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🔦 Spotlight 🌟
A look at Adverty's launch of the streaming In-Play ads. Game changer. Imagine the billboard ad space in Fortnite is plugged into the ad network and up for auction. In-Play Ads, fully native to the game. Link
A look at Minecraft banning NFTs & Blockchain! Link
A look at the economics of the Metaverse Link
A look at my original portfolio breakdown of a16z’s GAMES FUND ONE portfolio Link
🌊 MARKET ☎️
A look at consumer spending on games. (TL;DR Down 7 straight months.) The month of May was down 19% YoY. Link
A look at Games are global. Crypto is default global. So builders should buidl with a global audience in mind. 3B+ active players in the past 6 months with FIFTY-FOUR percent coming from Asia (mostly China), and 14% Euro, 7% North Am. Link
A look at a sobering overview of the UA landscape across verticals. Gaming is not immune. Link
A look at more beras news for gaming. Gaming is not recession-proof. Prev. growth masked recession hit. Whale-concentrated games are more vulnerable. We may not be so lucky this time. Link
A look at Unity merging with IronSource. The 3rd & 4th largest ad networks for mobile. Big deal. Link
A look at PlayStation's Q2 rev dip by 2% to $4.5B. Link
A look at Xbox's slow release schedule leads to a 7% decline (~$260M) to $3.7B in Microsoft's overall gaming rev for Q2. Link
A look at the M&A Activity in H1 2022 by Drake Star Partners Link
A look at FaZe Clan going public on Nasdaq. Didn't look too hot. Link
A look at the Games market to reach $197B in 2022 Link
💎 Deep Dives 🔎
A look at Dislyte deepdive from Decon of Fun Link
A look at a deep dive into Stumble Guys by Naavik. Clones on clones on clones. Link
A look at Sucker Punch's Ghost of Tsushima. There's some great stats here. 78M photos taken. 9.7M copies sold Link
A look at a deep dive into Free Fire, again, by Naavik. This one is a good one. Link
🌈 Platforms 🏔
A look at Unity Games Service coming out of beta! A suite of services from analytics to matchmaker. And you can use these offerings on ANY engine. What a chad move. If you're unfamiliar with Unity, you needa dyor. It's one of my fave cos. Link
A look at Epic Games releasing its Online Services SDK that allows cross-play between Epic <> Steam. Cross-play = merged frens list = MOAR FUN. Another Chad move. Link
A look at Samsung's gaming hub (again). But news is that Amazon's Luna is added to the list. P cool to see Xbox, Nvidia, Amazon, Stadia all in one roof. Link
✨ Web 3️⃣ + Meta 🌎
A look at the Metaverse Standards Forum, with PlayStation, Microsoft, Epic, Unity. Establishing interoperability standard for 3D Graphics Link
A look at secondary NFT sales/royalties. A look at the top 10 collections (excl. games) gives you 283k Total ETH Onchain Rev. 67% Primary = 190k. ETH 33%. Secondary = 93k ETH. Link
A look at Aglet passing 3.5M active users in its Sneakerverse Link
A look at Delphi Digital's Future of (Crypto) Gaming piece. Shoutout to my frens over at @Delphi_Digital @Shaughnessy119 @pierskicks Link
A look at the Open Metaverse Alliance for web3. This sounds like the Metaverse Standard Forum amd the Blockchain Game Alliance Link
🧠 Knowledge Hub 📚
🔦 Spotlight 🌟
A look at Adverty's launch of the streaming In-Play ads. Game changer. Imagine the billboard ad space in Fortnite is plugged into the ad network and up for auction. In-Play Ads, fully native to the game. Link
A look at Minecraft banning NFTs & Blockchain! Link
A look at the economics of the Metaverse Link
A look at my original portfolio breakdown of a16z’s GAMES FUND ONE portfolio Link
🌊 MARKET ☎️
A look at consumer spending on games. (TL;DR Down 7 straight months.) The month of May was down 19% YoY. Link
A look at Games are global. Crypto is default global. So builders should buidl with a global audience in mind. 3B+ active players in the past 6 months with FIFTY-FOUR percent coming from Asia (mostly China), and 14% Euro, 7% North Am. Link
A look at a sobering overview of the UA landscape across verticals. Gaming is not immune. Link
A look at more beras news for gaming. Gaming is not recession-proof. Prev. growth masked recession hit. Whale-concentrated games are more vulnerable. We may not be so lucky this time. Link
A look at Unity merging with IronSource. The 3rd & 4th largest ad networks for mobile. Big deal. Link
A look at PlayStation's Q2 rev dip by 2% to $4.5B. Link
A look at Xbox's slow release schedule leads to a 7% decline (~$260M) to $3.7B in Microsoft's overall gaming rev for Q2. Link
A look at the M&A Activity in H1 2022 by Drake Star Partners Link
A look at FaZe Clan going public on Nasdaq. Didn't look too hot. Link
A look at the Games market to reach $197B in 2022 Link
💎 Deep Dives 🔎
A look at Dislyte deepdive from Decon of Fun Link
A look at a deep dive into Stumble Guys by Naavik. Clones on clones on clones. Link
A look at Sucker Punch's Ghost of Tsushima. There's some great stats here. 78M photos taken. 9.7M copies sold Link
A look at a deep dive into Free Fire, again, by Naavik. This one is a good one. Link
🌈 Platforms 🏔
A look at Unity Games Service coming out of beta! A suite of services from analytics to matchmaker. And you can use these offerings on ANY engine. What a chad move. If you're unfamiliar with Unity, you needa dyor. It's one of my fave cos. Link
A look at Epic Games releasing its Online Services SDK that allows cross-play between Epic <> Steam. Cross-play = merged frens list = MOAR FUN. Another Chad move. Link
A look at Samsung's gaming hub (again). But news is that Amazon's Luna is added to the list. P cool to see Xbox, Nvidia, Amazon, Stadia all in one roof. Link
✨ Web 3️⃣ + Meta 🌎
A look at the Metaverse Standards Forum, with PlayStation, Microsoft, Epic, Unity. Establishing interoperability standard for 3D Graphics Link
A look at secondary NFT sales/royalties. A look at the top 10 collections (excl. games) gives you 283k Total ETH Onchain Rev. 67% Primary = 190k. ETH 33%. Secondary = 93k ETH. Link
A look at Aglet passing 3.5M active users in its Sneakerverse Link
A look at Delphi Digital's Future of (Crypto) Gaming piece. Shoutout to my frens over at @Delphi_Digital @Shaughnessy119 @pierskicks Link
A look at the Open Metaverse Alliance for web3. This sounds like the Metaverse Standard Forum amd the Blockchain Game Alliance Link
🧠 Knowledge Hub 📚
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