Naavik Gaming Podcast

 ‘‘Tis the season for raising and the landscape is rough. As a founder, you might be steering your company through adverse times, on a tightrope between capital raising and dilution, or looking to compliment prior raised capital. In today’s episode, your host, Alex Takei, chats with Patrick Lee, founder and managing partner of Top Corner Capital, about a financing vehicle often misunderstood: venture debt. What is venture debt and where did it come from (turns out, it’s 20% of the venture market)? How is it different from venture capital? Who should raise it, and when? Hit play on today’s episode to roll up your sleeves and do some financial forensics. And as always, if you like the episode, you can help others find us by leaving a rating or review!TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Gabe.

What is Konami building for their profitability to have sunk? Why is the strength of IPs more important than ever? We dive into the latest games business news with Aaron Bush, Anil Das-Gupta, Aaron Morley, and your host Maria Gillies.00:00 - Start02:22 - Meta Earnings06:00 - Nintendo Earnings07:12 - Hogwarts Legacy Sticks the Landing11:21 - Konami Earnings & Strategy20:51 - Sony Earnings & Strategy37:30 - Take Two Earnings - When GTA 6?52:25 - Kadokawa’s Next Steps58:20 - OutroAlso, a big thanks to data.ai for supporting all of Naavik's mobile data needs. If your team requires a market and competitive intelligence tool for tracking the mobile games industry, monitoring KPIs, and spotting opportunities across games, check out data.ai's robust platform.If you would like us to discuss any other gaming-related topics, reach out at podcast@naavik.co. We’d love to hear your feedback! And as always, if you like the episode, you can help others find us by leaving a rating or review!Go premium with Naavik Pro to access an ever-growing library of deep exclusive research including free-to-play and blockchain game deconstructions, and market analysis. Use the promo code METACAST to save 10%.TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Cabe.

Web3 game developers have choices to make regarding which blockchain they build on. In this episode, your host Niko Vuori talks with Solana’s Director of Gaming, Kuleen Nimkar, about Solana’s support for the growing web3 gaming ecosystem, making direct investments into web3 gaming startups, the company’s ambitions for their upcoming Saga mobile phone and much more. Solana: https://solana.com Solana Games Kit: https://solanafoundation.notion.site/Solana-Games-Kit-10da2edd41264c78b4aa410fb6616c16 If you would like us to discuss any other blockchain gaming-related topics, do reach out at metacast@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review!TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Gabe.

In this episode, Lexi Sydow – Head of Insights at data.ai – joins Naavik co-founder Aaron Bush to discuss:#1 The launch of data.ai’s State of Mobile 2023 report#2 The performance of various mobile gaming genres and subgenres, including what to expect this year#3 What’s new with data.ai’s products and what the team is building nextTo learn more, make sure to visit data.ai’s website, you can read the report here, and you can find Lexi on LinkedIn.As always, if you like the episode, you can help others find us by leaving a rating or review!Go premium with Naavik Pro to access an ever-growing library of deep exclusive research including free-to-play and blockchain game deconstructions, and market analysis. Check out the link to request a demo. TLDListen?: Episode summaryWatch the episode: YouTube channelJoin the discussion: Naavik DiscordFree newsletter: Naavik DigestGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Cabe.

What are the highest priority challenges for Microsoft to drive further gaming growth? Why is Metacore well positioned to take on Everdale’s mantle? We dive into the latest game business news with Aaron Bush, Tammy Levy, David Kaye, and your host Maria Gillies.00:00 - Start04:52 - Metacore Takes On Everdale’s Mantle11:55 - PSVR2 Slashes Sales Expectations15:50 - EA Earnings & Game Sunsets20:29 - Microsoft Earnings Analysis35:36 - eSports Sustainable Business Model54:32 - Playtika's Web3 Slotomania01:00:46 - OutroAlso, a big thanks to data.ai for supporting all of Naavik's mobile data needs. If your team requires a market and competitive intelligence tool for tracking the mobile games industry, monitoring KPIs, and spotting opportunities across games, check out data.ai's robust platform.If you would like us to discuss any other gaming-related topics, reach out at podcast@naavik.co. We’d love to hear your feedback! And as always, if you like the episode, you can help others find us by leaving a rating or review!Go premium with Naavik Pro to access an ever-growing library of deep exclusive research including free-to-play and blockchain game deconstructions, and market analysis. Use the promo code METACAST to save 10%.TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Cabe.

