Zeus introduces the first edition of the new Video Games sector quarterly report. In this note we present financial, operational and valuation data from major games publishers and developers. Our main observations this quarter include:
• Growth in hours watched has gone negative while concurrent viewers are still growing. Hours watched on Twitch, Youtube Gaming and Facebook Gaming fell 4% YoY in Q4 2021 after growing 85% in Q1, 19% in Q2 and 13% in Q3 2021. Average concurrent viewership (CCV) ....
31 Mar 2022
Video Games sector - March 2022
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Video Games sector - March 2022
- Published:
31 Mar 2022 -
Author:
Bob Liao, CFA -
Pages:
25
Zeus introduces the first edition of the new Video Games sector quarterly report. In this note we present financial, operational and valuation data from major games publishers and developers. Our main observations this quarter include:
• Growth in hours watched has gone negative while concurrent viewers are still growing. Hours watched on Twitch, Youtube Gaming and Facebook Gaming fell 4% YoY in Q4 2021 after growing 85% in Q1, 19% in Q2 and 13% in Q3 2021. Average concurrent viewership (CCV) ....