Gaming Sector Scorecard - Thematic Intelligence

The top three companies on the thematic screen of the publisher's gaming sector scorecard were unaffected by the replacement of M&A with artificial intelligence (AI) in Q2 2023. Tencent tops the ranking, scoring 5 out of 5 in six of the 10 themes that matter most in this sector, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the AI, metaverse, and cloud gaming themes.

Key Highlights

AI is already ubiquitous in the gaming sector, and the advent of generative AI should create unique and compelling opportunities for gaming companies in the coming years.
Game developers can use generative AI to generate new content endlessly. This keeps games fresh and reduces repetition. Furthermore, players frequently interact with non-playable characters (NPCs) within games. Generative AI can make NPCs more believable and intelligent by honing their conversation skills, giving them personalities that evolve as players progress. This will make gaming more engaging and intuitive.

Scope

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the gaming sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• The publisher's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
• The publisher has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• Our thematic engine tags over 145 million data items across five alternative data sets - patents, jobs, deals, filings, and news - to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.