It’s financial reporting season again! We’re breaking down Square Enix, Activision Blizzard, Sony, Unity, EA, and Nintendo. The game industry has thrived during the pandemic, but can it last?

TIME STAMPS

• [00:01:57] - Square Enix
• [00:09:39] - Activision Blizzard
• [00:21:30] - Sony
• [00:31:44] - Unity
• [00:36:37] - EA
• [00:53:27] - Nintendo

SOURCES

• Financial Results Briefing Session (Square Enix): https://www.hd.square-enix.com/eng/ir/pdf/21q3slides.pdf
• ACTIVISION BLIZZARD ANNOUNCES FOURTH-QUARTER AND 2020 FINANCIAL RESULTS: https://investor.activision.com/static-files/0a027e58-e3cd-445e-9e38-fd27f34775af
• Q3 FY2020 Consolidated Financial Results (Sony): https://www.sony.net/SonyInfo/IR/library/presen/er/pdf/20q3_sonypre.pdf
• Unity Announces Fourth Quarter and Full Year 2020 Financial Results: https://investors.unity.com/news/news-details/2021/Unity-Announces-Fourth-Quarter-and-Full-Year-2020-Financial-Results/default.aspx
• EA Earnings Release for Q3 Fiscal 2021: https://s22.q4cdn.com/894350492/files/doc_financials/2021/q3/Q3-FY21-Earnings-Release-Final.pdf
• EA Prepared Remarks for Q3 Fiscal 2021: https://s22.q4cdn.com/894350492/files/doc_financials/2021/q3/Q3-FY21-Prepared-Remarks-Final.pdf
• EA Sports is making a new college football video game (Polygon): https://www.polygon.com/2021/2/2/22262449/ea-sports-college-football-ncaa-players
• Nintendo Consolidated Results for the Nine Months Ended December 31, 2019 and 2020: https://www.nintendo.co.jp/ir/pdf/2021/210201e.pdf
• Nintendo Switch + AC New Horizons attach rate: https://twitter.com/MatPiscatella/status/1356288101803454464?s=20