Meet us at Slush 2026, November 19th 
Meet us at Slush 2026, November 19th
Roblox lost nearly a third of its value after reporting its Q2 2026 results at the end of July. The stock now trades near $37, about 75% below its 2025 peak and well below its listing price from five years ago. Around $70B in market value has evaporated over the past twelve months. Roblox’s business…
A few weeks ago, a Ukrainian studio called FLEXUS launched a Steam page and trailer for a game about crewing the world’s worst budget airline. The game, Dear Passengers, reached 700,000 wishlists in 36 hours and 1.5M in five days, earning a Top 25 spot on Steam. It landed a month after Meccha Chameleon, which…
Since June 2026, multiple Chinese outlets have reported that Alibaba is seeking a buyer for Lingxi Games, the studio behind Three Kingdoms Tactics. The company is reportedly valued at between RMB 7 billion and RMB 9 billion (roughly $980 million to $1.26 billion). At the time of writing, Alibaba has not confirmed the transaction. Three…
“People don’t want to just watch anymore. They want to participate,” says Cathy Hackl, describing the future of new IP. She’s pointing at a telling 2026: Netflix’s upcoming Unhinged turns your phone into a controller — flashlight, receiver of in-game calls and texts — while A24’s Backrooms became the studio’s biggest film based on a…
On July 6th, a roughly thousand-word memo undid a decade of XBOX strategy. Asha Sharma, five months into her tenure as CEO, announced the largest restructuring in XBOX history: approximately 3,200 roles eliminated through FY27, with about 1,600 gone immediately. The move came just two months after we examined Sharma’s first months as CEO. In…
Something happened this year that had not happened in four decades of console history: every major platform holder raised prices mid-generation, some of them twice. The PS5 now sells for $649.99, up from $499.99 at launch. The Xbox Series X jumped from $499.99 to $799.99. Nintendo is expected to push the Switch 2 from $449.99…
For most of the past decade, creator marketing in games has been treated as a reach problem. Find the right influencer, negotiate an integration, track views, and hope the audience translates into players. At its best, this model helped studios manufacture launch spikes, revive lapsed interest, and make live-ops beats feel culturally relevant. At its…
Everyone knows that Turkey is a hot market and Vietnam is the next mobile powerhouse. That popularity makes them crowded and increasingly expensive. With skyrocketing UA costs and tight capital, finding an edge means looking where others aren’t. For investors, it’s about backing talent hubs early. For founders, an uncrowded, inexpensive hub stretches the runway….
Gaming at LEGO turned 30 last year. The company noted the milestone in its record 2025 results (DKK 83.5B in revenue, up 12%, at a 26% operating margin), where “Gaming at LEGO” covers both digital and physical products: from AAA games on consoles to gaming-IP bricks on the shelf. For most, LEGO is best known…
Microdramas — also known as vertical dramas, short dramas, or “mobile soap operas” — have rapidly evolved from a niche Chinese entertainment phenomenon into one of the fastest-growing mobile content categories in the world (a trend that we predicted back in 2024). These mobile-first serialized experiences typically feature 70–150 short episodes each running one to…
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