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VOICE ARCHIVE

@serkantoto

@serkantoto
20 posts
2024-12-20
So no takeover, which is quite a surprise but not unheard of. Kadokawa stock is down -15.95% in after-market trading in Japan, while Sony is up +1.54%.
2024-12-20 View on X
Reuters

Sony buys ~$320M of shares in Japanese media powerhouse Kadokawa, which owns FromSoftware, taking its stake to ~10% and becoming Kadokawa's top shareholder

for now Sal Romano / Gematsu : Sony Group Corporation and Kadokawa Corporation to form strategic capital and business alliance Jordan Middler / Video Games Chronicle : Sony is now ...

So no takeover, which is quite a surprise but not unheard of. Kadokawa stock is down -15.95% in after-market trading in Japan, while Sony is up +1.54%.
2024-12-20 View on X
Bloomberg

Sony's shares in Japan surged 50%+ from an August low to reach its new all-time high since 2000 last week, as investors are bullish on its gaming growth in 2025

- Next year ‘one of the greatest’ for video games: Smithers  — M&A and good management boost stock's appeal: Janus Henderson

2023-11-27
Wow, Reuters says TikTok owner Bytedance plans to shut down its main gaming unit Nuverse. They literally invested billions of US dollars in gaming in the past few years. I wonder what will happen to Pico VR.
2023-11-27 View on X
Reuters

ByteDance plans to “restructure” its gaming business; sources say ByteDance will wind down its Nuverse gaming brand and retreat from mainstream video games

TikTok maker ByteDance is set to internally announce on Monday the winding down of its Nuverse gaming brand and full retreat …

2023-05-25
Embracer just published its financials in Sweden: https://embracer.com/... They say that “late last night”, a US$2 billion contracted development deal with a strategic partner surprisingly fell through - very rare to see this kind of statement in public. [image]
2023-05-25 View on X
Bloomberg

European gaming giant Embracer says a “groundbreaking strategic partnership” worth $2B+ collapsed and slashes its 2023 profit forecast; EMBRAC-B drops 40%+

2023-05-09
Of course the forecast indicates no new hardware this fiscal (which ends in March 2024), but Nintendo can surely do 15M Switch unit sales in the current fiscal - i.e. via price cuts at the end of the console's cycle and the one or other remaining blockbuster release. https://twitter.com/...
2023-05-09 View on X
Bloomberg

Nintendo expects to sell 15M Nintendo Switch consoles this fiscal year, below analyst estimates of 15.7M; the company sold 18M units in the year to March 2023

Nintendo Co. expects to sell 15 million units of its Switch console this fiscal year, showing the extent of the slowdown for its six-year-old flagship product.

2023-04-15
This is truly mind-boggling 🤯🤯🤯 What sense does this acquisition make for Sega? (Sega Sammy's market cap currently stands at US$4.8B, so they spend around 20% of that if the deal goes through.) https://twitter.com/...
2023-04-15 View on X
Wall Street Journal

Sources: Sega is nearing a deal to acquire Rovio for ~$1B; Rovio was in talks to sell to rival Playtika for $800M+, but the negotiations ended in March 2023

Japan-based entertainment conglomerate expected to pay about $1 billion for Rovio Entertainment  —  Sega Sammy Holdings Inc. SGAMY …

2023-02-17
Includes comments from yours truly. Only Nintendo itself owns more shares now than the Saudi Arabian Public Investment Fund. https://twitter.com/...
2023-02-17 View on X
Bloomberg

Filing: the Saudi Arabian Public Investment Fund's Savvy Games Group now owns 8.3% of Nintendo, the largest outside stake, up from ~6% at the start of 2023

Saudi Arabia's Public Investment Fund became the largest outside shareholder of Nintendo Co. on Friday, in the latest move by the Gulf state to lower its reliance on oil.

2022-12-07
Is there any way to make it clearer this is a publicity stunt by Microsoft? https://twitter.com/...
2022-12-07 View on X
Washington Post

Microsoft agrees to a 10-year deal to bring Call of Duty to Nintendo Switch for the first time, pending FTC approval of its Activision deal, but offers no date

Microsoft has signed a deal to bring the Activision Blizzard-published Call of Duty franchise to Nintendo for the first time …

2022-10-25
Reuters says Microsoft passed on Genshin Impact for Xbox in China and left the field open for Sony to snap it up. Cherry-picking games is not an easy task, but I would love to hear the rationale behind this particular decision. https://twitter.com/...
2022-10-25 View on X
Reuters

Sources: Microsoft stocks up on Chinese games to emulate Sony's success with Genshin Impact; filings show Microsoft paid $4.8M for Snail Games' ARK and ARK 2

Microsoft Corp (MSFT.O) is stocking up on Chinese video game content to emulate Sony Group Corp's (6758.T) success with “Genshin Impact” …

2022-08-19
It is very, very, very rare for a foreign (non-Chinese) company to be able to buy a Japanese studio. Tatsujin is neither big nor a household name, but still an interesting acquisition. I still don't get where Embracer wants to go with this strategy, however. https://twitter.com/...
2022-08-19 View on X
Financial Times

