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Financial Performance

Ongoing coverage on Financial Performance.

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Shack NewsVery negative

Google (GOOGL) Q3 2026 earnings results miss revenue and EPS expectations

Google reported its Q3 2026 earnings, missing both revenue and EPS expectations. The company posted $127.6 billion in revenue against an expected $128.22 billion, and $2.12 EPS versus a $2.94 estimate. The stock saw a significant drop following the announcement.

Games IndustryPositive

TinyBuild revenue rises 18% to $20m during H1 2026, with 85% coming from first and second-party owned IP

TinyBuild reported an 18% increase in revenue to $20 million for the first half of 2026, with 85% of that coming from first and second-party owned intellectual property. While gross profit and adjusted EBITDA saw declines due to increased royalty payments and marketing spend, the company remains confident in its pipeline of upcoming games and its strategy of IP ownership and franchise expansion.

Gaming BoltPositive

Arc System Works Reports Net Profit of ¥115 Million in Latest Fiscal Year

Arc System Works has reported a net profit of ¥115 million for the fiscal year ending May 2026, a significant turnaround from the previous year's losses. The company attributes this recovery to the release of several games, including Double Dragon Revive and Marvel Tōkon: Fighting Souls, and plans to develop a new cel-shaded fighting game. The studio is also addressing post-launch issues for Marvel Tōkon: Fighting Souls, particularly concerning its PC version.

Gamedeveloper.comVery positive

Planet Zoo maker Frontier Developments' adjusted operating profit jumps 62 percent

Frontier Developments, known for Planet Zoo and Planet Coaster, reported a record-breaking fiscal year 2026 with adjusted operating profit jumping 62 percent to £21.4 million. Revenue grew 16 percent to £104.8 million, driven by Jurassic World Evolution 3 and its Planet series. The company also announced leadership transitions, with Jo Cooke stepping into the CEO role, and a new agreement with Disney to develop and publish a game based on its IP.

Games IndustryVery positive

Frontier Developments FY26 adjusted operating profit jumps 62% to £21.4m

Frontier Developments reported record financial results for FY26, with adjusted operating profit jumping 62% to £21.4 million. The company attributes this growth to strong trading, disciplined cost control, and higher tax credits, driven by titles like Jurassic World Evolution 3 and the Planet Coaster and Planet Zoo franchises. Leadership changes were also announced, including the appointment of Dan Lazarides as chief marketing officer and David Braben's move to a non-executive director role.

Retro GamerPositive

Even without Winds and Waves, Pokemon just had its best ever year with $3.4 billion in net sales probably thanks to…

The Pokemon Company achieved record-breaking net sales of $3.4 billion in fiscal year 2026, a 29% increase from the previous year. This growth is attributed to major releases like Pokemon Pokopia and the re-releases of Pokemon FireRed and LeafGreen for the Nintendo Switch, solidifying the franchise's continued financial success.

GamespotPositive

CD Projekt Red Is Still Raking In The Cash As We Wait For The Witcher 4

CD Projekt Red reported strong financial results for the first half of 2026, with revenue up 23% year-over-year to 435 million PLN and net profit up 37% to 249 million PLN. These gains were driven by sales of The Witcher and Cyberpunk games, as well as increasing licensing revenue from deals involving Cyberpunk 2077 and the Cyberpunk TCG. The company anticipates further growth with upcoming releases like The Witcher 3 Remastered and The Witcher 4.

EGamers.ioVery positive

Blizzard’s Record Revenue Year Makes Diablo 5 a Matter of When, Not If

Blizzard Entertainment has achieved its third-best fiscal year for revenue, largely driven by Diablo 4 and Overwatch. The company, now part of Microsoft's Xbox division, is reportedly the top-performing studio. This financial success, coupled with continued support for Diablo 4 through expansions, suggests that a Diablo 5 is highly probable in the future, though an announcement is not expected for several years.

Nintendo FusePositive

Nintendo Operating Profit Rises in Spite of Sales Decrease - NintendoFuse

Nintendo reported a significant 150.5% year-over-year increase in operating profit for the first quarter of its fiscal year, despite a 9.5% decrease in net sales. The company highlighted strong adoption of the Nintendo Switch 2 and confirmed backward compatibility with Nintendo Switch software. Upcoming releases include new titles for Switch and Switch 2, alongside successful movie ventures like the Super Mario Galaxy Movie.

