Gaming Sector Scorecard, Q3 2023 Update - Thematic Intelligence

Tencent tops the thematic screen of the analyst's gaming sector scorecard. It scores 5 out of 5 across six of the 10 themes that matter most in this market, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the artificial intelligence (AI), metaverse, and cloud gaming themes. The only theme in which Tencent does not score well is regulation, but it is far from alone. All gaming companies risk being impacted by regulation on issues like in-app monetization, data privacy, gambling, and online harm.

AI is already ubiquitous in the gaming sector, and the advent of generative AI will create new opportunities for gaming companies in the coming years.

Game developers can use generative AI to generate new content endlessly. This will keep games fresh and reduce repetition. Furthermore, players frequently interact with non-playable characters (NPCs) within games. Generative AI can make NPCs more believable and intelligent by honing their conversation skills and giving them personalities that evolve as players progress. This will make gaming more engaging and intuitive.

Scope

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.

Reasons to Buy

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• The analyst's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
• The analyst has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• Our thematic engine tags over 145 million data items across five alternative data sets-patents, jobs, deals, filings, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.