Disaster?

CD Projekt, based in Poland, is the developer and publisher of Cyberpunk 2077.  The company has been around for many years, but DFC Intelligence first became interested in them when they launched Good Old Games/GOG.com back in 2008. Good Old Games was designed as a digital distribution service for PC games along the lines of Steam.  The twist was they focused on older IP.  DFC did an analysis of the GOG and CD Projekt back .....
Can Video Game Software Really Sell at $70

Can Video Game Software Really Sell at $70

With the new game system launch for PlayStation 5 and Xbox Series S/X many are arguing that this will be the last major console hardware cycle.  However, the bigger issue is around software.  In the emerging digital age can game software maintain a premium price or are games doomed to go the way of the music industry? DFC has long argued that the demand for high-end dedicated hardware is huge and growing.  Ironically, this demand has only grown in the digital era where d.....
PlayStation 5 and Xbox Series: Is This the Last Generation of Video Game Console Systems?

PlayStation 5 and Xbox Series: Is This the Last Generation of Video Game Console Systems?

As a new generation of game consoles launches many observers are again wondering if this will be the end of the console era. In other words, as games go online, will game hardware, like many consumer electronics products, become a commodity? This question has been asked for years, but now takes on new importance given the strategy of companies like Microsoft that increasingly view game offerings as part of a hardware agnostic service. The PlayStation 5 and Xbox Series S/X will be in sh.....