The impact of the end of ZIRP, global macro trends, and the end of the age of excess leads to many changes.

We discuss where we are today, the M&A outlook, and the outlook for major public game companies.

M&A discussion

- Scopely/Savvy

- Rovio/SEGA

- Activision/Microsoft

Public Companies:

- AI + @NVIDIA (NVDA)

- Embracer (EMBRAC-B)

- Ubisoft (UBSFF)

- Take Two (TTWO)

- EA (EA)

- Unity (U)

- Applovin (APP)

OUTLINE:

0:00 Intro

3:19 Where are we as a games industry?

7:20 Are games recession-proof?

8:53 JK take on rise of Asia, age of efficiency

13:48 State of M&A

23:06 Rovio + @SEGA

29:08 Scopely + Savvy

32:32 Outlook on Activision acquisition by Microsoft

37:33 AI x Nvidia

47:35 Large vector to small vector game development

50:59 Embracer

52:50 Speculation on lost $2B deal by Embracer

54:50 Ubisoft

59:43 Take-Two

1:06:49 Unity

1:13:25EA

1:16:48 Applovin

👇 EPISODE LINKS:

- Matthew Kanterman: https://www.linkedin.com/in/matthew-k...

- Joseph Kim: https://www.linkedin.com/in/jokim/

- Brian Peganoff: https://www.linkedin.com/in/brian-peg...

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• MY INSTAGRAM → @jokim1

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• LINKEDIN → https://www.linkedin.com/in/jokim/