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.....
Will Apple be Joining the Netflix of Games?

Will Apple be Joining the Netflix of Games?

Well, we said it in our welcome to 2019 brief on January 8.  We predicted that 2019 would be the year where everyone talks about the Netflix of Games.  The competition continues to heat up as now we may be adding Apple to the picture. The latest news this week were rumors that Apple was looking to launch its own game streaming service.  In reality this is not really news as almost every ma.....

Losing Bungie Raises Big Concerns about the Destiny of Activision

In the past few months, a big topic for DFC Intelligence analysts has been investor concern over the fate of big game publishers Electronic Arts and Activision Blizzard.  This issue really came to a head with the announcement that Bungie, developer of the Destiny franchise, was making a break from its publisher Activision.  What exactly does this announcement say about the future of a company like Activision Blizzard?  To be cute, in other words, what is the destiny of Activision? D.....
Ubisoft Versus Take-Two Interactive: When Less is More

Ubisoft Versus Take-Two Interactive: When Less is More

In the recent DFC Intelligence report The Business of Video Games, we classified Take-Two Interactive and Ubisoft as medium-sized traditional publishers.  In fact, they are two of the few remaining notable mid-size publishers focused on AAA-console games.  The companies have a similar revenue base so we thought it would be interesting to compare Ubisoft versus Take-Two Interactive. In terms of revenue, both Take-Tw.....
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 .....

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