Latest news with #EmmanuelRosier
Metro
12-08-2025
- Entertainment
- Metro
People with Xbox Game Pass don't play more games than PS5 owners says analyst
New player data for Xbox Game Pass shows how most people aren't using the service the way it was intended. When it was first unveiled, Xbox Game Pass was seen as Microsoft's secret weapon; the key selling point for all Xbox consoles. But in the years that have followed it's become clear that video game subscriptions in general are not the draw that many imagined – that, in fact, relatively few people want a 'Netflix of gaming'. Game Pass in particular has regularly missed growth targets, with even the inclusion of Call Of Duty doing little to boost subscriber numbers. Many also believed Game Pass has done more harm than good to the health of the industry at large. Microsoft, despite previous claims to the contrary, admitted in 2023 that the service has led to less traditional game sales and last month, a couple of industry figures decried the service as an 'unsustainable' business model. A new report from Emmanuel Rosier, director of market intelligence at analytic firm Newzoo, has also examined the influence of Game Pass and found that it has little to no effect on people's playing habits. Rosier appeared on the Game Wise podcast to discuss industry trends based on Newzoo's research and one detail he shared was the difference in player behaviour between Xbox owners and PlayStation owners… where he found there wasn't really any. 'Despite all the efforts done by Microsoft with Game Pass and the acquisition of many studios and the release of very high quality games in Game Pass, we struggled to find a significant, different behaviour compared to players on PlayStation,' said Rosier. Sign up to the GameCentral newsletter for a unique take on the week in gaming, alongside the latest reviews and more. Delivered to your inbox every Saturday morning. What he means by this is that even with access to Game Pass' huge library of games, Xbox owners aren't playing more games or even spending more time playing games than PlayStation owners; something Rosier admitted to being surprised by. Rosier also reiterated how Game Pass is cannibalising game sales, as evidenced by how Call Of Duty: Black Ops 6, which was a day one Game Pass launch, sold less Xbox copies compared to previous Call Of Duty games. He did note that Newzoo compiled its data based on games that a player had spent at least two hours on, which Rosier argued shows that Game Pass subscribers tend to only try new games for a brief time and then give up on them. 'There is so much offering in the Game Pass that if you don't really… if you're not getting hooked in the game very quickly, you just download another one…,' said Rosier. One thing Newzoo hasn't been able to measure is the completion rate of games on Game Pass, which would be interesting to know since it would show how many people actually stuck with games they did have an interest in. None of this behaviour is thought to be unique to Game Pass, but since it has a much larger library than PS Plus, and the promise of day one first party games, it's all the more notable that relatively few people are taking advantage of it. This is especially problematic for Xbox because they must now be unsure exactly how much to prioritise it, although they've certainly made a big deal about getting it working not just on consoles but on PC, mobile devices through cloud streaming, Amazon Fire sticks, and the upcoming ROG Xbox Ally handhelds. More Trending Microsoft's pivot to multiplatform releases seems to imply that they realise Game Pass has not worked out as a killer app. Since now some of its biggest Xbox games can be played on PlayStation 5 and Nintendo Switch, without any need for a Game Pass subscription. Even Xbox boss Phil Spencer, the man credited with spearheading Game Pass' creation, seems to have lost some enthusiasm for the service, labelling it as 'just another option' in an interview earlier this year. It's a far cry from his bold proclamation that Microsoft would quit the gaming business if Game Pass subscribers didn't reach 110 million by 2030. It almost certainly won't but this wouldn't be the first time Spencer said something that he didn't follow through on. Not only is Microsoft the biggest games publisher in the world, now that it owns Call Of Duty, but Spencer recently told Xbox employees the business is thriving, with 'more players, games, and gaming hours than ever before'… as hundreds of those employees were unceremoniously let go. Email gamecentral@ leave a comment below, follow us on Twitter. To submit Inbox letters and Reader's Features more easily, without the need to send an email, just use our Submit Stuff page here. For more stories like this, check our Gaming page. MORE: Microsoft kills another Xbox exclusive but Hideo Kojima's OD is still alive MORE: Next gen Xbox will be 20% faster than PS6 suggests leaked specs MORE: Extremely rare Xbox game is being sold for over £1,000 – do you own a copy?
Yahoo
31-03-2025
- Business
- Yahoo
Is Sea Limited (SE) The Best Gaming Stock to Invest In According to Billionaires?
