Weekly intelligence on the video games industry for executives, investors, and analysts. Coverage: monetization, platform cycles, M&A, forecasting, player behavior. Published every Friday since June 2024 by a team of three: Emmanuel Rosier, David Thier, Casey Al-Kaisy.
GIES is a weekly research product covering the video games industry from a strategy, finance, and corporate-development perspective. It exists because most gaming media is consumer-facing, and most analyst content is locked behind enterprise paywalls. GIES sits in the middle: rigorous, structured, and accessible.
Weekly issue every Friday. Monthly takeaway summarizing structural shifts. Occasional special reports on platform cycles and M&A.
Senior executives at publishers and platforms, gaming-focused VC and PE, equity analysts, strategy consultants.
Verification-first. Numerical precision. Explicit assumptions. Tables and frameworks over prose.
Three contributors: Emmanuel Rosier, David Thier, and Casey Al-Kaisy. See the Authors page.
Topical authority spans six pillars. Most analyses cross at least two.
The most recent published analyses. Full archive: all 120+ issues.
GIES (Ga