What we are
Gies (Games Industry Executive Summary) is a weekly intelligence company covering the full video games market. We publish a Friday newsletter, a weekly podcast, the paid Monthly Takeaway, and ad-hoc analyses.
What we cover
Five lenses, one market.
Players & audience. Demand, motivations, behaviors, segmentation, engagement metrics (MAU, DAU, playtime, retention).
Markets. Geography (US, EU, Asia, MEA, LATAM) and regional dynamics: Asian publisher Western expansion, EU regulation, US AAA cycles.
Products. Games, franchises, IP, gameplay, features, mechanics, franchise lifecycle (sequels, remakes, DLC, seasons).
Supply. Studios, publishers, platforms, console hardware cycles, PC vs console dynamics, studio operations and labor.
Business models. Free-to-play, premium, microtransactions, Game Pass and subscriptions, battle passes and seasons, live services, acquisition strategy, marketing, gaming M&A, publishing strategy, regulation.
Through-line: how design choices shape player behavior shape business outcomes.
Who reads us
Executives, analysts, investors, and operators at publishers, platforms, studios, and gaming-adjacent firms. Strategy and corp dev leads, gaming-focused VC and PE, equity analysts covering gaming, consultants advising on gaming markets.
How Gies started
While running Global Demand Planning at Electronic Arts, Emmanuel kept an internal Slack channel that informed 1,000+ EA colleagues on industry news. Not a weekly format, just whenever something warranted it. When he left EA, Casey told him to continue but make it public. The first Gies issue went out in June 2024.
The team
Emmanuel Rosier, founder and lead analyst. Decade in gaming at Electronic Arts across Global Demand Planning, Asia Publishing, Global Commercial Management, and Strategic Growth. Authority on competitive intelligence, market research, and demand planning.
David Thier, contributor on game design, marketing, and communications. Worked on 40+ titles from AAA to indie. 10 years as a Forbes video-games journalist. 2 years leading communications at PlayerUnknown Productions.
Casey Al-Kaisy, contributor on business development. Gaming veteran with global marketing and business strategy work on Helldivers, Battlefield, Need for Speed, Command & Conquer, Mirrors Edge, and Ultima. Helps studios get funded or strike publishing deals.
What you get
Free Friday issue: the week’s biggest stories, the numbers, the trends
Weekly podcast on YouTube and Spotify
Monthly Takeaway (paid): structural shifts, frameworks, and the ad-hoc deep dives
Subscribe
Free issue every Friday. Paid tier ($5/month or $50/year) unlocks the Monthly Takeaway plus extended analyses.
