I’m spending some time getting back up to speed on the major players in the games sector as part of my increased involvement in Hiro Capital, and this chart in the Activision Blizzard annual report leaped out...

I’ve recently been asked to think about what rising inflation (8.2% in the UK in June; 9.1% over the last 12 months in the US) means for the video game industry. There are three areas to think...

I just saw a chart from Martin Nerurkar about the sales of his game Nowhere Prophet by platform. He followed up with this tweet: And if you’re wondering why the Microsoft Store isn’t on this graph, that’s...

Sony’s recent corporate presentation was heavily focused on F2P and live-service games. Piers Harding-Rolls has an excellent analysis thread on Twitter, and these 2 charts leaped out at me. That chart shows that more a quarter of...

I am continuing my quest to understand this third major transition in the technology / games markets in my career (first: the Internet; second: free-to-play; now: the blockchain). I feared that I didn’t or couldn’t understand. Spending...

Twice in my career, I have been at the forefront of massive change. In 2000, I was an Internet analyst at Deutsche Bank advising middle-aged men (and they were all men) on how this new nerdy Internet...