The E-Sports Thesis offers a comprehensive view of the growing e-sports industry, tracing its evolution through analog to VR gaming, current global and Indian landscape, and the potential of disruption from new technologies and formats. It dives into the transformation of gaming into competitive e-sports, highlighting key drivers like increasing internet penetration, sponsorships, and recognition as an official sport.

Key insights include:

• A detailed comparison of India’s nascent e-sports market with global leaders like China
• Analysis of industry verticals, including teams, broadcasters, game publishers, and tournament organizers, with data on market size, growth rates, and revenue streams.
• Emerging trends in AR/VR, AI-driven gameplay enhancements, and interactive fan engagement, poised to redefine the e-sports experience.

This thesis identifies roadblocks like low ARPU and regulatory challenges while spotlighting promising opportunities in organizing and publishing sectors. Be it investors, founders or even gamers, our thesis provides a roadmap for navigating and capitalizing on this emerging megatrend.