We recently compiled a list of the 10 Best Gaming Stocks to Invest In According to Billionaires. In this article, we are going to take a look at where Sea Limited (NYSE:SE) stands against the other gaming stocks. The gaming industry has experienced significant changes over the past few years. During the COVID-19 pandemic, the sector saw remarkable growth as more people spent time indoors. However, this momentum did not continue after restrictions eased, which led to lower consumer spending on games and consoles. Economic uncertainties and challenges like inflation further impacted the industry, resulting in layoffs, studio closures, and project cancellations across the industry in 2024. Despite these setbacks, analysts are optimistic about a recovery supported by upcoming major releases. READ ALSO: 8 Fastest Growing AI Stocks To Buy Right Now and 20 Best Fintech Stocks to Buy According to Billionaires. According to research firm Newzoo, video game consoles are expected to be the biggest growth driver in the market until 2027. The anticipated launches of GTA VI in fall 2025 and the new Switch console in summer 2025 are seen as key factors fueling a rebound. GTA V, the predecessor to GTA VI, is one of the most profitable games ever and has sold over 210 million by December 2024. Analysts believe new releases will encourage players to spend more on consoles and games. This could potentially reverse the industry's recent slowdown. According to the report by Newzoo, console software revenue is projected to increase 7% from 2024 to 2027 and outperform PC software revenue growth of 2.6%. By 2027, console revenue is expected to account for over 56% of the total PC and console software revenue of $92.7 billion. Total playtime increased by 6% in 2024 and Q4 saw the highest quarterly playtime thanks to blockbuster releases like the new Call of Duty title. Emmanuel Rosier, director of market analysis at Newzoo, told Reuters that major console titles, such as Spider-Man and God of War, are driving engagement on consoles. He also pointed out that these AAA or AAAA releases have less impact on PC gamers, who prefer older titles. To compile our list of the 10 best gaming stocks to invest in according to billionaires, we looked for the largest gaming companies. We reviewed our own rankings, financial media reports, ETFs, and various online resources to compile a list of the best gaming stocks. Next, we focused on the top 10 gaming stocks most favored by billionaires. Data for the number of billionaire investors for each stock was taken from Insider Monkey's Q4 2024 database. Finally, the 10 best gaming stocks to invest in were ranked in ascending order based on the number of billionaires holding stakes in them as of Q4 2024. Additionally, we mentioned the hedge fund sentiment surrounding each stock, which was taken from Insider Monkey's Q4 2024 database of more than 1,000 elite hedge funds. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up view of hands holding a modern gaming device, highlighting the company's mobile games. Number of Billionaire Investors: 17 Number of Hedge Fund Holders: 86 Sea Limited (NYSE:SE) is a major technology corporation headquartered in Singapore. The company is a major player in the gaming and esports industry through Garena, its gaming division. Sea Limited (NYSE:SE) was initially founded as a game development and publishing company and it is best known for its popular Free Fire title, one of the best mobile battle royale games. The company also operates core businesses across e-commerce and digital financial services through Shopee and SeaMoney. Through its Garena segment, the company develops and publishes games and also organizes professional gaming tournaments. Sea Limited (NYSE:SE) ranks among the best gaming stocks to buy. The company is focused on scaling its user base and enhancing content offerings for its gaming division, Garena. Sea Limited (NYSE:SE) reported that 2024 was a successful year for Garena, particularly with Free Fire's remarkable comeback. The game's annual bookings increased by 34% year-over-year. Free Fire also became the world's largest mobile game by average daily active users (DAUs) and the most downloaded title, according to Sensor Tower. In 2024, Average DAUs grew 28% year-over-year and surpassed 100 million. The game delivered strong engagement and retention even in its eighth year. Sea Limited (NYSE:SE) sees Free Fire as an evergreen franchise and expects Garena to deliver double-digit growth in both its user base and bookings in 2025. Overall, SE ranks 4th on our list of the best gaming stocks to invest in according to billionaires. While we acknowledge the potential of SE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
30-03-2025
- Business
- Yahoo
Is NetEase(NTES) One of the Best Gaming Stocks to Invest In According to Billionaires?
