Surviving 2024 is the central theme of many publishers' speeches, due to theflattening of the market since the pandemic. This is stated by the data in the hands of Mat Piscatella, a well-known analyst for Circana, who explained the situation by citing a post on
Dwyer: “Everyone is throwing shit at Embracer, publishers are investing very little, even venture capitals have tightened their belts , the increase in triple-A development costs is a huge problem, given the lack of expansion of the core market, surviving to 2024.”
According to Piscatella: “Surviving 2024 has been the key theme of my conversations with publishers and retailers throughout the year. The industry's compound annual growth rate (CAGR) has been virtually flat since the pandemic and there are no There have been significant growth opportunities for player-hours while costs continue to rise. The market has to get to GTA6 and hope.”
A complicated situation
Replying to another user who was talking about a 2023 exceptional for the players, during which, however, the signs of the crisis became evident, Piscatella explained in a decidedly colorful way that: “2023 ended up being a watered down fart and considering the favorable situation, the market should have ended the year with stronger growth but instead it didn't.”
According to Piscatella, it is unlikely that we will return to pandemic levels, at least in the United States (whose numbers he knows very well). He has some hope for emerging markets, but the situation is still critical.
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