Key insights
6 takeaways · ~2 min read- 01NACON reported consolidated sales of €124.2 million for the first nine months of fiscal year 2025-26, representing a 4.4% decline compared to the same period last year.See it on page 1
- 02Total game revenue grew 1.9% to €25.9 million, fueled by a 39.9% surge in new catalogue sales from titles like 'Hell is Us', 'Cricket 26', and 'Rennsport'.See it on page 1
- 03Accessories revenue dropped 29.1% to €17.9 million, primarily due to ongoing impacts from customs duties in the United States market.See it on page 2
- 04Back-catalogue sales fell 21.8% to €12.2 million, attributed to a high base effect and broader market contraction.See it on page 1
- 05Quarterly performance was inconsistent, featuring a 2.9% drop in Q1, 4.5% growth in Q2, and a 12.8% decline in Q3.See it on page 1
- 06The company has revised its fiscal outlook to expect annual activity comparable to the previous year, supported by upcoming releases like 'Styx: Blades of Greed' and new hardware including the RIG R5 PRO HS headset.See it on page 2
Summary
NACON reported consolidated sales of €124.2 million for the first nine months of fiscal year 2025‑26, a decline of 4.4 % compared with €129.9 million in the same period last year. Total game revenue rose 1.9 % to €25.9 million, driven by a 39.9 % increase in catalogue sales (€13.7 million) from new titles such as Hell is Us, Cricket 26 and Rennsport. Back‑catalogue sales fell 21.8 % to €12.2 million, largely due to a high base and market contraction. Accessories revenue dropped 29.1 % to €17.9 million, with the United States market still impacted by customs duties; the decline eased from 66 % in Q2 to 38 % in Q3. Other mobile and audio sales grew modestly by 4.6 %.
Quarterly performance varied: Q1 saw a 2.9 % drop, Q2 grew 4.5 %, while Q3 declined 12.8 %. The company attributes the Q3 downturn to weaker accessories sales, despite strong catalogue momentum. NACON’s outlook for 2025‑26 remains conservative; it now expects activity comparable to the previous year, citing continued catalogue releases (e.g., Styx: Blades of Greed, GreedFall The Dying World) and anticipated accessory sales in Europe, including the Switch 2 and a new RIG R5 PRO HS headset. The company’s 16 studios, AA publishing arm, and peripheral design capabilities underpin its market position across 100 countries through 25 subsidiaries.
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