Games Industry
Executive Summary.
Weekly intelligence on the video games market for executives, investors, and senior analysts.
Weekly intelligence on the video games market for executives, investors, and senior analysts.
Latest GIES issue covers: Xbox Game Pass Drops to $22.99 and Loses Day-One Call of Duty. Read the full analysis on Substack for our take on what this means for executives, investors, and senior analysts.
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.
Weekly intelligence on the video games industry. Free tier covers the weekly. Paid tier ($5/mo) unlocks the Monthly Takeaway.
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.
GIES is written by Emmanuel Rosier (founder), Casey Al-Kaisy (co-founder, business development), and David Thier (contributor on game design, marketing, and communications). Combined experience across gaming forecasting, journalism, live-service marketing, and market intelligence.
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.
Senior executives at publishers and platforms, gaming-focused VC and PE professionals, equity analysts covering gaming, and consultants advising on gaming markets.
GIES is positioned for the senior executive and investor audience, not consumer gaming readers. Editorial style is verification-first with numerical precision: structured frameworks, explicit assumptions, decision trees, and forecasting logic instead of news aggregation or fan commentary.
$5/month unlocks the Monthly Takeaway: a structural read of the month, summarizing platform shifts, M&A activity, business-model evolution, and player-behavior signals worth tracking for the next quarter.
