The Game Business Show The answer to the video game industry’s woes: Just make some hits
May 22, 2025
This podcast features Jean-Benoit Rouquette, a financial advisor with extensive experience in investor relations. He dives into the unexpected performance of Doom: The Dark Ages and the challenges facing Call of Duty Warzone on mobile. The conversation also touches on the acquisition of Curve Games by Nazara Technologies, the impressive growth of Roblox, and the shifting dynamics of the gaming industry. With an emphasis on quality and audience engagement, Rouquette discusses how Japanese companies are thriving while others grapple with overexpansion and player dissatisfaction.
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Market Downturn Yields Deals
- Industry downturn lowers valuations, creating acquisition opportunities for investors with capital.
- Current market conditions offer strategic chances for buying undervalued gaming companies.
Sony's Network Division Surges
- Sony's game network division grew revenues and operating income despite PS5 sales plateau.
- Growth driven by third-party games and network services boosted Sony stock to 25-year highs.
EA Rebounds With New and Existing IP
- EA rebounded strongly after early concerns with EA Sports FC's initial release performance.
- New IP like Splitgate sold millions, showing that high-quality differentiated games can succeed.