A nice little breakdown of the video game stocks and their performance in 2012 YTD. The big story here is, will companies be able to transition from console only platforms to digital distribution and will online companies be able to monetize mobile. Mobile, and to a larger degree tablets, are platforms that will define the future of gaming. Its hard to say right now, how successful tablet gaming will be (since most tablet games are extensions of smartphone games), but its a wild west right now, and there are not many players in the mobile/tablet gaming space. The problem is, how to monetize with ads, in game spend etc, without hurting the experience for the game? That's the real question, which no one really has a clear answer for yet.
http://www.gamesindustry.biz/articles/2012-06-25-stock-ticker-state-of-the-industry
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