Where Is The Game Industry Today? - M&A And Public Game Companies

Joseph Kim에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Joseph Kim 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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Where is the Game Industry Today? - M&A and Public Game Companies | Pixels & Profits #1

12M ago 1:27:06

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Like the rest of the world, the games industry has undergone many changes! The impact of the end of ZIRP, global macro trends, and the end of the age of excess leads to many changes. We discuss where we are today, the M&A outlook, and the outlook for major public game companies. M&A discussion - Scopely/Savvy - Rovio/SEGA - Activision/Microsoft Public Companies: - AI + @NVIDIA (NVDA) - Embracer (EMBRAC-B) - Ubisoft (UBSFF) - Take Two (TTWO) - EA (EA) - Unity (U) - Applovin (APP) OUTLINE: 0:00 Intro 3:19 Where are we as a games industry? 7:20 Are games recession-proof? 8:53 JK take on rise of Asia, age of efficiency 13:48 State of M&A 23:06 Rovio + @SEGA 29:08 Scopely + Savvy 32:32 Outlook on Activision acquisition by Microsoft 37:33 AI x Nvidia 47:35 Large vector to small vector game development 50:59 Embracer 52:50 Speculation on lost $2B deal by Embracer 54:50 Ubisoft 59:43 Take-Two 1:06:49 Unity 1:13:25EA 1:16:48 Applovin 👇 EPISODE LINKS: - Matthew Kanterman: https://www.linkedin.com/in/matthew-k... - Joseph Kim: https://www.linkedin.com/in/jokim/ - Brian Peganoff: https://www.linkedin.com/in/brian-peg... 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/

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