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.

Sonic Frontier Sales

Japanese Video Game Companies Increase Focus on Western Markets

Posted on
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 Japan grew by de…..
Read More Japanese Video Game Companies Increase Focus on Western Markets
Video Game Market Forecast

New DFC Game Industry Forecasts Are Looking Bullish

Posted on
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…..
Read More New DFC Game Industry Forecasts Are Looking Bullish
CMA Microsoft Activision

Do CMA Findings Jeopardize Microsoft Activision Blizzard Deal?

Posted on
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 …..
Read More Do CMA Findings Jeopardize Microsoft Activision Blizzard Deal?
Nintendo Switch Unit Sales

Nintendo Lowers Switch Forecast Again

Posted on
For the third fiscal quarter ending 12/31/22, Nintendo announced revenue declined 8% to ¥638,204.  Switch unit sales declined 23% in Q3 to 8.2 million.  For the full fiscal year ending 3/31/23, Nintendo lowered its forecast for Switch hardware units to 18 million. Software sales for Nintendo were only down 3% in the third quarter.  However digital software sales were up 10% and downloads of packaged software was up 28% compared with the previous year quarter.  Pokemon Scar…..
Read More Nintendo Lowers Switch Forecast Again
Video Game Stock Index

Video Game Stock Index Up 12% in January

Posted on
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 four…..
Read More Video Game Stock Index Up 12% in January
Video Game Stock Index

Video Game Companies Outperform Market in 2022

Posted on
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…..
Read More Video Game Companies Outperform Market in 2022

Get The Latest Briefings and Trends Reports

No posts

Guide to DFC Analysis