Industry leadership maintains a cautiously optimistic outlook for 2025.
Growth expectations are strongest in the mobile sector.
Mobile drivers. 41% of leaders expect increased in-app purchases and 31% project growth in advertising revenue.
Page 3 of the reportThe console market appears more stagnant than other segments. Only 15% predict growth in this area.
Operational strategies signal a shift toward expansion and increased investment. This includes higher or stable budgets and increased marketing spend.
Page 8 of the reportThe mergers and acquisitions landscape is expected to intensify. None of the executives predict a decrease in activity.
Page 11 of the reportArtificial intelligence has reached a significant level of penetration within the sector. Executives identify art, game design, and engineering as key value areas.
The optimistic outlook is tempered by specific operational concerns.
Key challenges. Content saturation and a difficult user acquisition environment are the most significant hurdles.
These findings reflect a shift from a period of consolidation. The focus is now on renewed production and strategic integration.
Industry leadership maintains a cautiously optimistic outlook for 2025, with 98% of executives expecting consumer spending to either increase or remain stable. Growth expectations are strongest in the mobile sector, where 41% of leaders anticipate expansion in in-app purchases and 31% expect growth in advertising revenue. While the PC segment remains relatively healthy with a 33% growth projection, the console market appears more stagnant, as 70% of respondents forecast stable performance and only 15% predict growth. This outlook is tempered by concerns regarding content saturation and a challenging user acquisition environment, which are cited as the primary hurdles facing the industry.
Operational strategies for the coming year signal a shift toward expansion and increased investment. A majority of companies plan to initiate more game development projects in 2025 compared to the previous year, supported by higher or stable budgets and increased marketing spend. Talent acquisition remains a priority, particularly in game development and engineering roles. Furthermore, the mergers and acquisitions landscape is expected to intensify, with 71% of executives anticipating more opportunities in 2025 and none predicting a decrease in activity.
Artificial intelligence has reached a significant level of penetration within the sector, with 84% of companies reporting either limited implementation or advanced integration across multiple functions. Executives identify art, game design, and engineering as the areas where AI will provide the most significant value. These findings, compiled by a leading global investment bank specializing in gaming, reflect a sector transitioning from a period of consolidation toward a renewed focus on production, technological integration, and strategic deal-making.