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Data and Dimensions

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by S&P Global

5.0(3 reviews)

14 episodes

Updated Daily

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Podcast Overview

Data & Dimensions is a podcast dedicated to exploring the transformative evolution of the internet into immersive 3D virtual spaces. Guided by S&P Global's coverage of the metaverse, where the tools and tech of video games shape the next phase of the internet into shared 3D virtual spaces, where humans and machines interact with one another and with data, enhancing and augmenting the physical world as much as replacing it. We delve into the multifaceted implications of this digital frontier for industry, enterprises, consumers and society in general.

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Publishing Since

11/18/2025

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Recent Episodes

June 24, 2026

What Xbox could learn from Atari

Microsoft recently said it will respond to an increasingly strained gaming market by maximizing the potential of its core intellectual properties. And they are not the first publisher to have told us that this year. This week, we resurface a conversation from the Entertainment Software Association's iicon conference in April with Mark Nash, COO and co-founder of Balor Games, and Wade Rosen, chairman and CEO of Atari. The discussion digs into how these smaller, nimbler publishers are building around their strongest assets, using catalogs, acquisitions, physical distribution, retro communities and bespoke publishing infrastructure to squeeze more value out of IP without overextending. Key topics include: <ul> <li>Atari's "niche it to death" strategy, with Rosen explaining how the company found its lane in retro gaming after a period of soul-searching and turnaround work.</li> <li>Balor Games' view of IP as infrastructure, not just content, and how the publisher is building a curator model around discoverability, flexible services and a portfolio of more than 60 titles.</li> <li>How Atari's acquisitions of Night Dive, Digital Eclipse, Intellivision and Implicit Conversions give it specialized capabilities across remasters, collections, emulation, hardware, licensing and physical releases.</li> <li>The "whole animal" approach to franchises, where a game is not just a one-time digital sale but a starting point for bundles, subscriptions, physical SKUs, merchandise, hardware ecosystems and potentially transmedia extensions.</li> <li>The future of the Triple-I space, including how Balor is thinking about sequels, franchise-building, AI uncertainty, tighter budgets and the opportunity for smaller teams to generate outsized returns.</li> </ul> More S&P Global Market Intelligence Content: <ul> <li><a title= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/fifa-world-cup-2026-whos-watching-around-the-world" href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/fifa-world-cup-2026-whos-watching-around-the-world" data-event-flag="true" data-event-name="link" data-link-text= "RTE | FIFA World Cup 2026: Who's watching around the world?">FIFA World Cup 2026: Who's watching around the world?</a></li> <li><a title= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/ai-driven-memory-cycle-powers-applied-materials-2026-growth-surge" href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/ai-driven-memory-cycle-powers-applied-materials-2026-growth-surge" data-event-flag="true" data-event-name="link" data-link-text= "RTE | AI-driven memory cycle powers Applied Materials' 2026 growth surge"> AI-driven memory cycle powers Applied Materials' 2026 growth surge</a></li> <li><a title= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/media-quick-take-paramount-skydance-ebitda-jumps-58-6-in-q1" href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/media-quick-take-paramount-skydance-ebitda-jumps-58-6-in-q1" data-event-flag="true" data-event-name="link" data-link-text= "RTE | Media Quick Take: Paramount Skydance EBITDA jumps 58.6% in Q1"> Media Quick Take: Paramount Skydance EBITDA jumps 58.6% in Q1</a></li> </ul> For S&P Global subscribers (login required): <ul> <li><a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=102921692&KeyProductLinkType=14&utm_campaign=top_news_1&utm_medium=top_news&utm_source=news_home" data-event-flag="true" data-event-name="link" data-link-text= "RTE | Xbox deprioritizes boutique-style game development under new management"> Xbox deprioritizes boutique-style game development under new management</a></li> <li><a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=102981678&KeyProductLinkType=24" data-event-flag="true" data-event-name="link" data-link-text= "RTE | Smart glasses' early movers reload in anticipation of Apple's next play"> Smart glasses' early movers reload in anticipation of Apple's next play</a></li> <li><a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=102238345&KeyProductLinkType=24" data-event-flag="true" data-event-name="link" data-link-text= "RTE | Q1 2026 video game content revenue: Success for old-school, single-player games"> Q1 2026 video game content revenue: Success for old-school, single-player games</a></li> </ul> Credits: <ul> <li>Host: Neil Barbour</li> <li>Guest: Mark Nash, COO and Co-founder of Balor Games & Wade Rosen, Chairman and CEO of Atari.</li> <li>Produced & Edited By: Neil Barbour</li> <li>Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Patrick Moroney</li> </ul>

