Episode 91: Revenge of PAX Pox (News Show)

Jun 26, 2021

Revenge of Pax Pox (News Show): Activision shareholders narrowly approve Bobby Kotick’s pay package, while EA makes significant changes after last year’s failed Say on Pay vote. Also: PAX West returns without vaccination requirements, Microsoft details Windows 11.

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TIME STAMPS

• [00:01:00] - Comparing Activision and EA executive compensation
• [00:21:10] - Investment Interlude
• [00:31:25] - Quick Hits
• [00:41:15] - Listener Question
• [00:51:10] - Windows 11 and Gaming
• [00:56:16] - PAX West? PAX Pox.

SOURCES

• Activision Blizzard pulls out a win on say-on-pay proposal that includes $150 million CEO pay package (MarketWatch)
• Activision Notice of 2021 Annual Meeting of Shareholders and Proxy Statement
• EA Notice of 2021 Annual Meeting and Proxy Statement
• Windows 11: The Best Windows Ever for Gaming

INVESTMENT INTERLUDE

• Electronic Arts Acquires Playdemic, Makers of the Highly Successful Golf Clash Mobile Game, From Warner Bros. Games and AT&TDaniel Ahmad on Twitter re Tencent/Yager
• Azerion accelerates European Growth with major acquisition in Germany
• Tencent takes over majority of the Berlin studio Yager (Games Wirtshaft)
• GamerzClass closes $2.5M seed round bringing total to $4.2M (Esports Insider)
• Rivalry raises $22m in funding round as IPO roadmap gathers pace (EGR)
• GXC raises $4.73m in Series A funding (GamesIndustry)
• Boom Corp. raises $1.8M to make social games like Boom Slingers (GamesBeat)
• VRChat Partners with Anthos Capital to Close $80M Series D