The New Video Game Landscape
summary
The games market is a $120bn industry that in 2020 accelerates toward digital and becomes a safe haven for investors as consoles refresh and big tech pours billions into cloud gaming. Analysis uses a dataset of revenue from 200+ companies over 20 years and shows growth driven by games-as-a-service, mobile expansion and business-model innovation — e.g. MapleStory US monetization via prepaid cards scales from 600k to 36 million annual revenue, while subscription plays like Game Pass reach ~50 million subscribers. Cloud streaming is promising but not yet mainstream due to bandwidth and content gaps.
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chapters (5)
- 0:00Start
- 14:01Nintendo saves the day
- 18:02Working the network effects
- 19:35Changing carriers
- 30:50Why console gaming is dying
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