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

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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