What problems would Rovio’s acquisition solve for Playtika? Why did Champions Ascension spin into Plai Labs? We dive into the latest game business news with Abhimanyu Kumar, Matt Dion, and your host Maria Gillies.00:00 - Start02:09 - Blizzard Games Shutdown in China04:32 - Carry1st Raises $27M Investment10:45 - The Last of Us Serie Drives Game Sales12:30 - Jam City Exits, Plai Labs Raises $32M28:36 - Playtika’s Rovio Acquisition Proposal50:14 - Gorilla Tag, VR Market01:11:17 - OutroAlso, a big thanks to data.ai for supporting all of Naavik's mobile data needs. If your team requires a market and competitive intelligence tool for tracking the mobile games industry, monitoring KPIs, and spotting opportunities across games, check out data.ai's robust platform.If you would like us to discuss any other gaming-related topics, reach out at podcast@naavik.co. We’d love to hear your feedback! And as always, if you like the episode, you can help others find us by leaving a rating or review!Go premium with Naavik Pro to access an ever-growing library of deep exclusive research including free-to-play and blockchain game deconstructions, and market analysis. Use the promo code METACAST to save 10%.TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Cabe.

What makes web3 players different from web2 players? Why is it so hard to get actionable insights in web3? How can you combine on-chain and off-chain data? To answer these questions, and many more, your host Niko Vuori is joined by Nathan Snell, founder of web3 data analytics company Raleon, who brings a wealth of experience to the key question: “how can I understand my web3 player behavior better”? Raleon: https://raleon.io If you would like us to discuss any other blockchain gaming-related topics, do reach out at metacast@naavik.co. We’d love to hear your general thoughts and feedback too! And as always, if you like the episode, you can help others find us by leaving a rating or review!TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Gabe.

Why is Voodoo uniquely positioned to pursue blockchain gaming and are they likely to succeed? What’s next for Ubisoft and why are they underperforming? We dive into the latest game business news with Aaron Bush, Anil Das-Gupta, and your host Maria Gillies.00:00 - Start00:50 - Latest Regulatory ATVI/MSFT Concerns05:06 - Amazon Game Services First-Party IPs11:20 - Last of Us Transmedia Success13:55 - Ubisoft’s Underperformance Analysis35:25 - Voodoo Enters Blockchain Gaming59:45 - OutroAlso, a big thanks to data.ai for supporting all of Naavik's mobile data needs. If your team requires a market and competitive intelligence tool for tracking the mobile games industry, monitoring KPIs, and spotting opportunities across games, check out data.ai's robust platform.If you would like us to discuss any other gaming-related topics, reach out at podcast@naavik.co. We’d love to hear your feedback! And as always, if you like the episode, you can help others find us by leaving a rating or review!Go premium with Naavik Pro to access an ever-growing library of deep exclusive research including free-to-play and blockchain game deconstructions, and market analysis. Use the promo code METACAST to save 10%.TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Cabe.

In this episode, Moritz Baier-Lentz – Partner and the Head of Gaming at Lightspeed Venture Partners (LSVP) – joins Naavik co-founder Aaron Bush to discuss:#1 His move to LSVP and the team’s revamped ambitions to invest across the games industry#2 Lessons learned as a VC, including how he’s grown as an investor #3 The current state of the venture market and his advice to founders on how to navigate tougher times#4 Insights on investing in web3, AI, game studios, and more!To learn more, make sure to visit Lightspeed’s website, and you can find Moritz on LinkedIn.As always, if you like the episode, you can help others find us by leaving a rating or review!Go premium with Naavik Pro to access an ever-growing library of deep exclusive research including free-to-play and blockchain game deconstructions, and market analysis. Check out the link to request a demo. TLDListen?: Episode summaryWatch the episode: YouTube channelJoin the discussion: Naavik DiscordFree newsletter: Naavik DigestGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Cabe.

Why are NetEase and Tencent diversifying into Western AAA game development? How could EU regulations affect Meta’s performance as a UA channel? We dive into the latest game business news with Aaron Bush, Matt Dion, and your host Maria Gillies00:00 - Start04:25 - China Issues Licences for International Games09:12 - YouTube Policies Demonetize Gaming Content15:10 - PSVR2 Soon!20:32 - NetEase’s SkyBox Acquisition: Why?33:44 - EU Personalised Ads Regulation (GDPR Fun)47:03 - Square-Enix President’s New Year’s Letter Analysis01:01:36 - OutroAlso, a big thanks to data.ai for supporting all of Naavik's mobile data needs. If your team requires a market and competitive intelligence tool for tracking the mobile games industry, monitoring KPIs, and spotting opportunities across games, check out data.ai's robust platform.If you would like us to discuss any other gaming-related topics, reach out at metacast@naavik.co. We’d love to hear your feedback! And as always, if you like the episode, you can help others find us by leaving a rating or review!Go premium with Naavik Pro to access an ever-growing library of deep exclusive research including free-to-play and blockchain game deconstructions, and market analysis. Use the promo code METACAST to save 10%.TLDListen?: Episode summaryWatch the episode: YouTube video Join the discussion: Naavik DiscordRead more: Naavik DigestWatch more: YouTube channelGo premium: Naavik ProFollow us: Twitter | LinkedIn | Facebook | WebsiteSound design by Gavin Mc Cabe.