RT AZ (@aztheknight)After an incredible chapter leading BD at Kingdomly, helping creators and NFT projects launch across ecosystems, I’ve decided to move on from this side of the industry.It took me a while to get here, two years full-time in crypto, seeing what works, what fades, and what truly lasts.I’ve always wanted to build my own project, but never had the right timing, or the right team.Now I finally do.I’m turning my focus to gaming, because it’s hard, it’s creative.I want to build something that’s ...

Core Insights - BetMGM, co-owned by Entain plc and MGM Resorts International, reported a strong third-quarter 2025 business update and raised its full-year guidance, leading to a 2.8% increase in MGM's shares during trading hours and an additional 0.2% in after-hours trading [2][4] Financial Performance - BetMGM's net revenues for Q3 reached $667 million, marking a 23% year-over-year increase, with iGaming revenues growing by 21% and Online Sports revenues by 36% [3][8] - Adjusted EBITDA for BetMGM was $41 million, a significant turnaround of $57 million compared to the same period last year [3][4] Growth Outlook - MGM now anticipates full-year net revenues of at least $2.75 billion, an increase from the previous estimate of $2.7 billion, and expects EBITDA to be approximately $200 million, up from $150 million [4][8] - The growth momentum is supported by a diversified portfolio including Las Vegas Strip resorts, regional operations, MGM China, and MGM Digital, with near-term catalysts in BetMGM and Las Vegas operations [5] User Engagement and Platform Enhancements - BetMGM reported strong growth in monthly active users and player engagement, focusing on targeted player acquisition and retention of high-value players, aided by recent platform enhancements [6][8] Market Position and Share Performance - MGM's shares have increased by 14.5% over the past six months, compared to a 34.5% growth in the Zacks Gaming industry, indicating a solid position for sustainable earnings growth in the global hospitality and gaming sector [7]

Core Viewpoint - Roblox Corporation's stock increased following the announcement of a partnership with Mattel, which will introduce major brands like Monster High into Roblox games, enhancing user engagement and monetization opportunities [1][2]. Partnership Details - Mattel and Roblox have established a partnership to create multiple standalone games on the Roblox platform, starting with a new Monster High experience set to launch on October 24 [2]. - The initial game will allow players to explore a Monster High world, customize characters, and earn in-game rewards, with plans to introduce additional franchises such as Barbie and Hot Wheels in the future [3]. Content Integration - Mattel's intellectual properties will be integrated into Roblox's License Manager and Licenses catalog, with existing brands like Polly Pocket already available and others like Matchbox planned for future release [4]. - The collaboration aims to enable developers to use officially licensed assets, thereby increasing user-generated content and brand interactions within Roblox [4]. Executive Insights - Executives from both companies highlighted the imaginative potential of Roblox as a platform for fans to engage with Mattel's brands in innovative ways [5]. - The partnership is seen as a means to connect with next-generation audiences through custom experiences and licensed content [5]. Business and Growth Strategy - Mattel's extensive storytelling history combined with Roblox's global reach and creation tools aims to extend physical franchises into interactive digital worlds [6]. - The strategy includes a series of standalone games and licensed assets across various platforms, targeting sustained engagement across different age groups [6]. Market Impact - The partnership is expected to deepen fan engagement and create merchandising opportunities, contributing to long-term brand value for both companies [7]. - Following the announcement, Mattel's stock rose by 0.67% to $17.92, while Roblox's stock increased by 5.2% [7].

Core Insights - Generation Z is increasingly influential, characterized by their digital nativity and assertiveness in rights, with the potential to impact governance [1] Company Overview - Brag House Holdings is merging with the Dogecoin Foundation's commercial arm through a reverse takeover, leading to a significant increase in its share price [2] - The Dogecoin Foundation supports the development of Dogecoin, which has a market cap of approximately $31 billion and is currently trading around 20 cents [2] Strategic Plans - The merger aims to integrate Dogecoin's payment ecosystem into Brag House's digital gaming and social platforms, focusing on creating multiple recurring revenue streams [4] - The combined entity plans to collaborate with partners like 21Shares, Robinhood, and CleanCore Solutions to develop Dogecoin-linked financial instruments that comply with regulatory standards [5] Market Positioning - The initiative is expected to transition Dogecoin from a meme coin to a recognized asset class among institutional investors, enhancing its mainstream acceptance [5] - Brag House's CEO emphasized the potential for significant shareholder value creation by embedding Dogecoin into various aspects of Gen Z's experiences [6]

