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

Gaming Giants: Amazon Expands Video Game Publishing

Posted on
Overview As the video game industry has become a key driver of consumer leisure expenditures, many leading media enterprises are actively entering the space.  Microsoft’s pending acquisition of Activision Blizzard is one of the largest media deals ever. Of course, Microsoft has been a major player in video games for years.  The fact that Microsoft is taking the acquisition route after years of struggling in the console game business shows 1) how difficult it…..
Read More Gaming Giants: Amazon Expands Video Game Publishing

Driving the Future of Advertising in the Metaverse

Posted on
An Interview with Moonrock Labs In recent years the concept of the metaverse has exploded in popular imagination.  Much of this has been hype focused on a future world where everyone is wearing a virtual reality headset. The reality is the metaverse has been an evolving concept for years.  DFC Intelligence has published several reports looking at the history of the metaverse in video games going back to the …..
Read More Driving the Future of Advertising in the Metaverse

Game Subscription Services in the Metaverse Era

Posted on
After a protracted government approval process the Microsoft acquisition of Activision Blizzard looks like it should go through by the end of the year.  This will place Microsoft in possession of some of the most most successful IP in the video game industry heading into 2024.  However, while Activision content helps Xbox become more competitive with Sony, it does not give Microsoft a significant long-term advantage given evolving industry trends.  Video games are heading towards a single …..
Read More Game Subscription Services in the Metaverse Era

SteelSeries: A Leader in High-End Video Game Accessories

Posted on
Video game consumers are a demanding audience.  Gamers now pay top dollar for premium hardware accessories including keyboards, headsets, controllers, mice and even mousepads.  The market for high-end video game accessories continues to grow at a rapid pace.  After strong growth in 2020 and 2021, there was a downturn in 2022.  However, the new DFC Intelligence forecast pred…..
Read More SteelSeries: A Leader in High-End Video Game Accessories

Google’s Cloud Game Strategy Post Stadia

Posted on
DFC Intelligence is doing a series of reports and in-depth research on the future of cloud games, live service games and the emergence of games as a service.  As part of this research, we are talking with experts from the leading companies in the industry.  With products like Google Play and YouTube Google has been a behind-the-scenes leader in video games for years. Becoming a leader in AAA games has been more challenging. Early this year Google shut down its cloud game s…..
Read More Google’s Cloud Game Strategy Post Stadia
CMA Microsoft Activision

Is Microsoft Activision Blizzard Deal Dead?

Posted on
The U.K. Competition and Markets Authority (CMA) has announced that it is blocking the proposed Microsoft purchase of Activision Blizzard. Does this mean the deal is dead? The answer is complex. Summary: AKA Just Give Me the Answer DFC gets a ton of questions on this subject so we are providing a full summary of events here. However, for the quick summary: No the deal is not dead! However, Microsoft will likely need to make further compromises to appease regulators. The questi…..
Read More Is Microsoft Activision Blizzard Deal Dead?

Get The Latest Briefings and Trends Reports