Even The Pope Plays Video Games

Descripción

Video games are everywhere, with a wide reach across various demographics, industries and modalities. In this episode, Neil Barbour talks with Stan Pierre-Louis, President and CEO of the Entertainment Software Association, about gaming's often unexpected reach across demographics, industries and modalities. Even Pope Leo XIV recently revealed that he enjoyed playing Wordle with his brother. Our conversation explores how the ESA's new conference, The Interactive Innovation Conference (iicon), embraces gaming's influence on the broader business a media landscape, with a special focus on sports and esports as prime examples. Key topics include: -The ESA moving on from bright lights of E3- iicon's focus on the cross-industry impact of video games- Opportunities in a potentially saturated market- How video games and traditional sports work in concert - Esports' path forward in the US More S&P Global Market Intelligence Content: * As the Esports World Cup Wraps, Kagan Looks at the Growing Potential of Competitive Gaming [https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/as-the-esports-world-cup-wraps-kagan-looks-at-the-growing-potential-of-competitive-gaming] * Sports rights in the US to reach $37 billion by 2030 [https://www.spglobal.com/market-intelligence/en/news-insights/research/sports-rights-in-the-us-to-reach-37-billion-by-2030] * Private equity investment in video games falls as investors shift focus [https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/3/private-equity-investment-in-video-games-falls-as-investors-shift-focus-99722617] For S&P Global subscribers (login required): * Microsoft's next Xbox poised to take console gaming wars to the PC [https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=99731168] * Video gaming content revenue finally pushes past $200B in 2025 [https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=99912491&KeyProductLinkType=14&utm_campaign=top_news_1&utm_medium=top_news&utm_source=news_home] * Video game industry head count falls 3.5% in 2025 with AI waiting in the wings [https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=98840890] Credits: * Hosts: Neil Barbour * Guest: with Stan Pierre-Louis, President and CEO of the Entertainment Software Association * Produced & Edited By: Neil Barbour * Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Patrick Moroney

DRAMageddon Has Gaming Under Attack

The artificial intelligence boom is monopolizing global semiconductor capacity, sparking a severe shortage of dynamic random access memory (DRAM) modules. As data centers gobble up high-bandwidth memory for AI accelerators, consumer electronics are facing skyrocketing costs and supply constraints. In this episode, host Neil Barbour joins Chris Rogers, head of supply chain research at S&P Global Market Intelligence, to unpack the ongoing "DRAMageddon" and its ripple effects across the gaming hardware market, from rising VR headset prices to delayed next-generation consoles. Key topics include: * How the massive compute requirements for AI accelerators (like NVIDIA's Hopper, Blackwell and Rubin) are forcing manufacturers to reallocate capacity, driving DRAM prices to historic highs. * The knock-on effects for consumer tech, including steep memory upgrade costs for smartphones (iPhone 17, Samsung S26) and Meta's price hike for the Quest 3. * The delicate balancing act console vendors face ahead of Grand Theft Auto VI's fall launch, weighing potential demand surges against the risk of holding excess mature inventory. * Why hardware production is rapidly shifting from China to Vietnam to dodge uncertain import tariffs, and how this impacts the broader consumer electronics supply chain. * Why macroeconomic headwinds, inflation, and component shortages mean the next generation of consoles (including Microsoft's Project Helix) likely won't hit shelves until 2028. More S&P Global Market Intelligence Content: * Age of Agility: Corporate Supply Chain Strategy Themes in 2026 [https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/age-of-agility-corporate-supply-chain-strategy-themes-in-2026] * TCL's upcoming Sony tie-up opens opportunity to overtake Samsung in shipments [https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/tcl-s-upcoming-sony-tie-up-opens-opportunity-to-overtake-samsung-in-shipments] * Video game profitability tracker: Positive, if precarious, margin trends in 2025 [https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/video-game-profitability-tracker-positive-if-precarious-margin-trends-in-2025] For S&P Global subscribers (login required): * Gaming's new frontiers: Media expansion and IP power at iicon summit [https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=101339156&KeyProductLinkType=24] * Metaverse investment tracker Q1 2026: VR treadmill maker goes public [https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=100718310&KeyProductLinkType=24] * Mario movie sequel underperforms original, but Mortal Kombat may level up [https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=101417402&KeyProductLinkType=24] Credits: * Host: Neil Barbour * Guest: Chris Rogers, head of supply chain research at S&P Global Market Intelligence * Produced & Edited By: Neil Barbour * Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Patrick Moroney

13 de may de 202624 min

Even The Pope Plays Video Games

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