The Microsoft/Activision deal is still alive. And now, Ubisoft has been folded into the conversation with control of cloud streaming rights. Also: Earnings (Square Enix, Sony, Take-Two, Embracer Group), The July 2023 Circana Report on U.S. Video Game Spending, Xbox’s new moderation system, and a listener question about the Xtra Small Small.
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TIME STAMPS
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[00:01:36] - Square Enix Q1 FY24 Earnings
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[00:07:16] - Take-Two Q1 FY24 Earnings
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[00:14:51] - Sony Q1 FY24 Earnings
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[00:18:24] - Embracer Group Q1 FY24 Earnings
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[00:26:23] - Investment Interlude
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[00:41:24] - Quick Hits
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[00:46:17] - Labor Report
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[00:50:59] - Circana Report on U.S. Video Game Spending for July 2023
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[00:54:19] - Xbox’s New Moderation System
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[00:56:46] - Listener Question
SOURCES
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Scoop: Saudi-funded Savvy Games was the mystery partner in collapsed $2B Embracer deal | Axios
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Embracer is Moving to Shutter Campfire Cabal | Campfire Cabal on LinkedIn
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