Speed Panel: Investment Restart – What Will The M&A Landscape Look Like In 2025?
summary
Recent deals like Plarium and Easybrain and buyers paying very different multiples show buyers now prefer concrete growth and structure not promises. M&A activity targets studios with ~10m trailing revenue threshold and credible recent growth, uses earn‑outs and operational rollups, and looks beyond pure games to rewarded UA and tech. Valuations compress from valuations fall from ~25x to 8–10x so buyers pay on current performance or milestones. Strategic capital flows (Netflix, Amazon, Duolingo) and $150m raise into rewarded UA signal interest and an expected mid‑2025 pickup.
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chapters (11)
- 0:00M&A landscape in 2025
- 1:51Post-restructuring M&A outlook
- 4:42Buyer universe and deal sizes
- 8:16Non-gaming buyers in gaming
- 10:20Valuation shifts and expectations
- 12:45Growth drivers and Studio appeal
- 15:14Emerging sectors and niches
- 17:192025 M&A predictions
- 20:33Gaming disruption outlook
- 23:53Q&A on synergies
- 27:30Valuation and market stability
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