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Circana: Nintendo Switch 2 helped US physical game spending increase year-on-year for first time since 2009

US physical game spending saw a 3% year-on-year increase to $1.6 billion for the 12 months ending May 2026, marking the first rise since 2009. Market tracker Circana attributes this to the "Switch 2 bump," with physical software sales on Nintendo platforms up 26%, though other ecosystems continue to decline. This is considered a likely temporary blip before physical drives are phased out.

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