Clearly, Fortnite has not had a good lockdown. Epic Games has caved into Google and is making Fortnite available in Google Play (see here) in a clear sign that growth...
GeForce Now is in real trouble. It appears that streaming games is harder than it looks as Nvidia’s service, like Google Stadia, is in the kind of trouble that could...
Google is making more errors. In addition to issuing refunds and apologising to its users (many of whom feel duped (see here)), Google should also realise that its power in...
Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that Stadia is going it looks...
Microsoft and Sony go in different directions. Microsoft will not be pushing VR in its next-generation console in contrast to Sony which is likely to build on the relative success...
The rebellion gains steam. The challenge to the existing status-quo when it comes to revenue sharing for app stores is gathering pace and sooner or later Valve, Google and eventually...
Sony takes a rare dive. Microsoft and Sony are working more closely together in a rare admission of failure from Sony that its cloud gaming and AI are simply not...
Plenty of nice. No must-have In a company that is now so dominated by the enterprise, its gaming business increasingly sticks out like a sore thumb begging the question as...
Epic fuels its ecosystem ambitions Psyonix adds weight to Fornite’s already mighty presence in the world of digital gaming meaning that Microsoft, Sony, Valve and Google should take notice. Epic...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Microsoft – Generation game.
Microsoft is determined not to make a mess of this generation. Microsoft is still licking its wounds from being trounced by Sony in the last console generation but is showing...