3 Likes
Add it to the pile.
highlights from Idas.
3 Likes
21 Likes
Big 4 + Epic 
8 Likes
I have literally never heard, read or seen anyone anywhere refer to ABK/EA/TTI and Ubisoft as the Big 4 until recently due to the documents filed by the FTC. Donât know why Epic is even in this conversation. lol.
4 Likes
Good news. It is awesome how this so called smaller regulators seem to put more effort into actually knowing how the videogame market works and therefore do their homework, in comparison with othersâŚ
I hope the CMA and EC are looking.
5 Likes
Makes sense because when you think about the major western 3rd party publishers you think of those companies. Also, Epic recent success gets them in that conversation tbh
1 Like
Or maybe this could be the live shot from head of Japan FTC!!!
6 Likes
I agree. I just never heard or seen anyone refer to them as the Big 4. Thatâs all.
1 Like
I kinda get ABK, EA, T2 and Epic (as of their size today) being considered the big 4, however even then itâs a bit weird.
T2 has only recently expanded, prior to their Zynga acquisition they were still considered quite small.
Epic are all about F2P when compared to ABK or T2, for example Fortnite, Fall Guys and Rocket League etc.
EA & ABK are the most similar IMO but even then they have completely different approaches.
Ubisoft however doesnât seem to fit into this equation at all apart from volume of games?
1 Like
I donât think Microsoft is gonna do anything to stop that money train, but I also think that money train is already at risk if they donât change things behind the scenes - and part of that is going to be listening to devs and giving them what they need. Iâm optimistic there will be a middle ground in all this that is better for everyone.
Well I think they will stop the crunch and the toxic behavior wonât be accepted. It will be just about making games. I can see future releases of games getting more time to cook!
2 Likes
ABK is already leaving the yearly release cycle on their own though and to be honest I donât think they would have if they werenât all in on this acquisition.
1 Like
This is wild, day dreamed?? They clearly donât think it could be worse.
1 Like
Ubisoft was like a $12 billion market cap 2 years ago, also has an insane number of staff. It fits well enough.
Two years ago yes, however to compare them to EA (33.7B) or Take Two (17B) now seems a bit bonkers. Especially when you have Epic Games currently valued around 32B and Valve valued around 10B. Then thereâs Tencent (421B) which likely brings in more gaming revenue than all of them combined.
To me it shows that the regulator is out of touch and just trying to make up categories to fit their argument.
Nearly every publisher has seen their market cap hit in recent years, EA has dropped from 43B and Take Two from 23B. Even ABK which is undoubtedly the biggest (non-chinese / non-tech giant) 3rd party publisher has had their market cap dropped from 80B in February 21.
In terms of third party game publishers itâs obvious the biggest are Tencent, ABK, Epic and T2. If you want to throw in mobile gaming than Google, Apple and NetEase all likely surpass ABK too.