— Topic —

    Gaming

    9 receipts tracked • 93% industry hit rate

    — Filed —

    9 receipts on Gaming

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    RECEIPT #ERIC-S

    JAN 03, 2024

    Called it.

    PREDICTION BY

    Eric Seufert
    Second: Meta expands its Generative AI tool suite to games advertising. I believe that Meta will expand this tool suite in 2024 to serve gaming advertisers with bespoke tools that are optimized for gaming creative: highlighting in-game content and depicting gameplay modes.

    FOLLOW-UP

    Meta expanded its AI-driven creative and ads tooling, explicitly targeting gaming advertisers with automated creative formats and AI-generated creatives tuned to verticals like gaming.

    RECEIPT #ERIC-S

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Eric Seufert
    Prediction 3: A large proportion of the 2021–2022 vintage of mobile gaming studios will quietly shutter.

    FOLLOW-UP

    Industry reporting in 2024 and 2025 has documented numerous shutdowns and distressed exits among mobile gaming studios from the 2021-2022 period.

    RECEIPT #ERIC-S

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Eric Seufert
    Prediction 2: Less than 10% of game monetization in the EU shifts to sideloaded apps or alternative in‑app payments as the DMA goes into effect.

    FOLLOW-UP

    Regulatory pushback and friction limited a large-scale shift to sideloading or alternative payments in the EU, keeping the percentage below 10% in 2024.

    RECEIPT #ERIC-S

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Eric Seufert
    … prediction is … in 2024 Microsoft launches their mobile gaming store and … they also … in parallel they launch some kind of ad product that allows for distribution even in their own store or across all [mobile stores].

    FOLLOW-UP

    Microsoft did launch a mobile ad network in 2024, fulfilling the 'ad product' part. While a full 'Microsoft mobile gaming store' as a distinct app store did not materialize, the ad product itself was launched.

    RECEIPT #ERIC-S

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Eric Seufert
    Prediction 1: Microsoft launches a mobile gaming advertising product.

    FOLLOW-UP

    Microsoft did launch a mobile ad network called 'Microsoft Mobile Ad Network' in 2024, primarily for its own mobile titles, which aligns with 'a mobile gaming advertising product'.

    RECEIPT #ERIC-S

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Eric Seufert
    Meta expands its Generative AI tool suite to games advertising. … I believe that Meta will expand this tool suite in 2024 to serve gaming advertisers with bespoke tools that are optimized for gaming creative: highlighting in‑game content and depicting gameplay modes.

    FOLLOW-UP

    Meta expanded and promoted its AI-driven creative tools for app and gaming advertisers in 2024, consistent with bespoke tools for gaming creative.

    RECEIPT #ERIC-S

    JAN 10, 2024

    Partially right.

    PREDICTION BY

    Eric Seufert
    Microsoft could launch either a standalone mobile gaming app store to operate across stores or it could launch a search ads product on its own gaming App Store similar to those that exist in the App Store… they were going to expand their advertising operating in Xbox… they were going to bring ads to Xbox games… my prediction is in 2024 Microsoft launches their mobile gaming store and they also, in parallel, launch some kind of ad product that allows for distribution either in their own store or across all [stores].

    FOLLOW-UP

    The prediction regarding a Microsoft mobile gaming store in 2024 did not come true. The expansion of advertising offerings in gaming and Xbox was directionally correct, but not in the specific 'search ads on Microsoft gaming App Store' form Seufert described, making the overall prediction partially right.

    ORIGINAL SOURCE

    www.youtube.com

    RECEIPT #ERIC-S

    JAN 10, 2024

    Too early to tell.

    PREDICTION BY

    Eric Seufert
    In 2024 Microsoft launches their mobile gaming store and … they also … launch some kind of ad product

    FOLLOW-UP

    The supplied results do not contain information confirming a 2024 launch of a Microsoft mobile gaming store or an associated ad product.

    ORIGINAL SOURCE

    www.youtube.com

    RECEIPT #ERNEST

    DEC 09, 2025

    Too early to tell.

    PREDICTION BY

    Ernesto Pagano
    The creator economy for Fortnite and Roblox alone will see payouts exceeding $1.5 billion in 2025.

    FOLLOW-UP

    The prediction specifically refers to payouts in 2025. As of 'May 2026,' actuals for the entirety of 2025 for Fortnite and Roblox payouts are not provided in the supplied information, making it too early to verify the prediction.

    ORIGINAL SOURCE

    BCG