The video games market moved from excess demand, driven by Covid lockdowns, to excess supply, as game makers expanded production capacity only to see demand normalise post lockdowns. Consequently, the sector experienced sharp declines in profit and game makers reduced development budgets, cancelled game releases and wrote-down investments in work-in-process. These cutbacks have reduced game supply in their years of announcement but also in future years. As a result, we estimate game supply growt ....

27 Mar 2025
UK video game sector - Market Recovery - 27 March 2025
Devolver Digital, Inc. (DEVO:LON), 20.2 | tinyBuild Inc. (TBLD:LON), 5.2 | Frontier Developments Plc (FDEV:LON), 195 | TruFin Plc (TRU:LON), 75.0 | Winking Studios Limited (WKS:LON), 11.0

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UK video game sector - Market Recovery - 27 March 2025
Devolver Digital, Inc. (DEVO:LON), 20.2 | tinyBuild Inc. (TBLD:LON), 5.2 | Frontier Developments Plc (FDEV:LON), 195 | TruFin Plc (TRU:LON), 75.0 | Winking Studios Limited (WKS:LON), 11.0
- Published:
27 Mar 2025 -
Author:
Bob Liao, CFA | Carl Smith, CFA -
Pages:
45 -
The video games market moved from excess demand, driven by Covid lockdowns, to excess supply, as game makers expanded production capacity only to see demand normalise post lockdowns. Consequently, the sector experienced sharp declines in profit and game makers reduced development budgets, cancelled game releases and wrote-down investments in work-in-process. These cutbacks have reduced game supply in their years of announcement but also in future years. As a result, we estimate game supply growt ....