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

PC Game Market Hits $37 Billion

Posted on July 11, 2022

After record sales for PC games in 2020, growth slowed in 2021.  Nevertheless, PC game sales are expected to remain at high levels in the coming years.  The PC has become a true cross-platform play for both console and mobile game manufacturers.  Going forward the line between game hardware platforms will become increasingly blurred even as a growing number of consumers own high-end PCs. In 2021, PC game sales were up 2% to $37 billion.  The …..

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Subscription Services Drive Video Game Market Growth

Posted on June 27, 2022

It is no secret that video game software delays will result in a weak holiday 2022 product lineup.  However, overall video game revenue in 2022 is expected to see continued growth without major new hits.  This is a sign of how the game industry has successfully moved to a games as a service model. In the latest DFC Intelligence market forecast 2022 software revenue from console and PC games …..

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Capcom Announces Resident Evil 4 Remake

Posted on June 4, 2022

Capcom announced that Resident Evil 4 will release for PlayStation 5, Xbox Series X/S, and PC on March 24, 2023.  The series has cumulative shipments of 125 million units since launching in 1996. Analysis The original Resident Evil 4 launched in 2005, so this is a remake.  In DFC surveys of horror video game fans resident Evil and Konami’s Silent Hill come out as fan favorites despite dating back to the 1990s. DFC believes that many established Japan video g…..

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Take-Two Completes Zynga Acquisition

Posted on May 23, 2022

Take-Two Interactive (NASDAQ: TTWO) announced it has completed its acquisition of mobile game developer Zynga.  The deal was announced in January 2022 and valued Zynga at over $12 billion. Analysis Zynga was an original pioneer of social games on Facebook.  The 2011 Zynga IPO was highly hyped.  At the time, DFC Intelligence was a critic of the high valuation.  However, Zynga had clearly impr…..

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DFC Lowers 2022 Video Game Console Forecast

Posted on March 24, 2022

As the first quarter of 2022 comes to an end video game console shortages remain a major issue. Sales potential for both hardware and software has been limited and will remain as an issue throughout the rest of the year. While market growth is still expected, DFC’s forecasts have been lowered in expectation of limited supply. The latest DFC Intelligence forecasts expect 4% growth in the video ga…..

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Embracer Acquires Board Game Company Asmodee

Posted on March 9, 2022

The Embracer Group has completed its $3 billion acquisition of board game company Asmodee.  Asmodee is expected to operate as an independent company. Analysis For the past few years, the Embracer Group has gone on an acquisition spree to become a leader in the video game market.  The acquisition of board game publisher/distributor Asmodee is not only Embracer’s largest yet, but…..

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