Good to see my prediction that Switch Online would add new content for the Switch 2 launch was correct
GameCube games will be exclusive to Switch 2 and part of the Expansion Pack
Original predictions for the Switch 2 in the @gibiz.bsky.social analyst column
www.gamesindustry.biz/switch-2-fin...
Re: US pricing for Switch 2, Nintendo was in between a rock and a hard place
No pricing during the stream as it was likely in flux, with a range in play
Even so, pretty sure N wouldn’t have expected 46% tariff imports from Vietnam
If they hold, might we see a US price increase in ‘26?
Ahead of the #Nintendo #Switch2 Direct later...
★ Switch 2 represents a $7bn-8bn games content opportunity over the next two years
★ Plus, a $1bn-2bn potential additional in-game spend opportunity per year~
Read: www.ampereanalysis.com/insight/nint...
#NintendoSwitch2 #NintendoSwitch
Our comments and analysis on the Nintendo Switch 2 showcase and its implications
Key takeaways:
- 13m units in 2025. Price point of $450 not an issue
- Nintendo in more direct competition with Sony and MS
- growth opportunity rests on digital
www.ampereanalysis.com/insight/nint...
New: Arcane was a critical hit, but not profitable for Riot. Sources say Riot didn't have a robust strategy to recoup Arcane's $250 million cost ahead of launch. Tencent and some employees questioned what it actually added to Riot's core games business. www.bloomberg.com/news/article...
Our annual analysts predictions feature is now live! Traditionally, Brendan always ran this the first day back but since I'm gone by the end of the month, I wanted to go a little early
Big thanks to @superhys.bsky.social @serkantoto.bsky.social @piershr.bsky.social @lisahanson.bsky.social et al
Also wrote a short insight piece on this which you can read here:
www.ampereanalysis.com/insight/sony...
New PS5 Pro technical deep dive from Mark Cerny just dropped
I was lucky enough to catch this first hand - it’s a really interesting talk
Gives good insight into the future roadmap for PlayStation consoles - also closer collaboration with AMD!
blog.playstation.com/2024/12/18/p...
1 hr countdown to our next free webinar:
Unlocking the Attention Economy: How Media, Sports, & Gaming can drive consumer time & engagement
Useful data and insight to better understand the competition for consumer attention
Sign up at the link
register.gotowebinar.com/register/451...
Reuters: Sony in talks to acquire Kadokawa, the Japanese media powerhouse behind the "Elden Ring" game, two sources familiar with the matter said.
Sony declined to comment. Kadokawa said it cannot comment.
www.reuters.com/markets/deal...
News from Reuters is that Sony is in talks to buy Kadokawa Corp, ~70% majority owners of hugely talented FromSoftware (~14% already owned by SIE)
Kadokawa’s business extends into areas that fit pretty well into Sony’s broader business - anime, manga, TV, film
www.reuters.com/markets/deal...
Half-Life 2 is free to own on Steam (offer expires Nov 18th). The game is also updated for its anniversary https://buff.ly/48UyM5O
Free offer also includes Ep 1 & 2
Happy 20th to the GOAT FPS
Since people have been asking, I've created a "Background Radiation" Games Industry Starter Pack! The goal is a pack that gives you a good horizontal overview of the games industry and its surrounding fields - and the conversations happening there.
go.bsky.app/RxQCsKS
I spoke to Neil Long of @mobilegamerbiz.bsky.social, Ampere's @piershr.bsky.social and Newzoo about the US court ruling opening up Google Play to rival stores - and why it might not actually make much difference
@ozone.birb.house Games research pls
Thanks
Had fun doing this!
For all the complaints about the $700 price tag, there *will* be people that buy the PS5 Pro - the question is how many? I spoke to Sam Naji, @matpiscatella.bsky.social, Rhys Elliott, Dr. @serkantoto.bsky.social and @piershr.bsky.social to gauge their expectations for Sony's expensive new console
I wrote some analysis on the PS5 Pro reveal here: www.ampereanalysis.com/insight/ps5-...
It looks at PlayStation's PS5 product strategy versus PS4, the pricing question, likely demand for PS5 Pro and covers other bits and pieces which weren't in the reveal #ps5pro
Destiny is ten years old today, and the industry is still very much feeling its influence. But efforts to recapture its success are almost always in vain - I explore why with the help of @matpiscatella.bsky.social @piershr.bsky.social @ramiismail.com Michael Pachter and Rachel Weber
Reuter’s Josh Ye reporting on ByteDance’s retreat from gaming
Follows a report that Moonton is for sale
TikTok owner looks to have lost appetite for exposure to ultra competitive sector
Will struggle to make back $4bn spent on Moonton (Saudi’s only chance?)
www.reuters.com/technology/b...
Roblox was the number 3 ranked title by monthly active users on PlayStation in October with 13.5m (45 markets)
Considering the average Roblox gamer, you won't be surprised to hear that a majority of those users were on PS4 (like Fortnite)
(Source: Ampere Games - Analytics)