We recently compiled a list of the 10 Best Gaming Stocks to Invest In According to Billionaires. In this article, we are going to take a look at where NetEase, Inc. (NASDAQ:NTES) stands against the other gaming stocks. The gaming industry has experienced significant changes over the past few years. During the COVID-19 pandemic, the sector saw remarkable growth as more people spent time indoors. However, this momentum did not continue after restrictions eased, which led to lower consumer spending on games and consoles. Economic uncertainties and challenges like inflation further impacted the industry, resulting in layoffs, studio closures, and project cancellations across the industry in 2024. Despite these setbacks, analysts are optimistic about a recovery supported by upcoming major releases. READ ALSO: 8 Fastest Growing AI Stocks To Buy Right Now and 20 Best Fintech Stocks to Buy According to Billionaires. According to research firm Newzoo, video game consoles are expected to be the biggest growth driver in the market until 2027. The anticipated launches of GTA VI in fall 2025 and the new Switch console in summer 2025 are seen as key factors fueling a rebound. GTA V, the predecessor to GTA VI, is one of the most profitable games ever and has sold over 210 million by December 2024. Analysts believe new releases will encourage players to spend more on consoles and games. This could potentially reverse the industry's recent slowdown. According to the report by Newzoo, console software revenue is projected to increase 7% from 2024 to 2027 and outperform PC software revenue growth of 2.6%. By 2027, console revenue is expected to account for over 56% of the total PC and console software revenue of $92.7 billion. Total playtime increased by 6% in 2024 and Q4 saw the highest quarterly playtime thanks to blockbuster releases like the new Call of Duty title. Emmanuel Rosier, director of market analysis at Newzoo, told Reuters that major console titles, such as Spider-Man and God of War, are driving engagement on consoles. He also pointed out that these AAA or AAAA releases have less impact on PC gamers, who prefer older titles. To compile our list of the 10 best gaming stocks to invest in according to billionaires, we looked for the largest gaming companies. We reviewed our own rankings, financial media reports, ETFs, and various online resources to compile a list of the best gaming stocks. Next, we focused on the top 10 gaming stocks most favored by billionaires. Data for the number of billionaire investors for each stock was taken from Insider Monkey's Q4 2024 database. Finally, the 10 best gaming stocks to invest in were ranked in ascending order based on the number of billionaires holding stakes in them as of Q4 2024. Additionally, we mentioned the hedge fund sentiment surrounding each stock, which was taken from Insider Monkey's Q4 2024 database of more than 1,000 elite hedge funds. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Two gamers enjoying an immersive experience playing together online via their gaming console. Number of Billionaire Investors: 11 Number of Hedge Fund Holders: 38 NetEase, Inc. (NASDAQ:NTES) is a Chinese internet technology corporation that is primarily focused on gaming, education, music, and e-commerce. The company develops and operates a diverse portfolio of popular mobile and PC games for the Chinese market and international markets. According to billionaires, NetEase, Inc. (NASDAQ:NTES) is one of the best gaming stocks to buy. On February 21, Benchmark analysts raised the firm's price target on NetEase, Inc. (NASDAQ:NTES) from $105 to $115 and maintained a 'Buy' rating. This change followed the company's Q4 2024 financial report, which showed mixed results. While the revenue fell short of expectations due to weaker mobile gaming performance, NetEase, Inc. (NASDAQ:NTES) managed to exceed profitability forecasts. The revenue miss because of the mobile games segment was partly offset by strong PC game growth, driven by the return of popular Blizzard titles like 'World of Warcraft' and 'Hearthstone,' continued success of existing games, and new releases. Benchmark analysts are optimistic about NetEase, Inc.'s (NASDAQ:NTES) future, particularly in PC gaming, with the launch of high-profile games like 'Marvel Rivals' expected to drive growth in fiscal year 2025. Although mobile games underperformed in Q4 2024, there were early signs of stabilization in deferred revenue. Benchmark analysts now forecast a 6.5% year-over-year increase for NetEase, Inc.'s (NASDAQ:NTES) games segment in FY25, up from the firm's previous 5% estimate. Overall, NTES ranks 6th on our list of the best gaming stocks to invest in according to billionaires. While we acknowledge the potential of NTES as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NTES but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
30-03-2025
- Business
- Yahoo
Unity Software Inc. (U): Among the Best Gaming Stocks to Invest In According to Billionaires
