1:42 Background on FunPlus

2:35 Embracer Group - Historical context and current status, including breakup

6:06 Why did Embracer break up? What form of game industry consolidation makes sense?

7:40 When do company synergies make sense for game studio consolidation?

9:40 Comparison of Zynga vs. Embracer M&A strategy, Zynga’s historical M&A context

14:00 Could Embracer’s consolidation strategy have worked out? How?

16:00 Embracer’s lack of centralization functions and impact of debt to break up

19:31 Impact of easy money on M&A in 2021/2022 and then after

21:45 Outlook for Embracer split-off companies

25:38 Lars’ role in the new split-off Embracer companies

26:50 Impact of trading on the Swedish exchange

29:08 Importance of post-acquisition integration

36:22 Chris’ take on advantages of scale for gaming studios - ideal level of scale

41:08 Matt’s thoughts on game studio scale

42:30 Value from sharing best practices

47:09 Thoughts on how big studios will consider Roblox more seriously

50:05 Will FunPlus consider acquiring one of the Embracer companies?

51:47 What is the outlook for M&A in 2024 and beyond?

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