What's the past/present/future of the gaming industry and Ubisoft?
Some video game macro and micro:
Overview of the video game industry – its history and evolution; market size, structure, and economics; plus current state and outlook
Ubisoft $UBSFY deep dive – its current predicament; competitive advantages/disadvantages; financials; and future, including upcoming game releases and other catalysts
This podcast is AI-generated with NotebookLM, using the following sources, research, and analysis:
The Historical Evolution of the US Video Game Industry: Applying the Industrial Organization Model (UGA, Seo, 2002)
Structure and Competition in the US Home Video Game Industry (UMichigan, Williams, 2008)
Vertical Integration, Exclusivity and Game Sales Performance in the US Video Game Industry (UCSC, Gil/Warzynski, 2010)
Technological Tying and the Intensity of Competition: An Empirical Analysis of the Video Game Industry (Carnegie Mellon, Derdenger, 2010.10.13)
The business of video games is a multi-player game: On governance choices and performance in a two-sided market in the cultural industries (Peters, 2018)
Market Structure and Trend Chasing in the Video Games Industry (Medium, Joseph Clement, 2018.05.27)
What's possible in the gaming industry in the next dimension (EY, 2022)
Unravelling the complexity of the Video Game Industry: An integrative framework and future research directions (Goh/Al-Tabbaa/Khan, 2023.12)
Essential Facts About the US Video Game Industry (Entertainment Software Association, 2024)
Gaming industry emerging technology trends (PwC, 2024.01.16)
The Tremendous Yet Troubled State of Gaming in 2024 (Matthew Ball, 2024.01.23)
Ubisoft Universal Registration Statement 2023-24FY (Ubisoft IR, 2024.06.20)
Ubisoft financial targets update 2024-25FY (Ubisoft IR, 2024.09.05)
Gaming Industry: Structure and Economics (Fiveable Study Guides, 2024.07.18)
The Success of Black Myth: Wukong And What It Means for Media (Matthew Ball, 2024.09.12)
What Is Happening To The Gaming Industry? (State of the Arc Podcast, 2024.09.23)
Assassin’s Creed maker Ubisoft faces questions over its future (CNBC, 2024.10.01)
Why is Assassin’s Creed maker Ubisoft facing questions about its future? (Invezz, 2024.10.01)
What in the world is going on at Ubisoft? (Fast Company, 2024.10.14)
Not investment advice; do your own due diligence!
# stocks tech media entertainment
Gaming: The state of the video game industry and Ubisoft $UBSFY | Annotote TLDR podcast - Listen or read transcript on Metacast
