Gaming Industry News
Stay informed with the latest developments, earnings reports, and market movements in the gaming industry.
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CD PROJEKT Sells GOG for PLN 90.7m: Strategic Refocus on Blockbuster RPGs, Not a Distress Move
CD PROJEKT divests GOG to co-founder Michał Kiciński for PLN 90.7m, sharpening focus on core RPG development while retaining distribution cooperation.
Company: CD Projekt Red
GDI Audit: Everdream Village ($VAR) – Post-Launch Performance & Investment Thesis
Launch significantly underperforms forecasts with Week 1 revenue of $55k (12% of Neutral target). Mixed sentiment and technical instability signal a deep bear case. Recommendation: Sell/Avoid ($VAR).
Company: Varsav Game Studios
Game: Everdream Village
Post-Launch Audit: Tormentor (MMS) – Structural Failure Confirmed
Tormentor (MMS) launch validates "High Risk" thesis. Week 1 sales (3.9k units) track Pessimistic scenario. High visibility burn and Mixed sentiment (56%) signal rapid revenue decay. Sell $MMS.
Company: Madmin Studio
Game: Tormentor
Post-Launch Audit: Death Howl – High Quality, Low Commercial Velocity
Death Howl secures "Very Positive" (90%) reviews but suffers high visibility burn. Strong pricing ($16 ASP) offsets lower volume (~8.7k units). Verdict: Niche portfolio filler; immaterial to $11B.
Company: 11 bit studios
Game: Death Howl
Financial Audit: Frostpunk 2 - Fractured Utopias Post-Launch Analysis
Launch data confirms "Zombie" status for Frostpunk 2 DLC. With rapid visibility decay (95 spots/day) and low engagement (<7k est. units), the release fails to reactivate the IP. Rating: SELL.
Company: 11 bit studios
Game: Frostpunk 2 - Fractured Utopias
Audit: Everdream Village opens at ~#211 Global Top Sellers with ~248 peak CCU and early “Positive” reviews, but feedback flags EA rough edges
A real-time Steam performance snapshot: modest revenue rank, stable day-one CCU, “Positive” sentiment on low volume, and clear Early Access polish risks.
Company: Varsav Game Studios
Game: Everdream Village
Lords of the Fallen II Gameplay Reveal and Epic Games Store Exclusivity: CI Games’ Strategic Gamble
CI Games releases a new Lords of the Fallen II gameplay trailer amid its Epic Games Store exclusivity, testing franchise momentum and marketplace dynamics for the 2026 sequel.
Company: CI Games
TORMENTOR holds #115 Rank but CCU flatlines at 255
Madmind’s latest horror release struggles to convert followers, debuting with "Mixed" reviews and critical player retention issues despite holding a Top 120 global sales position.
Company: Madmin Studio
Game: Tormentor
The Game Awards 2025: Why the 11 December Showcase Matters for Games, Platforms and Investors
How The Game Awards 2025 on December 11 reshapes the release calendar, marketing beats and investor sentiment across PC and console gaming.