Panel: The Effect of M&A on the Global Games Industry: Is the Future About Fewer, Bigger Companies?
summary
Conference panel reports that 2020 is a blockbuster year for M&A and 2021 already eclipses it, with private equity activity showing $9B PE deals and roughly 20% to blockchain ($1.8B) of new deals; Axie Infinity and Dapper Labs get cited as pioneers while platform rules matter — Apple and Steam restrict NFTs, Google and Epic take different paths. Consolidation targets both studios and tools (Unity, Keywords, QA firms), and caution notes that actual NFT buyers remain small at <2M NFT buyers.
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chapters (8)
- 0:00M&A panel introduction
- 2:04Industry consolidation trends
- 10:14Capital and blockchain gaming
- 20:12Platform and genre consolidation
- 31:58Small studios: join wave?
- 40:08Media players in gaming
- 45:04Blockchain gaming: breakthroughs vs skepticism
- 53:34Closing remarks
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