Game developers sell off following a report pay-TV providers are looking to offer console-quality cloud gaming services in 2013-2014. EA -3.5%. ATVI -2.3%. TTWO -1.4%. THQI -2.4%. If these services take off (a big if, given the challenges others have faced), they'd almost certainly rely on games from top developers. But there could also be more competition from social/casual games, and less favorable revenue splits.