Business
Earnings, M&A, markets — where the gaming and crypto industries actually make and lose their money.
Tencent gaming Q1 2026 — domestic flat, internationals carry
PUBG and Brawl Stars up 31% combined.
Microsoft gaming Q3 — Game Pass plateaus, hardware cliff is real
Console hardware revenue down 28% YoY.
Nintendo year-end — Switch 2 hits 24M, software beats forecast
5.1 attach rate at year-end is genuinely unprecedented.
Roblox Q1 2026 — bookings hit $1.4B, adult DAU is the new story
17+ DAU cohort is now 41% of total.
Valve 2025 revenue surfaces — $14B through Steam alone
70%+ operating margin, $39M revenue per employee.
EA Q4 2026 print — sports does the lifting, Battlefield comeback works
Battlefield 2042 successor launch beat targets by 28%.
Take-Two GTA pipeline — what management actually said
GTA 6 ships Q3 2026, expansion DLC within 12 months.
Capcom Monster Hunter numbers — Wilds doubled forecast
18M units sell-through; Western audience expansion finally permanent.
Krafton Q1 2026 — PUBG mobile carries, console line surprises
Console line up 38% YoY on the Sanhok+ map drop.
Epic vs Google settlement — what developers actually got
Third-party app store distribution opened on Android worldwide.
Sony gaming Q1 earnings — PS5 sells, software carries
Hardware ASPs flat, software attach up.
Embracer Asmodee spin-off — a year later
Asmodee standalone is doing fine; Embracer side is the conversation.
Riot Games revenue split 2026 — League still pulls 60%
Valorant 23%, TFT 11%, Wild Rift 4%.
Gaming startup funding Q1 2026 — down again, but quality up
Total dollars off 18% YoY but median round size up.
Ubisoft Q1 — the AC Shadows quarter that mattered
AC Shadows shipped 4.8M sell-through.
NBA 2K League dissolution — what comes next
First major franchise league dissolution.
Coinbase Q2 earnings preview — the 3 lines that move COIN
Subscription, USDC float, stablecoin take rate.
AMD Q1 2026 earnings — gaming carries, datacenter compounds
Datacenter compounded at 38% YoY. MI400 ramp is the bigger story.
NVIDIA Blackwell pricing — what the new datacenter list price means
24% increase over Hopper margins.
Intel Q1 2026 print — the foundry pivot is finally showing margin
Foundry revenue grew 28% YoY with positive operating margin.