1/ The CMA has published "Market Participant A", which is largely a proponent of the MSFT + ATVI merger. There is heavy emphasis on the fact that the merger would actually benefit consumers with a wider array of access, options, and prices. assets.publishing.service.gov.uk/media/6391da18…
2/ You should read it yourself to get the best understanding, the "core" of the pro-consumer argument is as follows.

- Wider Choice
- Lower Cost for Consumer (in some ways, not all)
- No incentive for foreclosure Image
3/ Market Participant A also disputes the invincible market power of #CallofDuty, calling attention to CoD Vanguard. The industry changes rapidly, essentially, and one franchise shouldn't be labeled as carrying this much "power" (so to speak). Image
4/ As I've said before, #CallofDuty has is a slight distraction to the more interesting side of the deal: mobile. When it comes to mobile, Market Participant A states that the CMA should be supportive of MSFT's position to create a new mobile storefront. Image
5/ In conclusion, most of this echoes what many of us have been stating since the start:

- CoD is not invincible and MSFT has no reason to block it from Sony.

- Consumers arguably benefit from the deal and the CMA is technically here to protect them, not #Sony.

- Mobile!!

• • •

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More from @GameOverThirty

Dec 12
1/ Regarding #Returnal on PC thing (where it's recommended to have 32gb of RAM available)...

My contacts are telling me it *could* be that they didn't do a lot of re-engineering between the #PlayStation version and PC.
2/ What *might* be happening is that due to the way Returnal was designed, they are trying to load as much to system RAM as literally possible (basically everything remaining after windows and other programs).

Is this the right way to do it?
3/ The truth is, there is no right way to do it. This is all speculation, but refactoring #Returnal completely for PC might have been completely out of the question, either logically or financially (especially for a game that isn't expected to sell like other PS titles).
Read 4 tweets
Dec 11
1/ Using Steam as a single measurement, #warhammer40k #Darktide appears to be off to a good start. Sales have been in the top revenue for a 3 weeks. Throw that #PCGamePass payment in there and Fatshark is likely pleased with results.
2/ There are reasons to buy Darktide on Steam, especially with multiplayer not working across digital storefronts. That said, there isn't much to the idea (today) that GP is eating into traditional sales. GP simply isn't in a phase where that kind of impact is appreciable.
3/ Consider the scenario where #Xbox Game Pass has millions more people in the program (perhaps 80 million). That would probably be a different conversation.
But!
It's logical to conclude that Microsoft would likely attempt to be competitive with payments. The revenue is there.
Read 6 tweets
Aug 3
1/ A bit of conversation about EA and #ActivisionBlizzard. This last quarter demonstrated just how important KING has been for ActiBlizz, especially as engagement has fallen on #CallofDuty and many Blizzard products (Diablo Immortal helped pad Blizzard up a bit).
2/ Don't get me wrong, I'm actually engaged with many Blizzard products and I play plenty of Call of Duty, but between launches, it is clear that much of the consumer market isn't as engaged as they used to be. So where does that leave Acti and Blizz?
3/ In regards to segment income, each comes in roughly over 90 million USD this last quarter. Combined, and without King, that places those two segments under EA (the company) in regards to operating income. King is a mobile juggernaut so we need to set them aside for a moment.
Read 9 tweets
Aug 3
1/ #Nintendo has released their quarter earnings for 3 months closing June 30, 2022. While sales revenue dropped YoY, the result is arguably reasonable for the current climate. Thanks to exchange rate changes, profit increased YoY, despite the previously mentioned results. ImageImage
2/ An interesting note on HW versus SW sell-through: HW sell-through decreased, but #Nintendo experienced their second best first party sell-through for a first qtr since the launch of the #NintendoSwitch. Also note sales on Switch Sports. ImageImage
3/ Here's the deal with Nintendo's overall numbers when compared YoY. Again, considering the decline in the overall market, these numbers still put Nintendo in a decent, albeit declining position (even considering the Switch is going on 6 years). Image
Read 6 tweets
Aug 2
1/ Let's take a look at some of EA's prepared remarks and take a deeper look at why their quarter bucked the industry "dip". The big hitters for EA: #FIFA, #F122, and #ApexLegends. Sounds like F1 has worked out better than expected. Image
2/ Where things get confusing to the outside reader is when it comes to accounting. Net Bookings represent a slight decline YoY, but because of how revenue is accounted for in GAAP, more of it [revenue] was financially booked this last quarter. This is normal BTW. ImageImage
3/ How does this happen? Generally speaking, GAAP demands companies recognize revenue in the quarter that the product is realized. If someone "books" (pre-purchases) a game months before the launch quarter, the revenue can't be accounted for until the product launches.
Read 4 tweets
Feb 17
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.
Read 4 tweets

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