Activision Blizzard Removes Games from GeForce Now

Last week Activision Blizzard (Nasdaq: ATVI) released its annual results for 2019.  Revenue was down over 2018, but the stock had a nice increase.  This week ATVI announced it would remove its [...]

Activision Blizzard Sees Success with World of Warcraft Classic Sales

Large video game publishers have significant value in their historic franchises.  Unfortunately, they have often struggled to take full advantage of those evergreen classics.  Activision Blizzard [...]

Will it be Sony and Microsoft versus Google and Amazon?

Last week many industry observers were surprised when Sony and Microsoft announced a deal to work together on cloud games/AI and other technology.  This deal was done at the highest level of both [...]

Digital Lego: Can Lego Remain Relevant in the Digital Age

In recent months, a major question being asked of DFC Intelligence is the impact of Fortnite on the overall video game industry.  Our overall take has been that Fortnite is not taking away [...]

Ubisoft Versus Take-Two Interactive: When Less is More

In the recent DFC Intelligence report The Business of Video Games, we classified Take-Two Interactive and Ubisoft as medium-sized traditional publishers.  In fact, they are two of the few [...]