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Gaming Industry Report - Q2 2023

Q2 2023

Gaming Industry Report - Q2 2023

Our analysis of the gaming market in Q2 2023 covers industry-specific trends in venture capital funding, public market data, and qualitative themes our team is currently monitoring. This report includes:

  1. Gaming market size to reach $201b in 2023
  2. Gaming VC funding: $472m in Q2 2023, down 38% QoQ
  3. Gaming VC deal volume: 85 deals completed in Q2 2023, down 22% QoQ
  4. Includes regional breakdowns across North America, Europe, Asia, Africa, South America, and Australia
  5. Public market performance of top gaming ETFs (ESPO, GAMR) - both up 10-30% since the start of 2023 (vs S&P 500, +15.9%)
  6. Cash balances held by market-leading gaming ($45b) and big tech companies ($176b) that have gaming divisions
  7. Trends and current events to watch: Apple Vision Pro, Embracer Group restructuring, MSFT <> ATVI regulation update, UGC predictions, Generative AI and its applications within gaming

Gaming Industry Report - Q2 2023

Q2 2023

Welcome to Game Changers, the podcast that takes you beyond the games and into the heart of the gaming industry's future. Brought to you by Konvoy, a Denver-based venture capital firm investing in the platforms and technologies at the frontier of gaming. This podcast is your backstage pass to the pioneers, innovators, and visionaries who are redefining how we play and experience these virtual worlds.

In each episode, your hosts—Josh Chapman, Jason Chapman, and Jackson Vaughan, the founders of Konvoy — invite you to join them for candid and open conversations with the industry's most influential leaders. These guests are the “Game Changers”, the masterminds behind the scenes who've built remarkable enterprises and continue to push the boundaries of what's possible for our industry.

Whether you're a gamer, a tech enthusiast, or a startup aficionado, the Game Changers podcast offers valuable insights, inspiring stories, and exclusive access to the minds shaping the future of the gaming industry. Join us as we explore who these Game Changers are, what they've built, and what they're doing now.

Are you ready to level up your understanding of the gaming industry? Subscribe now to "Game Changers" and embark on a journey that goes beyond the screen to uncover the stories behind the gaming world.