IS - BTIG's digital gaming launch has picks for post-COVID new mobile world

BTIG has initiated coverage on the digital gaming space, including gaming services and mobile gaming - and it's picked a number of Buy-rated names along with a few favorites to take advantage of the "considerable" runway for growth. Mobile gaming isn't only the largest part of the videogame market - roughly equal to size in PC games and console games combined (and bigger than rival media formats like music, movies and TV) - it's the fastest growing, the firm says. "Looking forward, we expect the industry to sustain double-digit revenue growth, driven by three things: expansion of the connected device and player base; growth in the developer base and improving developer productivity; international and cross-platform expansion by Western mobile operators," analysts W. Clark Lampen and Jake Fuller write. Central among core topics of focus for investors in the sector over the coming year are the dynamics around post-pandemic growth. We're

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BTIG's digital gaming launch has picks for post-COVID, new mobile world