Core Insights - The ROG Xbox Ally X represents a significant development in the portable gaming market, reflecting current trends in PC gaming and indicating a potential direction for the industry [2] Product Overview - The name "ROG Xbox Ally X" combines the ROG and Xbox brands, but its complexity may hinder casual recognition, as many gamers may simply refer to it as a portable Xbox [3][4] - The device operates on Windows 11, which adds complexity but is somewhat mitigated by the Xbox launcher and Asus' Armoury Crate [5][6] User Experience - The interface of the ROG Xbox Ally X is seen as overly complex, with multiple launchers and the Windows 11 interface, contrasting with the simpler experiences offered by traditional consoles [7][9] - The device allows for three primary ways to play: cloud gaming via Xbox Game Pass, direct downloads from the Xbox Store, and installation of various games through the Windows OS [10][11][13] Market Positioning - The ROG Xbox Ally X enters a competitive market, directly challenging established consoles like the Nintendo Switch and the Valve Steam Deck, with the latter dominating the high-end portable gaming space [14][17][18] - Research indicates that the Steam Deck holds a significant market share, accounting for two-thirds of sales in the high-end portable gaming segment, which the ROG Ally aims to penetrate with Microsoft's backing [18] Future Implications - The potential for Microsoft to ensure that games in the Xbox Store are compatible with the ROG Xbox Ally X could significantly benefit the mobile gaming community [19] - The ROG Xbox Ally X has the potential to redefine mobile high-end gaming by offering a versatile device capable of running a wide range of PC games [20]

RT Solana Gaming (@GamingOnSolana_)Solana Gamooors 📢Game Pass Season 1 goes live on October 22nd via @GalxeQuestPrepare yourselves for maximum fun and exclusive rewards!Follow the link below to stay updated 👇 ...

Group 1 - Mattel and Roblox are expanding their collaboration to create new Roblox titles inspired by Mattel brands, starting with the launch of Monster High on October 24 [4] - Monster High is recognized as the fourth largest doll brand globally, indicating its significant market presence [4]

Core Insights - Mattel and Roblox have expanded their collaboration to introduce new Roblox titles inspired by Mattel's iconic brands, starting with the launch of the Monster High experience on October 24 [2][3][4] Company Overview - Mattel, Inc. is a leading global toy and family entertainment company, owning a diverse portfolio of iconic brands including Barbie, Hot Wheels, and Monster High [2][8] - Roblox Corporation is an immersive gaming and creation platform that allows users to explore, create, and share unique experiences [9] Product Launch - The Monster High experience will allow players to customize pets, craft elixirs, and engage with iconic characters, enhancing the interactive digital play experience [3][4] - Following Monster High, additional experiences featuring brands like Barbie, Hot Wheels, and others will be developed for Roblox [4][6] Strategic Goals - The collaboration aims to bridge physical and digital play, creating engaging experiences that resonate with fans of all ages [6][7] - Mattel's previous success on Roblox, such as the Barbie DreamHouse Tycoon, which reached nearly 500 million visits, demonstrates the potential for sustained engagement through digital platforms [7]

Core Insights - Enthusiast Gaming Holdings Inc. hosted its 12th annual Pocket Gamer Connects Helsinki, attracting over 1350 senior games industry professionals from 44 countries, highlighting significant networking and business development opportunities [1][7] Event Details - The event took place at the Wanha Satama exhibition centre and featured participation from major brands and partners such as Supercell, Epic Games, and Netflix, showcasing innovation and collaboration in the gaming industry [2] - The conference included 172 speakers across 22 content tracks, focusing on various gaming formats including PC, Console, AI, and transmedia [7] Future Events - Upcoming flagship events include Pocket Gamer Connect Aqaba on November 7-8 and Pocket Gamer Connects London 2026 on January 19-20, along with the Pocket Gamer Connects Summit Korea on October 31 [3] About Pocket Gamer Connects - Pocket Gamer Connects is an independent B2B conference series for the global games industry, having hosted over 50 conferences and welcomed over 60,000 delegates since 2014, facilitating over $1.5 billion in deals [4] Company Overview - Enthusiast Gaming focuses on building tools, platforms, and experiences for gamers, with a portfolio that includes well-known digital properties and revenue generation through advertising, subscriptions, and events [5]

Core Viewpoint - The gaming sector is experiencing a rebound, with the gaming ETF (159869) showing signs of recovery after a brief decline, indicating strong investor interest and support for the industry [1] Group 1: Market Performance - The gaming ETF (159869) saw a net inflow of 2.423 billion yuan over the past 10 trading days, reflecting significant investor interest [1] - As of October 14, the total scale of the gaming ETF reached 10.612 billion yuan, facilitating easy access for investors to A-share gaming leaders [1] Group 2: Regulatory Environment - From January to September 2025, the National Press and Publication Administration issued 1,195 domestic online game licenses, a year-on-year increase of 24.61% compared to 959 licenses in the same period of 2024 [1] - The normalization of game license issuance indicates ongoing regulatory support for the gaming industry [1] Group 3: Industry Outlook - The gaming sector is characterized by strong cash flow, increasing policy support, and deepening AI game development [1] - Recent adjustments in the gaming sector have made valuations more attractive, leading to a positive outlook for investment opportunities [1] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations [1]