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VOICE ARCHIVE

@gameoverthirty

@gameoverthirty
23 posts
2026-02-03
Epic Games Store posted their 2025 Year in Review. Overall, it's good news for the store, especially for 3rd party engagement (a segment where EGS typically struggles). However, their total gameplay hours decreased year over year, and that was likely driven by #Fortnite (3rd [image]
2026-02-03 View on X
GamesIndustry.biz

Epic reports third-party game revenue on the Epic Games Store up 57% YoY in 2025 to $400M, total spend up 6% to $1.16B, and total player hours down 14% to 6.65B

2026-01-22
Major update from #Ubisoft today. The company will continue to split into 5 different “creative houses.” Each creative house will be responsible for their own financial success and will make decisions based on their own market needs / outlook. (Reminder: Vantage Studios is house [image]
2026-01-22 View on X
Bloomberg

Ubisoft cancels six games and delays others amid a restructuring into five genre-specific “creative houses”, and expects net bookings of ~€1.5B for FY 2025-2026

Ubisoft Entertainment SA is canceling game projects, shutting down studios and cutting its guidance …

2026-01-21
Major update from #Ubisoft today. The company will continue to split into 5 different “creative houses.” Each creative house will be responsible for their own financial success and will make decisions based on their own market needs / outlook. (Reminder: Vantage Studios is house [image]
2026-01-21 View on X
Bloomberg

Ubisoft cancels six games and delays others amid a restructuring into five genre-specific “creative houses”; it expects net bookings of ~€1.5B for FY 2025-2026

Ubisoft Entertainment SA is canceling game projects, shutting down studios and cutting its guidance …

2025-11-05
It is interesting to watch #Google basically go full circle on their mobile ecosystem. From Android's original vision, to protecting the digital storefront at all costs, and finally back to a more open model.
2025-11-05 View on X
Reuters

Google and Epic Games settle Epic's 2020 antitrust lawsuit, with Android and Google Play changes to expand competition and choice, pending a US judge's approval

Alphabet's (GOOGL.O) Google said on Tuesday it has reached a comprehensive U.S. court settlement with “Fortnite” …

2025-08-02
My summary of Nintendo's Q1 FYE March 26 investor report:  —  TLDR: Record breaking sales tempered by expected costs and expenses.  —  Switch 2 total sell-thru (now): 6M units  —  Slide Deck: www.nintendo.co.jp/ir/pdf/2025/ ...  Financials: www.nintendo.co.jp/ir/pdf/2025/ ...  [image]
2025-08-02 View on X
CNBC

Nintendo Q1: revenue up 132% YoY to ~$3.8B, operating profit up 4.4% to ~$378M; it sold 5.82M Switch 2 units in the first month, more than double the original

Tariffs are pushing prices up but only for the original Switch and Switch 2 accessories, not the Switch 2 itself. @gameoverthirty : My summary of Nintendo's Q1 FYE March 26 investo...

2025-07-16
Roblox has launched a *significant* new feature in their technology stack: Streamlined IP Licensing via the Roblox creator process. #Roblox will maintain a partnership with various IP holders, allowing those IP holders to license their content to creators via the developer
2025-07-16 View on X
Variety

Roblox launches a licensing platform to help IP rights holders to collaborate with creators, with Lionsgate, Netflix, Sega, and Kodansha as founding partners

Roblox is launching a new licensing platform to streamline the process for IP rights holders to partner with creators on the gaming platform.

2025-04-17
Konvoy (another 3rd party data organization) released their Q1 2025 #gaming report. Highlights: - Predicting a growth year in total. $186B in 2025 versus $178B in 2024. - Private funding in games grew QoQ, as did VC funding. (Keep in mind VC funding is still quite low [image]
2025-04-17 View on X
VentureBeat

Konvoy: the gaming industry saw 43 M&A transactions and 77 VC deals in Q1 2025, and the sector is projected to be worth $186B in 2026, a 4.7% YoY jump

Rachel Kaser / VentureBeat :

2024-06-28
What sets Amazon apart from, say Google, is that Amazon was willing take a financial hit during the early years of Amazon Games. They were almost certainly losing money in the endeavor while they were building up a foundation. Shoot, they still might be losing money when measured
2024-06-28 View on X
Variety

Q&A with the VP of Amazon Games on focusing on AAA games over mobile games, Amazon's transmedia IP strategy, AI's effect on the industry, monetization, and more

Amazon Games has been quiet for the past few years.  So quiet you might not have even known Amazon was working on video games …

2024-04-26
While I get around to my summary (again) of the MSFT gaming numbers, note this reporting on Nadella's comments about meeting gamers where they are. At this point, MSFT's strategy is plain as day. As I said before, what's the one thing MSFT can offer that their competitors cannot...
2024-04-26 View on X
Microsoft

Microsoft Q3: revenue up 17% YoY to $61.9B, net income up 20% to $21.9B, Office Commercial revenue up 13%, LinkedIn revenue up 10%

Microsoft Cloud Strength Fuels Third Quarter Results REDMOND, Wash. — April 25, 2024 — Microsoft Corp. today announced the following results for the quarter ended March 31 …

While I get around to my summary (again) of the MSFT gaming numbers, note this reporting on Nadella's comments about meeting gamers where they are. At this point, MSFT's strategy is plain as day. As I said before, what's the one thing MSFT can offer that their competitors cannot...
2024-04-26 View on X
The Verge

Microsoft Q3: Windows OEM revenue up 11% YoY, devices revenue down 17% YoY, overall gaming revenue up 51% YoY, and Xbox content and services revenue up 62% YoY

