It's earnings season, so we're digging into the numbers to help us understand if "Survive until '25" is still realistic or if things are going to remain difficult through next year. Also: Circana report on U.S. video game spending for September 2024, a few bright investment items, and a labor report that still shows bumpy roads ahead.

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TIME STAMPS

• [00:03:56] - Desert Bus for Hope
• [00:05:05] - Circana Report on U.S. Video Game Spending for September 2024
• [00:14:26] - EA Q2 FY 25 Earnings
• [00:27:11] - Microsoft Q1 FY24 Earnings
• [00:35:45] - Ubisoft Q2 FY25 Earnings
• [00:39:51] - Remedy Q3 FY24 Earnings
• [00:45:24] - Capcom Q2 FY25 Earnings
• [00:51:07] - Take-Two Q2 FY25 Earnings
• [00:58:35] - Video Game History Museum - Statement on DMCA 2024 Ruling
• [01:05:14] - Investment Interlude
• [01:12:06] - Quick Hits
• [01:14:54] - Labor Report

SOURCES

• Electronic Arts Reports Strong Q2 FY25 Results | EA
• Earnings Release FY25 Q1 | Microsoft
• UBISOFT REPORTS FIRST-HALF 2024-25 EARNINGS FIGURES | Ubisoft
• Business Review: January - September 2024 | Remedy
• Consolidated financial results for the 2nd Quarter of FY2024 | Capcom
• Take-Two Interactive Software, Inc. Reports Results for Fiscal Second Quarter 2025 | Take-Two Interactive
• Second Quarter Fiscal FY25 Results and Guidance Summary | Take-Two Interactive
• Statement on the DMCA 2024 triennial review ruling | Video Game History Foundation

INVESTMENT INTERLUDE

• 'Happy Hunting' Filmmaker Launches Wolf Haus Games With Funding From 'PUBG' Developer Krafton | Variety
• Radical Forge raises £2.6m | GamesIndustry
• The End of the Beginning | Space Ape
• Squido Studio raises $3M for social XR game DigiGods | GamesBeat
• Amplitude Studios is Independent after Sega Split | Romain de Waubert de Genlis on LinkedIn