Sales for the First 9 Months of Fiscal Year 2025-26 at €124.2 M

Summary

Nacon reported consolidated sales of €124.2 million for the first nine months of the 2025-26 fiscal year, representing a 4.4% decline compared to the same period in the previous year. While the games division experienced a 15.7% increase in cumulative revenue to €82.3 million, this growth was offset by a significant 30.5% contraction in the accessories segment, which fell to €37.7 million. The third quarter specifically saw a 12.8% decrease in total sales, primarily driven by challenges in the United States market. The games segment benefited from a 39.9% surge in new catalogue titles during the third quarter, reaching €13.7 million behind the performance of Hell is Us, Cricket 26, and Rennsport. However, back-catalogue sales declined by 21.8% during the same period due to a high basis of comparison and general market softening. The accessories division faced substantial headwinds in the United States, where increased customs duties impacted performance. Although the decline in the U.S. market showed signs of easing—improving from a 66% drop in the second quarter to a 38% drop in the third—the segment remained a primary drag on overall corporate revenue. Looking toward the final quarter of the fiscal year, activity is expected to be driven by several major releases, including Styx: Blades of Greed and GreedFall: The Dying World. While the European accessories market is anticipated to find support from the launch of the Nintendo Switch 2 and new headset hardware, the lack of visibility in the U.S. market has led to a revision of annual forecasts. Nacon now expects total activity for the full 2025-26 fiscal year to be comparable to the previous year, adjusting for the slowdown observed in the third quarter.

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