Thematic Intelligence: Gaming Sector Scorecard Q2 2024 Update

While the majority of gaming companies score strongly (a 4 or 5) in mobile gaming-the most important theme-only a few are leading in AI. Of these, the tech giants such as Amazon, Alphabet, Microsoft, Meta, ByteDance, and Apple are the dominant players. Tencent, NetEase, Unity Technologies, Sony, and Roblox are some of the gaming companies investing heavily in AI, especially generative AI.

Key Highlights

• Generative AI allows game developers to generate content continuously, ensuring it remains fresh. Generative AI can make non-playable characters (NPCs) smarter and more believable by honing their conversational abilities and giving them personalities that evolve as players progress in the game. Generative AI can also help game studios create personalized content, and gaming companies and game engine providers will increasingly invest in no-code AI tools that use natural text prompts instead of complex codes.
• It should be noted that generative AI is still in its infancy and has yet to prove its long-term value to the gaming industry. It must deliver new benefits to game developers and gamers to maintain interest once the hype subsides.

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 analyst’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.
• At the analyst, we have 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.