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Purnendu Mukherjee, CEO of Convai, shares insights into innovative approaches to developing human-like AI characters that can intelligently interact with users, perform actions, and engage in natural and responsive conversations.
We compare two major gaming companies, Embracer and Ubisoft, on this episode of Pixels and Profits.
✅ Business performance
✅ Valuation
✅ Future outlook of both companies
We analyze their strategies, financials, and potential for growth.
Timeline Summary:
00:00 - Introduction to the topic and overview of Embracer's business
03:00 - Discussion of Embracer's financials and debt situation
10:15 - Embracer's restructuring efforts and asset sales
13:45 - Embracer's tabletop gaming business and profitability
16:20 - Outlook for Embracer's PC and console division
21:20 - Embracer's mobile gaming business and challenges
24:25 - Valuation and investment potential for Embracer
26:45 - Introduction to Ubisoft's business and strategy
29:55 - Ubisoft's financials and revenue per employee issues
37:10 - Ubisoft's upcoming titles for fiscal year 2024
42:40 - Ubisoft's future outlook and titles for fiscal year 2025
49:50 - Valuation and investment potential for Ubisoft
52:05 - Concerns about Ubisoft's development strategies and efficiency
56:10 - Ubisoft's mobile gaming efforts and challenges
58:30 - Closing thoughts on Embracer and Ubisoft's future prospects
We discuss key themes & trends, critical takeaways, GDC panels/talks, and rumors from GDC 2024.
OUTLINE:
Ludovic Bodin is an entrepreneur, investor, and now author of the book Atomic Scaling. Ludovic has learned lessons from the titans of the games industry and created a framework he believes can be applied to any other industry.
Eve Chang shares her invaluable experiences and lessons from working on iconic mobile games like Temple Run and Bejeweled Blitz. Get ready for a session full of actionable insights and strategies that could redefine your approach to game development and live operations.
Matthew Kanterman, Joseph Kim, and Brian Peganoff discuss Nvidia as well as gaming related offerings from the company:
We are seeing severe impacts around privacy and the ability to measure any post-device ID kind of fingerprinting world. So, we wanted to put together a five-part series helping advertisers understand the measurement crisis and the different tools and measurement signals available.
Doom loops are a cycle of self reinforcing negative decisions and behaviors that lead to bad outcomes.
In this episode I talk about my own experience trying to break my doom loop impacting both my professional and personal life.
At most companies doing the hard thing is uncomfortable and we avoid addressing some of the most critical issues that can mean the difference between success and failure.
This is an audio read of my Philosophy Monday newsletter post. If you want to hear an audio version of those posts, let me know!
Go to gamemakers.substack.com and comment there and I'll do more of these in the future.
Dive into the future of game development with Joseph Kim as he interviews Ben James, CEO of Atlas, a groundbreaking company at the forefront of integrating AI into the creative process of game design. In this exclusive interview, discover how Atlas's cutting-edge technology is transforming 2D reference images into fully-realized 3D models, propelling the development of immersive 3D MMO worlds into new realms of efficiency and creativity.
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