💸 Introducing Pixels & Profits #1: Where is the Games Industry, M&A, Public Gaming Outlook

Industry Outlook, Rise of Asia, Nvidia + AI, Embracer, Unity, Applovin, EA, Ubi, Take-Two, and More!

Hello GameMakers,

We live in an increasingly dynamic, interconnected, and interdependent world.

Global macro, the economy, and the movements of large public companies affect the industry in increasingly interdependent ways.

Hence, understanding the context of where the games business is headed and the movements of big public company players helps inform how our businesses will be impacted: from small startups like mine to bigger industry players.

Two guys who are super dialed into public markets and have strong, insightful opinions are Brian Peganoff (former Deutsche Bank investment banker specializing in games, Corp Dev at Glu Mobile, and currently an advisor to several games companies) and Matthew Kanterman (former equity research at Bloomberg, Director of Research at Ball Metaverse, and currently Director of Research at Roundhill Investments).

Welcome to the inaugural episode (hopefully more to come) of Pixels & Profits, a new segment focusing on the business of games and the strategy/movements of public game companies. You and I should be able to learn a lot about finance, upcoming trends and movements in the games industry, and more from these guys.

Give our first episode a watch and if you like what you see and want more, please share and like to see more!

In this week’s discussion:

  • Where are we today in the games industry? How has the industry changed?

  • State of M&A

  • Rovio + SEGA acquisition take

  • Scopely + Savvy acquisition take

  • Outlook of Activision + Microsoft acquisition

  • AI + Nvidia: Holy tailwinds! Nvidia + discussion on AI

  • AI + the concept of long vector to small vector development

  • Embracer: What happened to the $2B deal? Who was it?

  • Ubisoft

  • Take-Two

  • Unity

  • EA

  • What to watch out for. Potential scenarios coming up

▶️ Pixels & Profits: Where are We? M&A and Public Game Companies Outlook | NVDA, EMBRAC-B, UBSFF, TTWO, EA, U, APP

🎧 Listen on Spotify, Apple Podcasts, or Anchor

Speakers:

🔦 Flashback: Specific Tactics and Methods to Beat Apple IDFA Deprecation

How do you grow on iOS/Apple despite IDFA deprecation?

Hear the secrets from Warren Woodward (CGO Upptic), Levi Matkins (CEO LifeStreet), and Eran Friedman (CTO Singular).

The playbook revealed below:

🎧 Listen on Spotify, Apple Podcasts, or Anchor

Speakers:

Upcoming LA gaming events

#1. June 7, 2023: GameMakers Private Dinner in LA

I will host a private dinner in LA, likely in the Santa Monica area, on June 7 (Wednesday). We have an undisclosed small group of about 10-12 game industry badasses assembling to share knowledge and talk shop.

If you are interested in joining, message me to apply. We may take one more to come.

You can DM me on Twitter: https://twitter.com/jokim1

Influencer marketing startup Drope.me is hosting a gaming industry mixer on June 10 in LA (Santa Monica)

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