Title: Video Gaming: Industry Growth Drivers and Portfolio Implementation

Date: Tuesday, October 27, 2020

Time: 11:00 AM US ET

Duration: 60 MIN


More people around the world are turning to interactive games as a form of entertainment. Digital game sales are continuously breaking records, and industry revenues have continued to hit all-time highs for the last few years.

Two key trends – mobile gaming and recurrent consumer spending – are pushing revenues higher and accelerating growth for companies participating. Mobile gaming now represents the largest and fastest-growing platform by revenues. Publishers have embraced new business models, namely the “game as service” model, to accelerate growth through recurrent in-game spending.

VanEck’s Ed Lopez, Head of ETF Product and John Patrick Lee, Product Manager, will discuss how these trends are reshaping the video gaming industry, and how video game companies fit into a diversified portfolio.

  • How mobile revenues are now the largest source of revenues and growth for the industry
  • Why recurrent consumer spending is boosting revenues for publishers
  • How an allocation to video game companies may provide the potential for alpha generation in a client portfolio
Ed Lopez

Head of ETF Product

John Patrick Lee, CFA

Product Manager



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