• Worldwide digital games market: May 2017

    June 23rd, 2017

    The worldwide digital video games market grew 9% year-over-year in May to $7.8B. Mobile continued its strong growth, up year-over-year by 16%. Free-to-play and pay-to-play games grew 17% and 12% respectively. Growth in these segments was dampened by a slight 4% decline in the social gaming segment, 7% decline in console, and a large 30% […]

  • China Weekly, June 20: Tencent’s investment in Ourpalm for $70M

    June 20th, 2017

    Hero Interactive announced publishing NBA Live Mobile; NetEase OnMyoJi will enter Korean market soon and while Tencent deepens its connection in its homeland. Ourpalm received Tencent’s¥480M investment; the company currently is worth ¥24B. The creator of basketball mobile title Freestyle, Ourpalm, announced that Tencent has just invested $70M in the mobile and web game maker. […]

  • Here’s why Amazon’s purchase of WholeFoods might be good news for GameStop.

    June 20th, 2017

    The decline of retail has been a favorite topic for many analysts. The accelerating downturn at the hands of online commerce and the digitalization of content has shifted investor sentiment away from the once revered last hand shake of consumerism. “Retail is over,” and all that. So I imagine there must have been more than […]

  • #E32017 highlights: Ubisoft & Sony

    June 13th, 2017

    UBISOFT A top-notch release slate that combines corporate and creative courage. As far as ‘winning E3 goes’ Ubisoft stole the show this year. Its exclusive collaboration with Nintendo for the Switch, titled Mario + Rabbids Kingdom Battle, was an instant crowd favorite. It also suggests that Nintendo may be willing to consider more collaborations in […]

  • #E32017 highlights: EA, Microsoft, Bethesda

    June 12th, 2017

    Electronic Arts Strong line-up for the sports fans and a few careful bets. Of the eight titles that EA showcased this year, most build on existing franchises. Key take-away  was the strength of the company’s digital strategy focused on engagement and monetization. EA’s sports titles will all offer single-player game play modes–The One for NBA […]

  • China Weekly, June 7: Coocaa gets $44M from Tencent to push VR

    June 7th, 2017

    June 6 VR investments are still warm in China; traditional industry sees cash and opportunities in games. Wolong Real Estate is acquiring another game developer; acquisition is now the express for Non-game conglomerate to enter gaming industry Wolong RE announced that it’s acquiring another 38% of Junhai Internet total ownership. WoLong’s case shows the trend […]

  • China Weekly, June 1: Apple is picking a losing battle with WeChat in China

    June 1st, 2017

    Donation for content became the trigger for the ongoing drama between Tencent and Apple. It might not be the smartest for Apple to pick a fight against WeChat Apple has been taking actions to regain its control in China. Starting in March with a hot patch order (See: http://bit.ly/2qFjrEA ), to the current drama between Apple and […]

  • Thoughts on the LCS franchising announcement

    June 1st, 2017

    I’m writing this as I’m about to go on stage at a sports marketing conference in Chicago. It continues to fascinate me how different the two universes still are: the traditional sports business is beset on all sides by well-groomed, middle-aged professionals uniformly dressed in jeans and blazers. The esports scene has yet to swap […]

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