Contents

Theme 1: The post-launch console lull and PlayStation’s first-party squeeze

Theme 2: Fortnite versus the platforms: all-out war or peace in 2021?

Theme 3: Licensing to Fortnite isn’t a games strategy, but it is an advertising one

Theme 4: The resurgence of regulatory scrutiny in games, but new targets are needed

Theme 5: 2021 will be an even better year for Nintendo

Figures and Tables

Figure 1: Sony and Microsoft Q4 gaming revenues, $bn

Figure 2: Fortnite direct payment option on iPhone, August 2020

Figure 3: Apple revenue by segment, calendar 2020 ($bn)

Figure 4: Terminator’s Fortnite incarnation

Figure 5: Teaser shots from Uncharted movie

Figure 6: Star Trek Fleet Command

Figure 7: Nintendo Switch device and software sales (m)