We recently compiled a list of the 10 Best Gaming Stocks to Invest In According to Billionaires. In this article, we are going to take a look at where Unity Software Inc. (NYSE:U) stands against the other best gaming stocks. The gaming industry has experienced significant changes over the past few years. During the COVID-19 pandemic, the sector saw remarkable growth as more people spent time indoors. However, this momentum did not continue after restrictions eased, which led to lower consumer spending on games and consoles. Economic uncertainties and challenges like inflation further impacted the industry, resulting in layoffs, studio closures, and project cancellations across the industry in 2024. Despite these setbacks, analysts are optimistic about a recovery supported by upcoming major releases. READ ALSO: 8 Fastest Growing AI Stocks To Buy Right Now and 20 Best Fintech Stocks to Buy According to Billionaires. According to research firm Newzoo, video game consoles are expected to be the biggest growth driver in the market until 2027. The anticipated launches of GTA VI in fall 2025 and the new Switch console in summer 2025 are seen as key factors fueling a rebound. GTA V, the predecessor to GTA VI, is one of the most profitable games ever and has sold over 210 million by December 2024. Analysts believe new releases will encourage players to spend more on consoles and games. This could potentially reverse the industry's recent slowdown. According to the report by Newzoo, console software revenue is projected to increase 7% from 2024 to 2027 and outperform PC software revenue growth of 2.6%. By 2027, console revenue is expected to account for over 56% of the total PC and console software revenue of $92.7 billion. Total playtime increased by 6% in 2024 and Q4 saw the highest quarterly playtime thanks to blockbuster releases like the new Call of Duty title. Emmanuel Rosier, director of market analysis at Newzoo, told Reuters that major console titles, such as Spider-Man and God of War, are driving engagement on consoles. He also pointed out that these AAA or AAAA releases have less impact on PC gamers, who prefer older titles. To compile our list of the 10 best gaming stocks to invest in according to billionaires, we looked for the largest gaming companies. We reviewed our own rankings, financial media reports, ETFs, and various online resources to compile a list of the best gaming stocks. Next, we focused on the top 10 gaming stocks most favored by billionaires. Data for the number of billionaire investors for each stock was taken from Insider Monkey's Q4 2024 database. Finally, the 10 best gaming stocks to invest in were ranked in ascending order based on the number of billionaires holding stakes in them as of Q4 2024. Additionally, we mentioned the hedge fund sentiment surrounding each stock, which was taken from Insider Monkey's Q4 2024 database of more than 1,000 elite hedge funds. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up of an experienced game engineer's hands typing a complex code on a laptop. Number of Billionaire Investors: 10 Number of Hedge Fund Holders: 48 Unity Software Inc. (NYSE:U) is an American video game software development company that ranks among the best gaming stocks. The company is best known for Unity, a leading game creation engine used to create video games and other applications. Unity Software Inc. (NYSE:U) offers a suite of tools that help developers create, market, and grow video games and other applications across all major platforms. In October 2024, the company launched Unity 6, the company's next-gen game development platform with new features including multiplayer workflows, improved graphics capabilities, and tools for mobile web development. The new graphics capabilities move workloads from the CPU to the GPU to improve performance. The company is focused on innovation and improving developer workflows through new technologies and updates. On March 19, Unity Software Inc. (NYSE:U) announced its plans for three major updates to Unity 6 in 2025, starting with Unity 6.1 in April. This update will enable higher frame rates, smoother gameplay, and reduced CPU/GPU load to deliver better device performance. It will also enhance debugging for easier optimization. Unity Software Inc. (NYSE:U) will expand Unity 6.1's platform support to include large and foldable Android screens, Meta Quest, Android XR profiles, and Instant Games, with WebGPU for developers on supported browsers. These features will provide developers with more capabilities to create optimized games across diverse platforms. Later updates in 2025 will help developers leverage AI-driven workflows to create games faster and more efficiently. New AI-powered tools integrated into the Unity Editor will automate repetitive tasks and streamline game creation. Developers will also benefit from the seamless integration of third-party generative AI solutions. The updates will empower developers with efficiency tools that will help improve problem diagnosis, player experience optimization, and new player acquisition. Overall, U ranks 8th on our list of the best gaming stocks to invest in according to billionaires. While we acknowledge the potential of U as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than U but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
29-03-2025
- Business
- Yahoo
Is NVIDIA (NVDA) The Best Gaming Stock to Invest In According to Billionaires?
