The hottest Gaming Industry Substack posts right now

And their main takeaways
Category
Top Technology Topics
Value Investing Substack β€’ 294 implied HN points β€’ 02 Jun 23
  1. Big Gaming sector has wide moats with hit-based revenue streams like microtransactions and lootboxes, making it difficult for new entrants to compete.
  2. Big Gaming companies benefit from infinite free cash flow streams from hit franchises and have pricing power in the industry.
  3. There is a potential convergence between Big Gaming, Big Media, and Big Tech sectors, leading to synergies in brand assets and content creation.
SuperJoost Playlist β€’ 158 implied HN points β€’ 01 Feb 24
  1. Apple faces criticism for its response to new EU regulations on app distribution, causing backlash from developers and regulators.
  2. The gaming industry is experiencing layoffs, with a significant number reported within January and concerns for the future.
  3. The US Senate's Judiciary Committee held a combative hearing with tech CEOs, highlighting the need for better dialogue on social media impact and online safety.
Value Investing Substack β€’ 196 implied HN points β€’ 04 Jun 23
  1. CD PROJEKT RED's Witcher 3 has sold over 50 million units, a significant milestone in the gaming industry.
  2. CD PROJEKT RED is highly anticipated for its upcoming expansion pack Phantom Liberty for Cyberpunk 2077, expected to be as large as the original game.
  3. The company is strategically focusing on projects like Project Polaris and Sirius within The Witcher franchise and shifting resources accordingly.
SuperJoost Playlist β€’ 178 implied HN points β€’ 12 Oct 23
  1. John Riccitiello's exit from Unity may not be as positive as it seems, and it hints at larger issues.
  2. CD Projekt Red is seeing success with its Cyberpunk franchise, showing growth and positive reception.
  3. Ubisoft is working to address workplace toxicity, despite past issues, showing progress in creating a safer environment.
Ronin’s Newsletter β€’ 196 implied HN points β€’ 19 Dec 24
  1. Ragnarok Landverse is a new MMORPG coming to Ronin around Q1 2025. It's based on the classic Ragnarok Online and will offer players a fresh gaming experience.
  2. Players can pre-register for the game using their Ronin Wallet. This registration can lead to receiving rewards for participating in the launch.
  3. There is a partnership between Zentry, Maxion, and Gravity that will help build the Landverse ecosystem. This partnership will support a new gaming environment on Ronin.
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Have You Played? β€’ 98 implied HN points β€’ 30 May 23
  1. The author reflected on their least-read and most-read posts, highlighting the importance of diverse content for their audience.
  2. The author discussed their experience playing long games and the belief that shorter entertainment options are generally better.
  3. The author emphasized the importance of clear, descriptive writing in discussing games to broaden understanding beyond familiar genres.
SuperJoost Playlist β€’ 79 implied HN points β€’ 24 Aug 23
  1. Microsoft has submitted a revised proposal to buy Activision Blizzard to address concerns from the UK's competition regulator.
  2. Ubisoft has secured cloud gaming rights to Activision titles from Microsoft, potentially impacting the gaming market.
  3. There is a shift in the European games market dynamics due to financial challenges facing major game makers like Embracer.
SuperJoost Playlist β€’ 19 implied HN points β€’ 10 Aug 23
  1. Letting go of talent to improve share price performance is a common strategy in the gaming industry.
  2. Investors often value cost reductions and efficiencies in companies to impact profitability and share price.
  3. Reductions in workforce may lead to positive effects on share price value, but other external factors can also play a significant role.
Turnaround β€’ 59 implied HN points β€’ 23 Sep 19
  1. The Indian mobile gaming sector is seeing significant growth on the new internet highway, attracting serious venture capital.
  2. The gaming industry in India is evolving, with skill-based games like Fantasy Sports and Rummy gaining traction despite some legal challenges.
  3. The future of the gaming sector in India holds potential for growth, with predictions of increasing interest from Chinese companies and opportunities in ancillary areas like creator tools and blockchain-based gaming.