“Game On” is The Fly's weekly recap of the stories that strengthen or undermine video game stocks.
New release: This week's featured new releases are: Sony-Published the action game “Stellar Blade” (SONY) from Korean studio Shift Up Second EVE. This game will be released on April 26th exclusively for his PlayStation 5. This week, Take-Two's (Two) Tennis sim 'TopSpin 2K25' releases on April 26th for PC, PlayStation 4, PS5, Xbox One (MSFT), Xbox Series X/S. Meanwhile, his Xbox Series and his PS5 update for Bethesda's 2015 game Fallout 4 will be released on April 25th, about two weeks after Amazon Prime (AMZN) “Fallout” series first released.
“Fallout” sales: According to Christopher Dring of Gamesindustry.biz, sales of Fallout series games surged across Europe following the release of the Amazon show last week, with Fallout 4 taking the top spot in weekly game sales in Europe. It is said that it was recaptured. GSD data shows Fallout 4 sales increased 7,500% week-on-week across Europe last week as games in the Fallout series were heavily discounted across all platforms designed to work with the TV series. . Dring added that Fallout 76 in 2018, Fallout: New Vegas in 2010 and Fallout 3 in 2008 were also in the weekly top 10 in Europe. The Fly points out that Microsoft acquired Bethesda in 2021.
Meanwhile, Polygon's Carli Velocci reported that all Fallout games on PC gaming market Steam have seen a significant influx of players since the TV show aired, including the original 1997 version. . Velocci said his Steam player count for the original Fallout reached 2,352 last weekend, which isn't a particularly high number in itself, but it's a 553.3% increase in concurrent players compared to last month. I pointed it out. 2008's “Fallout 3” saw a similar spike, with about 6,700 concurrent players playing the game over the weekend, an increase of 415.4% over the past 30 days. Velocci also pointed out that 2018's Fallout 76 reached an all-time high with more than 39,000 concurrent players on Steam over the weekend. It's not clear what these numbers will look like on platforms other than Steam, such as PlayStation or Xbox, but the series' publisher, Bethesda, said in a post on X (formerly Twitter) that the game has a lot of said that new players are joining.
Amid the excitement surrounding the “Fallout” series, Variety's Joe Otterson reported late last week that Amazon renewed the “Fallout” TV show for a second season. The news comes after Variety previously reported that the second season was set to receive a $25 million tax credit due to filming in California.
Microsoft games on PlayStation: According to TweakTown's Derek Strickland, as of April 18, 2024, seven of the top 25 best-selling games on Sony's online PlayStation Store were games published by Microsoft. The best-selling games under Microsoft's Xbox Game Studios brand on the PS Store include Fallout 4, Fallout 76, Call of Duty, Overwatch 2, Minecraft, and Sea of Thieves. , “grounded,” the author said. Most of the best-selling Xbox games on the PS Store are developed and/or published by studios that Microsoft has acquired over the past decade or so: Activision Blizzard, Bethesda, and Mojang. Strickland pointed out that titles published by Sony accounted for five of the top 25 titles.
Meanwhile, Microsoft's Rare studio announced that its 2018 game Sea of Thieves has reached 40 million players to date on Xbox, Windows 10, and Steam. The Fly states that the game is scheduled for release on April 30th on PlayStation 5.
NETEASE target cut: On Wednesday, HSBC lowered the company's price target on NetEase (NTES) rose from $130 to $126, and the stock's rating remained “Buy.” The company said it was too optimistic about growth this year, given the underperformance of the newly launched Condor Hero, declining revenue from Fantasy Westward Journey PC, and the delayed launch of Where Winds Meet mobile. However, a product launch event on May 20th could improve the company's earnings outlook for the second half of 2024 and 2025, potentially leading to a rerating of the stock.