We recently compiled a list of the 10 Best Gaming Stocks to Invest In According to Billionaires. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other gaming stocks. The gaming industry has experienced significant changes over the past few years. During the COVID-19 pandemic, the sector saw remarkable growth as more people spent time indoors. However, this momentum did not continue after restrictions eased, which led to lower consumer spending on games and consoles. Economic uncertainties and challenges like inflation further impacted the industry, resulting in layoffs, studio closures, and project cancellations across the industry in 2024. Despite these setbacks, analysts are optimistic about a recovery supported by upcoming major releases. READ ALSO: 8 Fastest Growing AI Stocks To Buy Right Now and 20 Best Fintech Stocks to Buy According to Billionaires. According to research firm Newzoo, video game consoles are expected to be the biggest growth driver in the market until 2027. The anticipated launches of GTA VI in fall 2025 and the new Switch console in summer 2025 are seen as key factors fueling a rebound. GTA V, the predecessor to GTA VI, is one of the most profitable games ever and has sold over 210 million by December 2024. Analysts believe new releases will encourage players to spend more on consoles and games. This could potentially reverse the industry's recent slowdown. According to the report by Newzoo, console software revenue is projected to increase 7% from 2024 to 2027 and outperform PC software revenue growth of 2.6%. By 2027, console revenue is expected to account for over 56% of the total PC and console software revenue of $92.7 billion. Total playtime increased by 6% in 2024 and Q4 saw the highest quarterly playtime thanks to blockbuster releases like the new Call of Duty title. Emmanuel Rosier, director of market analysis at Newzoo, told Reuters that major console titles, such as Spider-Man and God of War, are driving engagement on consoles. He also pointed out that these AAA or AAAA releases have less impact on PC gamers, who prefer older titles. To compile our list of the 10 best gaming stocks to invest in according to billionaires, we looked for the largest gaming companies. We reviewed our own rankings, financial media reports, ETFs, and various online resources to compile a list of the best gaming stocks. Next, we focused on the top 10 gaming stocks most favored by billionaires. Data for the number of billionaire investors for each stock was taken from Insider Monkey's Q4 2024 database. Finally, the 10 best gaming stocks to invest in were ranked in ascending order based on the number of billionaires holding stakes in them as of Q4 2024. Additionally, we mentioned the hedge fund sentiment surrounding each stock, which was taken from Insider Monkey's Q4 2024 database of more than 1,000 elite hedge funds. Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up of a colorful high-end graphics card being plugged in to a gaming computer. Number of Billionaire Investors: 29 Number of Hedge Fund Holders: 223 NVIDIA Corporation (NASDAQ:NVDA) is a leading American technology company and a major player in the gaming industry, particularly through its powerful graphics processing units (GPUs). Since inventing the GPU in 1999, the company has revolutionized computer graphics and greatly contributed to the growth of PC gaming. Its GeForce line of GPUs is well-regarded among gamers, offering high-performance graphics for immersive gaming experiences. In 2020, NVIDIA Corporation (NASDAQ:NVDA) also launched GeForce NOW, a cloud-based gaming service that allows players to stream games directly from the cloud to devices like laptops, desktops, and smartphones. This makes gaming more accessible and convenient. According to billionaires, NVDA is one of the best gaming stocks to invest in. The company is actively integrating AI into its products to enhance user experience across gaming, computing, and other industries. In January 2025, NVIDIA Corporation (NASDAQ:NVDA) released the GeForce RTX 50 Series Desktop and Laptop GPUs for gamers, creators, and developers. These new GPS are powered by Blackwell architecture, fifth-generation Tensor Cores, and fourth-generation RT to deliver breakthroughs in AI-driven rendering, including neural shaders, digital human technologies, geometry, and lighting. The GeForce RTX 5090 GPU delivers more than 3,352 trillion AI operations per second (TOPS) of computing power and is the fastest GeForce RTX GPU yet. The GeForce RTX 50 Series GPUs power autonomous game characters and NVIDIA Corporation (NASDAQ:NVDA) is launching a suite of new ACE technologies that make game characters act more human-like. With generative AI, game characters will be able to perceive, plan, and act like human players. NVIDIA Corporation (NASDAQ:NVDA) is teaming up with leading game developers to incorporate ACE autonomous game characters into titles like PUBG: BATTLEGROUNDS, inZOI, and NARAKA: BLADEPOINT MOBILE PC VERSION. Overall, NVDA ranks 2nd on our list of the best gaming stocks to invest in according to billionaires. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
