Plus: Xbox retreats from cloud gaming. Kojima moves from PlayStation to Xbox.
Read on SubstackDemand, motivations, behaviors, segmentation, MAU/DAU, retention, playtime.
Geography across US, EU, Asia, MEA, LATAM. Regional dynamics and Asian publisher Western expansion.
Games, franchises, IP, gameplay, mechanics, lifecycle. Remakes and DLC economics.
Studios, publishers, platforms, console hardware cycles, PC vs console, studio operations and labor.
F2P, premium, microtransactions, Game Pass, subs, battle passes, live services, gaming M&A.
The factual weekly digest of gaming industry news. Free tier covers the weekly. Paid tier ($5/month) unlocks the Monthly Takeaway opinion piece.
Gies (Games Industry Executive Summary) is a weekly intelligence newsletter covering the full video games market through five lenses: players & audience, markets, products, supply, and business models. Written for executives, investors, and senior analysts. Published every Friday since June 2024.
Emmanuel Rosier (founder, prepares the weekly newsletter), Casey Al-Kaisy (co-founder, hosts the podcast), and David Thier (writes the monthly takeaway with guests). Patrick Rose and Andre Persson are recurring podcast guests.
Gies publishes weekly on Substack at giesweekly.substack.com. Long-form video analyses are on YouTube at @giesweekly. Brand updates run on the Gies LinkedIn company page.
People in the gaming industry who want a fast factual read of the week. Senior operators, investors, equity analysts, and consultants.
Gies is for industry insiders, not consumer gaming readers. The newsletter is purely factual: curated news with no editorial spin. Opinion lives in the monthly takeaway and the weekly podcast.
$5/month unlocks the Monthly Takeaway: an opinionated longer read by David Thier and a guest on the most consequential gaming story of the month.
