Video Game Stock Portfolio has 20% Return for the First 3 Months of 2023

Video Game Stock Portfolio has 20% Return for the First 3 Months of 2023

Video game stocks did well in the first quarter of 2023.  Stocks in the general video game stock index were up 15% while stocks in the DFC Intelligence Video Game Stock Portfolio showed a 20% return between the first week of January through early April.  This compares with only a 7% increase for the S&P 500. Hardware companies had the strongest gains with Turtle Beach (NASDAQ: HEAR) increasing 52% and Corsai.....
Global Video Game Audience Reaches 3.7 Billion

Global Video Game Audience Reaches 3.7 Billion

The latest DFC Intelligence report shows the number of global video game consumers has soared to 3.7 billion. This is closing in on nearly half of the global population as video games become ubiquitous. The new numbers were reported as part of the latest release in the DFC Video Game Consumer Segmentation service. The reality is the overall number of video game consum.....
Will Xbox First-Party Software Catchup to PlayStation in 2023?

Will Xbox First-Party Software Catchup to PlayStation in 2023?

It is no secret that in recent years Microsoft has made a significant investment in beefing up its internal video game software development.  However, since the 2020 launch of the PlayStation 5 and Xbox Series X/S, Sony has been ahead when it comes to notable first-party software.  This may be changing going forward as some big-name exclusives are scheduled to launch for Xbox platforms. As PlayStation 5 shortages ease, the new .....
Don’t Blame the Economy for Poor Video Game Sales

Don’t Blame the Economy for Poor Video Game Sales

As Warner Bros Hogwarts Legacy becomes the latest title to announce record sales it is clear that the video game industry is back on track.  Consumers are in a buying mode, and it is up to companies to execute by delivering quality products.  Blaming the economy is no longer a valid excuse. PlayStation 5 is Now Available! Last year was tough for the video game industry.....
Japanese Video Game Companies Increase Focus on Western Markets

Japanese Video Game Companies Increase Focus on Western Markets

In a tough 2022, Japanese video game publishers did surprisingly well in the high-end North American and Europe markets.  This is an indication of a trend of Japan IP having a larger impact on the global market.  It also highlights some major differences between pay-upfront business models and live services/free-to-play models. Japanese Companies Dominated the Late 1980s and early 1990s With the rise of Nintendo in the 1980s, publishers from .....
New DFC Game Industry Forecasts Are Looking Bullish

New DFC Game Industry Forecasts Are Looking Bullish

The fourth calendar quarter of the video game industry has always been about big product releases. However, as the final results from 2022 are being released through the month of February, it continues to become clear that new hit titles are only one portion of what has become a massive business. Going forward, DFC Intelligence is redefining its forecast to closely align with tracking the live services segment. The good news is the video game in.....
Do CMA Findings Jeopardize Microsoft Activision Blizzard Deal?

Do CMA Findings Jeopardize Microsoft Activision Blizzard Deal?

The U.K. Competition and Markets Authority (CMA) published its latest findings in its ongoing inquiry into the Activision Blizzard merger.  These provisional findings are part of the ongoing Phase 2 investigation that started last September and is scheduled to be completed by April 26, 2023. The 275-page document concludes with two major issues: The full report is available .....