The video gaming industry has been a topic of conversation amongst our clients recently, perhaps due to notable M&A, IPOs, and growing talk around the “metaverse”. In this Intelligence report, we break down the data sources that track various performance drivers for video gaming stocks, the key vendors that offer such datasets, and our view on these offerings.

SETTING THE SCENE

For video gaming stocks, there are perhaps three key drivers that determine a company’s performance: user behaviour, revenue, and