eGaming / eLearning
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Play Magnus Group (OSE: PMG; OTCQX: PMGMF) is a Norway-based company providing computer chess games (entertainment) and chess learning (eLearning) services. Magnus Carlsen, the founder of PMG, is a chess grandmaster, five-time World Chess Champion. The company offers its entertainment and eLearning services via its brands: chess24, Chessable, iChess, New in Chess, CoChess, the Play Magnus App Suite, and Champions Chess Tour. As at YE21A, PMG had ~65k monthly paying users with a monthly ARPU of US$21.9. Play Magnus AS was founded in 2013 and consolidated into Play Magnus Group in 2019 following the …Read PMGMF CIC Note
Dev Clever Holdings Plc (DEV: LSE) is UK-based and focuses on the global EdTech market. Its two core platforms, Launchmycareer.com and Victar VR, offered on a B2B, B2C and B2G SaaS subscription basis, are aimed at reducing skills gaps in young people through: remote learning and career guidance tools, live career counciling and enterprise services. DEV’s current focus is the Indian market (Veative Labs acquisition monetises India for DEV) with a potential $30bn value within 10 years. The Aldebaron DMCC (Dubai) partnership adds a minimum of $50m revenues over the next 4 years and accelerates rollout to over 9 new territories. The CSCA phase 2 delivers ‘gilt backed’ revenues from 2.6m Indian students with expansion…READ DEV Initiation Note
The Reputation Exchange (REPX) is a fintech/esports company with a strongly differentiated social engagement neobank model using affiliate marketing. With branded prepaid cards assigned to top sporting and influencer brands planned for roll-out in the next 21 months. Since our last note REPX has received: LSE standard list sign-off, conditional US OTCQX ticker approval, its first patent approval for the singing card and increased its number of cards in production by 2023, and has launched AC Milan’s Italy REPX PayFan card in Dec 21. We have recast our revenue and cost...Read REPEX Research Note
As economies reopen, vaccines rollout and individuals begin to spend less time at home, the video-streaming industry is wondering if this is the end of an era of boosted screen and eleisure time. Brendan Brady of Antenna (US company providing media analytics) asks – “Is this now a period of stability? Or are we going to fall off a cliff?”
The data we present below could reasonably be used to infer that egaming and its high-profile sub-sector esports, will contract from recent highs – though a reasonable top line inference, it would be a misreading of the data set…Read eGaming gains Outlive COVID
Esports’ investment performance, until recently, has not been as exciting as its growth prospects suggest (see exhibit 1 below). This phase of ‘disappointment’ is to be expected with a young growing sector. We examine some of the evidence and provide some of our own market forecasts and insights below.
Esports valuations continue to hold significant promise despite fan monetisation lagging behind major sports clubs. Arguably the economics of esports differs from traditional sports, and investors in the secondary market are taking notice. Esports companies will need to consider diversifying revenues as investors demand more transparency on potential profitability….Read Esports – Playing A New Revenue Game
Peloton – US exercise equipment and media co. – announced on 10 Nov a partnership with Beyoncé. Peloton will create fitness classes for HBCUs. Peloton Interactive Inc. (IXIC:PTON) has partnered with Beyoncé to create a series of classes based around Homecoming. Homecoming is an annual celebration carried out at historically black colleges and universities (HBCUs) in the US. The workout classes will include yoga, meditation, cycling and running….Read More On Peloton Has It Right
The gaming market is set for accelerated growth over the coming years. From tech wars to gaming wars, the big tech giants in gaming are the FAMGA – Facebook (IXIC:FB), Apple (IXIC:AAPL), Microsoft (IXIC:MSFT), Alphabet (Google) (IXIC:GOOGL), Amazon (IXIC:AMZN), The FAMGA are offering gaming across platforms including consoles, PCs, televisions, tablets and smartphones that are also cloud-based service offering games that can be played across….Read More On Battle For Global Gaming