Ampere Analysis Reports

PIERS HARDING-ROLLS

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02/10/2025 - PIERS HARDING-ROLLS

EA’s buyout blends growth potential with geopolitics

EA shareholders have agreed to a $55bn leveraged buyout from a group of companies made up of Saudi Arabia's Public Investment Fund (PIF), US private equity firm Silver Lake and US investment firm Affinity Partners. This report examines the implications of the deal, EA's recent performance and the synergies between the new owners.

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10.10.2025 Piers Harding-Rolls, Louise Wooldridge, …

The Preferences Powering PC Gaming

The Windows platform – available on both x86 and on ARM systems – continues to lead PC gaming with the largest share of players and the broadest games catalogue. This report, commissioned by Microsoft, …

Games - Markets

22.07.2025 Katie Holt

Games industry investment activity, H1 2025: A focus on AI, cost efficient development and user acquisition

Deals remained stable in H1 2025, we expect the second half of the year and early 2026 to maintain or exceed the observed activity levels – with market stabilisation opening the door …

Games - Markets

04.06.2025 Katie Holt

How Nintendo’s Switch 2 will stir up the sector

Over 13m gamers will pick up the Switch 2 in 2025, expanding to over 100m by the end of 2030. The new console represents a $7-8bn content opportunity over the next two years.