Will Roblox Be Biggest Video Game IPO Ever?

Will Roblox Be Biggest Video Game IPO Ever?

Roblox is a video game company that has flown under the radar for many years. This is likely to change this month as the company prepares to go public. Roblox has the potential to become one of the biggest video game IPOs ever. The potential IPO was first announced last fall. The listing has been delayed several times but is currently set for March 10. Roblox will trade on the New York Stock Exchange under the symbol RBLX. The Roblox IPO has flown somewhat under the radar in par.....
Which Video Game Company Stock Is The Next GameStop?

Which Video Game Company Stock Is The Next GameStop?

Video game retailer GameStop made national news when its stock soared this past week.  Most of this rise was due to factors unrelated to the video game industry.  However, it is a sign of a larger trend that will definitely impact video game industry analysis. At the start of 2021, GameStop was under $20 a share.  This represented a nice upward trend, as the stock had been in the $5 range the previous year.  GameStop has had a very low value because its brick.....
Can CD Projekt Recover from the Cyberpunk 2077 Disaster?

Can CD Projekt Recover from the Cyberpunk 2077 Disaster?

CD Projekt, based in Poland, is the developer and publisher of Cyberpunk 2077.  The company has been around for many years, but DFC Intelligence first became interested in them when they launched Good Old Games/GOG.com back in 2008. Good Old Games was designed as a digital distribution service for PC games along the lines of Steam.  The twist was they focused on older IP.  DFC did an analysis of the GOG and CD Projekt back .....
Key Strategic Investors Make Major Bet on Interactive Game Streaming Technologies

Key Strategic Investors Make Major Bet on Interactive Game Streaming Technologies

Genvid Technologies focuses on what many would consider an obscure area, interactive streaming SDKs for game developers. However, this is an area that could drive a new future of game industry business models. Investors tend to agree as the company announced an oversubscribed Series B round from important strategic investors. The new funding round is for $33 million, raising the total investment in Genvid to $53 million. However, it was not the amount of money that made this investment.....
Is Fortnite Killing Game Company Stocks?

Is Fortnite Killing Game Company Stocks?

Since last October major game company stocks have been down significantly.  Of course, much of this was due to an overall market decline.  However, as market indexes have bounced back, game companies are still down.  One of the big culprits many people are pointing to for this decline is Fortnite. DFC Intelligence does regular calls with investors about individual company performance.  Recently there have been quite a few calls from investors asking how much Fortnite is having an i.....

Losing Bungie Raises Big Concerns about the Destiny of Activision

In the past few months, a big topic for DFC Intelligence analysts has been investor concern over the fate of big game publishers Electronic Arts and Activision Blizzard.  This issue really came to a head with the announcement that Bungie, developer of the Destiny franchise, was making a break from its publisher Activision.  What exactly does this announcement say about the future of a company like Activision Blizzard?  To be cute, in other words, what is the destiny of Activision? D.....
Ubisoft Versus Take-Two Interactive: When Less is More

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 remaining notable mid-size publishers focused on AAA-console games.  The companies have a similar revenue base so we thought it would be interesting to compare Ubisoft versus Take-Two Interactive. In terms of revenue, both Take-Tw.....