Dossier - DFC Intelligence

The DFC Dossier was launched in 2007 to provide analysis and insights into the video game industry. The goal was to highlight the nuances behind DFC Intelligence forecasts. Originally the Dossier was delivered as a PDF file with news, company and product profiles, interviews, and forecasts. The Dossier is now online with core articles available on the main Dossier page. DFC analysis of the latest news can be found on the News page. Detailed forecasts for individual companies and stocks can be found on the DFC Intelligence Video Game Stock Index which launched in 2023, as well as the Market Leaders section which has profiles and the latest stock quotes for companies in the video game space.

Be sure and sign up for free to get regular updates as well as briefs that are not published on the website.

Guide to DFC Analysis

DFC Dossier: Articles and analysis of current trends
News: Commentary on the latest industry news
DFC Intelligence Video Game Stock Index: real-time quotes on companies in the DFC index and stock portfolio
Company Analysis: Current stock quotes and links to individual company profiles and quotes
Software Game Industry Market Leaders: Links to analysis of video game software and services companies
Hardware Game Industry Market Leaders: Links to analysis of hardware manufacturers active in the video game industry
Conglomerates: Links to analysis of large diversified companies active in the video game industry

Video Game Stock Index Up 12% in January

Posted on February 3, 2023

The DFC Intelligence Video Game Stock Index and Video Game Stock Portfolio were launched on January 3, 2023. In its first month companies in the index reported an average 12% gain. The largest gain was among the larger conglomerate companies that ironically announced some significant recent layoffs. Meta was the best performer, showing a 51% increase for the month, much of it in the past few days, after reporting …..

Video Game Companies Outperform Market in 2022

Posted on January 31, 2023

At the start of 2023, the DFC Intelligence Video Game Stock Index was launched. The goal is to track how well the video game industry is doing in comparison to other industries. In analyzing the first year of data, video game stocks actually did not do as bad as overall tech stocks and stocks of larger conglomerates. Pure-Play Video Game Companies Outperform The initial DFC index…..

Does Nintendo Have the Best Online Subscription Service?

Posted on January 26, 2023

A great deal of attention has been focused on Microsoft’s Game Pass subscription service. However, the recent Microsoft quarterly earnings show that the service does not appear to be doing much for Microsoft’s bottom line. Revenue from both Xbox hardware and content and services declined during the holiday 2022 season. This begs the question, does Microsoft’s game business model make sense…..

Corsair Looking to Have Strong 2023

Posted on January 20, 2023

Like many companies in the hardware sector, Corsair Gaming (NASDAQ: CRSR) had a tough 2022. From January 2022 to January 2023, Corsair stock was down 37% as revenue declined significantly. There were many issues facing Corsair in the past year. This included high prices/GPU shortages slowing new PC builds, as well as economic conditions in Europe. However, the U.S. showed signs of making a comeback and a new genera…..

Activision Stock Price Depends on Microsoft Acquisition

Posted on January 19, 2023

Activision Blizzard (NASDAQ: ATVI) was one of the strongest performers in the DFC Intelligence Video Game Stock Index for 2022. From January 2022 to January 2023, ATVI stock price increased 15% versus an average 30% decline in the index. Of course, the reason for the increase was that Microsoft announced plans to buy Activision Blizz…..

DFC Intelligence Launches Video Game Stock Index

Posted on January 18, 2023

Stock prices in the video game and interactive entertainment industry soared during COVID stay-at-home orders. In 2022, stock prices came down across the board. As the global economy heads towards a potential recession now is the time to evaluate company valuation. To track the overall video game industry, DFC has launched the DFC Intelligence Video Game Stock Index. Introducing the Video Game Stock Index T…..