Gaming Sector Scorecard Q1 2024 Update - Thematic Intelligence

Tencent remains on top of the thematic screen of the publisher's gaming sector scorecard. It scores 5 out of 5 across six of the 10 themes that matter most in this market, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the artificial intelligence (AI), metaverse, and cloud gaming themes. The only theme in which Tencent does not score well is regulation, but it is far from alone. All gaming companies risk being impacted by regulation on issues like in-app monetization and data privacy.

In 2023, mobile games comprised about 5% of Sony’s games portfolio, but the company plans to raise this to 10% by 2025. Half of its 21 first-party PlayStation Studios games will be on PC and mobile by 2025. With an updated score of 4 out of 5 in the mobile gaming theme, Sony is fifth in the thematic rankings, up from ninth in the previous quarter.

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 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 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, 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.