
FEBRUARY 2004
THEY LIKE TO WATCH: A ROUND-UP OF INDUSTRY ANALYSTS AND
RESEARCHERS
Every billion dollar industry has its watchers, those
who closely monitor and analyze a particular market. The
game industry is no exception. These companies don’t
make the games, but they help the game makers make more
money. Offering a variety of market analysis and
strategy services, these companies study games from a
financial perspective. Why do consumers buy the games
they do? What does the future hold for the various
industry segments? The online market? The mobile market?
The console market? How can developers and publishers
apply this information to their own business strategies?
For every "dude, how do I get paid to test games?"
email we get, we get another wanting business-related
information and statistics. The information is
definitely out there, but you must do your research and,
in many instances, you’ll have to lay out a not
inconsiderable amount of money.
The following is a round-up of those research and
analyst firms who offer a focus on the game industry.
Virtually all offer customized, one-on-one services, but
the information below focuses more on that industry
information that is readily available, either for
purchase or for free. This list is certainly not
exhaustive, nor should it be taken as an endorsement.
If you want to hire any of these companies, you’ll need
to do your own research into their reputations and
abilities. Nevertheless, if you don’t need to know how
to build a game but, rather, how to build a game
business, the following, in alphabetical order, should
offer some direction.
-- DFC INTELLIGENCE --
Who they are: A strategic market research and
consulting firm focused on interactive entertainment.
What they offer the game industry: In-depth
reports and subscription-based research services.
Examples of recently released reports include the 600+
page report, "Market Leaders in the Video Game and
Interactive Entertainment Industry", released in
February 2003 and providing analysis of the leading
companies in the interactive entertainment industry.
Approximate cost for the report? $2,995.
Freebies: Their monthly "Game Industry Research
Briefs" are usually fairly informative and data-rich.
You can check out articles online such as "Holiday
2003: Is the Industry Ready for the Mass-Market
Consumer?" or sign up for their mailing list to receive
the monthly briefs.
Online:
www.dfcint.com
-- GAMES INVESTOR CONSULTING --
Who they are: Set up in 2003 by Nick Gibson,
former Senior Games Analyst at research-led investment
bank Durlacher Limited, the company "was established to
bridge the gap between the games industry and the
financial community by making use of its considerable
experience, extensive contact network and an in-depth
understanding of both areas."
What they offer the game industry: Independent
research and corporate finance services.
Freebies: Gibson maintains the "Games Investor"
website which offers some great (and free) information
on how the business side of the industry works, from
development to publishing to distribution and retail.
There are also a series of industry "thinkpieces"
written by Gibson.
Online:
www.gamesinvestor.com
-- IDC --
Who they are: Global market intelligence and
advisory firm in the information technology and
telecommunications industries. They "analyze and predict
technology trends" so their clients can make "strategic,
fact-based decisions on IT purchases and business
strategy."
What they offer the game industry: Recent
industry-related reports from IDC include,
"Peculiarities and Oddities and Other Stuff: 2003
Videogamer Survey", a study released in October 2003
which presents the results and analysis of survey
findings from a telephone-based survey fielded to 353
videogame households. Approximate cost of the report?
$3,750. In November 2003, IDC released the forecast and
analysis report, "Worldwide Videogame Hardware and
Software Forecast and Analysis, 2003-2007: Midlife
Changes" ($3,500).
Freebies: Most of the information in this rather
deep site explains what IDC can do for you. However, if
you want to know what is entailed in putting together a
business plan, what "competitive analysis" means, what
it takes to get a product to market, and how to rate a
potential partner (including a detailed "worksheet"
PDF), then check out the "Prepare" link in the main
navigation bar.
Online:
www.idc.com
-- INFORMA MEDIA --
Who they are: Part of the larger Informa Group,
which focuses on six major international markets,
including telecoms and media, and produces more than
1,500 publishing products and 3,500 conferences.
What they offer the game industry: Published
every two weeks (23 issues a year), Informa Media’s
newsletter, "Mobile Games Analyst" promises to
"scrutinize" this sector of the industry, "from quality
of service issues and the emerging mobile gaming value
chain, to competitors' strategies, to reveal how
companies are making money from mobile games across the
world."
