Sony outperformed the market with an 18% year-on-year revenue increase to ¥4.41 trillion, supported by 9.5 million PS5 console sales and 129 million monthly active users.
Nintendo experienced a 31.4% decline in net sales as its current console generation reached the end of its lifecycle.
Ubisoft revenue fell by 31.4% due to a combination of project delays and the poor performance of recent titles.
Microsoft’s gaming division saw a 7% revenue decline, driven primarily by a 29% drop in hardware sales.
Electronic Arts missed bookings forecasts due to lower-than-expected retention for EA Sports FC 25 and the underperformance of Dragon Age: The Veilguard.
The industry is currently defined by a divergence in performance, where success is increasingly contingent on managing live-service sustainability and hardware transitions.
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