What's the past/present/future of the gaming industry and Ubisoft?

Some video game macro and micro:

1. Overview of the video game industry – its history and evolution; market size, structure, and economics; plus current state and outlook


2. 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!

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