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Case Studies

The Metaverse will provide opportunity for new companies and industries to be created in/for the Metaverse to replace existing ones.

Nvidia

Nvidia

Company Details

Ticker:
NVDA
Country:
USA
Thematic Relevance:
Compute, Networking

Key Highlight

Nvidia pioneered the use of graphics processing units, known as GPUs, now a key component of PC architecture.

Notable Segments

  • GeForce Graphics Cards - largest revenue generator
  • Cloud and Data Center Compute
  • Networking - including Mellanox, end to end Ethernet and InfiniBand solutions
  • ‘Omniverse’ Collaboration Suite

Key Statistics

In Q2 2021, record revenue of $3.87 billion, up 50% from a year earlier.

Tencent

Tencent

Company Details

Ticker:
700HK
Country:
China
Thematic Relevance:
Networks

Key Highlight

Tencent is the leading global investor in game studios, with a 40% stake in Epic Games, Metaverse virtual platform and maker of popular video game Fortnite, 5% of Activision Blizzard, owner of the Call of Duty franchise, and 5% of Ubisoft.

Notable Brands

  • League of Legends
  • Valorant
  • QQ
  • WeChat

Key Statistics

Tencent is the world's largest gaming firm: $21 billion in revenues and a profit of $7.42 billion in Q1 2021.

Roblox

Roblox

Company Details

Ticker:
RBLX
Country:
USA
Thematic Relevance:
Virtual Worlds

Key Highlight

Q1 2021 Revenue was $387 million, up 140% from a year ago.

Notable Features

  • "Adopt Me" -- adopt pets, care for them, and share them with other players.
  • "Brookhaven" -- role-play living in a city, buy homes, vehicles, and other items.
  • "Piggy" -- investigate the disappearance of George Pig in a survival horror setting.

Key Statistics

DAUs rose to 42.1 million in Q1, up 79% from last year. Users spent 9.7 billion hours on the platform, 2x year over year.