Take-Two, EA Earnings / Mobile Headwinds / Layoffs - Roundtable

Nov 11, 2022

01:01:07

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Episode notes

What can we learn from Take-Two and EA’s earnings? Are we observing an increase in VC capital deployment? We dive into the latest game business news with Aaron Bush, Seb Park, and your host Maria Gillies.

00:00 - Start
02:10 - What’s Next for eSports?
05:40 - Japan’s PC Gaming Market
07:03 - China’s Declining Mobile Gaming Market
08:30 - Unity x ironSource Deal Closed
11:12 - Embracer Closed Former Square Enix Montreal
12:56 - Dapper Labs and Mythical Layoffs
22:20 - Take-Two Earnings Analysis
40:35 - EA Earnings Analysis
50:18 - Increasing Deployment of VC Capital

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