Swedish gaming group Embracer Group reports Q1 sales rose 107% YoY to ~$681M and announces six acquisitions, including IP for The Lord of the Rings and Hobbit

Anna Gross / Financial Times :

2022-07-13
I am a proud Animoca advisor: congratulations to the entire team! https://twitter.com/...
2022-07-13 View on X
CoinDesk

Animoca Brands announces a $75.32M raise at a $5.9B valuation, the second tranche of its $360M round in January 2022 that valued the NFT company at $5.5B

2022-01-19
Sony stock closed -12.79% or -US$20 billion in terms of market cap in Tokyo (where it's already Wednesday). That is more than what Take-Two is worth right now. Total overreaction of course, but gaming tends to emotionalize investors in strange ways. https://twitter.com/...
2022-01-19 View on X
Bloomberg

Sony's shares fell 13% on Wednesday, its biggest drop since October 2008, wiping $20B off its valuation, after Microsoft announced its Activision deal

Sony Group Corp. shares fell 13% in Tokyo on Wednesday, their biggest drop since October 2008, after PlayStation rival Microsoft Corp. announced …

2021-08-20
This has been standard in the game industry for a long, long time: platform providers spending large sums of $ for exclusives, timed exclusives and similar deals. You can argue about the one or other specific sum, but this is a very normal part of the gaming business. https://twitter.com/...
2021-08-20 View on X
The Verge

An overview of the most interesting internal emails from the Apple v. Epic trial, including discussions about an “iPhone nano” and lowering App Store fees

and we have questions Stephen Warwick / iMore : Apple's fraud chief knew it had a child porn problem, messages reveal Tweets: Sean Hollister / @starfire2258 : I wrote a thing. A th...

This has been standard in the game industry for a long, long time: platform providers spending large sums of $ for exclusives, timed exclusives and similar deals. You can argue about the one or other specific sum, but this is a very normal part of the gaming business. https://twitter.com/...
2021-08-20 View on X
The Verge

Epic complaint alleges that Google paid game developers hundreds of millions in incentives to keep their games on the Play Store as part of its “Project Hug”

Chaim Gartenberg / The Verge :

2021-02-09
So Zynga was too expensive? In any case, making a big move in mobile was way overdue for EA. https://twitter.com/...
2021-02-09 View on X
Wall Street Journal

Electronic Arts to acquire Glu Mobile, best known for its popular game Kim Kardashian: Hollywood, in $2.4B deal, a 36% premium to Glu's closing price on Friday

Sarah E. Needleman / Wall Street Journal :

2020-07-01
What a total shocker. It was clear from day one this will not work - even though Apple integrated Arcade prominently in the App Store's main menu. Not a bad service but the target group is a niche. See: https://twitter.com/... https://twitter.com/...
2020-07-01 View on X
Bloomberg

Sources: Apple has shifted the strategy of its Arcade gaming service, canceling contracts for some titles in development and seeking games with more engagement

- Company ends contracts for multiple future Arcade titles  — Apple seeks games with stronger engagement to hook users

2020-06-27
Launching a second next-gen Xbox console with weaker specs at the same time as the proper one would be a terrible, terrible idea. This strategy would obscure the messaging and make Microsoft's marketing a lot harder. https://twitter.com/...
2020-06-27 View on X
The Verge

Leaked Microsoft document hints at a cheaper and less powerful Xbox console, designed to provide key improvements in Xbox Series X at a lower price point

What does it mean? Alessandro Barbosa / GameSpot : Xbox Series X's Cheaper Lockhart Companion System Appears Again In Xbox Dev Notes Luke Jones / WinBuzzer : Microsoft's Project Lo...

2020-06-26
Launching a second next-gen Xbox console with weaker specs at the same time as the proper one would be a terrible, terrible idea. This strategy would obscure the messaging and make Microsoft's marketing a lot harder. https://twitter.com/...
2020-06-26 View on X
The Verge

Leaked Microsoft document hints at a cheaper and less powerful Xbox console, designed to provide key improvements in Xbox Series X at a lower price point

The document mentions multiple Project Scarlett consoles  —  Microsoft has been planning a second, cheaper and less power next-gen Xbox console.

2020-03-12
Nobody available for getting duped into buying into another WeWork? “Desperate to exit, a $10B price tag for Magic Leap is crazy” https://techcrunch.com/... via @techcrunch
2020-03-12 View on X
Bloomberg

Sources: Magic Leap is exploring options, including a sale, partnerships, and a possible listing, after a meeting with Facebook never progressed to deal talks

- Florida-based company also weighing partnerships, stake sale  — Magic Leap could fetch more than $10 billion in a sale process

2019-08-20
Sony does what Microsoft, Google or Amazon should be doing: buying studios that produce games that actually have an impact on device sales and platform power. https://twitter.com/...
2019-08-20 View on X
Polygon

Sony Interactive Entertainment says it is acquiring Insomniac Games, developer of PS4 hit Marvel's Spider-Man; Insomniac to join PlayStation's Worldwide Studios

Developer of Ratchet & Clank, Spyro, and Marvel's Spider-Man joins the PlayStation family  —  Sony is buying Insomniac Games …