This quarter’s key observations
Newsflow: Following our 27 March video game sector report, where we discussed the reasons to expect a market recovery in 2025, the four UK listed video games publishers and developers have released generally positive results and updates. Devolver reiterated guidance for FY25, with significantly more new titles being released in 2025 and a greater share of higher margin, own-IP titles. tinyBuild indicated that revenues for the first five months of the year are sli ....

02 Jul 2025
Zeus Video Games Sector Quarterly review – July 2025

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Zeus Video Games Sector Quarterly review – July 2025
Devolver Digital, Inc. (DEVO:LON), 23.5 | Frontier Developments Plc (FDEV:LON), 379 | tinyBuild Inc. (TBLD:LON), 6.4 | Everplay Group Plc (EVPL:LON), 410
- Published:
02 Jul 2025 -
Author:
Bob Liao, CFA | Carl Smith, CFA -
Pages:
21 -
This quarter’s key observations
Newsflow: Following our 27 March video game sector report, where we discussed the reasons to expect a market recovery in 2025, the four UK listed video games publishers and developers have released generally positive results and updates. Devolver reiterated guidance for FY25, with significantly more new titles being released in 2025 and a greater share of higher margin, own-IP titles. tinyBuild indicated that revenues for the first five months of the year are sli ....