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Analyst: AI-focused M&A deals are "weakening" the games investment landscape
An S&P Global Market Intelligence report indicates a weakening investment landscape for the games industry, with capital increasingly directed towards AI-focused deals. Analysts note that investors recognize low revenue growth and compressed margins in gaming, leading them to keep funds on the sidelines. This shift, coupled with a focus on live services and play-to-earn models, could make it difficult for traditional PC and console development teams to secure financing.
The MOP Up: Stars Reach teaches you how to roleplay alien species
Stars Reach is providing lore and roleplay guides for its alien species, the Elioni and Gertans, ahead of its sandbox MMO's launch. This week's MMO news roundup also includes updates for War Thunder, Dungeons and Dragons Online, Sea of Thieves, and Farm Together 2, a crossover between Palworld and Legend of Mushroom, and NCsoft's acquisition of JustPlay.
NCsoft acquires 70% stake in mobile developer JustPlay
NCsoft has acquired a 70% stake in mobile developer JustPlay for $202 million. This deal, expected to close by the end of April 2026, signifies NCsoft's continued expansion into the casual games market.
Sega responds to concerns after recording $200 million impairment write-down for Rovio
Sega has responded to concerns following a $200 million impairment write-down related to its acquisition of Rovio. Separately, NCsoft is acquiring a 70% stake in mobile developer JustPlay for $202 million, a deal expected to close in April 2026 as the Korean company expands into the casual games market.
NCsoft acquires 70% stake in mobile developer JustPlay
NCsoft has acquired a 70% stake in mobile developer JustPlay. In separate news, Sega is addressing concerns following a $200 million impairment write-down related to its acquisition of Rovio, with CEO Haruki Satomi stating the company will learn from the experience for future endeavors.
Original founders of Bossfight Entertainment re-launch studio as Bossfight
NCsoft has acquired a 70% stake in mobile developer JustPlay for $202 million, with the deal expected to close by the end of April 2026. This acquisition is part of NCsoft's ongoing strategy to expand its presence in the casual games market. Additionally, the original founders of Bossfight Entertainment have relaunched their studio under the new name Bossfight.
Brazil-based dev Gameplan joins Remote Control Productions
Brazilian developer Gameplan has joined Remote Control Productions. In a separate deal, NCsoft is acquiring a 70% stake in mobile developer JustPlay for $202 million, aiming to expand its presence in the casual games market.
MMO Business Roundup: Game devs on Marathon concurrency discourse, Matt Booty says no new layoffs
Microsoft's CCO Matt Booty stated there will be no immediate layoffs at Xbox studios. Game developers are defending Marathon's concurrency numbers, while NCsoft is investing in third-party studios JustPlay and emptyvessel. Roblox has launched new development programs, Incubator and Jumpstart, to support creators on its platform.
NCsoft acquires 70% stake in mobile developer JustPlay
NCsoft is acquiring a 70% stake in mobile developer JustPlay for $202 million, a deal expected to close by April 30, 2026. This move signifies NCsoft's expansion into the casual mobile games market. The article also details the re-launch of Bossfight Entertainment by its original founders after being shuttered by Netflix.
