⏱️ Timeline/Chapters:

00:00 - Introduction

01:05 - Ubisoft's Current State & Challenges

14:35 - Unity's Turnaround Story

31:20 - AppLovin Deep Dive

39:15 - China Gaming Market Update

49:40 - Microsoft-Activision Deal Impact

56:10 - Roblox & Hindenburg Report Discussion

📝 Description:

Join us for an in-depth discussion of the hottest topics in gaming! Industry veterans break down recent developments at major gaming companies and what they mean for the future of the industry.

We analyze Ubisoft's ongoing struggles, Unity's attempted turnaround under new leadership, AppLovin's rising dominance in mobile advertising, China's gaming market dynamics, and the implications of Microsoft's Activision acquisition. Plus, a quick take on the recent Roblox controversy.

Topics include:

• Why Western AAA game development is struggling

• Unity's technical improvements and business challenges

• AppLovin's market dominance in mobile advertising

• China gaming market outlook and geopolitical risks

• Microsoft's Game Pass strategy and the future of gaming subscriptions

• Latest industry M&A activity and valuations

Whether you're a game developer, industry executive, or just interested in the business of gaming, this discussion provides valuable insights into where the industry is headed in 2024 and beyond.