Core Insights - Roblox Corporation (RBLX) is expanding its monetization model beyond the virtual currency system by introducing new revenue streams through advertising and intellectual property (IP) licensing initiatives [1][4]. Advertising Initiatives - Roblox has launched Rewarded Video ads in beta in partnership with Google, with nearly 100 publishers already integrating this format, indicating strong early adoption [2][8]. - The ads are designed to be lightweight and function smoothly on lower-end devices, enhancing accessibility for the global user base [2]. Intellectual Property Licensing - The company introduced an IP License Manager that connects platform creators with established brand owners, including partnerships with Lionsgate, Netflix, Sega, and Kodansha [3][8]. - Collaborations with brands like FIFA and Google Play highlight Roblox's potential as a marketing and distribution channel [3]. Revenue Diversification - These initiatives aim to diversify Roblox's revenue mix and reduce reliance on its primary virtual currency model, positioning the company to capture additional value from both users and creators [4]. - The success of these efforts will depend on scaling adoption while maintaining a positive user experience [4]. Stock Performance and Valuation - RBLX shares have increased by 105.1% over the past six months, outperforming the industry average rise of 25.6% [5]. - The current forward 12-month price-to-sales ratio for RBLX is 12.22, significantly higher than the industry average and compared to Take-Two Interactive and Electronic Arts, which have ratios of 5.95 and 5.34, respectively [7]. Earnings Estimates - The Zacks Consensus Estimate for Roblox's 2025 loss per share has widened from $1.38 to $1.71 over the past 60 days, indicating increased caution among analysts regarding the company's near-term earnings profile [10].

RT Vlad Savov (@vladsavov)Read our deep dive into Nintendo's weird, contrarian genius. With contributions from @6d6f636869, @jasonschreier, @cecianasta and illo by @qianhui_yuu.We talked to fans, rivals and staff about what makes Nintendo special.https://t.co/zAcBJnqXTq https://t.co/vkGsViMWp9 ...

Industry Collaboration - Paramount 与微软的动视视频游戏部门达成协议，将基于《使命召唤》系列游戏开发和制作真人电影 [1] Film Production - 该电影将是基于《使命召唤》系列游戏的真人改编作品 [1]

Core Insights - Paramount has signed a deal with Microsoft-owned Activision to develop, produce, and distribute a live-action film based on the Call of Duty video game franchise [1][2] - Call of Duty has been the best-selling video game series in the U.S. for 16 consecutive years, with over 500 million copies sold globally [2] Company Developments - David Ellison, chairman and CEO of Paramount, expressed his excitement about the project, highlighting his long-standing passion for the Call of Duty franchise [2][3] - The deal follows Paramount's recent merger with Skydance, which has led to a series of significant announcements, including a partnership with The Duffer Brothers for future projects [3] Financial Commitments - Paramount has also acquired the U.S. rights to UFC in a $7.7 billion, 7-year deal that will commence in 2026 [4] - Ellison indicated that the company aims to invest in "high-quality storytelling and cutting-edge technology" to shape the future of entertainment [4]

RT Avalanche Gaming 🔺 (@GamingOnAvax)Ava Labs announces a strategic partnership with WARP as a preferred publishing partner for Web3 games building on the Avalanche network.This collaboration brings together Avalanche’s high-performance infrastructure with @WarpGameCHAIN's world-class game publishing expertise — designed to support and scale the next generation of breakout Web3 titles.What This Means for Game Studios:Co-Incubation & Game Discovery:Through this partnership, Ava Labs and WARP will work closel ...

Game Performance - Pudgy Party ranked 1 in the iOS store for racing games [1] - The game's success suggests a strong collaboration between Pudgy and Mythical [1]

Core Viewpoint - Take-Two Interactive is poised for its most profitable five-year period, driven by the anticipated release of Grand Theft Auto VI and a focus on cost discipline and profit margin expansion [1][6]. Financial Performance - Take-Two reported a revenue of $1.5 billion in the last quarter, with a year-over-year revenue growth of 12% in fiscal Q1 2026 [4][3]. - Operating expenses decreased by 3% to $923 million, while the cost of revenue declined by 1% to $559 million, resulting in an operating income of $22 million, a significant turnaround from a loss of $185 million a year ago [4][2]. Future Outlook - The company expects a net loss of $377 million to $442 million in fiscal 2026 due to increased marketing expenses for Grand Theft Auto VI, but anticipates a quick recovery given the franchise's historical sales performance [7]. - Analysts project revenue to surge to $9.2 billion in fiscal 2027, increasing to $9.8 billion by fiscal 2030, driven by new releases from existing franchises [8]. Profitability and Valuation - Take-Two's operating margin is expected to expand from 12% in fiscal 2026 to 31% by fiscal 2030, leading to an annual free cash flow of $3 billion over the next five years [9]. - The current market cap of Take-Two is $42 billion, with a price-to-free cash flow (P/FCF) multiple of 14 based on fiscal 2030 estimates, indicating potential for share price growth [9][11]. - A P/FCF multiple of 28 could potentially double the share price for investors, reflecting the company's growth opportunities and focus on margin expansion [10][11].

Konami is hoping to bring back Metal Gear Solid, one of the biggest video-game franchises of all time, after years of dormancy https://t.co/8SJEVqFR6Q ...

JANUARY – JUNE: Q2 2025 INTERIM REPORT IMPORTANT INFORMATION - PLEASE READ THE FOLLOWING BEFORE CONTINUING READING This presentation (the "Presentation") has been prepared by Jumpgate AB ("Jumpgate" or the "Company") and is provided for information purposes only. By attending a meeting where this Presentation is presented or by accessing information contained in or obtained from the Presentation, including by reading this Presentation, you agree to be bound by the following limitations and notifications. Th ...

US gamers are spending more on Free Fire than Call of Duty Mobile, with anime and Netflix tie-ins helping the title surge in sales this year and rank as the highest-earning smartphone shooting game https://t.co/VvanSZtfHr ...