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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The Embracer Group continued to make some big acquisition moves in 2022. This included buying board game company Asmodee for $3 billion and getting the Eidos/Crystal Dynamic properties from Square Enix.
Unfortunately, Embracer’s biggest video game release of 2022, a remake of THQ’s Saints Row, was a disappointment. Overall Embracer Group stock was down 50% in 2022. This compares with an average decline of 30% for the DFC Intelligence Video Game Stock Index…..
Hardware companies in the DFC Intelligence Video Game Stock Index were hammered in 2022 and Nvidia (NASDAQ: NVDA) was no exception. Nvidia stock was down 52% from January 2022 to January 2023. This was after a slight rally toward the end of the year.
The big growth area for Nvidia has been data centers. In the last quarter, Nvidia’s data center revenue was up 31% over the previous year quarter while ga…..
The stock price of hardware and accessories companies was hammered in 2022. Turtle Beach (NASDAQ: HEAR) was no exception as the stock price declined 68% from January 2022 to January 2023.
Going into 2023, DFC Intelligence is bullish on the category in general. As the installed base for PlayStation 5 and Xbox Series X/S catchup to demand it will naturally result in growth for the accessories side. Meanwhile, new graphics cards from Nvidia and AMD are resulting in new P…..
It is no secret that Ubisoft (UBI.PA) has had a rough few years. In 2022, the stock price was down almost 40%. However, the decline had started well before. Ubisoft’s market value has lost about 73% since its peak in mid-2018.
Ubisoft has quite a few projects in the works and they need them to do well. Skull & Bones is a much delayed game that is scheduled for release this March. Avatar: Frontiers of Pandora is an open-work game set in the universe o…..
In January 2022, Take-Two Interactive (NASDAQ: TTWO) announced one of the biggest game industry acquisitions ever with a $12+ billion purchase of mobile game provide Zynga. That news lasted for a week until it was overshadowed by Microsoft’s planned purchase of Activision Blizzard for $68 billion.
While the Microsoft/ATVI deal is struggling to get approval, the Take-Two/Zynga deal was easily completed in May. Now Take-Two is struggling with the difficult process of combin…..
In the DFC Intelligence Interactive Entertainment Stock Index, the Konami Group (9766.T-JP: Tokyo) was one of the strongest performers with a 5% increase in stock price from January 2022 to January 2023. The overall index was down 30%.
Konami was actually one of the few companies to have a nice run in mid-2022. In early June Konami stock was actually up 58% from January 2022. Unfortunately, results for the first half of the year were just OK, nothing to get excited ab…..
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