< Key Hightlight >

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.

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.

Key Highlights

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.

Companies mentioned

Activision Blizzard 

Alphabet 

Amazon 

Apple 

Asus 

AT&T 

Bandai Namco 

Boyaa 

ByteDance 

Capcom 

Colopl 

DeNA 

Electronic Arts 

Epic Games 

Facebook 

Gamevil 

GungHo Online 

IGG 

Kingsoft 

Konami 

Microsoft 

NCSoft 

NetEase 

Netmarble 

Nexon 

Nintendo 

Nvidia 

Perfect World 

Playtech 

Razer 

Roblox 

Sea 

Sega Sammy 

Sony 

Square Enix 

Take-Two Interactive 

Tencent 

Ubisoft 

Unity Technologies 

Valve 

Vivendi 

Webzen 

Zynga