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
- DFC Dossier: Articles and analysis of current trends
- News Analysis: Commentary on the latest industry news
- DFC Intelligence Video Game Stock Index: real-time quotes on companies in the DFC index and stock portfolio
- Company Analysis: Current stock quotes and links to individual company profiles and quotes
- Software Game Industry Market Leaders: Links to analysis of video game software and services companies
- Hardware Game Industry Market Leaders: Links to analysis of hardware manufacturers active in the video game industry
- Conglomerates: Links to analysis of large diversified companies active in the video game industry
News Analysis Articles
Nintendo Direct Highlights Solid 2023 Lineup
The Nintendo Direct event on February 8 highlighted the upcoming Nintendo Switch products. A major focus was on the upcoming The Legend of Zelda: Tears of the Kingdom which launches May 12, 2023, at $70 for the basic version and $130 for the collector’s edition. Nintendo also did a surprise launch of the long-rumored Metroid Prime Remaster, an update of the 2002 GameCube title. Advance Wars 1+2: Boot Camp is r…..
Nintendo Lowers Switch Forecast Again
For the third fiscal quarter ending 12/31/22, Nintendo announced revenue declined 8% to Â¥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…..
Activision Blizzard Sees Bookings Soar
For the third fiscal quarter ending 12/31/22, Activision Blizzard (NASDAQ: ATVI) saw bookings soar to $3.56 billion, up 45% from the previous year’s quarter. Net revenue was $2.3 billion with $1.2 billion in deferred revenue. Call of Duty: Modern Warfare II saw the highest opening quarter sell-through in franchise history. Blizzard reported its highest quarterly net bookings. Analysis The results for Activision Blizzard were quite strong. Cal…..
Sony Game and Network Services Revenue Soars
Sony Group (NYSE: SONY) reported a 13% year-to-year revenue increase for the third quarter ending 12/31/22. The biggest increase in revenue was the Games and Network Services division which saw revenue increase 53% to Â¥1,246,549 million (about $10 billion). Hardware sales of the PlayStation 5 were the biggest driver of growth for the increasing 119% as unit sales for the PS5 were 7.1 million in the quarter versus 3.9 million in the third quarter ending 12/31/21. However full game …..
AMD Beats Expectations in Q4
For the 4th quarter ending 12/31/22, AMD revenue was up 16% over the previous year to $5.6 billion. For the full year 2022 AMD revenue was up 44% to $23.6 billion. Net income for the year was down 58% to $1.32 billion. Gaming revenue was up 21% for the year to $6.8 billion. However, in the fourth quarter of 2022, AMD reported gaming revenue was down 7% from the previous fourth quarter. Analysis In recent years, AMD has c…..
Electronic Arts Lowers Revenue Forecast
For the third quarter ending 12/31/22, Electronic Arts (NASDAQ: EA) reported net revenue increased 5% over the previous year’s quarter to $1.88 billion. Net income for the quarter was $204 million, up from $66 million for the previous year’s quarter. However net bookings for Q3 FY 23 were down 9% from $2.58 billion the previous year to $2.34 billion for the quarter ending 12/31/22. For the trailing twelve months bookings were down 1% to $7.15 billion Electronic A…..
Square Enix’s Forspoken is First Major Disappointment of 2023
Square Enix’s Forspoken is one of the first major exclusives for PlayStation 5 to launch in 2023. Unfortunately, reviews have been mixed with a current score of only 67 on Metacritic. Analysis Forspoken was a highly anticipated title for both PlayStation 5 and PC. Most reviews have been mixed with some reviewers really enjoying the title. …..
GoldenEye 007 to Launch as Exclusive for Both Nintendo and Microsoft
It has been announced that a remaster of the popular 1997 James Bond first-person shooter will launch January 27 for both Xbox Game Pass and Nintendo Switch Online. It was first announced back in September 2022 that the title would be coming for…..
Articles of Interest
In addition to DFC’s own opinion, we suggest recent third-party articles of interest that include brief comments on why we recommend these articles as subject for future research.