Pixels & Profits

Who Killed Ubisoft? | Pixels & Profits

Inside the efficiency gap, family politics, and strategic failures that destroyed $15 billion in value

Jan 19 • Joseph Kim

1:11:37

💸 AppLovin Paradox: 82% Margins, Nervous Publishers, and What Breaks Next | Pixels & Profits

The bull case, the bear case, and what one operator's portfolio data reveals about AppLovin's real moat

Dec 30, 2025 • Joseph Kim

1:51:20

💸 Exposing the EA-Saudi Deal: Why the $55B 'LBO' Breaks Every Private Equity Rule | Pixels & Profits

The accounting myth game pubs and I got wrong, why Silver Lake isn't running this show, and what 'patient capital' means for gaming studios"

Oct 13, 2025 • Joseph Kim

59:56

💸 Unity's Data Dilemma: Why Gaming's Underdog Needs to Stop Playing It Safe (Pixels & Profits)

How Unity's 70% engine dominance could break AppLovin's 81% profit monopoly—if they're brave enough to try

Jun 9, 2025 • Joseph Kim

💸 The 2025 Gaming Industry Forecast: A Guide to Crisis & Opportunity | Pixels & Profits

We recap 2024 and make predictions for 2025 on game industry trends, challenges, and major game companies

Jan 7, 2025 • Joseph Kim

🎙️ Hot Topics: Ubisoft, Unity, China, and Microsoft x Activision

Pixels & Profits are back to discuss some of the hot topics dominating game dev conversations recently

Oct 30, 2024 • Joseph Kim

🎙️ Embracer vs. Ubisoft: Who rises back to glory?

A Deep Dive into Two Struggling Gaming Giants

Apr 20, 2024 • Joseph Kim

💸 Nvidia: Powering the Future of Gaming, AI, and Beyond | Pixels & Profits #9

Can Nvidia's shift from simulating imagination to intelligence make it the world's most valuable company?

Mar 15, 2024 • Joseph Kim

MarketWire x Pixels & Profits | Roblox Domination: #1 Downloads and #1 Revenue

While Roblox continues to struggle with profitability and excessive SBC, usage and revenue continue to dominate!

Jan 6, 2024 • Akash and Joseph Kim

💸 Console Wars: Microsoft All-in on Game Pass, Is This Game Over?

We discuss market dynamics, strategy, and outlook for Sony vs. Microsoft vs. Nintendo. Is this the last generation for XBOX? What does the future hold…

Jun 13, 2023 • Joseph Kim

💸 The Console Wars: Sony vs. Microsoft vs. Nintendo

Sony wins, Nintendo pushes, and it's all-in for Microsoft on Game Pass

Jun 5, 2023 • Joseph Kim

💸 Introducing Pixels & Profits #1: Where is the Games Industry, M&A, Public Gaming Outlook

Industry Outlook, Rise of Asia, Nvidia + AI, Embracer, Unity, Applovin, EA, Ubi, Take-Two, and More!

May 29, 2023 • Joseph Kim

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