What GIES is
GIES (Games Industry Executive Summary) is a weekly intelligence newsletter and content brand covering the full video games market. It was founded by Emmanuel Rosier in June 2024 and now publishes across three primary surfaces: a Substack newsletter (giesweekly.substack.com), a YouTube channel (@giesweekly), and a LinkedIn company page. The audience is the people who run, fund, and advise on the games industry.
Every Friday GIES ships the weekly issue. Once a month it ships a longer Monthly Takeaway: a structural read of platform shifts, M&A activity, business-model evolution, and player-behavior signals worth tracking for the next quarter. Both formats target senior decision-makers, not consumer gaming readers.
Audience
GIES targets four reader profiles:
- Senior executives at game publishers, platforms, and studios. Strategy, corp dev, publishing, and live-service leadership.
- Investors in gaming-focused VC and PE, plus public-equity analysts covering listed gaming names.
- Consultants and bankers advising on gaming M&A, market entry, and capital allocation.
- Senior analysts inside gaming companies and outside research firms who need primary-source-grade reads, not news aggregation.
Readers come to GIES for the answer to a specific question: what changed this week that should change a decision next quarter.
The team
Combined experience covers gaming industry forecasting, demand planning, live-service marketing on franchises (Helldivers, Battlefield, Need for Speed, Apex Legends, Star Wars Battlefront), 10 years of Forbes video-game journalism, and pre-launch communications at AAA and indie studios. Detailed bios on the authors page.
Five lenses, one market
GIES covers the video games market through five durable lenses. Every issue hits at least one. Most issues hit two or three. The through-line: how design choices shape player behavior shape business outcomes.
Players & audience
Demand, motivations, behaviors, segmentation, MAU/DAU, retention, playtime, lifetime value.
Markets
Geography across US, EU, Asia, MEA, LATAM. Regional dynamics. Asian publisher Western expansion.
Products
Games, franchises, IP, gameplay, mechanics. Franchise lifecycle: sequels, remakes, DLC, season content.
Supply
Studios, publishers, platforms. Console hardware cycles. PC vs console dynamics. Studio operations and labor.
Business models
F2P, premium, microtransactions, Game Pass, subscriptions, battle passes, live services, M&A, publishing.
Detailed methodology, source-tier rubric, and verification process live on the methodology page.
Editorial principles
- Verification first. Claims are sourced and quantified. Where a claim cannot be verified, it is labeled an assumption.
- Numerical precision. Specific numbers over qualitative claims. Currency, units, and time frames stated explicitly.
- Explicit assumptions. Facts, assumptions, and interpretations are separated and labeled.
- Structured outputs. Tables, frameworks, and decision trees over prose. Reader gets the answer in 30 seconds; the support in 3 minutes.
- Lead with the headline finding. Methodology comes second. Recommendations come last.
What GIES is not
- Not a news aggregator. Not a fan blog. Not consumer gaming coverage.
- Not advisory. GIES does not provide individualized investment, M&A, or strategic advice. It provides the structured intelligence that senior decision-makers use to form their own views.
- Not affiliated with any single platform, publisher, or investor. Sponsorships and partnerships, when they exist, are disclosed in the issue header.
Where to read
- Newsletter: giesweekly.substack.com (free tier covers the weekly. Paid tier $5/month unlocks the Monthly Takeaway).
- YouTube: @giesweekly (long-form analysis and Shorts).
- LinkedIn: GIES company page.
- Research archive: /research/ on this site.
Contact
For media, partnership, podcast, or speaking inquiries: reach Emmanuel Rosier on LinkedIn or via the contact form on bio.jamaros.com.