Pixels & Profits

SpaceX: The Biggest Call Option in History

The launch business is a genuine marvel. Starlink is a real cash machine. So why does the trillion-dollar valuation still hinge on a business SpaceX…

17 hrs ago • Joseph Kim

1:10:51

January 2026

Who Killed Ubisoft?

Five years ago, Ubisoft was worth $16.5 billion.

Jan 19 • Joseph Kim

December 2025

AppLovin Paradox: 82% Margins, Nervous Publishers, and What Breaks Next

AppLovin is the apex predator in mobile right now.

Dec 30, 2025 • Joseph Kim

October 2025

Exposing the EA-Saudi Deal: Why the $55B 'LBO' Breaks Every Private Equity Rule

“If I got an unsolicited offer from a sovereign entity that has effectively unlimited money, would I push for more?

Oct 13, 2025 • Joseph Kim

June 2025

Unity's Data Dilemma: Why Gaming's Underdog Needs to Stop Playing It Safe

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

January 2025

💸 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

October 2024

Ubisoft, Unity, China, and Microsoft x Activision

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

Oct 31, 2024 • Joseph Kim

April 2024

Embracer vs. Ubisoft: Who rises back to glory?

A Deep Dive into Two Struggling Gaming Giants

Apr 20, 2024 • Joseph Kim

March 2024

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

January 2024

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 • Joseph Kim

June 2023

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

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

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