Tom Warren / The Verge :

2023-07-16
There are options in the UK that are not just closing over the CMA. #Microsoft may get a waiver (of sorts) if they hold ABK separate (that was the plan anyway). We need to see what happens Monday / Tuesday to gain an understanding of what's going on. https://finance.yahoo.com/...
2023-07-16 View on X
Financial Times

The UK CMA pushes back its July 18 deadline to block Microsoft's Activision Blizzard acquisition to August 29, which could mean the deal closes within six weeks

Tim Bradshaw / Financial Times :

2023-07-13
It's not clear the appellate court will even rule in time to stop #Microsoft from closing the deal. Regardless, the FTC has appealed Judge Corley's decision to DENY a preliminary injunction against the acquisition of #ActivisionBlizzard. https://storage.courtlistener.com/ ...
2023-07-13 View on X
The Verge

The FTC files to appeal a US court ruling that cleared the way for Microsoft to acquire Activision Blizzard; the existing TRO expires at 11:59pm PT on July 14

The Federal Trade Commission (FTC) says it is appealing a recent US federal court order that cleared the way for Microsoft to purchase Activision Blizzard.

2023-06-05
He isn't wrong. Cloud #gaming cannot overcome the laws of physics. There are limitations to the technology (as it stands today). That said, the cloud model has its place, especially for certain titles & genres. It's effective when applied appropriately. https://www.ft.com/...
2023-06-05 View on X
Financial Times

Sony CEO Kenichiro Yoshida says cloud gaming has many technical difficulties, like latency, and the company could use its AI, GT Sophy, to enhance cloud gaming

2023-06-04
He isn't wrong. Cloud #gaming cannot overcome the laws of physics. There are limitations to the technology (as it stands today). That said, the cloud model has its place, especially for certain titles & genres. It's effective when applied appropriately. https://www.ft.com/...
2023-06-04 View on X
Financial Times

Sony CEO Kenichiro Yoshida says cloud gaming has many technical difficulties and the company could utilize its AI agent GT Sophy to enhance cloud gaming

Promise of technology remains unfulfilled after more than a decade of development  —  Sony's chief executive has warned that cloud gaming …

2023-04-29
1/ This is another example of the UK CMA stating something to make it true, even though it's clearly not. #ActivisionBlizzard has stated they have no incentive to place their games on cloud for a multitude of reasons. They would only do so under MSFT (carrying the burden). https://twitter.com/...
2023-04-29 View on X
Bloomberg

The UK CMA's block of Microsoft's Activision deal focuses on the nascent cloud gaming market, confusing analysts as regulators typically focus on mature markets

but that's what tripped up the Activision deal Reuters : UK watchdog defends Microsoft block in face of onslaught from companies Rebekah Valentine / IGN : Microsoft, Activision-Bli...

On day one I said, “The regulators don't understand the video game market and that's going to be a problem.” What you're seeing from people responding to this (now) is the same sentiment. Unfortunately, I called it. https://www.cnbc.com/...
2023-04-29 View on X
Bloomberg

The UK CMA's block of Microsoft's Activision deal focuses on the nascent cloud gaming market, confusing analysts as regulators typically focus on mature markets

but that's what tripped up the Activision deal Reuters : UK watchdog defends Microsoft block in face of onslaught from companies Rebekah Valentine / IGN : Microsoft, Activision-Bli...

2023-04-28
On day one I said, “The regulators don't understand the video game market and that's going to be a problem.” What you're seeing from people responding to this (now) is the same sentiment. Unfortunately, I called it. https://www.cnbc.com/...
2023-04-28 View on X
Financial Times

A profile of Sarah Cardell, the UK CMA's Chief Executive, who played a key role in shaping the policy that led to Microsoft's Activision takeover being blocked

Former corporate lawyer has attracted the ire of the US group by blocking its $75bn acquisition of Activision

1/ This is another example of the UK CMA stating something to make it true, even though it's clearly not. #ActivisionBlizzard has stated they have no incentive to place their games on cloud for a multitude of reasons. They would only do so under MSFT (carrying the burden). https://twitter.com/...
2023-04-28 View on X
Bloomberg

The UK CMA's block of Microsoft's Activision deal focuses on the nascent cloud gaming market, confusing analysts as regulators typically focus on mature markets

but that's what tripped up the Activision deal Sean Carey / TrueAchievements : Microsoft inks another 10-year cloud gaming partnership despite CMA setback Sean Hollister / The Verg...

On day one I said, “The regulators don't understand the video game market and that's going to be a problem.” What you're seeing from people responding to this (now) is the same sentiment. Unfortunately, I called it. https://www.cnbc.com/...
2023-04-28 View on X
Bloomberg

The UK CMA's block of Microsoft's Activision deal focuses on the nascent cloud gaming market, confusing analysts as regulators typically focus on mature markets

but that's what tripped up the Activision deal Sean Carey / TrueAchievements : Microsoft inks another 10-year cloud gaming partnership despite CMA setback Sean Hollister / The Verg...

1/ This is another example of the UK CMA stating something to make it true, even though it's clearly not. #ActivisionBlizzard has stated they have no incentive to place their games on cloud for a multitude of reasons. They would only do so under MSFT (carrying the burden). https://twitter.com/...
2023-04-28 View on X
Financial Times

A profile of Sarah Cardell, the UK CMA's Chief Executive, who played a key role in shaping the policy that led to Microsoft's Activision takeover being blocked

Former corporate lawyer has attracted the ire of the US group by blocking its $75bn acquisition of Activision