The Side Quest
Chirag VadhiaThe Side Quest covers the financial accounts and corporate strategy of listed companies in the video game industry.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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thesidequest.bizLatest Issues
Ubisoft and Tencent: What is the share price assuming, and who gets the crown jewels?
TLDR
Assassin’s Creed, Far Cry and Rainbow Six are now operated by Vantage under licence, Tencent paid €1.16bn for a quarter of it, and every euro of Ubisoft’s debt sits outside with the listed parent.
The parent holds eno...
Luke Dicken (Former Head of AI at Take-Two) on LLMs: "Not a trillion dollar business that's going to revolutionise everything."
TL;DR
- Executives at listed games companies have said a great deal in public about artificial intelligence since the start of 2023, and almost none of it carries a figure for what the spending is or what it has returned. Luke Dicke...
Video Games: The tax credits behind the results
- We looked at 79 listed games companies and 34 government schemes. The boom in games tax credits reads as industry policy, and in the accounts of those companies it is an earnings story, with dependence running from a couple of points...
Sony: When do you switch off physical distribution?
TL;DR
Sony will stop producing discs for every new PlayStation game from January 2028. New releases remain available digitally through retailers as well as the PlayStation Store, and pre-2028 discs are unaffected.
Physica...
Jason Della Rocca (Griffin, Execution Labs, ex-IGDA): “Zero-to-evidence is where the market failure is”
TL;DR
- A wave of project funds, Griffin, Outersloth, Kowloon and VGames among them, now backs premium games on cleaner terms than many publishers offered, but most of it reaches the game whose demand is already proven, and less the...
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Authors
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Former equity research analyst and growth strategy lead at a major listed games publisher. The Side Quest covers the financial accounts, corporate strategy, across video games companies.
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