Episode 183: The Cold Embrace(r) (News Show)

Nov 20, 2024

Another bad quarter for Embracer could have ripple effects throughout the industry. Also: Sony, Nintendo, Sega, and Square Enix earnings, legal trouble for NetEase executives, a strike at Activision Blizzard, and more.

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TIME STAMPS

• [00:01:12] - Sony Q2 FY25 Earnings
• [00:08:11] - Nintendo H1 FY25 Earnings
• [00:23:09] - Sega H1 FY25 Earnings
• [00:27:17] - Square Enix H1 FY25 Earnings
• [00:31:18] - Embracer Group Q2 FY25 Earnings
• [00:34:27] - Investment Interlude
• [00:35:50] - Quick Hits
• [00:41:10] - Labor Report
• [00:46:22] - FAFO

SOURCES

• Consolidated Financial Summary for the Second Quarter Ended September 30, 2024 | Sony
• Consolidated Results for the Six Months Ended September 30, 2023 and 2024 | Nintendo
• Report on Patent Infringement Lawsuit | Pocketpair
• Consolidated Financial Results for the Six Months Ended September 30, 2024 | Sega
• Consolidated Financial Results for the Six Months Ended September 30, 2024 | Square Enix
• Embracer Group publishes Interim Report Q2 | Embracer Group
• Thunderful Group Interim Report January–September 2024 | Thunderful
• Rime developer Tequila Works files for insolvency | Games Industry
• More layoffs at Payload Studios | GamesIndustry
• America's Biggest Video Games Union Goes on Strike | Inverse
• NetEase employees have allegedly laundered up to $139.3 million in a trading scheme that involves nearly 30 companies | PC Gamer

INVESTMENT INTERLUDE

• Modern Times Group buys Plarium for $620M | GamesBeat