All Episodes

February 25, 2025 78 mins

Despite mounting evidence that Games as a Service are struggling, executives continue to go back to that empty well. Also: A ton of earnings reports (Nintendo, EA, Paradox, Square Enix, Sega, Ubisoft, Remedy, Embracer Group, and Sony), the labor picture worsens, and Niantic may be exiting the gaming space.

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TIME STAMPS

  • [00:01:58] - Nintendo Q3 FY25 Earnings
  • [00:16:07] - EA Q3 FY25 Earnings
  • [00:30:18] - Paradox FY24 Earnings
  • [00:34:40] - Take Two Q3 FY25 Earnings
  • [00:36:46] - Square Enix Q3 FY25 Earnings
  • [00:40:17] - Sega Q3 FY25 Earnings
  • [00:42:52] - Ubisoft Q3 FY25 Earnings
  • [00:44:49] - Remedy FY24 Earnings
  • [00:47:15] - Embracer Group Q3 FY25 Earnings
  • [00:50:18] - Sony Q3 FY25 Earnings
  • [00:54:11] - Investment Interlude
  • [01:01:38] - Quick Hits
  • [01:05:18] - Labor Report

SOURCES

INVESTMENT INTERLUDE

LABOR REPORT


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