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.
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Guide to DFC Analysis
SteelSeries: A Leader in High-End Video Game Accessories
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 …..
Google’s Cloud Game Strategy Post Stadia
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…..
Is Microsoft Activision Blizzard Deal Dead?
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…..
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
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?
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 …..
Get The Latest Briefings and Trends Reports
Cloud Gaming and Interactive Streaming: Analysis and Forecasts
This report is a detailed look at cloud games and how concepts like the metaverse and MILEs (Massive Interactive Live Events) are particularly suited for cloud technology and are expected to drive growth. Includes five-year cloud gaming forecast.
Briefings and Trends Subscription Program
DFC Intelligence releases regular briefs on the current state of the video game industry. Our Briefings and Trends subscription program is for clients that want access to briefs as they are released throughout the year.
Video Game Market Quarterly Overview
The quarterly DFC Intelligence Video Game Market Overview looks at the latest performance, trends and forecasts for the key segments of the global video game industry. The overviews are available individually or as part of a annual subscription. Past overview reports are available on request.