That's better for the S than I was expecting.
— John Welfare (@Welfare_JBP) January 18, 2024
December over here just beating my pessimistic ass https://t.co/3aS9oqW5re
Couple quick US VG market takes:
— Mat Piscatella (@MatPiscatella) January 18, 2024
- +1% 2023 growth lower than our +3% forecast
- The Fortnite/Minecraft/Roblox/GTA/COD group is so successful at pulling in players/hours it's become very tough to compete
- The middle is shrinking, new games either big sales winners or disappoint.