Naavik Gaming Podcast

Is there further evidence whether a growth by acquisition model is sustainable? What are the consequences of Roblox leaning into generative AI? What can we learn by analysing 2020 to 2022’s gaming deals? We dive into the latest games business news with Aaron Bush, Felipe Mata, and your host Maria Gillies.00:00 - Start03:00 - InvestGame 2020-2022 Gaming Deals Report Highlights07:20 - What’s Next For Firaxis?24:15 - Blizzard’s Back to Office Mandate29:50 - Future of Growth By Acquisition Business Model (Embracer and Stillfront)50:44 - Roblox Generative AI & Earnings Analysis01:07:40 - OutroIf you would like us to discuss any other gaming-related topics, reach out at podcast@naavik.co. We’d love to hear your feedback!InvestGame’s 2020-22 Gaming Deals Report mentioned in the episode can be found here.Also, 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. 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.

Over the past 15 years, mobile gaming has grown to be the predominant form factor for gamers, generating over two-thirds of global gaming revenues, and an even bigger share of player activity. But when it comes to Web3 games, games that integrate NFTs, digital ownership and tokenized economies, they still almost exclusively exist outside the mobile app stores. Why is that? To better understand what the mobile options are for game developers, your host Niko Vuori talks with Anil Das-Gupta (who has recently shipped a mobile game with NFT integration into the Apple App and Google Play Stores), Benas Baltramiejunas (who is in the process of shipping a mobile game with NFT integration into the Apple App and Google Play Stores) and Chris Akhavan (who recently joined top NFT marketplace Magic Eden to help Web3 game developers integrate blockchain technologies and reach more players). First Light Games: https://www.firstlight.games/ BlockGames: https://www.block-games.co/ Magic Eden: https://magiceden.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.

Can Supercell reignite their magic of developing new ways to play? What can we learn from Capcom and Netmarble earnings? Why is there a rise of game-only acquisitions? We dive into the latest games business news with Abhimanyu Kumar, Matt Dion, Dave Elton, and your host Maria Gillies.00:00 - Start03:00 - Supercell’s Annual Letter18:15 - DigiDaigaku’s Super Bowl Ad27:48 - Why Are Game-Only Acquisitions On The Rise?36:25 - Capcom’s Earnings Analysis47:08 - Netmarble Earnings Analysis58:57 - Stream Hatchet’s Video Game Streaming Annual Report01:08:30 - OutroIf you would like us to discuss any other gaming-related topics, reach out at podcast@naavik.co. We’d love to hear your feedback!Stream Hatchet’s Annual Report mentioned in the episode can be found here.Also, 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. 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.

Axie Infinity marked the beginning of Web3 gaming season. But since then, the industry has not seen anything that comes even close to matching the excitement, engagement or adoption of Axie. With Dookie Dash, has Yuga Labs, the team behind many of the biggest NFT projects on the planet, finally built the next hit Web3-native game, and potentially even the beginnings of a Web3 gaming ecosystem? Your host Niko Vuori talks with Web3 analyst Thomas Pan to find out if Dookey Dash is the next big milestone moment in the evolution of Web3 gaming. Dookey Dash: https://dookeydash.com/ Web3 With TPan: https://tpan.substack.com/ 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.

 ‘‘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.