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
News Analysis Articles
Nintendo Releases Patch for Pokemon
On December 1, 2022, Nintendo released a software update for the newly launched Pokemon Scarlett and Pokemon Violet titles. With the release of the update, Nintendo acknowledged performance issues with the games and issued an apology.
Analysis
The new Pokemon games have sold well but had well-documented performance issues with graphical glitches and fram…..
On December 1, 2022, Nintendo released a software update for the newly launched Pokemon Scarlett and Pokemon Violet titles. With the release of the update, Nintendo acknowledged performance issues with the games and issued an apology. Analysis The new Pokemon games have sold well but had well-documented performance issues with graphical glitches and frame rate …..
On December 1, 2022, Nintendo released a software update for the newly launched Pokemon Scarlett and Pokemon Violet titles. With the release of the update, Nintendo acknowledged performance issues with the games and issued an apology. Analysis The new Pokemon games have sold well but had well-documented performance issues with graphical glitches and frame rate …..
CD Projekt Has Solid Profit
For the first nine months of fiscal 2022 ending 9/30/22, CD Projekt (OTC: OTGLY) reported that net sales were flat at €133 million. However, the company showed a net before-tax profit of €57 million (up from €29 million in the first nine months of 2021).
Analysis
CD Projekt is recovering from its disastrous launch of Cyberpunk 2077 in December 2020. Cyberpunk is actually enjoying…..
For the first nine months of fiscal 2022 ending 9/30/22, CD Projekt (OTC: OTGLY) reported that net sales were flat at €133 million. However, the company showed a net before-tax profit of €57 million (up from €29 million in the first nine months of 2021). Analysis CD Projekt is recovering from its disastrous launch of Cyberpunk 2077 in December 2020. Cyberpunk is actually enjoying…..
For the first nine months of fiscal 2022 ending 9/30/22, CD Projekt (OTC: OTGLY) reported that net sales were flat at €133 million. However, the company showed a net before-tax profit of €57 million (up from €29 million in the first nine months of 2021). Analysis CD Projekt is recovering from its disastrous launch of Cyberpunk 2077 in December 2020. Cyberpunk is actually enjoying…..
Nvidia Data Center Revenue Soars Past Gaming
Nvidia (NASDAQ: NVDA) revenue for the third quarter ending 10/31/22 was $5.93 billion, down 17% from the previous year quarter. Data center revenue was up 31% to $3.83 billion while gaming revenue was down 51% from the previous year to $1.57 billion.
Analysis
Nvidia has had a rough year in its game segment. Shortages led to high prices and it was hard to find graphic cards in the first part of the year. Going into the second half of 2…..
Nvidia (NASDAQ: NVDA) revenue for the third quarter ending 10/31/22 was $5.93 billion, down 17% from the previous year quarter. Data center revenue was up 31% to $3.83 billion while gaming revenue was down 51% from the previous year to $1.57 billion. Analysis Nvidia has had a rough year in its game segment. Shortages led to high prices and it was hard to find graphic cards in the first part of the year. Going into the second half of 2…..
Nvidia (NASDAQ: NVDA) revenue for the third quarter ending 10/31/22 was $5.93 billion, down 17% from the previous year quarter. Data center revenue was up 31% to $3.83 billion while gaming revenue was down 51% from the previous year to $1.57 billion. Analysis Nvidia has had a rough year in its game segment. Shortages led to high prices and it was hard to find graphic cards in the first part of the year. Going into the second half of 2…..
Embracer Group Revenue Grows Via Acquisition
For the first six months of fiscal 2023 ending 9/30/22, Embracer Group (EMBRAC-B.ST) saw net sales grow 148% from the first six months of FY 22 to SEK 16,687. In the second quarter ending 9/30 revenue grew 190% to SEK 9,569.
PC/Console games accounted for 38% of revenue, mobile games were 18%, tabletop games were 35% and entertainment services were 9%.
Analysis
Sweden-based Embracer Group has been on an acquisition spree the past few years…..
For the first six months of fiscal 2023 ending 9/30/22, Embracer Group (EMBRAC-B.ST) saw net sales grow 148% from the first six months of FY 22 to SEK 16,687. In the second quarter ending 9/30 revenue grew 190% to SEK 9,569. PC/Console games accounted for 38% of revenue, mobile games were 18%, tabletop games were 35% and entertainment services were 9%. Analysis Sweden-based Embracer Group has been on an acquisition spree the past few years…..
For the first six months of fiscal 2023 ending 9/30/22, Embracer Group (EMBRAC-B.ST) saw net sales grow 148% from the first six months of FY 22 to SEK 16,687. In the second quarter ending 9/30 revenue grew 190% to SEK 9,569. PC/Console games accounted for 38% of revenue, mobile games were 18%, tabletop games were 35% and entertainment services were 9%. Analysis Sweden-based Embracer Group has been on an acquisition spree the past few years…..
