Gaming Sector Scorecard Q1 2021 Update – Thematic Research
- Pages: 13
- Published: May 2021
- Report Code: GDTMT-TR-R313
Tencent tops the thematic screen of GlobalData’s gaming sector scorecard. The company is strong across nine of the 10 themes that matter most in this market. It has achieved perfect thematic scores of 5 out of 5 for mobile gaming, esports, game development, and China impact, and scores of 4 out of 5 for the virtual and augmented reality, social media, COVID-19, and cloud gaming themes.
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.
The only theme in which Tencent doesn’t score well is regulation, but it is far from alone in that. All gaming companies are at risk of being impacted by regulation on issues like in-app monetization and data privacy. Game developers like Perfect World, Epic Games, Electronic Arts, and Activision Blizzard have also received low scores (2 out of 5) for the regulation theme. However, that is still superior to Tencent’s thematic score of 1 out of 5.
Reasons to buy
Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade your sector.
To help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors.
This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.
Table of Contents
Gaming sector scorecard