Dossier

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

Could New Nintendo System Leapfrog PlayStation 5?

Posted on November 18, 2022

The Nintendo Switch is arguably the most successful video game system ever. At least for Nintendo, if not for major third-party publishers. Of course, nothing lasts forever and inevitably Nintendo will need to release a new system. Given current market conditions, a major question is will a new Nintendo console with a strong online component for live service games make the PlayStation 5 obsolete? Switch In Downcycle Switch sales hit records in both 2020 and 2021. Nevert…..

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Nintendo Switch Sales Forecast Lowered

Posted on November 12, 2022

For the first half of fiscal 2023 that ended 9/30/22, Nintendo reported Switch hardware sales down from 8.3 million units in the previous year period to 6.7 million.  In addition, forecasts for the year were lowered from 21 million Switch units to 19 million units. Analysis Despite the decline in hardware unit sales, Nintendo reported an increase in revenue.  This was largely due to favorable exchange rates with a strong U.S. dollar compared to the Japanese yen.  Neverthele…..

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Microsoft Acquisition of Activision Blizzard Enters Phase 2

Posted on October 29, 2022

One of the biggest issues of 2022 has been the potential Microsoft acquisition of Activision Blizzard. DFC Intelligence continues to argue that events of recent months indicate the deal is should get approved. Multiple Government Agencies Review the Deal There are several agencies around the globe looking at the Microsoft acquisition from a regul…..

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Can Microsoft Control PC Game Distribution?

Posted on October 17, 2022

PC game sales soared in 2020 driven by Covid stay-at-home orders. Sales leveled off in 2021 and the latest DFC forecasts predict a slight decline in 2022. However, at $37 billion a year the PC game business is as strong as ever and is the most lucrative platform for a wide range of products. With the potential Microsoft acquisition of Activision Blizzard, a major question is whether there will be a shakeup in PC software di…..

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Microsoft Acquisition of Activision Blizzard Should Be Approved

Posted on September 5, 2022

Going into the last part of 2022 it is looking like the Microsoft acquisition of Activision Blizzard (ATVI) will be approved. Microsoft has successfully framed the deal as a means of improving its competitive position in the PC game and console game spaces, an area where Microsoft has struggled against Valve and Sony. However, becoming more competitive in the video game business is not the primary consideration driving the acquisition. The reality is that acquiring ATVI is not about Mi…..

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Few Major Video Game Releases for 2022

Posted on July 18, 2022

It is no secret that the upcoming video game release schedule is limited.  Many big titles have been delayed until 2023 and beyond.  Surprisingly this could be a good thing for the industry and the titles that are released could see record sales. Of course, COVID is once again the primary culprit for product delays.  Hardware shortages occurred almost immediately with the 2020 shutdown.  However, with software products that have a 2-year plus development cycle the i…..

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