NetEase has Solid Q3 Revenue Growth
For the third quarter of fiscal 2022 that ended 9/30/22 NetEase (NASDAQ: NTES) revenue increased 10% to RMB 24.4 billion ($3.4 billion) with games up 9.1% to RMB 18.7 billion ($2.6 billion) over Q3 2021. For the first nine months of 2022, revenue was up 13% to RMD 71.1 billion ($9.9 billion).
Analysis
Games and their related services accounted for 77% of NetEase’s revenue in the third quarter. Mobile games accounted for 69% of game revenue wi…..
For the third quarter of fiscal 2022 that ended 9/30/22 NetEase (NASDAQ: NTES) revenue increased 10% to RMB 24.4 billion ($3.4 billion) with games up 9.1% to RMB 18.7 billion ($2.6 billion) over Q3 2021. For the first nine months of 2022, revenue was up 13% to RMD 71.1 billion ($9.9 billion). Analysis Games and their related services accounted for 77% of NetEase’s revenue in the third quarter. Mobile games accounted for 69% of game revenue wi…..
For the third quarter of fiscal 2022 that ended 9/30/22 NetEase (NASDAQ: NTES) revenue increased 10% to RMB 24.4 billion ($3.4 billion) with games up 9.1% to RMB 18.7 billion ($2.6 billion) over Q3 2021. For the first nine months of 2022, revenue was up 13% to RMD 71.1 billion ($9.9 billion). Analysis Games and their related services accounted for 77% of NetEase’s revenue in the third quarter. Mobile games accounted for 69% of game revenue wi…..
Blizzard and NetEase will Suspend China Game Services
Blizzard Entertainment, a division of Activision Blizzard, announced that due to the expiration of its licensing agreement with NetEase it will suspend China services of most Blizzard games on January 23, 2023. The licensing agreement has been in place since 2008 but the two companies could not come to an agreement. In its …..
Blizzard Entertainment, a division of Activision Blizzard, announced that due to the expiration of its licensing agreement with NetEase it will suspend China services of most Blizzard games on January 23, 2023. The licensing agreement has been in place since 2008 but the two companies could not come to an agreement. In its …..
Blizzard Entertainment, a division of Activision Blizzard, announced that due to the expiration of its licensing agreement with NetEase it will suspend China services of most Blizzard games on January 23, 2023. The licensing agreement has been in place since 2008 but the two companies could not come to an agreement. In its …..
Electronic Arts Does Well Without New Games
Electronic Arts announced solid results for its second quarter ending 9/30/22. Overall revenue for the second quarter and the trailing twelve months was up 4% over the previous year period. Live services has represented 73% of revenue over the past 12 months.
Analysis
Electronic Arts’ results are impressive given that they are not releasing many new titles. The only titles that have been released in the first half of fiscal 2023 are…..
Electronic Arts announced solid results for its second quarter ending 9/30/22. Overall revenue for the second quarter and the trailing twelve months was up 4% over the previous year period. Live services has represented 73% of revenue over the past 12 months. Analysis Electronic Arts’ results are impressive given that they are not releasing many new titles. The only titles that have been released in the first half of fiscal 2023 are…..
Electronic Arts announced solid results for its second quarter ending 9/30/22. Overall revenue for the second quarter and the trailing twelve months was up 4% over the previous year period. Live services has represented 73% of revenue over the past 12 months. Analysis Electronic Arts’ results are impressive given that they are not releasing many new titles. The only titles that have been released in the first half of fiscal 2023 are…..
Roblox Revenue Increases
For the first nine months ending 9/30/22, Roblox Corporation (NYSE: RBLX) revenue increased 22% to $1.65 billion. However, net loss was up to $634 million from a loss of $348 million for the first nine months of 2021.
Analysis
Roblox was one of the biggest gaming IPOs ever in March 2021 with an initial market value of over $38 billion. Obviously, performance standards for the company are high…..
For the first nine months ending 9/30/22, Roblox Corporation (NYSE: RBLX) revenue increased 22% to $1.65 billion. However, net loss was up to $634 million from a loss of $348 million for the first nine months of 2021. Analysis Roblox was one of the biggest gaming IPOs ever in March 2021 with an initial market value of over $38 billion. Obviously, performance standards for the company are high…..
For the first nine months ending 9/30/22, Roblox Corporation (NYSE: RBLX) revenue increased 22% to $1.65 billion. However, net loss was up to $634 million from a loss of $348 million for the first nine months of 2021. Analysis Roblox was one of the biggest gaming IPOs ever in March 2021 with an initial market value of over $38 billion. Obviously, performance standards for the company are high…..
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.
