What’s happening in esports: Drivers, trends, and opportunities

Brand partnerships account for ~60% of esports revenue, and possibilities for customized in-game content and collaborations abound

Despite skepticism, gaming is big & rapidly growing: $152bn and ~10% CAGR. Netflix said “We compete with (and lose to) Fortnite more than HBO”. Very few business models work in gaming other than simply building successful games: most of the money in the industry stays with the game developers/publishers and the major gaming/streaming platforms.

Gaming as a talent and audience opportunity: Collaborations with gaming influencers and streamers, Investments in esports leagues and brands, Label imprints and management arms focused on gaming and esports,