Games IndustryNeutral

HandyGames rebrands as THQ Nordic Mobile

HandyGames has rebranded as THQ Nordic Mobile, shifting its focus to bringing premium PC and console titles to mobile platforms, while its development studio continues as HandyGames. Separately, leaked emails reveal Blizzard Entertainment was Xbox's top-performing studio for FY26, driven by Diablo 4: Lord of Hatred and Overwatch, marking its third highest fiscal year for revenue.

Games IndustryVery positive

Leaked emails reveal Blizzard is Xbox's top-performing studio for FY26

Leaked internal emails reveal that Blizzard Entertainment was the top-performing studio within Xbox Game Studios for Microsoft's fiscal year 2026. This marks Blizzard's second consecutive year of growth, driven by Diablo 4: Lord of Hatred and Overwatch, with FY26 being the studio's third highest fiscal for top-line revenue in its history.

Massively OverpoweredPositive

Blizzard says Diablo and Overwatch ‘drove exceptional performance’ in 2026

Leaked emails from Blizzard boss Johanna Faries indicate that Blizzard Entertainment achieved exceptional performance in fiscal year 2026, marking its third highest revenue year in history and first back-to-back growth since FY17. Diablo 4: Lord of Hatred and Overwatch were highlighted as key drivers of this success, with Overwatch delivering its strongest quarter since 2022.

EGamers.ioPositive

Take-Two Holds GTA 6 to November 19, Betting ‘An Extended Look’ Will Grow ‘Consumers’ Passion and Anticipation’

Take-Two Interactive has reaffirmed the November 19 release date for Grand Theft Auto 6, despite speculation of further delays. The company's latest financial report highlighted strong performance from the Grand Theft Auto franchise, with Grand Theft Auto 5 sales surpassing 230 million units. An extended look at Grand Theft Auto 6 is scheduled to premiere exclusively on Netflix on August 27.

Games IndustryNeutral

Xbox is (probably) not for sale | Opinion

Despite recent financial struggles and layoffs, Microsoft is unlikely to sell or spin off its Xbox division. The article argues that the financial impact of Xbox on Microsoft's overall business is minimal, making it not a significant drag. Furthermore, finding a suitable buyer with the necessary capital and without regulatory issues is highly improbable, suggesting Xbox will remain part of Microsoft in the foreseeable future.

Metro UKPositive

Sony investing millions in PS6 development as profits increase by 37%

Sony Interactive Entertainment is significantly increasing investment in the development of the PlayStation 6, with profits rising 37% despite flat sales. The company shipped 1.6 million PlayStation 5 units last quarter, bringing the total to 95.3 million, and reported a digital download ratio of 82% for PlayStation 4 and 5 games.

EGamers.ioNegative

Xbox’s paradox year: 200 million new players, $1.7 billion less revenue

Xbox experienced a paradox in fiscal year 2026, attracting over 200 million new players while simultaneously facing a $1.7 billion revenue shortfall. Microsoft CEO Satya Nadella and Xbox CEO Asha Sharma acknowledged the need for significant changes in content, platform, and operations to close this gap and return to growth by the end of FY27.

Rock Paper ShotgunNegative

"Our business did not grow with our audience": post-layoffs, Xbox execs are trying to sell a gaming division bounce back by summer 2027

Xbox executives Asha Sharma and Satya Nadella are outlining a strategy to return the gaming division to financial growth by Fiscal Year 2027, following recent mass layoffs. Despite an increase in players, business revenue declined, prompting a focus on investing in player value and leveraging existing intellectual property and studios.

Metro UKVery negative

Xbox lost $1,700,00000 this year but execs think all will be fine by June 2027

Microsoft's Xbox division reported a 7% decrease in revenue for fiscal year 2026, amounting to $1.7 billion, with console hardware sales down 29%. Despite these figures, executives Asha Sharma and Satya Nadella expressed confidence that the business will return to growth by fiscal year 2027, citing upcoming exclusive titles and investments in player value.

EngadgetVery negative

Samsung's mobile division posts first-ever loss due to soaring memory prices

Samsung's mobile division has reported its first-ever financial loss, attributed to significantly increased memory prices. This contrasts with the performance of the company's chip division.

PC GamerVery positive

Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago

Intel's latest earnings report shows a significant improvement in tone and financial results compared to the previous year. Revenue, margins, and earnings per share exceeded expectations, with the Foundry business also showing positive developments despite an operating loss. CEO Lip-Bu Tan expressed increased confidence in the company's manufacturing roadmap and execution.