The Data Behind Gaming's Eight-Quarter Rally

S&P Global Market Intelligence
20 views September 9, 2026

The video game industry has now delivered eight consecutive quarters of year-over-year growth, a result that stands in contrast to the narrative of stagnation that often dominates headlines. In this episode, Neil Barbour and Eiman Hussain break down second-quarter results from the gaming sector to identify the trends actually driving the market, from surprise hit titles and platform dynamics to the growing importance of PC gaming and direct-to-consumer monetization. Key topics include ➤ Why Nintendo's Tomodachi Life became one of the quarter's biggest success stories ➤ Microsoft's gaming performance, Forza Horizon 6, Game Pass pricing changes and the outlook for Gears of War: E-Day ➤ Highlights from Gamescom, including The Duskbloods, The Witcher 3 update, Where Winds Meet, Ananta and other upcoming releases ➤ Direct-to-consumer monetization in mobile gaming and how publishers are reducing dependence on app stores Hosts Neil Barbour, Analyst, S&P Global Market Intelligence Kagan Eiman Hussain, Account Manager, S&P Global Market Intelligence Produced & Edited By Neil Barbour Published With Assistance From Sophie Carr, Feranmi Adeoshun, Patrick Moroney

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