June 10, 2026

Spatial Computing Slims Down For Smart Glasses

Last year, we made a call that smart glasses are on track to surpass 20 million units shipped annually by 2029, and current market signals suggest that may have been a conservative forecast. As the category evolves, we thought it prudent to talk to one of its most experienced players. Ralph Jodice, general manager of North America and global head of partnerships at XREAL walks through what his company has learned selling personal-display-style smart glasses and where the overall market is headed. The big news for XREAL is Project Aura's leap into spatial computing via Android XR, effectively bringing much of the functionality of a Quest 3 or Apple Vision Pro into a pair of smart glasses. Key topics include: <ul> <li>XREAL's position in the personal display market, smart glasses designed for periodic immersive gaming and productivity applications and how this segment sits astride all-day wearables like Meta Ray Bans.</li> <li>The significance of Project Aura, combining lightweight glasses, dedicated compute, AI, and Google's Android XR platform for a more robust AR experience.</li> <li>How XREAL's control over component sourcing and manufacturing has enabled cost reductions despite broader supply chain inflation.</li> <li>The role of developer ecosystems and platform scale in transitioning XR from niche enthusiast hardware to mainstream adoption.</li> </ul> More S&P Global Market Intelligence Content: <ul> <li class="MsoNormal"><a href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/hands-are-hard-but-robots-give-physical-ai-high-five-at-ces-2026"> Hands are hard, but robots give physical AI high five at CES 2026</a></li> <li class="MsoNormal"><a href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/mwc-2026-non-terrestrial-networks-shift-from-hype-to-commercial-reality"> MWC 2026: Non-terrestrial networks shift from hype to commercial reality</a></li> <li class="MsoNormal"><a href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/samsung-postq-snapshot-memory-drives-q1-beat-outlook-raised-on-ai-cycle1"> Samsung postQ snapshot: Memory drives Q1 beat; outlook raised on AI cycle</a></li> </ul> For S&P Global subscribers (login required): <ul> <li class="MsoNormal"><a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=101932266"> NVIDIA's topline surge highlights balanced AI demand in Q1 2026</a></li> <li class="MsoNormal"><a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=92961483"> Are consumers ready for Meta Ray-Ban Display smart glasses?</a></li> <li class="MsoNormal"><a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=91358054"> Audio-based smart glasses find momentum with AI in 5-year forecast</a></li> </ul> Credits: <ul> <li>Host: Neil Barbour</li> <li>Guest: Ralph Jodice, General Manager of North America and Global Head of Partnerships at XREAL</li> <li>Produced & Edited By: Neil Barbour</li> <li>Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Patrick Moroney</li> </ul>

May 27, 2026

GameStop's journey from retail to rogue trade and back again

In some ways, GameStop is the story of the suburbs, of being an idle teenager, of sifting through the bargain bin, of late night Call of Duty launch parties, of buying your first console and then selling it back a few years later. But it's also the story of the end of the shopping mall, the decline of physical media and the shifting center of power in the $200 billion gaming industry. Oh, and it's also the story of the rise of the retail investor? And maybe, it's the story of the future of shopping… although maybe not. Using reporting and analysis from S&P Global Market Intelligence, Neil Barbour walks through the long arc of GameStop's rise, decline and improbable afterlife. From the PlayStation 2 boom years to the 2021 short squeeze, to shrinking store counts and the company's recent $55.5 billion bid for eBay. Key topics include: ➤ GameStop grew from $757 million in revenue in 2000 to $8.8 billion in 2008, riding the success of hardware like the PlayStation 2 and games like Call of Duty. ➤ Broadband expansion, smartphone adoption, digital storefronts and platforms steadily undermined the physical retail model. ➤ The Reddit-fueled 2021 short squeeze upended Wall Street, rattled hedge funds and changed the conversation around short selling and retail traders. ➤ Ryan Cohen's arrival reshaped investor expectations around GameStop's e-commerce ambitions and capital strategy. More S&P Global Market Intelligence Content: <a href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/electronics-supply-chain-outlook"> Electronics Supply Chain Outlook | S&P Global</a> <a href= "https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/video-game-profitability-tracker-positive-if-precarious-margin-trends-in-2025"> Video game profitability tracker: Positive, if precarious, margin trends in 2025</a> <a href= "https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/3/private-equity-investment-in-video-games-falls-as-investors-shift-focus-99722617"> Private equity investment in video games falls as investors shift focus</a> For S&P Global subscribers (login required): <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=14792565"> Economics of Streaming Media: Growth in market an opportunity for game industry</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=39778328"> Xbox's new Netflix-style subscription service could have 'unique advantage'</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=44975653"> GameStop confirms discussions about potential deal</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=48425407"> GameStop to sell AT&T wireless business to Prime Communications for $700M</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=59050692"> Data Dispatch: PlayStation 5 launch highlights accelerating shift to digital for video games</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=62124855"> Data Dispatch: Most-shorted S&P 500 stock of 2020 surges, putting squeeze on short sellers</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=62381594"> Data Dispatch: GameStop frenzy could 'forever change' shorting as traders disrupt risk calculus</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=62397330"> GameStop traders at a crossroads: 'To the moon' or 'along for the ride'</a> <a href= "https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/news/article?id=101284770"> Data Dispatch: Analysts question funding, rationale in GameStop's $55.5B play for eBay</a> Host: Neil Barbour Produced & Edited By: Neil Barbour Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Patrick Moroney

14 total episodes available

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What is Data and Dimensions?: Data & Dimensions is a podcast dedicated to exploring the transformative evolution of the internet into immersive 3D virtual spaces.

Guided by S&P Global's coverage of the metaverse, where the tools and tech of video games shape the next phase of the internet into shared 3D virtual spaces, where humans and machines interact with one another and with data, enhancing and augmenting the physical world as much as replacing it.

We delve into the multifaceted implications of this digital frontier for industry, enterprises, consumers and society in general.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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