# Matthew Kanterman

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Take-Two Interactive Financial Deep Dive (Pixels & Profits #6) ft. Eric Kress

The Pixel bros are joined by Eric Kress from the Deconstructor of Fun podcast to talk everything Take-Two Interactive! OUTLINE: 0:00 Intro 2:45 Take-Two Fundamentals 6:25 The $5.5B to $8B guidance in bookings 7:12 What could be driving $8B in bookings 10:30 Comparing King acquisition vs. Zynga 13…

Unity Software (U): Huge Problems, Negative Outlook, Big Changes Required

There's a lot of context behind Unity's recent run-time fees and the big changes they rolled out on pricing. Find out more about Unity's business, issues & problems, and future outlook. OUTLINE: 0:00 Intro 0:52 High-level overview of Unity’s business: 1. Create and 2. Grow 5:40 Financials overview…

Season 2, Episode 9: Podcast: Looking forward to 2024 in mobile gaming (with Matthew Kanterman)

My guest on this episode of the Mobile Dev Memo podcast is Matthew Kanterman, a respected gaming analyst who spent 8 years at Bloomberg covering companies in the interactive entertainment space, and who also spent time at Roundhill Investments covering the Metaverse. I invited Matthew onto the pod…

EP.85: Into the Metaverse 2023 Recap and 2024 Preview with Matthew Kanterman - formerly Bloomberg Intelligence, Roundhill Investments and Ball Metaverse Partners

To close out the year, Yon welcomes back to the show former co-host Matthew Kanterman to recap everything that happened in the metaverse in 2023 and to look ahead at what intrigues and excites them the most about 2024 and beyond!  Long-time listeners will quickly recognize Matthew as he was here a…

EP.56: Into the Metaverse with Matthew Kanterman - Director of Research, Roundhill Investments

This week Yon welcomes back to the show former co-host Matthew Kanterman to catch up on everything that is going on within the metaverse today and what has transpired over the past couple of years since they originally launched the podcast.  Long-time listeners will quickly recognize Matthew as he…

Nvidia - On the way to becoming the world's most valuable company | Pixels & Profits #9

Matthew Kanterman, Joseph Kim, and Brian Peganoff discuss Nvidia as well as gaming related offerings from the company: Nvidia business overview Future growth drivers Valuation Competitive landscape Future outlook

Inside the $55B EA-Saudi Deal: Why It's Not a Typical LBO (with Chris Petrovic & Matthew Kanterman)

Saudi Arabia's Public Investment Fund just closed the largest gaming acquisition in history—$55 billion for Electronic Arts. But this isn't the typical private equity playbook. In this episode, host Joseph Kim sits down with two M&A experts who break down what's really happening:- Chris Petrovic - …

AppLovin Bull vs. Bear Case: What Operators Know That Investors Don't

AppLovin just crossed $250 billion in market cap. Stock up 127% YTD. EBITDA margins at 82%. Is this the beginning—or the top? We assembled the most qualified panel possible to break it down: an operator running millions through AppLovin's platform, a gaming-focused financial analyst, and an instit…

AppLovin: Can Anyone Catch The Apex Predator?

AppLovin is the apex predator of in-app ads, and it just keeps pulling away. 59% revenue growth, 90% incremental flow-through to EBITDA, and self-serve going global this month. So can anyone actually catch it? Host Josh Chandley (WildCard Games) decodes AppLovin's Q1 and the entire competitive fie…