Good to see my prediction that Switch Online would add new content for the Switch 2 launch was correct

GameCube games will be exclusive to Switch 2 and part of the Expansion Pack

Original predictions for the Switch 2 in the @gibiz.bsky.social analyst column

www.gamesindustry.biz/switch-2-fin...

Re: US pricing for Switch 2, Nintendo was in between a rock and a hard place

No pricing during the stream as it was likely in flux, with a range in play

Even so, pretty sure N wouldn’t have expected 46% tariff imports from Vietnam

If they hold, might we see a US price increase in ‘26?

Ahead of the #Nintendo #Switch2 Direct later...

★ Switch 2 represents a $7bn-8bn games content opportunity over the next two years

★ Plus, a $1bn-2bn potential additional in-game spend opportunity per year~

Read: www.ampereanalysis.com/insight/nint...

#NintendoSwitch2 #NintendoSwitch

Our comments and analysis on the Nintendo Switch 2 showcase and its implications

Key takeaways:

- 13m units in 2025. Price point of $450 not an issue

- Nintendo in more direct competition with Sony and MS

- growth opportunity rests on digital

www.ampereanalysis.com/insight/nint...

Riot's $250 Million Netflix Show Was a TV Hit, Financial Miss ‘Arcane’ drew a big audience, but didn’t bring in enough gaming revenue

New: Arcane was a critical hit, but not profitable for Riot. Sources say Riot didn't have a robust strategy to recoup Arcane's $250 million cost ahead of launch. Tencent and some employees questioned what it actually added to Riot's core games business. www.bloomberg.com/news/article...

Switch 2 (finally), GTA 6 to dominate, AI in game dev (again): Analysts predictions for 2025 Every year, we turn to a panel of trusted analysts to ask them what they see coming down the road, and ask them to asse…

Our annual analysts predictions feature is now live! Traditionally, Brendan always ran this the first day back but since I'm gone by the end of the month, I wanted to go a little early

Big thanks to @superhys.bsky.social @serkantoto.bsky.social @piershr.bsky.social @lisahanson.bsky.social et al

Sony deepens AMD partnership and lays out roadmap for AI-enhanced rendering on future PlayStation consoles During Mark Cerny’s technical presentation today, Sony revealed more about its journey to design and build the newly released PlayStation 5 Pro and while doing so laid out a technology roadmap for fut...

Also wrote a short insight piece on this which you can read here:

www.ampereanalysis.com/insight/sony...

PS5 Pro Technical Seminar reveals new in-depth details on console SIE unveils collaboration with AMD to drive innovation in graphics and gameplay through ML-based technology.

New PS5 Pro technical deep dive from Mark Cerny just dropped

I was lucky enough to catch this first hand - it’s a really interesting talk

Gives good insight into the future roadmap for PlayStation consoles - also closer collaboration with AMD!

blog.playstation.com/2024/12/18/p...

1 hr countdown to our next free webinar:

Unlocking the Attention Economy: How Media, Sports, & Gaming can drive consumer time & engagement

Useful data and insight to better understand the competition for consumer attention

Sign up at the link

register.gotowebinar.com/register/451...

Reuters: Sony in talks to acquire Kadokawa, the Japanese media powerhouse behind the "Elden Ring" game, two sources familiar with the matter said.

Sony declined to comment. Kadokawa said it cannot comment.
www.reuters.com/markets/deal...

Exclusive: Sony in talks to buy media powerhouse behind 'Elden Ring', sources say Sony is in talks to acquire Kadokawa , the Japanese media powerhouse behind the "Elden Ring" game, two sources familiar with the matter said, as the technology giant looks to add to its entertainment portfolio.

News from Reuters is that Sony is in talks to buy Kadokawa Corp, ~70% majority owners of hugely talented FromSoftware (~14% already owned by SIE)

Kadokawa’s business extends into areas that fit pretty well into Sony’s broader business - anime, manga, TV, film

www.reuters.com/markets/deal...

Half-Life 2 is free to own on Steam (offer expires Nov 18th). The game is also updated for its anniversary https://buff.ly/48UyM5O

Free offer also includes Ep 1 & 2

Happy 20th to the GOAT FPS

Since people have been asking, I've created a "Background Radiation" Games Industry Starter Pack! The goal is a pack that gives you a good horizontal overview of the games industry and its surrounding fields - and the conversations happening there.

go.bsky.app/RxQCsKS

Experts say Google Play opening up in the US will have minimal impact Earlier this week, US courts mandated that Google must – for a three-year period – open up its Play app store to allow …

I spoke to Neil Long of @mobilegamerbiz.bsky.social, Ampere's @piershr.bsky.social and Newzoo about the US court ruling opening up Google Play to rival stores - and why it might not actually make much difference

@ozone.birb.house Games research pls

Thanks

Had fun doing this!

How well will the PS5 Pro sell? From the reactions we've seen to the PS5 Pro's $700 price tag, it would be easy to think Sony's new console is dead on …

For all the complaints about the $700 price tag, there *will* be people that buy the PS5 Pro - the question is how many? I spoke to Sam Naji, @matpiscatella.bsky.social, Rhys Elliott, Dr. @serkantoto.bsky.social and @piershr.bsky.social to gauge their expectations for Sony's expensive new console

PS5 Pro: Sony pulls its ‘Pro’ strategy lever to engage PlayStation enthusiasts Sony has confirmed the long-rumoured PlayStation 5 Pro will launch globally on November 7th at a price point of $699 in the US, €799 across Europe, £699.99 in the UK and ¥119,980 in Japan.

I wrote some analysis on the PS5 Pro reveal here: www.ampereanalysis.com/insight/ps5-...

It looks at PlayStation's PS5 product strategy versus PS4, the pricing question, likely demand for PS5 Pro and covers other bits and pieces which weren't in the reveal #ps5pro

Why there will never be another Destiny Ten years ago today, Activision published a new shooter from Halo developer Bungie: Destiny. Although 'a shooter' is pe…

Destiny is ten years old today, and the industry is still very much feeling its influence. But efforts to recapture its success are almost always in vain - I explore why with the help of @matpiscatella.bsky.social @piershr.bsky.social @ramiismail.com Michael Pachter and Rachel Weber

ByteDance says to restructure Nuverse in retreat from gaming business | Reuters TikTok maker ByteDance plans to wind down its Nuverse gaming brand and retreat from mainstream video games, four people familiar with the matter said.

Reuter’s Josh Ye reporting on ByteDance’s retreat from gaming

Follows a report that Moonton is for sale

TikTok owner looks to have lost appetite for exposure to ultra competitive sector

Will struggle to make back $4bn spent on Moonton (Saudi’s only chance?)

www.reuters.com/technology/b...

Roblox was the number 3 ranked title by monthly active users on PlayStation in October with 13.5m (45 markets)

Considering the average Roblox gamer, you won't be surprised to hear that a majority of those users were on PS4 (like Fortnite)

(Source: Ampere Games - Analytics)