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Delphi Interactive's FIFA and Bond deals define a new IP licensing playbook

Summary
Delphi CEO Casper Daugaard confirms iconic-brand talks are underway after FIFA and 007 launches
Thesis: large publishers deprioritize third-party IP, opening space for a full-stack intermediary
Both deals share one structure: Delphi licenses and publishes, a specialist studio builds, a platform distributes
"We said to the family and to MGM, 'We're not making this James Bond game for gamers, we want to make this game for James Bond fans'"
— Casper Daugaard, CEO, Delphi Interactive
01

Delphi positions as the deal-structuring layer big publishers won't be

President Andy Kleinman cites "misalignment" - large publishers deprioritize third-party IP
"There are these huge brands that people love. This product doesn't exist. We should make it"
— Andy Kleinman, President, Delphi Interactive
Daugaard's mandate: "license, finance, develop, and publish games built around the world's most iconic IP"
Delphi sits between IP holders and specialist studios, not competing with either
02

Fan-first reframing expands the licensor's addressable market pitch

Daugaard argues the framing has "huge implications for how we got into business" - not marketing spin
Audience shifts from "gamers who know the IP" to "fans of the IP" - a larger TAM story for licensors
Bond design commitments: driving, social stealth, flirting, MI6 mechanics - franchise identity over genre convention
FIFA's casual accessibility targeted the global football fanbase, not EA Sports' lapsed player base
03

The Delphi FIFA game template: license + studio + platform

FIFA World Cup: Launch Edition - Refactor Games built it, Netflix distributed, launched two weeks before FIFA Heroes
007 First Light - IO Interactive developing, license secured directly from the Bond family and MGM
Netflix backed FIFA despite Delphi having "essentially no time to deliver" - platform urgency to fill the post-EA gap
First FIFA release since EA's 2022 split - Delphi captured the IP window competitors underestimated
04

Iconic-brand pipeline signals a repeatable model, not one-off wins

Daugaard at Paley Center: "quite a few conversations with some of the most iconic brands in the world that are intrigued by our model"
No IPs named - but the pitch reframes FIFA and Bond as proof-of-concept for a licensing platform
For BD leads: Delphi is now a credible third path between AAA publishing and platform-funded development
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