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Kliuless #63: The Loyalty Economy

Each week I compile a gaming industry insights newsletter that I publish broadly. Opinions are mine.

Kenneth Liu, Blogger

December 23, 2019

3 Min Read

Kliuless? Gaming Industry Insights #63

Hi, my name is Kenny Liu, and each week I compile a gaming industry insights newsletter that I publish broadly. Opinions are mine.

See more or subscribe at: https://tinyletter.com/kliuless

Insights

  • HBR: The Loyalty Economy

    • [KL: Recommend reading section titled "How to Value a Company by Analyzing Its Customers"]

    • "Using customer metrics to assess a firm’s underlying value [...] is called customer-based corporate valuation (CBCV). This approach is driving a meaningful shift away from the common but dangerous mindset of 'growth at all costs' toward revenue durability and unit economics—and bringing a much higher degree of precision, accountability, and diagnostic value to the new loyalty economy"

    • "The premise behind CBCV is simple. Most traditional financial-valuation methods require quarterly financial projections, most notably of revenue. Recognizing that every dollar of revenue comes from a customer who makes a purchase, CBCV exploits basic accounting principles to make revenue projections from the bottom up instead of from the top down. Although this may seem like a radical departure from traditional frameworks, that’s not the case: CBCV simply brings more focus to how individual customer behavior drives the top line"

  • HBR: The New Analytics of Culture

  • GamesIndustry.biz: The Year In Numbers 2019

Creative

  • How Trico Was Animated

  • The Outer Worlds interview: Crafting a corporate dystopia

  • Expect "seven or eight" Dungeons & Dragons games in the near future

    • Related: Dark Alliance is a new D&D action-RPG starring Drizzt Do’Urden and the Companions of the Hall

  • 30 little touches in The Witcher 3 that show its amazing attention to detail

Cross-Platform / Multi-Platform

  • Portraits of Roblox: The view from the platform

  • Google buys triple-A game dev Typhoon Studio to beef up Stadia

  • Facebook acquires Spanish cloud video gaming company PlayGiga

  • Tencent soft-launches its Start cloud gaming service in China with handful of PC titles

PC / Console

  • Xbox Series X is Microsoft’s next console, launching holiday 2020

    • Opinion: Microsoft has admitted defeat in the console wars and just built a PC

  • PlayStation 5 gets Godfall looter-slasher from Gearbox Publishing

  • Amazon Games’ New World open world MMO arrives in May 2020

  • Riot Games' publishing label expands LoL universe with two new games

  • Embracer Group acquires Little Nightmares dev Tarsier Studios for $10.5m

Mobile

  • App Annie: Mobile Highlights of 2019

  • App Annie: A Look Back At the Top Apps & Games of the Decade

  • Animoca Brands acquires Power Rangers: Legacy Wars developer nWay for $7.7mm

XR: AR / MR / VR

  • Snapchat Cameos edit your face into videos

  • High Fidelity lays off half of staff, pulls plug on open-source VR platform

  • Pokémon Go’s Buddy Update brings a new way to play with your monsters

  • The Information: To Control Its Destiny, Facebook Bets Big on [VR & AR] Hardware

  • WP: This virtual reality dining experience is trippy — and might be the future of restaurants

  • BBC: Getting VR to mainstream audiences: what we learnt from our partnership with local libraries

Esports & Influencers

  • Esports platform Game.tv secures $25 million in funding

  • Fortnite lost 28% of its viewership hours on Twitch in 2019

  • Twitch sued for £2.1bn over Premier League by Russian firm

  • Tencent-Backed Global Esports Federation Formed in Singapore

  • Shroud's U.S. audience on Mixer is one-third of what it was on Twitch

  • EA & Respawn unveil Apex Legends Global Series esports competition with $3mm in prizes

  • WSJ: China’s Influencers Hawk Their Wares on Live Streams

Tech

Overtime

See more or subscribe at: https://tinyletter.com/kliuless

Twitter: @kliuless
LinkedIn: @kliuless

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