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Jacob Navok Profile picture
Jacob Navok
@JNavok
CEO, Genvid. Previously 社長付 (President's Office) and Director of Business at Square Enix Holdings, reported to CEO.
May 23 • 27 tweets • 11 min read
A thread on the recent Square Enix news regarding FF sales numbers and expectations. ign.com/articles/final… As a reminder I reported to two CEOs of Square Enix for the better part of a decade and ran a subsidiary. I also correctly predicted last year that Square Enix was going to break exclusivity. I'll note I have no confidential information that I'm basing my arguments on.

To start, we need to look at decisions made on the titles under development within the lens of 2015-2022, not the lens of 2023. For example, FF16 would have started pre-production prior to the release of FF15, which was released in 2016.

This is a pre-Fortnite era. Budgets for FF7 Remake and into Rebirth would have been around this period too. This is important to note and we will get back to it.
axios.com/2023/09/25/squ…
Feb 2, 2021 • 23 tweets • 8 min read
1/ Yesterday’s closure of Stadia’s internal studios and business realignment shuttered Google’s cloud gaming platform strategy. In this thread I'll explain why.
theverge.com/22260994/googl… 2/ In the history of the game industry, first party content has been required for the success of platforms. Mario for Nintendo, Uncharted for Sony, HL2 for Steam. Microsoft knew this when they bought Bungie to release the Xbox.
Oct 24, 2020 • 24 tweets • 5 min read
1/ There are four sources of value in games. The first, and by far the largest, is CONTENT. The second is PLATFORM. The third is DISTRIBUTION. The fourth is TOOLS. 2/ Let’s start with CONTENT, which I define as IP ownership and not content creation. The lion's share of power in the games ecosystem belongs to the publishers and IP owners. They also consistently generate the most profits and sometimes expand into platform and distribution.
Oct 17, 2020 • 22 tweets • 6 min read
1/ The flaw in cloud gaming strategies today is the platforms see the opportunity as enabling distribution rather than creating new content. Cloud gaming should enable new experiences around centralized AI, physics, rendering. We explored this ten years ago at Square Enix. 2/ Google had glimpses of these cloud gaming opportunities at their Stadia announcement last year. EA spoke about it a few years ago too. But nothing innovative or new has come out. And what we're left with is underwhelming.