Annual cost to subscribe ranges from $1,691 to
$5,000+.
Freebies: A free trial is offered for "Mobile
Games Analyst" and other Informa Media products.
Online:
www.informamedia.com
-- JUNIPER RESEARCH --
Who they are: UK-based "provider of business
intelligence". They offer data and researched analysis
to manufacturers, financiers, developers, and
service/content providers across the "communications
sector".
What they offer the game industry: A recent
report from Juniper is the January 2004 release, "Next
Generation Video Game Consoles: Platforms and Markets",
which covers the "rapidly changing landscape" faced by
the big three: Sony, Microsoft and Nintendo. The report
"quantifies these changes, and provides a detailed
analysis of both hardware (handhelds and home platforms)
and software. Particular attention has been paid to the
impact of new device types, wireless connections,
mobility, the internet, and demographic changes in the
user base." The report is said to also include
one-on-one interviews with key players, along with a
"comprehensive forecast suite." Approximate cost?
$2,750.
Freebies: Abridged white papers on each of the
reports are available for free download.
Online:
www.juniperresearch.com
-- JUPITER RESEARCH --
Who they are: Backed by "proprietary data",
Jupiter’s stated purpose is to help "companies develop,
extend and integrate business strategies across online
and emerging channels."
What they offer the game industry: In addition to
custom consulting, through their "Jupiter Direct",
reports are available for purchase in the area of
"Personal Computer & Console Games". Recent releases
include "Gamer Audience Segmentation: Understanding and
Targeting Ultra-Gamers and Influencers" (November 2003,
$795), and "Broadband PC Gaming in Europe: Games
Download Will Emerge as the Lead Growth Area" (October
2003, $195).
Freebies: You need to be an existing client to
access much of the information online, but some industry
data can be gleaned from their posted press releases.
Online:
www.jupiterresearch.com
and
www.jupiterdirect.com
-- NPD FUNWORLD --
Who they are: Offer tracking services to provide
a comprehensive overview of product movement and
consumer behavior for toy and video game marketers.
What they offer the game industry: Their "Video
Games Quarterly Report" lists the Top 50 games by
platform. Each spreadsheet lists the title, publisher
and intro-date, projected units, projected dollars (for
the quarter and year-to-date) and average selling price
of each software title sold through retailers
participating in NPD's Video Games Software Sample in
the U.S. Approximate cost? $1,500. Another example
report is the "Video Games Cross-Platform Ownership
Study" to help understand "consumers' video games
platform ownership and preferences." (September 2003,
$7,500).
Freebies: "Industry Trends" charts are posted
online featuring the best-selling game titles and
console accessories for the month.
Online:
www.npdfunworld.com
-- STRATEGY ANALYTICS --
Who they area: Not surprisingly, Strategy
Analytics offer strategy and analysis services. Their
areas of concentration include communications, broadband
consumer electronics, and enabling technologies markets.
What they offer the game industry: With a slant
toward the mobile and broadband aspects of the game
industry, Strategy Analytics offer client reports such
as "Disney's Broadband Gaming Debut: A New Toon On An
Old Whistle" (July 2003), and "Games Consoles And
Wireless Home Networks: Technical Challenges Prove Tough
To Overcome" (July 2003).
Freebies: To access the reports, you must be a
client.
Online:
www.strategyanalytics.com
-- THE THEMIS GROUP --
Who they are: Providers of "marketing,
management, client generation and customer support
services to developers and publishers of online PC and
console games, websites, and other community driven
services within the interactive entertainment industry."
What they offer the game industry: The "Themis
Report 2004" is a 121 page report focusing on the
business models, key players, and emerging issues of the
online game industry. Approximate cost? $995. They also
recently partnered with DFC Intelligence to bring the "Themis
Online Games Research package", a 521 page package that
includes both the "Themis Report" and the "DFC Online
Game Market Report". The $3,595 package also includes 6
months of updates from DFC.
Freebies: Several white papers are available
online including excerpts from their full reports, as
well as interesting downloads such as an Excel
spreadsheet that allows you to calculate expected net
revenues from the launch of a subscription-based online
game given certain assumptions about price point,
conversion rates, and churn.
Online:
www.themis-group.com
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