Key insights
6 takeaways · ~2 min read- 01NACON reported a 4.5% increase in Q2 2025/26 sales to €46.8 million, bringing total first-half revenue to €78.1 million, a 1.4% year-over-year growth.See it on page 1
- 02Gaming segment revenue surged 31.7% to €36.7 million, fueled by a 52.5% increase in catalogue title sales and steady performance from the back-catalogue.See it on page 1
- 03The accessories segment contracted by 42.7% to €9.0 million, primarily driven by a 66% decline in U.S. sales resulting from increased customs duties.See it on page 2
- 04Key titles including 'Rugby League 26', 'Robocop: Rogue City – Unfinished Business', and 'Hell is Us' are driving current growth, with 'Hell is Us' recording an 88% user score and 1.5 million wish-lists.See it on page 1
- 05Management maintains its 2025/26 annual targets, supported by a pipeline of nearly a dozen new game releases and upcoming accessory launches for Switch 2 and XBOX Revolution X.See it on page 2
- 06The company expects a recovery in the accessories segment through European market performance and anticipates sustained momentum in the second half of the fiscal year.See it on page 2
Summary
NACON reports a 4.5 % rise in consolidated sales for the second quarter of its 2025/26 fiscal year, reaching €46.8 million compared with €44.8 million in the same period last year. Total first‑half sales for April–September 2025 amount to €78.1 million, up 1.4 % from €77.0 million in the prior year. Gaming sales dominate growth, increasing by €8.8 million (31.7 %) to €36.7 million, driven largely by a 52.5 % jump in catalogue titles and a modest 7.8 % rise in back‑catalogue revenue. Catalogue releases such as Rugby League 26, Robocop: Rogue City – Unfinished Business, and Hell is Us contribute significantly, with the latter achieving an 88 % user score and over 1.5 million residual wish‑lists. Back‑catalogue sales reflect the strength of NACON’s existing portfolio.
The accessories segment, however, contracts sharply by 42.7 % to €9.0 million, largely due to a 66 % decline in U.S. sales caused by higher customs duties. European accessory sales, particularly for Switch 2 and XBOX Revolution X Unlimited controllers, are expected to provide some recovery. NACON anticipates continued catalogue momentum in the second half of the year, with nearly a dozen new titles slated for release, while back‑catalogue activity should remain steady. The company maintains confidence in meeting its 2025/26 annual targets, citing a robust release schedule and new accessory products. The next financial update for the first half of 2025/26 will be issued on November 24, 2025.
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