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Feb 17 • 4 tweets • 3 min read
1/ Embracer Group posted earnings for their Q3 2021 (Oct - Dec 2021). By most metrics, it's a healthy quarter, with earnings coming in significantly higher YoY. Like other publishers, spending, headcount, and other metrics are up, cutting into margin. #gamingnews #investors
2/ Embracer is the "biggest" they've ever been, with 25 AAA titles in development (through 2026). Like other publishers, the influx of cash from the pandemic went to fueling future growth. They are also preparing for listing on Nasdaq Stockholm.
3/ Highlights include #HotWheelsUnleashed, #DeepRockGalactic, #Valheim, and #Satisfactory. They also discussed acquisitions but we're careful to keep statements at a high level & cautious.
4/ Damn autocorrect used "we're" instead of were. As this point I would pay Twitter a premium fee to have access to an EDIT function. It's ridiculous that I can't fix that. Anyway. Embracer seems to be rolling forward. The true test for the publishers really begins now.

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More from @GameOverThirty

Game Over Thirty Profile picture
Feb 16
1/ I've seen this question on Twitter a lot today:
"Why is #Nintendo shutting down the #3DS and #WiiU eShops? Why can't they support it longer?"

While I can't answer for Nintendo, I've spent over 20 years in IT and I can add some insight to the conversation: 🧵
2/ The reality is, if most corporations could build "good will" and keep servers & infrastructure buzzing for a small fraction of the balance sheet they would do so. Unfortunately, that is likely not the case with this or other similar entities. #Nintendo
3/ Nintendo chooses (right or wrong) to set up their eShops & systems per project. Meaning: The 3DS and WiiU eShops are VERY likely their own entities, with their own cost structures and systems to maintain. The #3DS and #WiiU released in 2011 and 2012 respectively.
Read 14 tweets
Game Over Thirty Profile picture
Mar 9, 2021
1/ *What does Bethesda Gain?* What is missing in a lot of these conversations is the advantage to #Zenimax (#Bethesda). Many people just view this as #Microsoft just gobbling up #Bethesda (because reasons) but we have to look at what the Zenimax studios gain from this.
2/ The obvious advantage that a #Zenimax studio now has is access to additional funding. Projects can now be funded at a level that might allow a studio to higher more people, or build out a game in the way they always wanted (but never could). #Bethesda #gaming
3/ Access to additional funds will be be felt most by the smaller studios in the group, since it is likely they were always the most restricted when it came to funding. That's a big deal for a studio such as #Arkane, #MachineGames, or #TangoGameworks.
Read 7 tweets
Game Over Thirty Profile picture
Apr 23, 2020
1/ The "story" of #BattlefieldV is complex. While it is obvious #EA & #DICE no longer see significant long term profit potential (vs opportunity cost) for #BFV, how we got to today is worth revisiting. My experience tells me this...
2/ From the beginning, it *appears* the long term goal of #BattlefieldV was to follow the "beats" of the war, from the early European conflict zones to the end, and at the same time, make #BFV something more personal & "customizable" that previous titles.
3/ It's not hard to pull this from the structure we got, and it makes sense for a long running service title. #WW2 is a near perfect scenario (it's a war for God's sake) environment for a #Battlefield title that need updated over a 3-5 year period.
Read 23 tweets
Game Over Thirty Profile picture
Mar 2, 2020
1/ #FinalFantasyVIIRemake, for as excellent as it might turn out, feels like the result of a product that doesn't have an end game plan. Given that we know the first installment of #FF7R barely scratches the surface of the story, but is a "full" AAA experience, concerns me.
2/ At the size of the "chunk" they have chosen for the first installment of #FF7R, how many more #games are required to tell the entirety of the #FF7 story? 8? 10? 12? Are they going to skip insignificant story bits as time goes on? We haven't been given the outline.
3/ From a project management standpoint, it's clear to me that @SquareEnix decided very little beyond this first episode. Because if they did, the required work to complete multiple AAA #FF7 #games, at this rate, is beyond the lifespan of the #PS5 alone.
Read 5 tweets
Game Over Thirty Profile picture
Feb 25, 2020
1/ While I'm obviously glad to see #games heading in the direction of "don't pay for the same game twice", I think a lot of people have misinterpreted the WHY and the HOW games work on #XboxSeriesX. XSX is an Xbox just like X1X is an Xbox...
2/ ...just like #XboxOne is an Xbox. While there are some technical differences, the XSX isn't the same transition as going from original Xbox to Xbox 360. The device is fundamentally an #Xbox family device...so of course you don't have to buy the same thing twice.
3/ And I'm not taking ANYTHING away from #Microsoft here. I am a big proponent of this business model. I was championing this type of upgrade model years ago, back when people laughed at the idea. But, I think the story of what's going on here...
Read 7 tweets
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Dec 31, 2019
1/ Launched on December 20, 2011, #SWTOR (Star Wars The Old Republic) was a successful release, but soon found itself rapidly losing #MMORPG customers due to weak end game support and the mistake of opening too many servers at once.
2/ #Bioware quickly reformed the game into a F2P + Premium model that saw many people return or come back to the game casually. Those of us that stuck with it were treated to many years of high quality content and a ridiculous amount of story + #RPG content.
3/ While #SWTOR was never the #WorldOfWarcraft "killer" that people may have wanted, it was an excellent MMORPG in its own right, being constantly updated, even today. I stuck with it many years (2011-2015) and once more in 2018.
Read 4 tweets

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