Gaming

Free-to-play games with SaaS-like models offer the least expensive form of entertainment available today. Not only does gaming offer the lowest cost per hour, but it also provides a highly dynamic set of experiences. In our most recent study, we…

With a global pandemic keeping people at home, gaming has seen tremendous growth over the past few months. Unity recently highlighted COVID-19’s impact on the gaming industry through a report that explored 19 takeaways from the pandemic. As a powerful…

As AAA games evolve from their legacy retail sales model to something that more closely resembles a SaaS business, gaming multiples still lag far behind. This is a long-term positive for gaming investors, as the industry should see multiple expansion…

Over the past two months, game publishers have seen record engagement from their users. A few highlights: Activision Blizzard – Call of Duty: Modern Warfare has sold more units life-to-date than any prior Call of Duty title at this point…

Riot Games just gave a class on what a game release should look like. On April 7th, Riot (known for League of Legends) released a private beta for its latest title, Valorant, a 5v5 first-person shooter set to fully launch…

As part of our ongoing work on game development software, we surveyed 24 Unity developers to better understand how they use the product. Given the small sample size, we view the data as directional rather than definitive but were left…

Console sales have been up through the month of March as most of the world has been in lockdown, according to GSD. The Nintendo Switch, which had previously sold over 40 million units through the end of 2019, has been…

Gaming is an undeniable long-term growth opportunity. Games like Fortnite have become a growing part of pop culture, game streamers are taking young audiences away from mainstream and YouTube content, and esports has emerged as an exciting way for gaming…

The gaming space has been a relatively safe place for investors over the past few weeks. Since Feb. 24th, the Nasdaq is down 15.7%; in that same time period, the three major game publishers (Activision Blizzard, Electronic Arts, and Take-Two…

Shares of Facebook are down 7% in the after-market based on Mar-19 revenue guidance slightly below consensus along with the company cautioning that privacy changes may have an impact on monetization this year. Facebook’s dominance in reach and engagement is…

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Investing in Nvidia has been a rollercoaster. We believe revenue growth will reaccelerate over the next 12 months to 30% plus after being down an average of 17% over the past three quarters. The company is entering a year of…