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.....
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.....
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.....
PlayStation 4 Game Sales Now Over 1 Billion Games Sold

PlayStation 4 Game Sales Now Over 1 Billion Games Sold

In a press release Sony Interactive Entertainment announced that the cumulative PlayStation 4 game sales has reached 1.18 billion through the end of 2019.  This is up from 924 million at the end of 2018.  This announcement was an update from their previous estimate released earlier this month at CES. The figure released at the Sony CES press conference on January 7, 2020 was 1.15 billion through 2019 and 876 million through 2018.  In other words, the software sales figur.....
Major Video Game Announcements at CES 2020

Major Video Game Announcements at CES 2020

The Consumer Electronics Show (CES) is always the first show of the New Year.  This is an event more about the future than what is actually currently going on in the marketplace.  CES 2020, held in Las Vegas January 7 to January 10, was no exception. The video game industry rarely pays much attention to CES.  However, this is a show about hardware and there are always some goofy gadgets looking to take the game world by storm.  CES shows that Sony, Microsoft and Nin.....
Where are the Video Games for Holiday 2019?

Where are the Video Games for Holiday 2019?

The last three months of the year have historically been make or break time for the video game industry.  However, as the PlayStation 4 and Xbox One slowly decline, 2019 is different. New offerings for the end of 2019 are sparse. Thankfully, in today’s market, the investment community has a better understanding of long-term industry trends.  There is surprisingly little panic. The latest DFC Intelligence brief l.....
Nintendo Switch Should Dominate Holiday 2019

Nintendo Switch Should Dominate Holiday 2019

For the past decade, Nintendo has underperformed.  This has changed recently as the Nintendo Switch has been a star performer the past year.  Going into holiday 2019, and the end of a rough decade for the company, Nintendo is looking stronger than ever. The Wii, launched in 2006, was Nintendo’s most successful console system, eventually selling 100 million units.  However, the Wii was more of a short-term hit.  Its unique motion control system proved to be somewhat of a novelty......

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