Revenue Growth
Ongoing coverage on Revenue Growth.
Latest coverage
NVIDIA (NVDA) expects its revenue to grow 70% in FY28
NVIDIA expects its revenue to grow by approximately 70 percent in fiscal year 2028, driven by the expansion of its AI compute capabilities. CFO Colette Kress shared the forecast, with CEO Jensen Huang suggesting the company could exceed this target if not for supply constraints, particularly in memory components. NVIDIA's Q2 FY27 revenue reached $96.2 billion, and the company is confident in its ability to meet future growth targets.
Blizzard Was “Top-Performing” Studio at Xbox in Q4 FY26 – Rumor
A report suggests Blizzard Entertainment was the top-performing studio at Xbox in Q4 FY26, with Blizzard president Johanna Faries congratulating staff on growth and record fiscal performance. This success, driven by Diablo 4: Lord of Hatred and Overwatch, contrasts with Xbox's overall revenue decline and recent layoffs.
Xbox to double down on its 'strongest franchises' as boss sets crazy new goals
Xbox CEO Asha Sharma has outlined ambitious goals to reverse the brand's fortunes by fiscal year 2027, focusing on strengthening major franchises like Minecraft, Call of Duty, and Halo, and prioritizing 'biggest new ideas'. The plan includes improving profits and player growth, with a long-term ambition to entertain half a billion people daily by 2030. This strategy shift emphasizes console revenue and established IPs, potentially at the expense of newer or less established titles.
Xbox’s growth plan lands after the layoffs — and the clock runs to 2027
Xbox CEO Asha Sharma outlined a plan to return the company to player and revenue growth by fiscal year 2027, following recent layoffs and studio spin-offs. The strategy focuses on strengthening the core platform, growing games into global franchises, transforming Minecraft into a creator platform, and expanding existing worlds. Sharma aims to double daily active users to over a billion by 2030, with a significant portion of growth expected from mobile titles like Candy Crush and expanded use of Minecraft.
Subnautica 2 and PUBG bolster Krafton's Q2 revenue
Krafton reported record second-quarter revenue of ₩1.29 trillion ($889.1 million), a 94.9 percent increase, driven by the success of Subnautica 2 and the PUBG franchise. The company also saw operating profit rise 67 percent to ₩410.9 billion ($283.1 million).
Subnautica and PUBG franchises drive Krafton Q2 revenue up 94.9% to $889.1m
Krafton reported a record second quarter with revenue up 94.9% to $889.1 million and operating profit up 67% to $283.1 million, driven by the success of Unknown Worlds' Subnautica 2 and the PUBG franchise. Subnautica 2 surpassed five million units sold in Early Access, while PUBG revenue increased 25% year-over-year. Krafton plans to announce five new titles by 2027, including new projects based on the PUBG IP.
Analyst: Q1 2026 revenue figures show there is still demand for compelling single-player video games
Global game content revenue saw a 3.6% year-over-year increase in Q1 2026, reaching $54.14 billion, according to S&P Global Market Intelligence. Companies like Capcom and Pearl Abyss reported significant growth, driven by titles such as Resident Evil Requiem and Crimson Desert, indicating continued consumer demand for compelling single-player experiences alongside live-service games. PC emerged as the fastest-growing platform.
Evening Tech Bits
NVIDIA has reorganized its gaming segment under edge computing and reported a 29% revenue increase from Blackwell workstations. However, sales of gaming GPUs have slowed due to high memory prices. AMD has commenced production.
Krafton Q1 revenue up 56.9% to $931m, driven by mobile content
Krafton reported record first-quarter results with revenue up 56.9% to $931 million, driven primarily by its mobile segment and the PUBG franchise. The company also reaffirmed its AI-first strategy, emphasizing its use of artificial intelligence for game development and enhanced player experiences.
Pokémon Pokopia Led to Nintendo Switch 2 UK Sales Growing by 154 Percent in March Month-on-Month
The release of Pokémon Pokopia has significantly boosted Nintendo Switch 2 sales in the UK, with a 154 percent month-on-month increase in March. Nintendo consoles now represent over half of all consoles sold in the UK this year. The game has been a commercial success, selling 2.2 million copies in its first four days and contributing to a ten percent rise in Nintendo's share prices.
PC will overtake console revenue by 2028, says Newzoo
Newzoo projects that PC gaming revenue will surpass console revenue by 2028, with PC expected to grow at a 6.6% compound annual growth rate compared to 4.4% for consoles. The overall PC and console market is forecast to reach $103.7 billion by 2028, marking the first notable expansion since the pandemic slowdown. Premium games are driving PC growth, while console revenue remains dependent on blockbuster hits and hardware, with subscription services like Xbox Game Pass influencing sales figures.
